Private Client Select Jobs in Usa
8,590 positions found — Page 17
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.
Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.
This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.
Leadership, Coaching & Team Development
- Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
- Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
- Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
- Recruit, train, and develop intake staff to support team growth and operational continuity.
- Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
- Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
- Lead department-specific operational projects that advance efficiency, client experience, and service excellence.
Client Acquisition & Service Excellence
- Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
- Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
- Monitor and elevate the quality of conversations, documentation, and client interactions.
Operations, Workflow & Process Improvement
- Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
- Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
- Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
- Collaborate with other departments to ensure a smooth and effective new client onboarding experience.
Performance Management & KPI Oversight
- Set, monitor, and report on daily, weekly, and monthly KPIs including:
- speed to answer
- lead response time
- contact rate
- qualified conversions
- QA scores
- productivity and service-level adherence
- Use data to drive performance, staffing decisions, and process adjustments.
- Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.
What You Bring
- BA/BS in Business or related field preferred.
- 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
- Proven success meeting or exceeding goals in a service-based or professional services environment.
- Strong leadership and communication skills with demonstrated success motivating hourly teams.
- Deep understanding of CRM systems, intake workflows, and sales/service best practices.
- Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
- Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
- Experience with sales enablement or workflow technology.
- High emotional intelligence with a demonstrated commitment to a client-first approach.
- Law firm or professional services experience is strongly preferred.
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.
Technical Integration Client Account Manager
Naperville, IL | Full-Time | MSP Environment
Are you an IT professional who enjoys working with clients as much as solving technical problems?
We’re looking for a Technical Integration Client Account Manager to help guide our clients’ technology strategy while working closely with our internal technical teams. This role is perfect for someone coming from an MSP, systems engineer, or technical account management background who enjoys being both technical and client-facing.
You’ll act as a trusted advisor, helping clients understand their IT environment, reviewing infrastructure, and ensuring best practices are implemented.
Technical Integration Client Account Manager - What You’ll Do
- Serve as the primary liaison between clients and technical teams
- Conduct IT environment reviews and infrastructure assessments
- Help identify improvements in networks, systems, and documentation
- Translate technical concepts into clear business recommendations
- Assist with client roadmaps and long-term technology planning
- Maintain accurate client documentation and system records
- Support client onboarding and ongoing account management
- Help coordinate small to mid-size infrastructure initiatives
Technical Integration Client Account Manager - What We’re Looking For
- 3+ years in IT support, systems administration, MSP engineering, or technical account management
- Strong understanding of IT infrastructure, networking, and systems
- Experience working directly with clients or stakeholders
- Ability to explain technical topics to non-technical audiences
- Strong communication and organizational skills
Nice to Have
- Experience working in a Managed Service Provider (MSP) environment
- Familiarity with IT Glue, MyITProcess, or similar documentation platforms
- Knowledge of IT best practices, compliance, or cybersecurity fundamentals
- Certifications such as CompTIA A+, Network+, or ITIL
Why This Role
This is a client-facing technical role where you’ll help businesses improve their IT environments while working alongside a strong engineering team. If you enjoy building relationships, reviewing systems, and helping organizations make smarter technology decisions, we’d love to connect.
$90-100Kbase
Job Title: RCM Client Billing Manager
Department: Revenue Cycle Management (RCM)
Location: Onsite, Gilbert, AZ (preferred) or Remote
Compensation: $80K - $85K
Position Summary
The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.
Key Responsibilities
Client Billing & Revenue Management
- Oversee client billing in accordance with contractual terms.
- Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
- Monitor accounts receivable and follow up on outstanding patient balances.
- Reconcile revenue reports and validate billing data for accuracy and completeness.
- Manage month-end close processes related to client billing.
Client Relationship Management
- Serve as primary point of contact for client billing inquiries and issue resolution.
- Partner with clients to review statements, payment trends, and revenue performance.
- Conduct regular billing review meetings with clients as needed.
- Ensure high levels of client satisfaction through timely and professional communication.
Reporting & Financial Analysis
- Ability to create and interpret data analytics and reporting.
- Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
- Identify discrepancies and implement corrective actions.
- Provide executive-level reporting to leadership.
Compliance & Process Improvement
- Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
- Develop and maintain billing policies and procedures.
- Identify automation opportunities and workflow efficiencies.
- Support audits and documentation requests.
Team Leadership
- Supervise billing staff.
- Provide training, performance management, and professional development.
- Foster a culture of accountability, accuracy, and continuous improvement.
Qualifications
Education
- Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).
Experience
- 5+ years of progressive experience in Revenue Cycle Management.
- 3+ year prior supervisory or management experience preferred.
- Experience with physician services billing strongly preferred.
Skills & Competencies
- Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
- Exceptional Excel knowledge base and skill set required, including pivot tables.
- Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
- Excellent leadership, communication, and problem solving skills
- Excellent analytical and problem-solving skills.
- Strong client-facing communication skills.
- High attention to detail and organizational skills.
Preferred Qualifications
- Experience in multi-state healthcare organizations.
- CPA, HFMA certification, or related credential preferred.
- Knowledge of value-based care or risk-based contracts is a plus.
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.
WHO WE ARE
At Bedrock Homes, we build luxury custom homes and small communities across Sandy Springs and Metro Atlanta — and we take pride in every detail, from the land we acquire to the moment a family gets their keys. With over a decade of experience, we've built a reputation for exceptional craftsmanship, integrity, and a client experience that's genuinely different.
We're not just builders — we're creators of dream homes. Our team is small, tight-knit, and operates at a high level. Family-oriented and collaborative, but fast-moving and ambitious. We hold ourselves to a standard that shows up in everything we do.
We're growing, and we're looking for someone who wants to grow with us.
This role is designed for someone early in their career who is eager to learn, take ownership, and grow into more responsibility over time.
Learn more at ROLE
This is not a sit-at-a-desk-and-file-things job. This is a high-energy, high-variety, do-whatever-it-takes role that sits at the center of everything we do.
You'll be the connective tissue of the organization — supporting our CEO and Operations lead, keeping projects moving, and making Bedrock look, feel, and operate like the premium brand it is.
At Bedrock, experience is everything. This role owns it — from the energy in our office every morning to the moment a client signs a contract. One day you're coordinating a permit application. The next you're putting together a closing gift for a family moving into their dream home. Then you're pulling content for Instagram, chasing down a vendor insurance certificate, and making sure the office is perfect before a client walks in — all before lunch.
Sound like your kind of day? Keep reading.
WHAT YOU'LL DO
Client & Sales Support
• Manage inbound client and realtor inquiries — respond promptly, keep the pipeline warm, coordinate next steps
• Maintain our CRM — log every touchpoint, track where every prospect stands, flag what needs attention
• Prepare sales contracts, presentation packets, and client-facing documents
• Coordinate with our realtor network — follow-ups, relationship touches, event support
• Execute client experience moments: closing gifts, milestone touchpoints, welcome packages, and making sure the office is spotless when a client walks in
Marketing & Brand
• Coordinate our social media presence — gather content from the field, brief our designers, keep the cadence going (you're the executor, not the agency)
• Coordinate brand touchpoints: company swag, collateral, signage, and branded materials — working with vendors and designers to make it happen
• Support new hire onboarding — paperwork, first-day setup, making people feel welcome from Day 1
• Help coordinate marketing campaigns, email outreach, and business development initiatives
Culture & Client Experience
• Coordinate the employee experience — team lunches, retreats, birthdays, work anniversaries, events, and the kind of small touches that make people proud to work here
• Keep the office environment sharp — well-stocked, well-organized, and reflective of the premium brand we are
• Orchestrate client-facing moments during the sales process — office presentation, arrival experience, materials, and atmosphere that make a strong first impression
• Coordinate closing gifts, build milestone touchpoints, and ensure every client feels remembered and valued throughout their journey with Bedrock
• Be the person who notices the details others miss — because at Bedrock, the details are the difference
Operations & Administrative Support
• Coordinate vendor onboarding paperwork — W9s, insurance certificates, contracts, and vendor files
• Assist with and Coordinate permit applications, architect follow-ups, and city correspondence — make sure nothing sits idle
• Manage CEO calendar, travel logistics, and meeting preparation
• Prepare internal presentations, reports, and documents for leadership
• Handle HR administrative support — onboarding docs, employee files, basic people ops
• Keep the office running: supplies, facilities, and ensuring the space always reflects our brand
• Track open items across departments and follow through until things are done
WHO YOU ARE
You don't need a perfectly defined job description to function. You notice what needs to get done and you go do it.
• 2–4 years of experience in a coordinator, operations, real estate, events, or executive support role
• Warm, professional, and client-presentable — you'll interact with people buying $1M+ homes
• Naturally organized — you track things without being asked and close loops without reminders
• Social media native — you understand content, brand aesthetics, and what makes something worth posting
• Tech comfortable — CRM systems, Google Workspace, project management tools, and Canva-level creative coordination don't scare you
• High energy and genuinely excited to learn — construction, development, permitting, design, finance... you're curious about all of it
• Detail-oriented AND big-picture aware — you can draft a polished client email and then go chase a permit application in the same afternoon
This position requires working in-office in Dunwoody five days per week.
• A self-starter with a good attitude — the kind of person who asks "what else can I help with?" not "is this in my job description?"
WHAT MAKES THIS DIFFERENT
Most coordinator jobs are narrow. This one is wide.
You'll sit close to a leadership team that moves fast and holds itself to a high standard. You'll touch every part of the business — construction, design, sales, marketing, and operations — and you'll build real skills across all of it.
If you're good, this role grows with you. We promote from within and invest in people who show up consistently and take ownership. Whether that's into sales coordination, marketing, or operations — there's a path here for the right person.
HOW TO APPLY
Send us three things:
• Your resume
• Two or three sentences on why this role is the right fit for where you are right now
• One example of a time you had to juggle competing priorities and keep everything from falling apart — keep it brief and real
We're not looking for the most experienced person in the room. We're looking for the sharpest, most energetic, most reliable person who's ready to be part of something they're proud of.
WHY JOIN BEDROCK HOMES
• Competitive salary based on experience
• Comprehensive health, dental, and vision insurance
• 401(k) with matching contributions
• Paid time off and holidays
• Professional development and career growth opportunities
• A collaborative, high-energy, and fast-paced work environment
• Real responsibility from Day 1 — not just tasks, but ownership of things that matter
EQUAL OPPORTUNITY EMPLOYER
- Bedrock Homes is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, genetic information, military status, or any other protected characteristic under federal, state, or local law.
Compensation: $17 - $23 pending experience & skillset
Overnight Shift Differential: $3/hr
Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities to make a difference? If so, Route 66 Veterinary Emergency & Critical Care Center (VECCC) wants YOU to be our next Client Service Representative.
About the Role:
As a Client Service Representative, you will play a crucial role in supporting our emergency and critical care departments while welcoming and assisting our guests.
Responsibilities Include (but not limited to):
- Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
- Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
- Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
- Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
- Cash handling and end-of-day financial reconciliation
- $17 - $20 pending experience & skillset
- 3/12 or 4/10 shifts available
- Overnight Shift Differential: $3/hr
- 4 X 10 hour shifts
- Various shifts available. Apply to learn more!
At Route 66 VECCC, we believe in taking care of you so you can provide the best care for our beloved pets.
- We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
- We value your professional growth: We are committed to mentoring our team to help you reach your full potential.
- We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.
- Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
- Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
- Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
- Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.
At Route 66 VECCC, we value autonomy -we believe in empowering our team members to take ownership of their work and make meaningful contributions.
From day one, our onboarding process sets you up for success. You'll receive continued support throughout your training as you navigate your role. Our monthly team introductions provide a unique opportunity to connect with your colleagues in a class setting, fostering a sense of camaraderie and community from the outset. While we strive for a welcoming and inclusive atmosphere, we are committed to ensuring that everyone feels respected and valued.
We encourage initiative and support your professional growth every step of the way. Our structured career path program helps you chart your course within the company. Whether you aspire to transition to a different department or advance in your current role, we're here to help you achieve your goals.
We're excited to welcome individuals who are passionate about making a difference in the lives of animals and their owners.
Benefits We Offer:
At Route 66 VECCC, we value our team members and offer a comprehensive benefits package, including:
- 401(k) with matching contributions
- Health, dental, and vision insurance
- Life insurance coverage
- Paid time off (PTO) for work-life balance
- Flexible scheduling options
- Employee discounts on veterinary services
- Professional development assistance and ongoing training
- License reimbursement
For more information about our hospital, please visit Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers. Committed to revolutionizing veterinary medicine, Ethos sets the standard in veterinary excellence. Discover more at .
Ethos Veterinary Health offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees. The team can provide more information about compensation and benefits for your specific location during the process. For positions based in Colorado, Ethos provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.
PM19
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Compensation details: 17-20 Hourly Wage
PI2fafc07e32c1-3631
You will engage with prospects, clients, and field representatives across multiple channels, providing consultative services to support navigation of consumer website and mobile app functionality.
Your responsibilities will include: Expertly Resolving Inquiries: Process transactions related to website services and ensure seamless client experiences.
Ticket Management: Create and update tickets on incidents, safeguard personal data, and update client information.
Account Assistance: Help clients in connecting/linking external accounts on the consumer website.
Issue Ownership: Take ownership of ticket issues and de-escalate calls when necessary to provide resolutions.
Business Presentation: Present business concepts and job resources while contributing to a culture of proactive problem-solving and continuous improvement.
Technology Advocacy: Embrace new technology and advocate for self-service capabilities by educating clients and field representatives.
Multi-tasking: Perform multiple job functions to support service levels and service level agreements.
Qualifications Associate's degree in business or related field or equivalent combination of education and experience.
Minimum of 2 years related customer service experience with proven customer service skills.
Advanced written and verbal communication skills.
Ability to multi-task and handle a high volume of calls/case load with the greatest possible degree of accuracy.
Strong organizational skills with the ability to prioritize tasks.
Strong problem-solving skills and ability to provide options.
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.
Join us in fostering a professional relationship with our clients to enhance brand loyalty and drive continuous improvement in our services.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted
- FINRA Compensation Range: Pay Range
- Start: $18.74 Pay Range
- End: $28.10 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency.
It’s why we share the salary range for most of our roles.
However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.
The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.
Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce.
We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Skills Policy Inquiries & Complaints Management​ (NM)
- Intermediate, Customer Service Mindset (NM)
- Intermediate, Prioritization (NM)
- Intermediate, Policy & Procedure (NM)
- Intermediate, Case Management (NM)
- Intermediate, Teamwork (NM)
- Intermediate, Compliance (NM)
- Intermediate, Tax Awareness (NM)
- Advanced, Field Relations (NM)
- Intermediate, Analytical Thinking (NM)
- Intermediate, Adaptive Communication (NM)
- Intermediate, Quality Acumen (NM)
- Intermediate, Root Cause Analysis & Decision Quality (NM)
- Intermediate, Client Advocacy (NM)
- Intermediate, Data Security (NM)
- Advanced, Attention to Detail (NM)
- Intermediate, Insurance Products (NM)
- Intermediate, Change Adaptability (NM)
- Intermediate, Customer Support (NM)
- Intermediate, Escalation Management (NM)
- Intermediate FIND YOUR FUTURE We’re excited about the potential people bring to Northwestern Mutual.
You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic.
Keywords: Field Service Representative, Location: Franklin, WI
- 53132
Remote working/work at home options are available for this role.