Primary Recruiting Services Jobs in Usa

24,877 positions found — Page 2

Physician, Primary Care & Mental Health - IN (Remote)
✦ New
🏢 ChenMed
Salary not disclosed

We're unique. You should be, too.

We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?

We're different than most primary care providers. We're rapidly expanding and we need great people to join our team.

Employer: PMR Illinois Holding, LLC d/b/a JenCare Senior Medical Center

Position Title: Primary Care Physician – Multiple Positions

Position Description: Provide primary care services to senior/geriatric patients that encompass the following: provide comprehensive health care focusing on preventive/therapeutic medical services for senior/geriatric patients; examine patients for symptoms of organic/congenital disorders and determine nature/extent of injury/disorder, referring to diagnostic images/tests, and using medical instruments/equipment; owing to geriatric population, focus on both prevention/treatment of diseases/disabilities in older adults; prescribe medication and recommend dietary/activity programs, as indicated by diagnosis; when appropriate, refer patients to medical specialists to address specific medical issues.

May work at other JenCare Senior Medical Center sites in Cook County.

Requirements: Medical Degree or foreign equivalent, Board Certified/Board Eligible (BC/BE) in Family Medicine or Internal Medicine. Must possess an Illinois State Medical license and Drug Enforcement Administration (DEA) license.

Location of Position: 2734 W 87th Street, Chicago, IL 60652. May work at other JenCare Senior Medical Center sites in Cook County.

Salary: $242,000/year

Any interested applicants may send CV and ref to . Use Req # R0043794

PAY RANGE:

$214,700 - $306,714 Salary

EMPLOYEE BENEFITS

We're ChenMed and we're transforming healthcare for seniors and changing America's healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We're growing rapidly as we seek to rescue more and more seniors from inadequate health care.

ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people's lives every single day.

Current Employee apply HERE

Current Contingent Worker please see job aid HERE to apply

#LI-Onsite
Remote working/work at home options are available for this role.
Not Specified
Primary Care Physician (Chicago)
🏢 ChenMed
$214,700
Chicago, Illinois 3 days ago
We're unique. You should be, too.

We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?

We're different than most primary care providers. We're rapidly expanding and we need great people to join our team.

Employer:

PMR Illinois Holding, LLC d/b/a JenCare Senior Medical Center

Position Title:

Primary Care Physician - Multiple Positions

Position Description:

Provide primary care services to senior/geriatric patients that encompass the following: provide comprehensive health care focusing on preventive/therapeutic medical services for senior/geriatric patients; examine patients for symptoms of organic/congenital disorders and determine nature/extent of injury/disorder, referring to diagnostic images/tests, and using medical instruments/equipment; owing to geriatric population, focus on both prevention/treatment of diseases/disabilities in older adults; prescribe medication and recommend dietary/activity programs, as indicated by diagnosis; when appropriate, refer patients to medical specialists to address specific medical issues.

May work at other JenCare Senior Medical Center sites in Cook County.

Requirements:

Medical Degree or foreign equivalent, Board Certified/Board Eligible (BC/BE) in Family Medicine or Internal Medicine. Must possess an Illinois State Medical license and Drug Enforcement Administration (DEA) license.

Location of Position:

2734 W 87th Street, Chicago, IL 60652. May work at other JenCare Senior Medical Center sites in Cook County.

Salary:

$242,000/year

Any interested applicants may send CV and ref to . Use Req # R

PAY RANGE:
$214,700 - $306,714 Salary

EMPLOYEE BENEFITS

We're ChenMed and we're transforming healthcare for seniors and changing America's healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We're growing rapidly as we seek to rescue more and more seniors from inadequate health care.

ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people's lives every single day.

Current Employee apply HERE

Current Contingent Worker please see job aid HERE to apply
Not Specified
Physician / Family Practice / Pennsylvania / Locum tenens / Locums Primary Care Job in Pennsylvania Job
✦ New
Salary not disclosed

Full-Time Locum to Perm Primary Care Physician Needed in Pennsylvania Location: Near MENDENHALL, PA.

Shift(s) Description: Monday to Friday: 8:00 am
- 4:30 pm Nights/Weekend Rotation Primary Care
- Outpatient Average Patients Per Day: 12-16 (Adult Population Only) EMR: EPIC We are currently seeking a dedicated Primary Care Physician for a full-time Locum to Perm position in the picturesque state of Pennsylvania.

The ideal candidate should be Board Certified and committed to providing exceptional care to the community.

Opportunity Highlights: Seamless Transition: This position offers a unique opportunity to transition from a locum tenens role to a permanent position, allowing you to establish a long-term connection with the community and build lasting patient relationships.

Convenient Location: Located near Mendenhall, PA, this facility provides an excellent opportunity to practice in a beautiful area with easy access to urban amenities and natural attractions, ensuring a high quality of life for you and your family.

Outpatient Primary Care Setting: This role focuses on outpatient care, allowing you to concentrate on providing comprehensive primary care services to the adult population.

With an average of 12-16 patients per day, you'll have the time and resources to deliver personalized, high-quality healthcare.

EMR Efficiency: Utilize the EPIC Electronic Medical Record system, streamlining patient information management and ensuring seamless coordination of care.

Collaborative Team Environment: Join a team of dedicated healthcare professionals focused on providing the highest standard of care to the community.

Collaborate with colleagues, specialists, and support staff to deliver comprehensive healthcare services.

Competitive Compensation and Benefits: Enjoy a competitive compensation package along with a comprehensive benefits package, ensuring your financial well-being and providing peace of mind.

If you are interested in this exciting opportunity, please contact us at HDA by calling or texting .

You can also reach us via email at .

Please reference Job ID .

Join us in making a positive impact on the healthcare landscape.

Your expertise is valued here, and together, we can enhance the well-being of the community we serve.

HDAJOBS MDSTAFF

Not Specified
Physician / Family Practice / Washington / Permanent / Primary Care FMD Job in Washington Job
✦ New
🏢 Hayman Daugherty Associates, Inc
Salary not disclosed

Full-Time Family Medicine Doctor Opportunity in Washington, Near Snohomish Are you an accomplished and compassionate Family Medicine Doctor seeking a rewarding full-time position? An exciting opportunity awaits you in Washington, conveniently located near Snohomish.

Join a vibrant healthcare community and make a positive impact on the well-being of the local population.

Position Overview: As a Family Medicine Doctor (FMD), you'll be an essential member of the healthcare team, delivering comprehensive primary care services.

This full-time (FT) position offers a Monday to Friday schedule with a flexible daily timetable, promoting a healthy work-life balance.

Requirements: We are seeking a dedicated and Board-Certified/Board-Eligible Family Medicine Doctor to join our dynamic team.

Your commitment to providing high-quality patient care, coupled with effective collaboration within a team setting, is crucial for success in this role.

On-Call Duties: This role involves on-call duties, highlighting the commitment to delivering continuous and comprehensive care to the community.

Your expertise and proactive approach contribute to the seamless provision of healthcare services.

Contract Type: This opportunity operates under an Employee/W2 contract, offering stability and support.

With administrative aspects efficiently managed, you can focus on what matters mostdelivering exceptional care to your patients.

Location: Nestled near Snohomish, Washington, the location combines a thriving healthcare career with the benefits of a serene lifestyle.

The picturesque surroundings and vibrant local community create an ideal backdrop for a fulfilling professional journey.

If you're intrigued by this opportunity and eager to explore further, connect with HDA.

Reach out through a call or text at or via email at .

Don't forget to reference Job ID in your communication for efficient correspondence.

Embark on a fulfilling journey where your commitment to exceptional patient care aligns with a rewarding full-time role near the charming community of Snohomish, Washington.

Join us in making a positive impact on healthcare, one patient at a time.

HDAJOBS MDSTAFF

permanent
Staff Nurse Autism Services
Salary not disclosed
Akron, Ohio 5 days ago
Part Time Days 24 hours/weekSummary:The Autism Nurse (RN) provides specialized nursing care for children and adolescents diagnosed with Autism Spectrum Disorder (ASD).

This role supports a multidisciplinary team in delivering family-centered, accessible, high-quality preventive and primary health services in ambulatory interdisciplinary clinic.

The RN acts as a care coordinator, patient advocate, and clinical resource for families navigating the complexities of ASD in the healthcare environment.

Responsibilities:1.

Perform nursing assessments, monitor health status, and support individualized treatment plans for patients with ASD and co-occurring medical or behavioral conditions.

2.

Support primary care visits by preparing patients, assisting providers, and ensuring sensory and communication accommodations are in place.

3.

Coordinate care across specialties (e.g., neurology, developmental pediatrics, behavioral health) and community services.

4.

Administer immunizations, medications, and routine treatments, with an emphasis on trauma-informed and neurodiversity-affirming practices.

5.

Document nursing assessments, interventions, and patient responses accurately and promptly in the electronic medical record.

6.

Educate patients and caregivers about diagnoses, medications, safety plans, and health management strategies tailored to neurodivergent needs.

7.

Maintain accurate documentation in the electronic medical record and follow protocols for safety, infection control, and regulatory compliance.

8.

Other duties as required Other information:Technical Expertise 1 Demonstrated ability to provide leadership, guidance and motivation to other staff members with emphasis on working as a collaborative team to provide quality service to patients and their families.

2.

Strong communication skills, both verbal and written are required.

3.

Excellent customer service and interpersonal communication skills are required.

4.

Strong organizational skills are required.

5.

Ability to work well under pressure to prioritize and complete required tasks and responsibilities in a timely and accurate manner.

6.

Experience working with various levels within an organization is required.

7.

Experience in healthcare is preferred.

8.

Experience working in Microsoft Office (Outlook, Excel, Word) or similar software is required.

9.

Experience working an electronic medical record system (i.e.

EPIC) or similar software is preferred.

10.

Knowledge of autism-related interventions, including sensory integration, behavioral supports, and communication tools preferred.

Education and Experience 1.

Education: Bachelor of Science in Nursing (BSN) is required or must be obtained within 5 years from date of hire.

2.

Licensure: Current Registered Nurse (RN) with Multistate License in the state of Ohio or must obtain MSL within 90 days of hire 3.

Certification: Current certification in Basic Life Support training from the American Heart Association is required 4.

Years of relevant experience: Minimum one (1) year of pediatric, behavioral health, or developmental disability experience required.

Experience working with individuals Autism Spectrum Disorder preferred.

5.

Years of supervisory experience: none Part Time FTE: 0.600000Status: Onsite
Not Specified
Chief Medical Officer - Multi-Location Healthcare Services – Pacific Northwest, 78975
Salary not disclosed
San Francisco, CA 2 days ago

Chief Medical Officer - Multi-Location Healthcare Services – Pacific Northwest


Our client is an industry-leading, multi-location primary care services organization with a highly successful track record that combines traditional and functional medicine to address patients’ needs. This middle-market, private equity-sponsored healthcare services business supports patients through the provision of specialty healthcare practices and best-in-class, all-inclusive care across the greater Pacific Northwest region.


We are seeking a Chief Medical Officer responsible for overseeing all clinical activities, partnering with and leading the provider team, and ensuring all medical staff deliver superior services. This position will also be responsible for monitoring regulatory, payer, and quality compliance in partnership with the executive leadership team. Candidates must be board certified in primary care, family medicine, internal medicine, or a relevant specialty. Candidates must also have acquired several years of clinical practice experience, with at least five years of experience in a leadership role. Proven experience overseeing quality programs, provider supervision, and regulatory compliance will be an asset in this position.


This role offers a compensation package that includes a highly competitive base salary, performance-based bonus and long-term incentives.

Not Specified
Executive Assistant/Recruiter
Salary not disclosed
Frisco, TX 2 days ago

Job Description:

Reliable Technology Services is a Frisco, Texas based Managed IT Service Provider that builds enterprise class infrastructure, voice, and data networks for small and medium sized organizations. Reliable was founded in 2007 with a mission to provide superior technology solutions delivered with integrity by experts who excel at creating solutions for complex business problems, and to be a key player in the success of others. Reliable has employed a team of the best and brightest technology engineers and support staff in the DFW area.


This position is a key member of Reliable Technology’s Executive Team. The EXECUTIVE ASSISTANT/RECRUITER is responsible for managing calendars, scheduling meetings, and managing inboxes for executives. They must handle confidential information with discretion and professionalism. Additionally, they must source, screen, and interview candidates through various channels (job boards, social media, networking), coordinate and schedule interviews, and manage applicants and maintain accurate recruitment records.


Benefits

  • Paid Personal Time Off
  • Paid Federal Holidays (7)
  • Competitive Salary
  • Professional Sporting Event Suites year round
  • Activities + Outings (Family Atmosphere)
  • Regular Reviews for Advancement


Job Requirements

  • Education: Bachelor’s degree in Business Administration, Human Resources, or related field preferred.
  • 1+ years of combined recruiting and administrative experience
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency in MS Office Suite and familiarity with applicant tracking systems.
  • Ability to handle multiple priorities and meet deadlines.


General Requirements

  • Work business hours 8 am – 5 pm
  • Must have a keen sense of awareness for others needs and communication styles
  • Ability to have fun in a fast-paced environment
  • Strong ability to analyze data and make intelligent decisions
  • Ability to identify when senior/management level assistance is needed
  • Excellent communication skills, both written and verbal
  • Excellent organizational skills and ability to adapt easily
  • Ability to prioritize, multi-task, work around deadlines and adapt easily
  • Must be able to work effectively and contribute value with limited direction


General Responsibilities


Customer Care

  • Quality customer service is a top priority. Respect for the customers, employees and all other stakeholders, coupled with professional and ethical behavior at all times is a requirement
  • Proven experience showcasing accuracy, analytical abilities, ethics, and values
  • Ability to provide product and service information
  • Ability to successfully balance the needs of the customer and the needs of Reliable
  • Build relationships with customers to establish and maintain trust, credibility, and respect
  • Ability to remain professional, confident, courteous and patient at all times


Teamwork

  • Build relationships with coworkers, including members of other departments, to get results
  • Build relationships with customers as though Reliable were a member of the customer's internal technology team
  • Offer ideas for process improvement and maintain procedural documentation
  • Engage in excellent communication, documentation and record keeping


Knowledge & Training

  • Regular desire to take on new challenges with the goal of expanding your individual knowledge, skills, and abilities
  • Engage in training and educating other team members to facilitate growth and learning for all team members
  • Actively seek out methods for expanding your knowledge and skills beyond company provided or company mandated learning initiatives
  • Actively seek out information on best practices and recommend new processes to improve efficiency


Daily Tasks

  • Attend daily huddles
  • Maintain accurate individual calendar
  • Others as listed in responsibilities


Reporting Structure

This position reports to the CEO and Managing Partner. Tasks may be assigned and managed by other departmental managers. Coordination and communication to facilitate all client service needs is essential.


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk and use hands to finger, handle, or feel.

The employee is occasionally required to stand and reach with hands and arms. The employee must periodically lift and/or move large, bulky and/or heavy items up to and exceeding 50 pounds and/or use a dolly to handle such items. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.


Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Not Specified
Customer Service and Distribution Manager
✦ New
Salary not disclosed

DCI Donor Services

DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work!! We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank’s management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank’s strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization

COMPANY OVERVIEW AND MISSION

For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.

DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.

Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili

With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.

Key responsibilities this position will perform include:

  1. Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS’s donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate.
  2. Determines appropriate “par” levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times.
  3. Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate.
  4. Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field.
  5. Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate.
  6. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
  7. Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports.
  8. Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers.
  9. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
  10. Performs other duties as assigned.

The ideal candidate will have:

  • Associate’s Degree required/Bachelor’s Degree preferred in related field
  • Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience
  • CTBS required within first year of employment
  • Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required.
  • Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds.


We offer a competitive compensation package including:

  • Up to 184 hours of PTO your first year
  • Up to 72 hours of Sick Time your first year
  • Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage
  • 403(b) plan with matching contribution
  • Company provided term life, AD&D, and long-term disability insurance
  • Wellness Program
  • Supplemental insurance benefits such as accident coverage and short-term disability
  • Discounts on home/auto/renter/pet insurance
  • Cell phone discounts through Verizon
  • Monthly phone stipend

**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**

You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.

DCIDS is an EOE/AA employer – M/F/Vet/Disability.



PI7c69c8eaebf5-3631

permanent
Service Assistant
✦ New
Salary not disclosed
Tampa, FL 1 day ago
Description:
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.
Not Specified
Client Service Representative
✦ New
Salary not disclosed

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
Not Specified
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