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Client Service Representative
Location: Novato, CA (Onsite)
Employment Type: Direct Hire
Industry: Financial Services
About the Company
Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.
Position Overview
The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.
The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.
Key Responsibilities
- Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
- Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
- Assist with client onboarding, account updates, and service requests
- Coordinate electronic document processing, including e‐signatures and compliance documentation
- Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
- Collaborate with internal team members to update and process client account changes
- Handle client inquiries and concerns with professionalism, initiative, and discretion
- Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualifications & Skills
- Previous experience in client service, administrative support, or account management
- Experience in wealth management, financial services, or private client environments strongly preferred
- Proficiency with CRM systems; Redtail CRM experience highly desirable
- Strong organizational and time‐management skills with the ability to prioritize effectively
- Excellent verbal and written communication skills with a strong customer‐service mindset
- High level of professionalism, discretion, and attention to detail
- Ability to work independently while collaborating in a team‐oriented office environment
- Familiarity with financial industry compliance standards is a plus
Ready to quit your day job and jump into the restaurant industry with us? We're not your average restaurant, and we don't want your average Service Assistant, better known as a Vibe Setter. Are you ready to have fun while building your career? We don't believe in the dull and mundane... in fact, we adamantly reject it!
As a part of our badass team (yep we said it), you'll help deliver our mission by joining a team of GOATS that, together will continue to grow the legacy of our brand and be brand stewards. The Vibe Setter is the face of our restaurant, and we take great pride in who we have representing us. Service Assistants work in the dining room maintaining and enhancing the quality of our customer service. The primary focus is assisting the Servers with food running, table clearing, and guest service. You will ensure everyone who comes through our doors as a guest will leave as a friend by being your authentic self.
Requirements:
Minimum Qualifications (with or without accommodation)
Must possess or be able to obtain a valid food safety certification or any other food/alcohol certification, as required by state law
Able to stand for 10 hours and lift at least 50 pounds
Good hearing for safety and accurate communication
Must be able to read, write and speak in English
Must have reliable transportation
Additional Info:
Our Service Assistants are Responsible for:
Supporting our service team to ensure they are set up for success to deliver great experiences
Providing our guests with the highest level of service standards to create new and repeat business and avoid guest complaints
Promoting our products to guests by communicating with extensive product knowledge on food, beverage and promotional menus.
Assisting to ensure the dining room is set up perfectly for our guests while maintaining safety and sanitation standards
Being aware of and abiding by all liquor service laws, including not overserving guests or serving underage Guests.
Completing and passing all training courses require and continuing their education through additional training modules
Unique Benefits:
Work alongside, learn and grow from fellow GOATs. Whatever your goals are in life, our goal is to make you more prepared to get there.
Become a part of a culture that creates connections between iconic brands and guests. Join the fun and ONE TEAM culture that makes us great!
We have a bunch of fun brands, and this role will give you discounts to eat at all of them. You also get a discount on our retail!
We use innovative technology for easy scheduling.
Daily pay? We got you. Have your money in your pocket as soon as the next day.
We have an open door policy because your voice always matters.
Refer a friend...get paid for bringing on another GOAT.
Need medical insurance? Offered to all full-time team members.
Get rewarded for working with us! Exclusive partnership discounts for theme parks, concerts, hotels and online shopping.
The successful candidate will be responsible for assisting customers, addressing inquiries, resolving complaints, and ensuring a positive customer experience.
Key Responsibilities: Respond to customer inquiries via phone, email, or in person Provide accurate information about products and services Resolve customer complaints in a timely and professional manner Maintain records of customer interactions and transactions Process orders, forms, and requests Work closely with other departments to resolve issues Requirements: High school diploma or equivalent Excellent communication and interpersonal skills Strong problem-solving abilities Basic computer skills and familiarity with customer service systems Ability to remain calm and professional when dealing with difficult situations
Location: Nashville, TN (Onsite) Shift: 1st Shift (Standard hours) Pay Rate:$34/hr Need to Speak French Job Responsibilities Ensures the resolution of complex and high-priority customer issues, coordinating with internal teams to deliver comprehensive and timely solutions.
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Preferred Skills Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements: Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Minimum required Certification: N/A Preferred Skills: Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Preferred Certification: N/A Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Description: This is an on-site position located in Johnston, Iowa.
The Customer Service Representative works under close supervision to provide customer service to our members for our health, dental, and vision plans by performing the following duties.
Receives telephone inquiries regarding various aspects of the group health, dental, and vision program such as claims, eligibility, and coverage questions.
Educate members on plan benefits, coverage limitations, and coinsurance/deductibles/out-of-pocket maximums using plain, clear language.
Protect member privacy and comply with HIPAA and company policies to verify caller and ensure proper documentation is on file before releasing protected health information Maintain accurate record keeping for member providing summary of call, listing any actionable items, creating follow-up tasks when necessary, and indicating resolution of call.
Navigate multiple systems while assisting members to search for information in knowledge base system, claims payor systems, and benefits administration system.
Conducts research and resolves issues for customer inquiries in a timely manner.
Responsible for prepping documents for scanning purposes and handling outgoing mail.
Provides additional administrative support for the department.
Other testing, projects and duties as assigned related to the job.
Requirements: Required Education: High school diploma or general education degree (GED) Required Work Experience: One to two years of related experience and/or training, or equivalent combination of education and experience.
Technology Skills: Ability to operate PC, Copy machine, scanner, fax machine and telephone.
Proficient with Microsoft Office Required skills or traits for the position: Strong customer service skills including active listening, empathy, attention to detail, and problem solving.
Ability to organize and prioritize tasks and work assignments; ability to complete multiple tasks simultaneously with accuracy and quality.
Excellent written and oral communication skills.
Specialized Certifications: Must be willing to obtain Iowa Accident Health and Life insurance license within the first year of employment .
PIc2da3465d821-25448-39614895
Location : Central State Hospital - 10510 LaGrange Road, Louisville, KY 40223
Schedule : Full time schedule. Days may vary, 6:00 am - 6:30 pm. Must be able to work every other weekend and some holidays. More details upon interview.
Requirement : At least 1 year of food service experience required. Healthcare experience preferred.
Pay Range : $19.00 per hour to $23.00 per hour
Culinary Services Group (CSG) is a top 50, fast-growing food service management company serving senior care, hospital, and behavioral health communities. We’re rooted in the belief that empowering our teams leads to exceptional service and better outcomes for those we serve. At CSG, you’ll be part of a collaborative culture built on integrity, where your contributions are valued and growth, development, and impact are part of every role.
Job Summary
Patient Services Leads are responsible to coordinate patient meal service and special requests and needs for the Patient Dining Program. Ensure that Patient Dining Associates are adequately trained and that units are properly staffed to provide service. They are a huge part of creating a culture of comfort and compassion in the healthcare environment, taking care of patients’ special requests and nutritional needs.
Essential Duties and Responsibilities:
Oversees systems and processes to ensure that the strategic and operational objectives of the Patient Dining Program service are accomplished.
Supervise Patient Dining Associates and ensure they provide services that include helping patients make menu selections, assemble, and deliver/pick-up their meal trays.
Work with the caregivers and culinary team to determine menu alternatives for patients with food allergies and sensitivities; cultural, ethnic and religious preferences; or when a patient inquires about additional selections.
Interacts with nursing and evaluates on a daily basis patient meal selection, tray completion, tray delivery and tray retrieval process.
Is responsive to patients' needs at all times. Communicate problems or concerns with patients to appropriate personnel in a timely manner, following department procedures.
Assist dietitians, such as helping monitor patients who cannot eat food through their mouth, are on liquid diets or have a specific calorie count to manage.
Adhere to facility confidentiality and the patient’s rights policy as outlined in the facility’s Health Insurance Portability and Accountability Act (HIPAA) policies and procedures.
Complies with regulatory agency standards, including federal, state and JCAHO.
Follow Hazard Analysis Critical Control Point (HACCP) guidelines, a prevention based food safety system for meal assembly and distribution.
Comply with federal, state and local health and sanitation regulations, as well as department sanitation procedures.
Complete all daily, weekly or monthly reports as outlined in the Morrison Healthcare policies and procedures.
Conduct daily associate team meetings following Morrison’s branded GR8 Start Meeting guidelines and template.
Performs other duties as assigned.
Qualifications:
Ability to communicate and read documents such as safety rules, procedure manuals, and operation and maintenance instructions.
Aptitude for effectively operating hospital’s admission, discharge and transfer (ADT) system, and other computer-based systems, which manage patient care records.
The associate must occasionally lift and/or move up to 100 pounds, as well as maneuver and push food delivery carts. Reasonable accommodations can enable qualified individuals with disabilities to perform these essential functions.
BENEFITS FOR OUR TEAM MEMBERS
Full-time and part-time positions offer the following benefits to team members: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
Full-time positions also offer the following benefits to team members: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs
Team Members may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.
Services Group (CSG) is an equal opportunity employer. At CSG, we are committed to treating all Applicants and Team Members fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Application Deadline: applications are accepted ongoing until all openings are filled for this position. If an applicant is declined due to the position being filled, they may still be considered for future opportunities and are always welcome to reapply.
Job Description
The team leader is responsible for managing the team involved in auditing end to end mortgage life cycle comprising active & default servicing activities (Eg. Foreclosure, Bankruptcy, Cashiering, Escrow, Loss Mitigation, Claims, Property preservation, HELOC etc.)
Responsibilities:
- Maintain monthly performance measurements: Timeliness, production goals, compliance/regulatory, and customer satisfaction
- Manages the day-to-day operations of the mortgage servicing associates. Ensures compliance with state and federal lending laws and investor guidelines
- Develops, analyzes, and completes monthly reports in order to track and monitor production, efficiency, compliance with investor guidelines against stated objectives and associate quality against established standards
- Disseminates policies, procedures, and announcements to staff in a timely manner and conducts regular and recurring meetings with staff in order to build an effective communication flow.
- Maintain quality and production standards as defined by business. Perform other job-related duties and special projects as required.
- Develops performance standards and measurements for staff in order to accurately assess actual performance against established goals.
Additional responsibilities of the TL includes:
- Maintaining service level standards
- Perform internal Quality check, providing floor support and feedback to other staff.
- Responding to all emails efficiently
Person Specification
Knowledge/Experience:
- Minimum 1-3 years of Team Handling experience
- Minimum 5-8 years of US Mortgage active as well as default servicing experience
Competencies/Skills:
- Strong communication skills, verbal and written.
- Strong analytical skills
- Demonstrated ability to resolve complicated issues as they arise.
- Proven organizational skills and demonstrated ability to prioritize and multi-task.
Skills:
- Flexible (Willingness to work in night shift),
- Knowledge of MS Office
- Positive and flexible attitude
- Attention to detail.
- Customer focused.
- Good Team Player/Strong Interpersonal skills
Join Healthcare Services Group (HCSG) as a Dining Services Manager in Training to learn to manage your own account! This structured and paid 16-week program will develop you to manage and oversee dining services in a healthcare setting with hands-on and computer based training. This structured and paid program will develop you to manage and oversee dining services in a healthcare setting. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and begin your journey to make a difference!
Available Benefits for All Employees:- Comprehensive Benefits Package - Medical, Dental, and Vision
- Free Telemedicine Services on Day 1*
- Free Prescription Discount Program
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Employee Assistance Programs
- Training & Development Opportunities
- Employee Recognition Programs
- Employee Stock Purchase Plan
- Nationwide Transfer Opportunities and Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:- Assist in managing dining services operations, including meal preparation, service, and quality control.
- Learn to ensure compliance with health, safety, and sanitation standards.
- Participate in staff training, development, and scheduling.
- Assist with inventory management and ordering of supplies.
- Interact positively with residents, staff, and guests, providing excellent customer service.
- All other duties as assigned.
- High school diploma or equivalent preferred.
- Previous experience in dining services or hospitality preferred.
- Strong organizational and communication skills.
- Must obtain Food Protection Manager (FPM), Food Service Manager (FSM), Long-Term Care Food Service (LTC-FSM), and CDM,CFPP (where required by state regulations) certifications during the development program.
- Valid driver's license.
- Strong written and verbal communication skills.
- Maintain a positive attitude and effectively communicate with building occupants, administration, and HCSG leadership to perform daily tasks.
- Compliance with COVID-19 vaccination policies.
- Ability to lift up to 50 pounds and perform tasks for extended periods.
- Residency within the service area required.
Ready to Join Us?
If you're looking for an opportunity to grow your career in dining services management and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
EEO Statement:HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.
Facility Location
NATIONAL EEO SVC FACILITY
5405 CYPRESS CENTER DR STE 330
TAMPA, FL 33609-1026
This is NOT a remote position.
Position Information
NON-SCHEDULED DAYS: SAT/SUN
HOURS: 08:00 AM to 05:00 PM EST
BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.
Functional Purpose
Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.
DUTIES AND RESPONSIBILITIES
1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.
2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.
3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.
4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.
5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.
6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.
7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.
The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:
Requirements
- Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
- Ability to develop and provide EEO training.
- Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
- Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
- Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
- Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.
Reimbursement of relocation expenses will NOT be authorized
Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.
Applicants must also be a U.S. citizen or have permanent resident alien status.