Private Client Select Jobs in Usa

We are looking for an enthusiastic Veterinary Receptionist (client care coordinator) to join our friendly, experienced and supportive team. VCA Calvert Veterinary Center is a progressive hospital staffed by highly skilled veterinarians, assistants, and client care coordinators.

Our practice has been serving the Pasadena Maryland community since 2004. Our practice is one of the few in the area offering care to local exotic patients. If you are a compassionate, dedicated, enthusiastic, positive, and intelligent client service representative who is looking for a practice to call home and to work in a collaborative team environment, please apply.

An ideal candidate for this position will have experience performing the work of a Veterinary receptionist (client education, efficient patient scheduling, client and patient reception, phone triage, calm collected demeanor, attention to reception and lobby environment, creative problem solving skills, etc.) or a strong client service background.

VCA Animal Hospitals offers competitive compensation and benefits package including:

• 401(k) retirement plan with employer match available
• Pet care discounts
• Health and well-being programs that provide resources and training
• Financial toolkit

Compensation is negotiable based on education, experience, and other relevant credentials. The pay range for this position is $16 to $18 per hour. Opportunities for shift differential, holiday pay, and overtime available based on business need.

We understand that our clients have choices in their veterinary care. Our mission is to never take our clients for granted and provide education, coaching to them on pet care and the support needed to care for their pets. This position requires a flexible schedule and the ability to work evenings, some weekends, and some holidays.

Rapid Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who are looking to start or continue to grow a thriving career in B2B sales.

Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.

Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.

Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.

End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.

The Journey To Business Advising: Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.

Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.

Rapid Finance will not sponsor applicants for work visas of any kind for this position. Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.

What We Love About You:

• Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
• Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred)
• You're able to quickly build rapport, earn the trust of your clients and keep them coming back

• Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed
• Enthusiasm and energy be ready to fully commit to this career and everything that comes with it with a competitive spirit.
• Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
• Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.

Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.

What You Will Love About Us:

At Rapid Finance, we support our team members' growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us! We are ranked a Top Workplace in Washington D.C. and the Nationthese awards mean the world to us because it's based on feedback from our people!

We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.

Not to mention all of the other amazing rewards that working at Rapid Finance offers.

• Medical/Dental/Vision coverage
• Employer-matched 401(k) plan
• Paid Time Off and 10 paid Holidays
• Paid Parental Leave
• Disability Benefits (short term and long term)
• Life and Accidental Death Insurance - Supplemental benefit programs: critical illness/accident hospital indemnity/cancer
• Employee Assistance Programs (EAP)
• Extensive employee wellness programs

Rapid Finance is committed to a diverse workforce and is an Equal Opportunity/Affirmative Action Employer (M/F/Disability/Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.

• High school diploma or equivalent
• Ability to work flexible schedule and/or in multiple locations
• Sales/marketing experience

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

• Experience working in a fast-paced environment
• Previous experience in a customer service environment
• Ability to multi-task
• Strong organizational and time-management skills
• Computer proficient with the ability to use Microsoft Office

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

Palm Beach Gardens, FL 33410-3664

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.

All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.

The Vice President of Client Experience and Innovation is responsible for leading the strategic direction and execution of risk management, enhancing client experience, and driving innovation within the organization. This role involves developing and implementing policies, procedures, and strategies to mitigate risks, improve client satisfaction, and foster a culture of innovation. The VP will lead a multidisciplinary team of risk engineers and claim executives and collaborate with various departments to support the company's overall objectives.

Key functions will include but not be limited to:

• Develop and execute the strategy for risk management, client experience, and innovation, aligning with the company's overall goals and objectives.
• Create and implement risk management policies and procedures to identify, assess, and mitigate risks.
• Design and implement strategies to enhance client satisfaction and loyalty, ensuring a seamless and positive experience across all functional areas.
• Foster a company-wide culture of innovation by identifying opportunities for improvement, challenging the status quo and supporting cutting-edge ideas and solutions to drive business growth.
• Ensure compliance with all relevant regulations, laws, and industry standards.
• Lead and mentor a multidisciplinary team, fostering a culture of continuous improvement and professional development.
• Work closely with other departments, including sales & distribution, marketing, underwriting, claims, and operations, to ensure cohesive practices across the organization.
• Participate in the senior leadership meetings, highlighting functional area impact, client experience metrics and innovation initiatives.
• Stay abreast of industry trends and innovations, incorporating best practices into the company's framework.

MUST WORK OUT OF THE HIGH POINT, NC OFFICE.

Education Requirement:

• Bachelor's degree in Risk Management, Business Administration, or a related field. Advanced degree preferred.
• Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to lead and motivate a team.
• Professional certifications such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), or similar are highly desirable.

Qualifications:

• Demonstrated ability to lead and inspire a team.
• Ability to develop and execute strategic plans.
• Strong commitment to enhancing client satisfaction.
• Ability to drive and implement innovative solutions.
• Strong collaborative skills to work effectively with various departments

We do not accept any unsolicited resumes from external recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

• Direct the activities of the reception area of immigration law firm.
• Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
• Analyze & resolve client concerns in a timely manner.
• Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
• Answer and transfer incoming calls for all phone lines.
• Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
• Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
• Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
• Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
• Follow up with clients to ensure they understand the legal retainer process.
• Process clients' payments for IC appointments, new legal processes, and related legal services.
• Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
• Maintain cleanliness and organization of all conference rooms, as needed
• Train newly hired staff regarding front desk duties.

Non-Essential Functions:

• Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are 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 duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

• Must be able to lift 35 pounds;
• Must be able to stand or sit for long periods of time

Job Title- Director- Client Partner

Location- St. Louis, Missouri

Drive revenue & growth for strategic engagements and key accounts of the client

Be the focal point for all engagements with the client & be the prime in building and maintaining strong client relationships and increase mindshare and market share.

Identify opportunities for growth in the account and lead account strategy and planning. Develop account plans to grow the company's share of the business.

Drive penetration in relevant client organization, develop and strengthen relationships with decision-makers and influencers

Monitor and incorporates trends and market dynamics into account strategy

Serve as the expert to the client for more advanced information regarding Client's product, services, and competencies

Support sales teams by analyzing opportunities and communicate sales collateral within their area of focus.

Achieve assigned quota, Lead negotiation and commercial terms for large deals.

Smart internal and external stakeholder management

Effectively sell the company's offerings by building strategic relationships with the client at CXO, CTO levels

Partners effectively with others to ensure coordinated, efficient account management.

Skills Required:

Bachelor's degree or master's degree with 10+ years of selling experience at end user account.

Handling large client engagements(5M+) over long periods (3Y+)

Experience developing positive relationships and solving customer problems.

Understanding of the Payment's industry, competing vendors including competitive positioning.

Understanding of company's products and services and able to communicate the strengths of the company's offerings and overcome objections.

Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.

Key responsibilities include, but are not limited to:

• Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
• Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
• Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
• Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
• Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
• Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
• Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.

The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role. 

Additional specific qualifications include:

• 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
• Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
• Strong judgment and professionalism in working with senior executives and representing the firm externally.
• Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.

We offer a competitive compensation & benefits package:

• Competitive base salary and annual performance bonus.
• Flexible work environment.
• Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
• Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
• $200/month technology expense reimbursement.

While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.

Company Description

Renova Aesthetics is dedicated to helping individuals reveal their best selves through a tailored approach to health optimization. Located in Carmel, Indiana, the company offers a wide range of aesthetic services, salon treatments, spa experiences, and wellness solutions. Renova Aesthetics leverages cutting-edge technology and expertise to ensure clients look and feel their best. We are committed to personalized care and pride ourselves on enhancing confidence and well-being.

Role Description

This is a full-time, on-site role for a Client Relations Coordinator located in Carmel, IN. The Client Relations Coordinator will be responsible for communicating with clients, managing client inquiries, scheduling appointments, collecting payment, ensuring consent forms are signed, overseeing customer relationships, and ensuring overall client satisfaction.

Qualifications

• Strong communication and client relations skills, with the ability to engage effectively and build positive relationships with clients.
• Proficiency in customer service with a client-first approach to ensure an exceptional experience.
• Excellent organization and project management skills to handle appointments and multiple tasks effectively.
• Attention to detail and ability to adapt to a dynamic and fast-paced work environment.
• Experience in the beauty, wellness, or healthcare sector is a plus.

Benefits

• Health Insurance
• PTO
• 401k
• Free Services

Schedule Available

Monday 9-2pm

Tuesday 8-5pm

Wednesday 2-8pm

Thursday 2-8pm

Saturday 9-4pm

Manager, Client Programs & Events

Hybrid | Palo Alto, CA

The Opportunity

A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).

This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.

The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.

Key Responsibilities

• Plan and execute in-person and virtual client programs, CLEs, and special events.
• Partner with business development teams, practice groups, and leadership to align events with client development goals.
• Manage event logistics including venues, vendors, contracts, and onsite execution.
• Develop event concepts, agendas, and programming to support business development initiatives.
• Prepare and manage event budgets, tracking costs and ensuring efficiency.
• Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
• Track and report event data and KPIs for leadership and practice initiatives.
• Ensure CLE and educational programs meet accreditation and compliance requirements.
• Mentor junior team members and foster a collaborative team environment.
• Monitor industry trends and emerging technologies to maintain innovative programs.

Qualifications

• Strong experience in event planning and client program management in professional services.
• Excellent interpersonal, communication, and project management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills, with discretion handling sensitive matters.
• Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
• Familiarity with legal industry business development practices is highly valued.
• Flexibility to travel and adjust work hours as needed.

Education & Experience

• Bachelor’s degree required
• Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.

If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.