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This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managed‑money partners.
Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
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
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
This position is onsite, 5 days a week, daylight position (1st shift) Desired Skills: SAP experience gives the candidate an advantage over candidates without Job Description: Plans and executes expedient and efficient processing of customer orders in the SAP system to ensure products are delivered to Client customers on time and without problems.
This includes maintenance of customer messages and contact information in Customer Master Data records, notifying plants of special customer requests and shipping arrangements verifying price and incoterms on purchase orders.
Coordinates shipping and delivery between customers and plants.
This requires knowledge of Client logistics procedures, transportation methods, and regulations.
Reviews requests for special pricing for consistency, alignment with current freight and payments terms, and proper approvals.
Submits price requests with zero errors.
Investigates and resolves customer deductions; identifies and corrects contributing factors to avoid future deductions.
Reports inventory shortages or issues to the Regional Supply Chain Manager and Inventory Planner.
Timely assignment of available inventory to comply with Client transportation/warehousing lead times and meet with customers delivery requirements.
May include discussions with management and/or sales to review changes in customers demands or deviations of requirements.
Registers customer complaints in the April Star database and provides corrective actions for problems encountered in shipping, billing and inventory.
Enters SCAR/CAR as required for internal and external supplier non-compliance issues.
Develops strong working relationships with external customers Skills/Experience: BS degree in Business, Logistics, or Supply Chain with 5 years related experience preferred.
Equivalent business or industry experience will be considered.
Proficient working knowledge of SAP (or similar ERP) in a manufacturing environment.
Functional knowledge of MS Excel and Power Point to provide support to the Regional Manager/sales team/customer is desirable.
The position requires strong organizational, communication and time management skills.
Excellent problem solving, persuasion, negotiation and conflict resolution skills are critical.
Ability to quickly grasp general business and market information as well as related technical information regarding Client products to serve as a department resource.
International logistics operations experience and knowledge of export compliance regulations are a plus.
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
Job Responsibilities
- Deliver meals to patients using the Room Service program, ensuring accuracy of delivery to the correct patient, room, or nursing unit
- Position meal trays appropriately for patients, such as placing trays on bedside tables for ease of access and comfort
- Measure and record patients' intake when required by physician orders or nursing care protocols, maintaining accurate documentation
- Assist patients and family members with menu selection, providing guidance and clarification using trained scripting techniques
- Respond to patient and family questions regarding meals and menu options with professionalism, courtesy, and empathy
- Use computerized scanning devices to track meal delivery status in the Room Service system for accurate and timely updates
- Retrieve soiled trays from patient rooms and inspect them for personal belongings, medical devices, or medications before returning them to the kitchen
- Deliver floor supplies, snacks, and nutritional supplements to nursing units, and monitor stock levels of tube feedings and supplements to maintain par levels
- Communicate with nursing staff about any special meal requests, delays, or concerns regarding patient dietary needs or preferences
- Clean and sanitize meal delivery carts, trays, and dishware using commercial dish machines and cleaning equipment, following safety guidelines
- Maintain a clean and safe work environment by practicing proper food handling, sanitation procedures, and recording required HACCP temperature logs
- Perform routine restocking of trays and nourishment items, assist with detailed cleaning tasks in the kitchen or service areas, and dispose of trash or recyclables according to facility policy
Position Qualifications
Preferred:
- High School or Equivalent
Work Environment
- As a Room Service Associate, you'll work in a fast‐paced, dynamic environment that requires physical stamina and attention to safety. The role involves standing and walking for extended periods, often in areas with high foot traffic and limited space. You'll be exposed to varying temperaturesincluding brief periods in extreme heat or coldas you move between kitchen areas, delivery routes, and occasionally to outlying buildings.
- The kitchen environment can be noisy, with occasional wet floors and exposure to sharp tools and equipment such as slicers and grinders. Tasks may include bending, stooping, reaching overhead, and lifting items up to 40 lbs, as well as pushing and pulling food carts or equipment in and out of the department. Proper use of personal protective equipment (PPE)including a cutting glove, apron, goggles, safety shoes, and chemical‐resistant glovesis required to ensure your safety while performing daily tasks.
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Age of Patients Served
- All Age Groups
HIPAA Roles‐Based Access to Patient Information
- None ‐ No access to patient information ‐ Level 0
Required
Preferred
Job Industries
- Other
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.
Role: Dining Services - Assistant Manager
Join Healthcare Services Group (HCSG) as a Dining Services Assistant Manager, supporting the dining department at a long-term care facility. 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 make a difference!
Available Benefits for All Employees:- Free Telemedicine*
- Free Prescription Discount Program
- Free Employee Assistance Programs
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Hands-on-Training & Support
- Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:The Dining Services Assistant Manager is responsible for assisting the Dining Services Manager in overseeing the dining operations and ensuring high standards of food quality, safety, and customer service.
- Support the Dining Services Manager in managing daily dining operations, including staff supervision and training.
- Ensure compliance with dietary guidelines, food safety standards, and HCSG policies.
- Assist in maintaining accurate records of food inventory, costs, and employee schedules.
- Lead staff training sessions on food preparation, service techniques, and safety protocols.
- Communicate effectively with residents, families, and staff to enhance the dining experience.
- Conduct regular inspections of food service areas to ensure cleanliness and organization.
- Represent HCSG positively through courteous and cooperative interactions with team members, residents, and guests.
- Perform all other duties as assigned.
- High school diploma or equivalent is required
- Previous experience in food service management or a similar role is desired.
- Strong leadership and interpersonal skills with the ability to motivate and develop a team.
- Knowledge of food safety regulations and best practices in dining services.
- Basic computer skills for record-keeping and report generation.
- Must comply with COVID-19 vaccination policies.
- Ability to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, and stand, bend, and walk for extended periods.
- Residency within the service area is required.
Ready to Join Us?
If you're looking for a role where you can lead with passion, drive positive change, 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.
Job Summary:
Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.
Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.
Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.
We are looking for someone with strong Project Management skills.
Essential Functions
- Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
- Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
- Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
- Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
- Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
- Assists as consultant, coordinator/liaison for special programs and/or projects.
- Assesses impact of proposed rules on current operations financially and programmatically.
- May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.
JOB REQUIREMENTS
Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.
2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.
3. Six months experience in developing policies or procedures.
4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.
5. Six months experience in narrative report writing.
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
