Operational Technical Services Llc Jobs in Usa
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Love working around boats, side-by-sides, ATVs, motorcycles, and powersports equipment? Turn your parts and service knowledge into a high-earning career with River Valley Power & Sport and River Valley Marine in Rochester. We are hiring a full-time Parts & Service Sales Specialist to support both our marine and powersports departments. If you have experience in parts, service advising, accessories sales, marine, powersports, automotive, or small engine, this is a strong long-term career opportunity with incentive pay, full benefits, and room to grow. Parts specialists, service advisors, and customer-focused sales professionals are strongly encouraged to apply.
Why This Role Stands Out
- Salary + Commission ($50,000$75,000 annually, with opportunity to exceed based on performance)
- 5-day work week
- Full benefits (medical plans starting as low as $50/month)
- Exposure to marine and powersports departments
- Established dealership with strong customer traffic
- Career growth within a Top Minnesota dealer group
What You'll Do
- Support parts and accessories sales for marine and powersports customers
- Assist service departments with parts lookup and ordering
- Provide cost estimates and customer support
- Process invoices and payments
- Receive, stock, and manage inventory
- Spend approximately 50% of your time in the marine store (more during peak season)
- Support Saturday coverage (weekday off provided)
What We're Looking For
- 2+ years in parts, service, dealership, or customer-facing sales roles preferred
- Experience in marine, powersports, automotive, motorcycle, RV, lawn & garden, or small engine strongly encouraged
- Strong communication and organization skills
- Comfortable selling accessories and working directly with customers
- Basic mechanical knowledge a plus
- High school diploma required
Schedule
- MondayFriday: 8:30 AM 6:00 PM
- Saturday: 8:30 AM 3:00 PM (rotating)
- Weekday off when working Saturday
Compensation
Salary + Commission (Stable income with performance upside) Typical Earnings: $50,000$75,000 annually Top Performers: $80,000+ possible based on sales and customer support performance
Benefits
- Medical, Dental & Vision Multiple coverage tiers Medical plans starting around $50/month HSA option
- Eligible first of month after 30 days
- 401(k) Traditional & Roth options Employer match: 50% up to 6%
- Additional Benefits Life insurance Short-term disability PTO + Paid holidays Employee discounts on units and parts Company-provided apparel
About River Valley Companies
Family-owned since 1996, River Valley operates full-service marine and powersports dealerships in Rochester, Red Wing, and Lake Minnetonka. Our team-driven culture and strong performance have made us a leader in the Minnesota market. We hire people who work hard, represent the brand well, and want to build a careernot just collect a paycheck. Ready to Sell Fun for a Living? If you're competitive, customer-focused, and ready to grow in the marine and powersports industry, apply today. Interviews are happening now.
Location : Central State Hospital - 10510 LaGrange Road, Louisville, KY 40223
Schedule : Full time schedule. Days may vary, 6:00 am - 6:30 pm. Must be able to work every other weekend and some holidays. More details upon interview.
Requirement : At least 1 year of food service experience required. Healthcare experience preferred.
Pay Range : $19.00 per hour to $23.00 per hour
Culinary Services Group (CSG) is a top 50, fast-growing food service management company serving senior care, hospital, and behavioral health communities. We’re rooted in the belief that empowering our teams leads to exceptional service and better outcomes for those we serve. At CSG, you’ll be part of a collaborative culture built on integrity, where your contributions are valued and growth, development, and impact are part of every role.
Job Summary
Patient Services Leads are responsible to coordinate patient meal service and special requests and needs for the Patient Dining Program. Ensure that Patient Dining Associates are adequately trained and that units are properly staffed to provide service. They are a huge part of creating a culture of comfort and compassion in the healthcare environment, taking care of patients’ special requests and nutritional needs.
Essential Duties and Responsibilities:
Oversees systems and processes to ensure that the strategic and operational objectives of the Patient Dining Program service are accomplished.
Supervise Patient Dining Associates and ensure they provide services that include helping patients make menu selections, assemble, and deliver/pick-up their meal trays.
Work with the caregivers and culinary team to determine menu alternatives for patients with food allergies and sensitivities; cultural, ethnic and religious preferences; or when a patient inquires about additional selections.
Interacts with nursing and evaluates on a daily basis patient meal selection, tray completion, tray delivery and tray retrieval process.
Is responsive to patients' needs at all times. Communicate problems or concerns with patients to appropriate personnel in a timely manner, following department procedures.
Assist dietitians, such as helping monitor patients who cannot eat food through their mouth, are on liquid diets or have a specific calorie count to manage.
Adhere to facility confidentiality and the patient’s rights policy as outlined in the facility’s Health Insurance Portability and Accountability Act (HIPAA) policies and procedures.
Complies with regulatory agency standards, including federal, state and JCAHO.
Follow Hazard Analysis Critical Control Point (HACCP) guidelines, a prevention based food safety system for meal assembly and distribution.
Comply with federal, state and local health and sanitation regulations, as well as department sanitation procedures.
Complete all daily, weekly or monthly reports as outlined in the Morrison Healthcare policies and procedures.
Conduct daily associate team meetings following Morrison’s branded GR8 Start Meeting guidelines and template.
Performs other duties as assigned.
Qualifications:
Ability to communicate and read documents such as safety rules, procedure manuals, and operation and maintenance instructions.
Aptitude for effectively operating hospital’s admission, discharge and transfer (ADT) system, and other computer-based systems, which manage patient care records.
The associate must occasionally lift and/or move up to 100 pounds, as well as maneuver and push food delivery carts. Reasonable accommodations can enable qualified individuals with disabilities to perform these essential functions.
BENEFITS FOR OUR TEAM MEMBERS
Full-time and part-time positions offer the following benefits to team members: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
Full-time positions also offer the following benefits to team members: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs
Team Members may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.
Services Group (CSG) is an equal opportunity employer. At CSG, we are committed to treating all Applicants and Team Members fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Application Deadline: applications are accepted ongoing until all openings are filled for this position. If an applicant is declined due to the position being filled, they may still be considered for future opportunities and are always welcome to reapply.
Job Description
The team leader is responsible for managing the team involved in auditing end to end mortgage life cycle comprising active & default servicing activities (Eg. Foreclosure, Bankruptcy, Cashiering, Escrow, Loss Mitigation, Claims, Property preservation, HELOC etc.)
Responsibilities:
- Maintain monthly performance measurements: Timeliness, production goals, compliance/regulatory, and customer satisfaction
- Manages the day-to-day operations of the mortgage servicing associates. Ensures compliance with state and federal lending laws and investor guidelines
- Develops, analyzes, and completes monthly reports in order to track and monitor production, efficiency, compliance with investor guidelines against stated objectives and associate quality against established standards
- Disseminates policies, procedures, and announcements to staff in a timely manner and conducts regular and recurring meetings with staff in order to build an effective communication flow.
- Maintain quality and production standards as defined by business. Perform other job-related duties and special projects as required.
- Develops performance standards and measurements for staff in order to accurately assess actual performance against established goals.
Additional responsibilities of the TL includes:
- Maintaining service level standards
- Perform internal Quality check, providing floor support and feedback to other staff.
- Responding to all emails efficiently
Person Specification
Knowledge/Experience:
- Minimum 1-3 years of Team Handling experience
- Minimum 5-8 years of US Mortgage active as well as default servicing experience
Competencies/Skills:
- Strong communication skills, verbal and written.
- Strong analytical skills
- Demonstrated ability to resolve complicated issues as they arise.
- Proven organizational skills and demonstrated ability to prioritize and multi-task.
Skills:
- Flexible (Willingness to work in night shift),
- Knowledge of MS Office
- Positive and flexible attitude
- Attention to detail.
- Customer focused.
- Good Team Player/Strong Interpersonal skills
Join Healthcare Services Group (HCSG) as a Dining Services Manager in Training to learn to manage your own account! This structured and paid 16-week program will develop you to manage and oversee dining services in a healthcare setting with hands-on and computer based training. This structured and paid program will develop you to manage and oversee dining services in a healthcare setting. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and begin your journey to make a difference!
Available Benefits for All Employees:- Comprehensive Benefits Package - Medical, Dental, and Vision
- Free Telemedicine Services on Day 1*
- Free Prescription Discount Program
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Employee Assistance Programs
- Training & Development Opportunities
- Employee Recognition Programs
- Employee Stock Purchase Plan
- Nationwide Transfer Opportunities and Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:- Assist in managing dining services operations, including meal preparation, service, and quality control.
- Learn to ensure compliance with health, safety, and sanitation standards.
- Participate in staff training, development, and scheduling.
- Assist with inventory management and ordering of supplies.
- Interact positively with residents, staff, and guests, providing excellent customer service.
- All other duties as assigned.
- High school diploma or equivalent preferred.
- Previous experience in dining services or hospitality preferred.
- Strong organizational and communication skills.
- Must obtain Food Protection Manager (FPM), Food Service Manager (FSM), Long-Term Care Food Service (LTC-FSM), and CDM,CFPP (where required by state regulations) certifications during the development program.
- Valid driver's license.
- Strong written and verbal communication skills.
- Maintain a positive attitude and effectively communicate with building occupants, administration, and HCSG leadership to perform daily tasks.
- Compliance with COVID-19 vaccination policies.
- Ability to lift up to 50 pounds and perform tasks for extended periods.
- Residency within the service area required.
Ready to Join Us?
If you're looking for an opportunity to grow your career in dining services management and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
EEO Statement:HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.
Role: Dining Services - Assistant Manager
Join Healthcare Services Group (HCSG) as a Dining Services Assistant Manager, supporting the dining department at a long-term care facility. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and make a difference!
Available Benefits for All Employees:- Free Telemedicine*
- Free Prescription Discount Program
- Free Employee Assistance Programs
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Hands-on-Training & Support
- Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:The Dining Services Assistant Manager is responsible for assisting the Dining Services Manager in overseeing the dining operations and ensuring high standards of food quality, safety, and customer service.
- Support the Dining Services Manager in managing daily dining operations, including staff supervision and training.
- Ensure compliance with dietary guidelines, food safety standards, and HCSG policies.
- Assist in maintaining accurate records of food inventory, costs, and employee schedules.
- Lead staff training sessions on food preparation, service techniques, and safety protocols.
- Communicate effectively with residents, families, and staff to enhance the dining experience.
- Conduct regular inspections of food service areas to ensure cleanliness and organization.
- Represent HCSG positively through courteous and cooperative interactions with team members, residents, and guests.
- Perform all other duties as assigned.
- High school diploma or equivalent is required
- Previous experience in food service management or a similar role is desired.
- Strong leadership and interpersonal skills with the ability to motivate and develop a team.
- Knowledge of food safety regulations and best practices in dining services.
- Basic computer skills for record-keeping and report generation.
- Must comply with COVID-19 vaccination policies.
- Ability to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, and stand, bend, and walk for extended periods.
- Residency within the service area is required.
Ready to Join Us?
If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
EEO Statement:HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.
At US Elogistics Service Corp. DBA CIRRO Fulfillment, we're powering global commerce through fast, intelligent, and scalable fulfillment solutions. With a footprint spanning over 28 million ft2 in 30+ countries and advanced tech like Autonomous Mobile Robots (AMRs), we're redefining how brands deliver customer experiences. We're looking for a Customer Success Specialist to join our North American team and drive long-term customer satisfaction, retention, and growth.
What You'll Do
- Own and manage a portfolio of B2B eCommerce clients, acting as their trusted logistics partner.
- Drive onboarding, adoption, and long-term success with CIRRO's fulfillment services.
- Serve as the client advocate internally—aligning with operations, tech, and sales to ensure a seamless experience.
- Analyze fulfillment performance metrics, proactively address challenges, and drive continuous improvement.
- Conduct regular business reviews and maintain clear communication with stakeholders.
- Identify upsell and expansion opportunities that support client growth.
What You'll Need
- 2+ years experience in customer success, account management, warehouse operations or logistics operations (3PL/eCommerce preferred).
- Strong problem-solving skills and the ability to simplify complex logistics topics for clients.
- Excellent communication and relationship-building abilities.
- Experience with logistics platforms, WMS, or order management systems is a plus.
- Bachelor's degree preferred or equivalent experience in logistics, supply chain, or business.
Why CIRRO
- Competitive pay and benefits
- Fast-growing, tech-forward company
- Collaborative, global team culture
- Room for growth in a high-impact role
CIRRO Fulfillment is an equal opportunity employer.
365 Health Services is looking for an energetic, motivated, competitive leader that thrives in a team environment. The healthcare industry is one of the fastest growing sectors in the country and this opportunity puts you in the driver seat of a rapidly expanding company that is looking for their next leaders. The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level!
Qualifications For Client Services Manager (CSM)
High integrity
Positive attitude
Excellent communication skills
Solution-oriented
Eager / Competitive
Ability to thrive and collaborate in a fast-paced environment
Bachelor's Degree, preferred
Primary Duties And Responsibilities
-Develops and executes recruitment strategies to attract, screen and hire quality healthcare professionals who meet the office's immediate and projected needs
Utilizes various recruitment tools and methods to source and attract a pool of qualified and diverse candidates
-Responsible for on-call duties during non-business hours and weekends as needed.
Matches and evaluates candidate skills to client and consumer needs through screening and interviewing
-Completes necessary reference checks on candidate's background and work experience
Ensures candidates meet required hiring standards for 365 Health Services and applicable contracts
-Negotiates salary, terms and conditions of employment with candidates, schedules direct care workers and field staff for initial placement and ongoing assignments
-Manages direct care workers and field staff while on assignment: assesses and investigates direct care worker and field staff concerns and issues, and provides performance coaching, counseling and disciplinary action when appropriate
-Maintains regular contact to and develops relationships with active clients, consumers and referral sources to identify current staffing needs and requirements, projected openings, and potential new business opportunities
-Ensure client, consumer and referral source expectations are understood and met while addressing and resolving concerns relating to customer service, caregiver or field staff performance
-Documents candidate, direct care worker, field staff and client correspondence and activities within the system of record
-Incorporates direct care worker and field staff retention strategy into daily routine
-Responsible for learning all functionalities and operations of the branch office, Adheres to and promotes company policies and procedures
-Builds and cultivates relationships with industry contacts to gain industry knowledge, referrals, and business development leads
-Ensures confidentiality of all consumer records and personnel files in accordance with agency and HIPAA guidelines
-Ensures all services, functions, and employee practices are in accordance with Affirmative Action policies and laws
-Responsible for ongoing compliance with all current federal, state and local regulations, company policies and procedures, and reimbursement guidelines
-Must possess the personal characteristics of professionalism and commitment to high standards with a strong work ethic, confidence, creativity, innovation, integrity and stability
-Performs other duties as necessary
Benefits
Health Insurance Packages
Paid Time Off
401K
Schedule
Additional Compensation
Weekly Commission
Weekly On-Call Pay
Bonuses
About the Company
National Community Renaissance (National CORE) is one of the nations largest and most respected affordable housing developers and operators. With our social services provider, the Hope Through Housing Foundation (Hope) is committed to breaking the cycle of generational poverty by implementing high-quality social services for low-income families and seniors living within and around National COREs affordable housing developments throughout California, Texas, Arkansas, and Florida. We seek passionate, hardworking team members who are committed to transforming lives and communities. Together, we deliver Hope, Opportunity, Prosperity, and Empowerment to thousands of youth, adults, and seniors each year.
About the Role
Hope Services Coordinators are responsible for developing, implementing, and managing high-quality programs and activities aimed at improving the financial stability, economic mobility, and physical and mental health of our residents and those surrounding National CORE properties. The Services Coordinator will utilize prevention, intervention, and referrals in the social service areas of early childhood education, after school care services and programs, youth and young adult development, financial education, workforce development, community building, and health and wellness. The Services Coordinator works closely with onsite Property Management staff and serves as a community ambassador, developing partnerships that expand Hopes impact. The Services Coordinator maintains a direct reporting relationship with an assigned Hope Through Housing Regional Director.
Responsibilities
- The Services Coordinator will coordinate programs operated by service partners and will provide direct services for residents, their families, and their communities.
- Identify resident needs, develop individualized property service plans, and deliver quality services for residents both directly and through service partnerships.
- Provide resident connection to community resources and referral opportunities, in accordance to resident surveys.
- Develop an onsite mechanism to facilitate resident connection to community service agency resources and referrals, including personnel of community service providers, educational opportunities and support groups.
- Maintain regular communication with external relations regarding new service partners and evaluation of service delivery by partners.
- Access partner and service provider database provided by External Relations to schedule appropriate services.
- Provide support for local, and/or grassroots efforts promoting health and wellness.
- Ensure service providers develop a site program schedule for residents with access to a variety of recreational, educational, and enrichment activities in support of resident needs.
- Serve as community ambassador, developing relationships resulting in in-kind service/product donations and financial contributions.
- Manage and monitor assigned property services budget including payroll, supplies, vendors, and fundraising.
- Manage and maintain a harmonious relationship with site staff and partners.
- Maintain client resident services files and database of resident contact referrals and engagement in order to identify trends, patterns, needs, opportunities, and outcomes of services including documentation and certifications.
- Provide regular reports of activities and events and maintain documentation.
- Provide/oversee After School Care Services and Programs.
- Provision of age appropriate activities and events for participants, coordinate activities to meet the developmental needs and interests of all children.
- Ensure service providers are consistent with required supervision of all children, and ensure their guidance and safety during all recreational and sports activities.
- Ensure service providers complete and update records on all enrolled.
- Deliver Financial Literacy and Economic Mobility trainings.
- Provide residents with opportunities for enhanced vocational and soft skills training including but not limited to resume writing, job search techniques, computer literacy, etc.
- Workforce Development Assist residents with community referrals for adult education, including but not limited to ESL, GED completion, etc.
- Community Building - Develop and implement a plan to provide social events and community engagement opportunities to increase involvement.
- Health and Wellness - In collaboration with External Relations establish and develop relationships with health care providers and community based organizations to provide onsite health education classes focusing on prevention and wellness management.
- Must attend Company sponsored events that relate to the development of the team, which, from time to time, may include overnight stays at locations away from the employees home.
Qualifications
- Ability to work cooperatively and collaboratively with other HOPE staff, National CORE staff, public officials, private sector officials, parents, and community leaders.
- Must have a sincere interest in working with children, youth and the aging population.
- Ability to meet the needs of a diverse, low-income population.
- Ability to communicate effectively and demonstrate sensitivity to others.
- Excellent organizational and document management skills.
- Familiarity with basic computer software programs and ability to type.
- Fluency in a language in addition to English is preferred.
Required Skills
- Bachelors degree in education, public health, social work or related field is desirable.
- Demonstrated experience working in a social service, education or related field providing case management services.
Preferred Skills
- Exposure to various types of weather conditions.
- Sitting, walking.
- Driving.
- May include lifting up to 20 pounds.
- Operate computer and office equipment.
- Ability to pass TB skin test and background check.
Pay range and compensation package
FLSA Non-Exempt
Equal Opportunity Statement
National CORE is committed to diversity and inclusivity.
Ready to quit your day job and jump into the restaurant industry with us? We're not your average restaurant, and we don't want your average Service Assistant, better known as a Vibe Setter. Are you ready to have fun while building your career? We don't believe in the dull and mundane... in fact, we adamantly reject it!
As a part of our badass team (yep we said it), you'll help deliver our mission by joining a team of GOATS that, together will continue to grow the legacy of our brand and be brand stewards. The Vibe Setter is the face of our restaurant, and we take great pride in who we have representing us. Service Assistants work in the dining room maintaining and enhancing the quality of our customer service. The primary focus is assisting the Servers with food running, table clearing, and guest service. You will ensure everyone who comes through our doors as a guest will leave as a friend by being your authentic self.
Requirements:
Minimum Qualifications (with or without accommodation)
Must possess or be able to obtain a valid food safety certification or any other food/alcohol certification, as required by state law
Able to stand for 10 hours and lift at least 50 pounds
Good hearing for safety and accurate communication
Must be able to read, write and speak in English
Must have reliable transportation
Additional Info:
Our Service Assistants are Responsible for:
Supporting our service team to ensure they are set up for success to deliver great experiences
Providing our guests with the highest level of service standards to create new and repeat business and avoid guest complaints
Promoting our products to guests by communicating with extensive product knowledge on food, beverage and promotional menus.
Assisting to ensure the dining room is set up perfectly for our guests while maintaining safety and sanitation standards
Being aware of and abiding by all liquor service laws, including not overserving guests or serving underage Guests.
Completing and passing all training courses require and continuing their education through additional training modules
Unique Benefits:
Work alongside, learn and grow from fellow GOATs. Whatever your goals are in life, our goal is to make you more prepared to get there.
Become a part of a culture that creates connections between iconic brands and guests. Join the fun and ONE TEAM culture that makes us great!
We have a bunch of fun brands, and this role will give you discounts to eat at all of them. You also get a discount on our retail!
We use innovative technology for easy scheduling.
Daily pay? We got you. Have your money in your pocket as soon as the next day.
We have an open door policy because your voice always matters.
Refer a friend...get paid for bringing on another GOAT.
Need medical insurance? Offered to all full-time team members.
Get rewarded for working with us! Exclusive partnership discounts for theme parks, concerts, hotels and online shopping.
Client Service Representative
Location: Novato, CA (Onsite)
Employment Type: Direct Hire
Industry: Financial Services
About the Company
Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.
Position Overview
The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.
The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.
Key Responsibilities
- Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
- Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
- Assist with client onboarding, account updates, and service requests
- Coordinate electronic document processing, including e‐signatures and compliance documentation
- Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
- Collaborate with internal team members to update and process client account changes
- Handle client inquiries and concerns with professionalism, initiative, and discretion
- Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualifications & Skills
- Previous experience in client service, administrative support, or account management
- Experience in wealth management, financial services, or private client environments strongly preferred
- Proficiency with CRM systems; Redtail CRM experience highly desirable
- Strong organizational and time‐management skills with the ability to prioritize effectively
- Excellent verbal and written communication skills with a strong customer‐service mindset
- High level of professionalism, discretion, and attention to detail
- Ability to work independently while collaborating in a team‐oriented office environment
- Familiarity with financial industry compliance standards is a plus
