Wright Tree Service, IA Jobs in Usa
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The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
- Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
- Develop new retirement plan services and trust business.
- Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
- Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
- Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
- Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
- Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- 2+ years of Retirement Plan Services Consulting is required
- Bachelor's degree in business, Finance or related field of study preferred
- PC, phone system, general office equipment
- Proficiency with Microsoft Office applications
- Ability to maintain strict confidentiality
- Ability to effectively promote Nicolet as a bank of choice
- In-depth knowledge of banking positions
- Strong organizational, multi-tasking and prioritizing skills
- Self-motivated and resourceful
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
The Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.
As a Client Service Associate (CSA), you will:
Client Relationship Management:
- Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
- Maintain and update client records in Salesforce
- Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
- Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
Operational Support:
- Process account openings, transfers, and maintenance requests.
- Assist with money movements, including wires, ACH transfers, journals, and check requests.
- Ensure compliance with firm policies and regulatory requirements.
Advisor Support:
- Prepare reports, presentations, and documentation to support client reviews and financial planning.
- Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
- Monitor and track client service activities to ensure timely completion.
- Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
Administrative Duties:
- Manage advisor(s) calendars and schedule meetings.
- Handle incoming calls, emails, and correspondence professionally and promptly.
- Process and submit paperwork, checks, and securities in a timely manner, following to completion.
General Duties:
- Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
- Maintain internal client file integrity.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
- Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
- 1-3 years of administrative experience.
- Experience in the investment industry is preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
At US Elogistics Service Corp. DBA CIRRO Fulfillment, we're powering global commerce through fast, intelligent, and scalable fulfillment solutions. With a footprint spanning over 28 million ft2 in 30+ countries and advanced tech like Autonomous Mobile Robots (AMRs), we're redefining how brands deliver customer experiences. We're looking for a Customer Success Specialist to join our North American team and drive long-term customer satisfaction, retention, and growth.
What You'll Do
- Own and manage a portfolio of B2B eCommerce clients, acting as their trusted logistics partner.
- Drive onboarding, adoption, and long-term success with CIRRO's fulfillment services.
- Serve as the client advocate internally—aligning with operations, tech, and sales to ensure a seamless experience.
- Analyze fulfillment performance metrics, proactively address challenges, and drive continuous improvement.
- Conduct regular business reviews and maintain clear communication with stakeholders.
- Identify upsell and expansion opportunities that support client growth.
What You'll Need
- 2+ years experience in customer success, account management, warehouse operations or logistics operations (3PL/eCommerce preferred).
- Strong problem-solving skills and the ability to simplify complex logistics topics for clients.
- Excellent communication and relationship-building abilities.
- Experience with logistics platforms, WMS, or order management systems is a plus.
- Bachelor's degree preferred or equivalent experience in logistics, supply chain, or business.
Why CIRRO
- Competitive pay and benefits
- Fast-growing, tech-forward company
- Collaborative, global team culture
- Room for growth in a high-impact role
CIRRO Fulfillment is an equal opportunity employer.
Job Description
Limon's Road Service is currently accepting applications for a Qualified, Dependable Service Writer Advisor with Heavy Duty, Medium Duty, Light Duty Truck and Trailer service experience for our {Buda Texas location}.
Requirements :
- 3+ year's experience
- Assist in the day to day shop operations
- Assist with invoicing and purchase orders
- Inventory control
- Customer communication skills Company Description
Family owned Commercial Fleet repair company.
Company Description
Family owned Commercial Fleet repair company.
DCI Donor Services
DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work!! We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank’s management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank’s strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization
COMPANY OVERVIEW AND MISSION
For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.
DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.
Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili
With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.
Key responsibilities this position will perform include:
- Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS’s donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate.
- Determines appropriate “par” levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times.
- Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate.
- Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field.
- Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate.
- Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
- Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports.
- Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers.
- Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
- Performs other duties as assigned.
The ideal candidate will have:
- Associate’s Degree required/Bachelor’s Degree preferred in related field
- Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience
- CTBS required within first year of employment
- Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required.
- Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds.
We offer a competitive compensation package including:
- Up to 184 hours of PTO your first year
- Up to 72 hours of Sick Time your first year
- Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage
- 403(b) plan with matching contribution
- Company provided term life, AD&D, and long-term disability insurance
- Wellness Program
- Supplemental insurance benefits such as accident coverage and short-term disability
- Discounts on home/auto/renter/pet insurance
- Cell phone discounts through Verizon
- Monthly phone stipend
**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**
You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.
DCIDS is an EOE/AA employer – M/F/Vet/Disability.
PI7c69c8eaebf5-3631
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
Minimum Qualifications: High School Diploma or General Education Degree (GED) 1-3 years of experience performing administrative duties required within a sales or service industry and working knowledge of ERP systems preferred Experience/Requirements: Must possess good decision-making skills, be very organized and detail oriented.
Must have excellent oral and written communication.
Ability to use discretion.
Problem Solving and ability to escalate matters when needed.
Data analysis and interpretation skills.
Speed and accuracy with attention to detail.
Dispatching and scheduling.
Proficient in Microsoft Office (Word, Excel & PowerPoint) Responsibilities: This position is responsible for scheduling service appointments and inspections, resolving customer issues, dispatching, billing review, and contract paperwork.
May support warehouse and/or other office functions.
Essential Duties and Responsibilities Schedule appointments, dispatch technicians for service and inspections as needed to maximize tech productivity.
Responsible for creating work orders, providing status to customer and following up with technicians.
Confirm work order is completed and/or closed by reviewing all notes and following up on pending items.
Complete contract paperwork and QC paperwork.
Schedule sub-contractor work.
Work with technicians to ensure all paperwork is completed properly within the designated time.
Maintain appointment schedules.
Order material and equipment.
Receive material/equipment and issue material and equipment to technicians.
Complete daily reports.
Assist in coordinating activities such as scheduling, customer notification and equipment procurement.
Conduct physical inventory.
Act as a liaison between Sales, Project Managers and technicians.
Other duties as assigned.
Physical Demands: While performing the duties of this job, the employee is regularly required to sit and twist; use hands and arms to reach, handle, push, pull or feel; speak and hear.
The employee is frequently required to stand and walk.
The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: Normal office environment.
The noise level in the work environment is usually moderate.
Schedule: Monday Friday, early morning start, no nights or weekends
Earnings: Guaranteed $1,000/week, with the opportunity to earn $85,000 or more per year through commissions
Join Nixon Medical and Build Your Future!
At Nixon Medical, we deliver more than just medical linenswe deliver outstanding service to healthcare professionals. As a Route Service Representative (RSR), you are the face of our company, providing exceptional customer service while managing your own route with independence and flexibility. If you thrive in a customer-focused, active work environment and are looking for a high-paying career with growth potential, this is the role for you!
What You'll Do:
Provide Outstanding Customer Service Be the trusted point of contact for our healthcare clients.
Manage Inventory Ensure customers receive the right products on time.
Deliver & Pick Up medical linens and garments on an assigned route.
Grow Your Route Recommend additional products and services to expand revenue and earnings.
Load & Unload company trucks to ensure accurate and timely deliveries.
What We're Looking For:
Customer-focused, friendly, and professional
Self-motivated and independent You take ownership of your route and service quality.
Strong communication skills Build lasting relationships with customers.
Ability to lift, push, and pull up to 75 lbs.
Valid driver's license with a clean driving record.
DOT physical required.
3+ years of customer service experience preferred.
Why Choose Nixon Medical?
High Earnings Potential: Start at $1,000/week guaranteed and grow your earnings to $85,000 or more per year with commissions.
Monday Friday Workweek: No nights, weekends, or holidays, allowing for a great work-life balance.
Career Growth: 80% of our Service Managers are promoted from within!
Comprehensive Benefits Package:
- Medical, Dental, and Vision Insurance
- 401(k) with Company Match
- Paid Time Off & Paid Holidays
- Quarterly Customer Service Bonus Program
- Company-Paid Life Insurance
- Employee Assistance Program
Training & Development: Learn and grow with our Nixon Medical Service Academy. Stable & Family-Oriented Culture: Be part of a growing, family-owned company that values its associates.
At Nixon Medical, we believe in growing and creating opportunities that enrich each other's lives. We are committed to fostering a diverse, equitable, and inclusive workforce while delivering best-in-class solutions for our customers. Apply Today and Take the Next Step in Your Career!
About Nixon Medical
For more than 55 years, Nixon Medical has been a trusted leader in providing premium medical apparel and linens to outpatient healthcare centers. Our commitment to exceptional service has earned us partnerships with some of the largest regional health systems in the United States, and we proudly serve over 10,000 locations every week. As a mission-driven organization, we've built an award-winning workplace culture rooted in respect, integrity, and growth. Our mission to grow and create opportunities that enrich each other's lives comes to life through a culture focused on helping our associates become the best versions of themselves while empowering our customers to deliver outstanding patient care.
Nixon Medical is proud to partner with Work Step, a cutting-edge text messaging-based associate feedback platform, to drive an amazing culture of associate engagement and continuous improvement.
We believe to grow and create opportunities that enrich each other's lives, opportunities must be available to all. Our commitment to having a diverse, equitable, and inclusive workforce will strengthen our progress to continue offering long-term career opportunities while providing best in class solutions for our customers.
Nixon Medical is an EEO/Affirmative Action Employer.
