Private Client Select Jobs in Usa
9,970 positions found — Page 9
Job Description
The Account Manager is accountable for day-to-day operations of an assigned account, including hiring, training, disciplining and terminating staff. Build, improve and maintain relationships with clients and employees: develop & retain staff; coordinate needed support services and solve problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains or oversees maintenance of weekly operating schedules and completion of payroll for assigned security personnel. Provides after-hour emergency response as required.
Essential Functions
* Supervise the day to day security operations of an assigned client site
* Manage a team of security officers, site and/or shift supervisors including hiring/selection, scheduling, payroll, training, coaching, development and support
* Ensure the client site is provided with high quality security services to protect people and property
* Build, improve and maintain effective relationships with both client and employees
* Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality customer service
Additional Responsibilities
* Ensure all required reporting and contract compliance requirements are met.
* Assure regular communication of issues or program with Client
* Handle any escalated security issues or emergency situations appropriately.
* Other management responsibilities as determined by Client or District Manager.
* Communicate staffing needs via Requisition Form; assist recruiters in identifying, interviewing and hiring quality candidates.
* Develop staff in both technical and professional skills through performance management (coaching, counseling, disciplining, annual formal performance evaluations, recognition, etc.)
* Assure that employee grievances are heard and resolved (with help from appropriate support employees, as required) and that personnel records are updated and accurate (Change of Status forms, rosters, etc.)
* Assure communication of policies, company announcements and job openings
* Meet all contractual scheduled hours with a minimum of unbilled overtime.
* Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet Med Security corporate training standards.
* Develop / maintain operational procedures so that a valid, site-specific OPM and post orders are always available for emergency reference by the security staff.
* Manage uniforms, equipment, supplies and vehicles utilized at the account(s), maintaining appropriate inventories and maintenance checklists.
* Take a proactive role in communicating with the client and meeting his needs; meet with regularly, listen to issues, provide security and technical expertise and solutions. Ensure complete customer satisfaction.
* Capably utilize WINTEAM for scheduling and billing, and to produce reports (such as Scheduling Activity, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
* Enforce Med Security policies as outlined in the handbooks, executive memos and on the portal.
Qualifications
* Four-year degree in Criminal Justice, Business Administration or related field
* Previous Contract Security, facilities management, military or law enforcement experience
* At least 2 years of business management/operations/supervisory experience (depending on size/scope of client).
* Ability to develop and grow customer relationships.
* Experience in hiring, developing, motivating and retaining quality staff.
* Outstanding interpersonal and communications skills required.
* Ability to work in a team-oriented management environment with the ability to work independently.
* Ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis.
* Previous payroll, billing and scheduling experience preferred.
* Ability to work in a team-oriented management environment while having an entrepreneurial attitude.
* Key Competencies: Staff Management, Financial Management, Integrity, Problem Solving, Conflict Management, Time Management, Customer Focus, Timely Decision Making, Motivating and Directing Others, Drive for Results.
* Ability to operate WINTEAM
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
This position will be based in our Bay area, CA office (hybrid).
The Manager, Client Programs and Events is responsible for the comprehensive management and execution of in-person and virtual client events supporting the organization's West Coast offices, with a primary focus on California-based programs for Palo Alto and Los Angeles.
This includes CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.
Additional responsibilities include budget oversight, vendor management, event logistics, post-event analysis, and maintaining compliance with firm policies and industry standards.
The Manager, Client Program and Events: Oversees the planning and execution of client programs and events, including large-scale client events, CLE programming and special events, in the Palo Alto and Los Angeles offices.
Collaborates closely with the business development team, practice groups, and partners to ensure all events support the Firm???s strategic business development objectives and client engagement goals.
Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm.
Manages all aspects of event logistics, including venue selection, vendor management, contract negotiations, and on-site execution.
Develops and proposes innovative event concepts and agendas that align with practice group priorities and firmwide business development strategies, ensuring each event supports broader firm objectives.
Develops and manages event estimates and budgets to ensure cost-effective delivery.
Provides strategic guidance to partners and stakeholders throughout the event planning process, ensuring alignment with business objectives and client expectations.
Expected to generate new ideas and proactively identify opportunities for improvement, while following established team guidelines and best practices.
Conduct comprehensive post-event analysis, including ROI measurement and stakeholder feedback, to inform continuous improvement and future event planning.
Oversees Palo Alto and Los Angeles event-related data tracking and management, ensuring accurate and timely reporting of program and event-related KPIs for client reviews, annual practice reviews, and other knowledge strategy needs.
Contributes to global event tracking and reporting.
Ensures all CLE and educational programming complies with MCLE accreditation standards and advises staff on compliance requirements.
Mentor and support the professional development of junior team members, fostering a collaborative and high-performing team environment.
Monitor industry trends, competitor activities, and emerging event technologies to ensure the firm???s events remain innovative, competitive, and aligned with best practices.
Demonstrates exception interpersonal, written, and verbal communication skills.
Demonstrate effective crisis management and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.
Qualifications Knowledge of Firm operations, policies and procedures Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Broad and thorough knowledge of events planning functions Experience with database management (InterAction is a plus) Familiarity with legal business issues and Fortune 500 companies Strong writing and editing skills Personally handles more complex issues/duties requiring independent exercise of discretion and judgment Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's Degree Minimum of seven years related experience in a law firm, professional services firm, or similar high-velocity client-service environment.
Benefits The overall well-being of our team is important to us.
We offer generous benefits to help you achieve wellness in all areas of your life.
Competitive salaries and year-end discretionary bonuses.
Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
Generous paid time off.
Paid leave options, including parental.
In-classroom, remote, and on-demand learning and professional development opportunities.
Robust well-being classes and programs.
Opportunities to give back and make an impact in local communities.
The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
This position may be eligible for a discretionary year-end bonus.
Salary Details $155,000 ??? $180,000
This position will be based in our Palo Alto office (hybrid).
The Senior Client Accounting Coordinator provides client account analysis and billing support to partners.
Coordinates client accounting activity for assigned partners and practice areas utilizing appropriate departmental resources.
Handles multiple complex billing and client analysis projects.
Reviews outstanding balance reports and is proactive about trouble spots.
Prepares bills and internal forms including appropriate back-up required to process requests.
Implements Client Accounting procedures, processes and goals by coordinating work effort including timely preparation of client bills and follow-up on outstanding balances with secretarial and other Firm business services professionals.
Understands and responds to inquiries and requests made by clients, attorneys, and business services professionals.
Provides relevant information, guidance and support to others in the Firm.
Ability to formulate strong work team relationships, both internally and externally.
Works with supervisor(s) to coordinate departmental workflow, provide solutions to problems and develop creative approaches to accomplishing departmental goals.
Communicates issues and escalates as needed.
Identifies and communicates to supervisor training and coaching needs of department business services professionals.
Trains, mentors and assists Client Accounting Assistants and Coordinators as needed.
Ability to assume a leadership role when supervisor/manager is absent.
Maintains complete and up-to-date files for each partner and/or client.
Actively seeks to enhance knowledge of all Client Accounting procedures and processes.
Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.
Manages Firm resources responsibly.
Complies with and understands Firm operation, policies and procedures.
Performs other related duties as assigned.
Qualifications Knowledge of relevant Firm computer software programs (e.g., Aderant, Outlook, Excel, Word), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to use discretion and exercise independent and sound judgment Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's degree Minimum of five years of legal billing work experience including account analysis related functions Aderant, Elite or 3E experience The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
This position is eligible for overtime pay and may be eligible for a discretionary year-end bonus.
Salary Details $95,000 ??? $110,000
Your opportunity
At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services.
Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.”
As an ATA Financial Services Apprentice , you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures.
This experience isn’t just a role — it’s your first step toward a future career at Schwab.
Key features of the program:
- Real client experience.
Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach. - Structured training, support, and coaching.
Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness. - Exposure to the financial services industry.
Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S. - High‑impact professional development.
Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles. - Collaborative team culture.
Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support. - Interactive, hands‑on learning experiences.
Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios. - Capstone project to senior leaders.
Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program.
Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you.
The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment.
Compensation: $21.68/hour
What you haveIf you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required qualifications:
This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position.
- Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027
- Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027
- Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:
- Monday – 8am to 4:30pm
- Wednesday – 8am to 4:30pm
- Friday – 8am to 12pm
Preferred qualifications:
- Demonstrates a strong desire to learn and build a long‑term career in financial services , with curiosity, initiative, and a growth mindset.
- Delivers exceptional, client‑centric service , showing genuine passion for helping investors and improving the client experience.
- Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills.
- Thrives in fast‑paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs.
- Brings a resourceful, innovative, and solutions‑oriented mindset , consistently looking for better ways to work and the courage to ask “why.”
- Collaborates effectively across teams , contributing to a positive, supportive, and partnership‑driven culture.
- Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work.
#campus
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Giesecke+Devrient is a growing, German international security technology company operating in the fields of digital security, financial platforms, and currency technology. G+D ePayments manages and secures billions of digital identities throughout their entire life cycle. Our products and solutions are used by commercial banks, mobile network operators, car and mobile device manufacturers, business enterprises, transit authorities and health insurances and their client’s every day to secure payment, communication and device-to-device interaction. G+D ePayments is a technology leader in its markets and holds a strong competitive position.
JOB SUMMARY
The Client Success Manager I (CSM I) is responsible for providing the highest level of quality service, and ensuring for excellent internal and external communication to support our Client’s day to day requirements and specifications. The CSM I seeks to understand the client needs and suggests the appropriate solutions, products, and services to best meet those needs in collaboration with Sales. The CSM I is responsible for successful execution of client projects and serves as the direct daily liaison between the client and internal stakeholders.
The CSM I responsibilities also include processing orders; inventory management; coordinating with Other CSMs, production, scheduling and logistics teams; and invoicing. This position requires direct interface with internal stakeholders in a variety of departments, collaborating to ensure for a timely, accurate, and excellent client delivery experience. A high level of responsiveness, attention to detail, and service is required for all duties.
- Manage the end-to-end process of the order lifecycle (PO data entry, confirmation, changes, tracking, and invoicing via ERP system).
- Link Client Services/Sales with Operations for daily order processing and updates.
- Coordinate across Production, Scheduling, Procurement, Quality, and Shipping teams for accurate and on-time fulfillment.
- Maintain and update WIP/dashboards; share timely updates with respective teams.
- Follow SOPs, maintain data accuracy and quality standards.
- Support Client Service management on client visits, audits, press checks.
- Investigate and quickly resolve quality issues with Production/Quality teams.
- Provide team backup; train on SAP and other tools.
Qualifications:
- Bachelor’s degree in Business Administration or related field required.
- Minimum 5 years of experience in a similar or related client-facing role.
- Order management experience in a Manufacturing, Printing, Financial, or related environment.
- Advanced working knowledge of end-to-end client order processes across varying client types.
- Strong organization, planning, and multitasking skills with high attention to detail.
- Excellent written and verbal communication skills; professional and client-oriented demeanor.
- Self-motivated, proactive and team-oriented, with a proactive and collaborative approach to meeting client expectations and deadlines.
- ERP experience required with respect to order processing, inventory management, status monitoring and receiving; SAP strongly preferred.
- Proficient in Microsoft Office (Word, Excel, Outlook, Teams); experience in digital file navigation and document handling.
- Experience in the card, payment or printing industries strongly preferred.
The above job description is meant to describe the general nature and level of work being performed. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
BENEFITS INCLUDE
Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.
Job Title: Client Advisory Analyst
Position Summary:
Pareto Intelligence™ is a bold and innovative healthcare analytics organization redefining how health plans approach data, insights, and performance improvement. We are a team of passionate professionals driven to challenge conventional thinking and deliver transformative analytic solutions that others say are not possible.
Our Client Advisory Analysts are key members of this mission—immersing themselves in advanced data analytics, modeling, and problem-solving to drive measurable client outcomes. This role bridges data and decision-making, helping clients interpret analytical insights while contributing to the enhancement of Pareto’s proprietary tools and methodologies.
Essential Duties and Responsibilities:
- Serve as a trusted partner to clients, interpreting outcomes from Pareto’s suite of data analytic tools.
- Manage multiple client engagements and relationships concurrently.
- Apply critical thinking to develop customized analytic interpretations and solutions for client needs.
- Provide live demonstrations and user instruction for Pareto’s data analytic tools to current and prospective clients.
- Collaborate extensively with technical and non-technical team members to ensure seamless delivery and insight translation.
- Uphold the security, confidentiality, and integrity of client information across all engagements.
- Innovate by translating client feedback into enhancements for Pareto’s analytic and visualization tools.
- Contribute to process improvements and product evolution through active participation and solution-oriented thinking.
Education and Experience Requirements:
- Bachelor’s degree in data Analytics; Economics; Management Information Systems; Finance; Accounting; or a related field.
- Up to 2 years of consulting or data analytics experience.
- Strong quantitative and analytical skills with the ability to apply statistical analysis to unstructured problems.
- Proficiency in interpreting data outputs and translating findings into actionable insights.
- Demonstrated experience presenting analytics and system functionality to client stakeholders.
Skills and Attributes:
- Complex Problem Solving: Ability to identify and address challenges by evaluating information, assessing options, and implementing effective solutions.
- Critical Thinking: Ability to use logic and reasoning to evaluate alternative approaches and determine optimal strategies.
- Deductive Reasoning: Ability to apply general rules to specific problems to derive accurate conclusions.
- Inductive Reasoning: Ability to identify patterns and relationships across diverse data and scenarios.
- Communication Skills: Strong oral and written communication skills with the ability to convey complex ideas clearly.
- Quality Assurance: Commitment to accuracy, precision, and thorough self-review of analytical outputs.
- Adaptability: Ability to thrive in an entrepreneurial environment where learning and innovation are continuous.
Travel Requirements:
The successful candidate must be willing and able to travel as needed; estimated travel is less than 25% of the time.
Compensation and Benefits:
The expected base salary for this position ranges from $75,000 - $85,000 USD with a bonus target of up to 5% of the base salary. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.
Equal Employment Opportunity Statement:
Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.
The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.
As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.
Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.
Learn more at
Job Title: AWM - Operations - Client Support - Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.
Key Responsibilities
- Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
- Guide clients through troubleshooting steps, website navigation, and product/service usage
- Collaborate with client service professionals and financial advisors to enhance the overall client experience
- Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
- Coordinate and process team-specific tasks as requested by the business
- Work efficiently across multiple systems and platforms
- Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
- Provide operational support and assist with special projects as assigned
- Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
- Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
Qualifications & Requirements
- Bachelor's degree required
- Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple priorities and competing deadlines
- Proven analytical and problem-solving skills
- Team-oriented with a positive attitude and strong work ethic
- Ability to collaborate effectively with all levels of the organization
- Flexible and capable of performing well under pressure in a team environment
- Excellent written and verbal communication skills
- Strong active listening abilities
- Exceptional interpersonal and rapport-building skills
- Ability to thrive in a fast-paced environment
- Strong interest in client service
- Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Maintain confidentiality in accordance with RBC's Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Location: New Orleans, United States of America
Work hours/week: 40
Employment Type: Full time
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-01-15
Application Deadline: 2026-01-14
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions as necessary. Other job duties as assigned.
MUST HAVE PRIOR SCHEDULING EXPERIENCE AND ABILITY TO WORK ANY DAYS OR HOURS
The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:
- Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
- Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
- Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
- Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
- Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
- Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
- Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
- Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
- Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
- Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
- Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
- Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
- Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
- Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
- Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
- Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
- Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
- Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
- Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
- Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.
Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).
Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.
Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).
Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .
Candidates must be located in the NYC metro area.
About The TeamLife360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.
As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.
What You'll Do- Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
- Identify new business opportunities with media buying agencies and direct clients
- Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
- Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
- Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
- Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
- Travel as needed to meet with clients, attend industry events, and deepen relationships
- Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace
- 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
- Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
- Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
- Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
- Excellent communication, negotiation, and presentation skills
- High level of comfort working independently in a fast-paced environment
- Proficient in MS Office, Google Workspace & Salesforce
As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.
Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.
The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.
Our Benefits- Competitive pay and benefits
- Medical, dental, vision, life and disability insurance plans (100% paid for employees)
- 401(k) plan with company matching program
- Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
- Flexible PTO, 13 company wide days off throughout the year
- Winter and Summer Week-long Synchronized Company Shutdowns
- Learning & Development programs
- Equipment, tools, and reimbursement support for a productive remote environment
- Free Life360 Platinum Membership for your preferred circle
- Free Tile Products
Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference
- Be a Good Person - We have a team of high integrity people you can trust.
- Be Direct With Respect - We communicate directly, even when it's hard.
- Members Before Metrics - We focus on building an exceptional experience for families.
- High Intensity, High Impact - We do whatever it takes to get the job done.
We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.
We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.
