Private Client Select Jobs in Usa

Woundtech is seeking a highly motivated, experienced and results driven sales professional to join the Woundtech team as a Client Success Representative for our Palm Beach, St. Lucie, Martin markets. In this role, you will play a crucial role in providing exceptional customer service and support to Woundtech’s clients who refer patients to us for in-home, provider driven wound care services. Our referral partners include MSOs/IPAs, PCPs, Hospital Discharge Planners and Case Managers, Skilled Nursing Facilities, Home Health Companies, and Assisted Living Facilities.

As part of our close-knit team, we value strong team-focused players who excel in collaboration, transparency, resiliency, adaptability, tenacity, strong internal motivation, and a positive approach to problem solving.

• Responsible for educating IPA, MSO and other referral sources about Woundtech’s services and value, as well as assisting them on how to make referrals
• Efficiently utilize Salesforce CRM and Geopointe routing before and after each call to maximize your effectiveness and help you more effectively understand which activities lead to results. Document and update client information accurately and in a timely manner in CRM (Salesforce) ensuring data integrity and confidentiality.
• Develop and maintain a deep understanding of Woundtech’s wound care offerings, becoming a subject matter expert
• Utilize effective communication and exceptional sales skills to build strong relationships with clients and ensure their needs are met in a timely and professional manner.
• Collaborate with internal Patient Care Coordination teams to coordinate referrals and ensure the smooth delivery of wound care to clients.
• Develop and maintain relationships with providers connected with MSOs (Managed Service Organizations), IPAs (Independent Practice Associations), and healthcare delivery organizations in the Market such as hospital systems
• Demonstrate a commitment to increasing access to care for wound care patients, advocating for their needs and actively promoting our services.
• Proactively identify opportunities to improve client satisfaction and contribute ideas to enhance the overall customer experience.
• Stay updated on industry trends, regulations, and best practices related to wound care and in-home care delivery
• Be confident, polished, and professional in all interactions, driven to succeed, and able to navigate the complex healthcare landscape in the market.

Requirements-

• Bachelor’s or AA degree preferred
• Strong preference for candidates with sales or provider relations experience within a MSO, IPA, Health Plan or other managed care focused entity
• Will also consider candidates a referral driven healthcare services organization, calling on MSO and IPA clients.
• Demonstrated high drive, energy, and passion for follow up, an uncompromising focus on providing exceptional care and customer service.
• Excellent sales, communication, presentation, and interpersonal skills, with the ability to effectively communicate value-based information to health professionals including physicians and health care business professionals.
• Strong organizational and time management abilities, able to handle multiple tasks and prioritize effectively.
• Recognized as a leader on a team, ability to motivate peers to success with your positive energy and proven approaches—a true team player.
• Demonstrated proficiency in using CRM, computer systems and software applications relevant to the role, including Salesforce.
• Familiarity with providers, MSOs, IPAs, and other healthcare organizations in the Market.
• Commitment to increasing access to care for wound care patients and improving healthcare outcomes.
• Confidence, polish, and professionalism in all interactions.
• Flexibility to adapt to changing priorities and a fast-paced work environment.

Benefits:

• You will participate in a comprehensive incentive program that recognizes the impact of net referrals and starts of care on overall organizational success.
• Unlock tiered performance bonuses for consistently meeting or exceeding targets.
• Benefit from a supportive environment that recognizes and rewards a commitment to continuous improvement in sales and client success.
• Competitive salary and benefits package.
• Opportunities for professional development and advancement.
• Collaborative and supportive work environment.

If you are a driven, results-oriented sales professional with a strong desire to make a difference in the lives of wound care patients and the payers and providers that support them, we encourage you to apply. Your expertise will be highly valued as we strive to provide exceptional care and support to our clients. Join the Woundtech team and be part of our mission to increase access to care for complex wound care patients!

Woundtech provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.

You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.

This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.

Primary Responsibilities:

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity, including:

• End-to-end ownership of P&L accuracy and visibility
• Payroll execution and review
• Accounts payable and vendor payments
• Invoicing, accounts receivable, and payment follow-up
• Credit card and expense reconciliation
• Management of the accounting inbox and all financial communications
• Reducing outsourced accounting work by 80%+ through internal ownership
• Designing and enforcing clean, repeatable client onboarding and invoicing processes
• PO creation and follow-up to ensure engineering work starts without delay

The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible, current, and actionable.

This includes:

• Project-level financial tracking
• Revenue and cash flow forecasting
• Clear visibility into:
• When revenue is expected
• When cash is received
• Where timing, scope, or margin is drifting
• Surfacing risk early—before it becomes disruptive
• Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.

This includes:

• Owning inbound lead follow-up from website and HubSpot
• Prompt, professional calling and emailing of warm leads
• Ensuring every lead and deal has a clear next action
• Booking meetings without founder coordination
• Maintaining CRM discipline with zero stale deals
• Supporting phone and inbox management related to sales follow-up
• Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.

You ensure closers stay focused, prepared, and unblocked.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project kickoff.

This includes:

• Managing onboarding from PO through project start
• Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
• Setting clear expectations around billing, milestones, and payment timing
• Acting as the primary point of contact for billing clarity and follow-through
• Ensuring a clean handoff from Sales to Engineering and Operations

This is a client-facing role.

Professionalism, clarity, confidence, and consistency are required.

Clients should consistently feel:

• Trust
• Control
• Competence

Every interaction matters.

Tools & Systems

• QuickBooks (P&L, invoicing, AP/AR, project accounting)
• HubSpot (CRM, pipelines, dashboards, follow-ups)
• Microsoft 365 (Outlook, Teams, OneDrive)
• ADP (Payroll – training provided)
• Calendly
• AI tools including ChatGPT, , Fireflies, and Zapier

Required Experience & Profile

This role is for someone with ownership-level experience, not support-only exposure.

Required:

• 2–10 years of experience in one or more of:
• Finance Operations
• Revenue Operations
• Accounting or Controller support
• Client Operations
• Sales Operations
• Experience working closely with a founder or senior executive
• Proven comfort owning money, follow-up, and decisions
• Hands-on experience with:
• Invoicing, AR, and AP
• Financial operations and reporting
• CRM systems (HubSpot preferred)
• Strong written and verbal communication
• Calm, professional presence in client and vendor conversations
• Ability to exercise judgment without constant escalation

Preferred:

• Degree in Business, Finance, Accounting, Operations, or related field
• Experience in manufacturing, engineering, or project-based businesses
• Experience representing a company in financial or client-facing discussions

What This Role Is Not

• Not an administrative-only role
• Not calendar management as a primary function
• Not a “wait for instructions” position

This role requires ownership, discretion, and polish.

Success Looks Like

• The founder trusts the numbers without hesitation
• Financial risk is visible early
• Clients experience clean, professional follow-through
• Sales momentum is supported without founder involvement
• The business runs cleaner, calmer, and faster

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.

Manager Client Programs & Events

New York City (Hybrid – 3 days in office, flexibility required for events)

We are seeking an experienced Manager, Client Programs & Events to lead the planning and execution of high-impact in-person and virtual client events.

This role will oversee a wide range of programs including CLE seminars, webinars, client dinners, receptions, and strategic marketing initiatives that support business development and client engagement.

This is a highly visible role working closely with senior stakeholders, practice groups, and a global events team to deliver exceptional client experiences.

Key Responsibilities:

• Lead end-to-end planning and execution of client programs and events, including large-scale and CLE programming.
• Partner with business development teams, practice groups, and senior leadership to align events with strategic goals.
• Manage event logistics including venues, vendors, contracts, budgets, and on-site execution.
• Develop innovative event concepts and agendas aligned with business priorities.
• Provide strategic guidance to stakeholders throughout the event lifecycle.
• Conduct post-event analysis, ROI tracking, and reporting.
• Ensure compliance with MCLE accreditation standards.
• Mentor and support junior team members.
• Monitor industry trends and emerging event technologies.

Qualifications:

• Bachelor’s degree required.
• Minimum of 7 years of experience in a Large Law firm environment.
• Law firm experience required.
• Strong project management, organizational, and communication skills.
• Experience managing complex, high-profile events.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with CRM/databases (InterAction is a plus).
• Flexibility to travel and adjust hours based on business needs.

This is an exciting opportunity for a strategic, hands-on events leader who enjoys working in a collaborative, high-performance environment and delivering best-in-class client experiences.

Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional, or don’t go as planned. We are not just here to respond quickly; we are here to help clients and designers feel understood, supported, and taken care of.

As a Client Concierge Specialist, you’ll be the first point of contact for many of our clients and designers. You’ll bring warmth, clarity, and steady judgment to every interaction—making it easy for clients to get help, and ensuring requests land with the right owner quickly and cleanly. You’ll run our real-time channels, triage inbound volume, and resolve a defined set of requests while knowing when to escalate.

This is a highly dynamic and cross-functional role that will gain visibility into the inner workings of a high growth luxury brand. Our goal is for this position to develop a deep understanding of Maiden Home products, materials and craftsmanship and use that knowledge to advance into a more specialized Advisory position over time.

What You’ll Do

• Manage all live client communication channels in real time, including phone and chat.
• Own a defined subset of inbound requests including: 1) Care and maintenance guidance 2) Material and finish questions 3) Simple product and specification clarifications.
• Deliver a calm, confident, hospitality-forward experience, even when issues are heightened and/or complex.
• Triage all inbound emails quickly and accurately, categorizing and routing according to team processes and workflows.
• Apply fast pattern recognition to identify what kind of request it is, what information is missing, and what the next best step should be.
• Provide accurate, brand-appropriate guidance while maintaining a high bar for tone and clarity.
• Know when not to answer—escalating questions that require deeper product expertise, exceptions, or sensitive handling.
• Over time, develop a deep understanding of Maiden Home products, materials and craftsmanship

What We’re Looking For

• 2–4 years of total professional experience, ideally in a client-facing service environment in any of the following industries: Hospitality: hotel front desk, concierge, guest relations / Luxury retail: sales associate, clienteling roles / Premium DTC customer experience (not call centers) / Membership-based services (clubs, wellness, travel)
• A warm, steady voice—both spoken and written; you can communicate with clarity under pressure.
• Strong pattern recognition and triage instincts: you quickly identify what a client is asking for and what should happen next.
• Comfort saying “I’ll take care of this” and owning the experience—without needing to personally solve every issue.
• Excellent judgment about when not to answer, and when to escalate.
• High attention to detail, strong follow-through, and the ability to work calmly in a high-volume environment.

• Achieve personal sales goals
• Educate clients with company history and the most current product knowledge
• Keep an active client book to cultivate new/existing client relationships
• Support team members to achieve store sales goals
  

• Always present yourself in a friendly and professional manner
• Ensure prompt follow up with client purchases, repairs and inquires
• Provide the best experience for customers by continuously building knowledge of company history, new product and competitors
  

• Understanding of store POS system
• Opens and closes the register
• Process payment/return of merchandise
• Conduct inventory counts and adheres to company loss prevention policy
• Maintain/execute store merchandising standards
• Maintain store readiness and housekeeping duties
  

• High school Diploma or equivalent
• Luxury sales experience ideal
• Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books
• Professional presentation, excellent communication skills both verbal and written
• Excellent problem-solving skills, positive attitude, team player
• Ideal candidate has knowledge of fashion, design trends and love of travel
• Ability to work varied hours/days, including nights, weekends and holidays
• Must be able to lift large boxes up to 20lbs repeatedly

Our client is seeking a Client Onboarding Specialist to join their team, which provides technology and solutions that help financial institutions manage regulatory risk, maintain accurate client data, and streamline compliance processes. This role will work closely with internal teams and external clients to support onboarding workflows, manage regulatory documentation, and improve operational processes.

Responsibilities:

• Manage multiple client onboarding requests while ensuring timely completion of deliverables
• Interpret and review financial and legal entity documentation as part of onboarding and regulatory requirements
• Partner with cross-functional teams and third-party vendors to support onboarding processes
• Prepare project trackers and lead client meetings to provide updates on progress and milestones
• Identify process gaps and recommend improvements to enhance efficiency
• Build and maintain strong relationships with clients, partners, and internal stakeholders
• Support the implementation of new workflows and regulatory requirements

Qualifications:

• 1–3 years of experience in client onboarding, regulatory compliance, or financial services operations
• Familiarity with KYC documentation and onboarding processes
• Exposure to derivatives trading is a plus
• Strong analytical, organizational, and problem-solving skills
• Excellent communication and presentation abilities
• Proficiency in Microsoft Office, particularly Excel
• Ability to manage multiple priorities in a fast-paced environment

Your role:

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Customer Service Representative to:

• Answer inbound calls/chats in a multi-channel environment from our internal clients at the branches

• Educate clients on account services and capabilities

• have basic computer troubleshooting skills for tier 1 support and document and ticket calls

• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks

• Have strong organizational skills, attention to detail, and excellent follow-up skills

• Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Your team:

You’ll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you’ll play an important role in providing excellent service to our internal clients, the branches and external clients.

Your expertise:

• Proficient typing/grammar skills

• Detail oriented (nothing gets past you)

• Proficient in Microsoft Office Suite

• 4-year degree in related field

• Citrix, Good for enterprise, or Active Directory is a plus

• Windows 7 navigation skills

• Basic understanding of computer networking

• Monitor, speaker, mice and keyboard troubleshooting, ETC.

• Know how to use remote access tools to assist clients

• Outlook and Microsoft office troubleshooting skills

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.

Essential Duties & Responsibilities

• Process paperwork for new and renewal business to include:
• Applications and other documents required for a submission
• Binders
• Certificates of Insurance
• Policies
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
• Prepare Summary Of Insurance.
• Have good verbal and written communication skills for both client and internal communication.
• Maintain client files.
• File all documentation in ImageRight per regions filing guidelines.
• Manage Tasks within ImageRight.
• Participate in Errors & Omission audits.
• Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience

• A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
• Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel and Outlook).
• Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior office environment.

The applicable hourly rate range for this role is $21.05 to $44.92.

The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

#MMABI

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