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Cetera Financial Group 4.8
Account specialist job in Minnetonka, MN
This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).
The office is located in Minnetonka and the expectation is they go into the office every day.
What You Will Do:
Act as a liaison between the registered representatives and their clients.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
Prepare and complete client paperwork and follow up tasks to support registered representative.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Organize client events and follow up tasks.
Maintain client records and retention management within corporate requirements.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.
What You Will Have:
High School Diploma or GED
Experience in an administrative or customer service role
Strong time management skills
Excellent written and verbal communication skills
Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
What is Nice to Have:
Previous experience in assisting Registered Representatives/Financial Advisors
Financial services and/or banking background
Bachelor's degree in Finance, Business, Marketing, or Communications
Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
Compensation:
This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-Onsite
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
$25-31 hourly 2d ago
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Route Service Representative (4-Day Workweek)
Cintas Corporation 4.4
Account specialist job in Saint Cloud, MN
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$34k-39k yearly est. 5d ago
eCommerce Customer Experience Specialist
Curio Brands 3.7
Account specialist job in Minneapolis, MN
About the Role
At CURiO Brands, we create beautifully designed products and experiences that bring joy, comfort, and connection to everyday life. The eCommerce Customer Experience Specialist supports the Customer Experience (CX) team in overseeing the full customer journey for Thymes, Capri Blue, and Otherland.
This role is for a Gorgias and Shopify power-user who can optimize our CX tech stack while delivering exceptional, hands-on customer service that reflects our brands' warmth, artistry, and attention to detail. You will be an essential part of shaping a premium journey that builds lasting relationships and drives customer loyalty.
***This role is for candidates that reside in CT, FL, GA, IL, KY, MA, MN, MS, NY, OH, TX, WI***
What You'll Do
System Optimization & Operational Excellence
Gorgias Mastery: Manage daily ticket operations and take full ownership of optimizing inbox structure, tagging, rules, and macros to maximize efficiency.
AI & Automation Implementation: Lead the testing and implementation of Gorgias automation flows and AI-assisted replies to reduce manual tasks while strictly preserving a human, brand-appropriate touch.
Shopify & Workflow Integration: Partner with Fulfillment and Operations to streamline workflows for shipping, gifting, returns, and replacements using the Shopify ecosystem.
Data & Analytics: Utilize Gorgias and Business Intelligence (BI) tools to track KPIs like CSAT, NPS, and resolution time, translating these insights into recommendations for site UX and packaging improvements.
Deliver Premium, Personalized Service & Support
Concierge-Style Support: Provide high-end service through email, chat, and phone, including personalized gifting guidance and fragrance recommendations.
End-to-End Resolution: Accurately and efficiently resolve customer inquiries, managing every case from initial contact through final resolution.
Brand Storytelling: Maintain a consistent tone across all communications, ensuring every interaction aligns with the unique brand voice of Thymes, Capri Blue, and Otherland.
Service Standards: Help implement service playbooks, quality assurance (QA) standards, and escalation protocols to maintain excellence.
Customer Delight: Assist in executing "surprise-and-delight" moments, loyalty gestures, and personalized post-purchase touchpoints.
As a Curio Team Member
You exemplify CURiO Cornerstones and strive for personal leadership in your role.
You collaborate across teams and maintain a positive, respectful, and cooperative workplace environment.
You take ownership of your professional development by seeking learning opportunities and staying current in your field.
You manage your time effectively and work with others to contribute to team and company goals.
You maintain and protect company proprietary information.
You follow all safety guidelines, report concerns promptly, and maintain a clean, safe, and organized workspace.
You understand that success in your role could include occasional extended work hours as necessary to meet seasonal deadlines and that periodically, you may be asked to perform other duties not included in your role description.
What You'll Bring
Deep Technical Experience: 3+ years of hands-on experience in eCommerce support, with demonstrated expertise in Gorgias and Shopify.
Automation Proficiency: Proven ability to build and optimize helpdesk automation, tagging architecture, and AI-driven responses.
Communication & Empathy: Strong verbal and written communication skills with a highly empathetic and organized approach to problem-solving.
Analytical Mindset: A clear understanding of customer experience KPIs and how to use data to uncover root causes of issues.
Additional Information
Travel Requirement: up to 5%
Work Environment: General office or home office environment
Physical Requirements: Occasionally required to lift and/or move items weighing 10 - 15 pounds.
When in a facility, occasional exposure to dusty and fragrant conditions
Health & Welfare Benefits
Eligibility begins on the first day of the month following 30 days of employment unless noted otherwise:
Medical, Dental, Disability Insurance (cost shared)
Life/ AD&D Insurance (employer paid)
Additional voluntary benefit offerings (employee paid): Vision, Accident, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Voluntary Term Life Insurance, AD&D
401(k) - After 6 months of employment on next quarterly entry date
Equal Opportunity Employer
Curio is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to building an inclusive environment for all employees.
$31k-37k yearly est. 4d ago
Customer Specialist-Delivery
Hom Furniture Corporate Office 4.4
Account specialist job in Wausau, WI
Pay
$20-$22
Responsibilities
The Customer Specialist/Delivery is responsible for driving a straight truck along a daily delivery route. Tasks along the delivery route include:
Delivering customers' furniture including assembly and installation of the furniture when required.
Inspecting furniture for flaws or damage.
Resolving customer complaints should they arise by working with the Customer Care department.
The Customer Specialist/Delivery will inspect and clean the company vehicle to keep it presentable and functioning.
While working both independently and as part of the warehouse team, Customer Specialist/Delivery are expected to unpackage, assemble, and prepare furniture for transport in customer vehicles. This includes making sure that furniture is adequately wrapped in protective materials and properly tied down.
Inspecting furniture for damage and flaws is an important part of the duties of a Customer Specialist/Delivery in order to ensure customer satisfaction.
Other duties as assigned
Benefits
HOM Furniture offers its full-time employees a competitive benefits package.
Paid Time Off- 20 Days in 1st year for full-time employees
Medical and/or Dental Coverage
401(k) Employee Contribution Plan
401(k) Employer Matching
Employee discount
Career advancement opportunities and training
Pay on Demand - options for receiving earned wages
Requirements
Education: Must be working towards or have a high school diploma or GED.
Licenses Required: Must have a driver's license and a clean driving record. Must be able to pass a D.O.T. Medical Physical.
Experience: 1-3 years related experience preferred.
Physical Demands: High physical demands can be required. The employee is regularly required to stand for sustained periods of time. The employee can be expected to lift, push, and pull up to 150 pounds individually and up to 300 pounds as a part of a team. Occasionally, The employee will be required to ascend and descend ladders and stairs in a safe manner. May be required to work safely from heights when necessary. The employee must adhere to safe lifting techniques, follow proper training for learned job hazards and ergonomic risk factors, participate in the departmental stretching program, and maintain an overall safe working environment.
Other: Must be able to communicate effectively both verbally and in writing. Must be 21 or older.
* Reasonable accommodations will be made for those who require it.
HOM Furniture is proud to be an equal opportunity workplace. Individuals seeking employment at HOM Furniture are considered without regard to race, color, religion, gender expression or identity, sexual orientation, national origin, marital status, age, creed, public assistance status, disability, membership or activity in a local commission, or any other characteristic or classification protected by federal, state or local law.
See All Delivery Positions >>
$32k-41k yearly est. 3d ago
Opening Specialist - Immediate Openings
Applebee's Grill & Bar 4.2
Account specialist job in Beloit, WI
Primary Responsibilities
Completes all assigned prep work and sets up cooks station. Maintains product presentations, product quality and cook time standards. Prepares all menu items according to Applebees Recipes, Plate Presentations and specifications.
Specific Functions and Duties
Prepares menu items according to Applebees Recipes, Plate Presentations and specifications (50%*).
Completes all assigned prep work (15%*).
Sets up workstation according to station diagram (15%*).
Practices sanitary and safe food handling at all times (10%*).
Cleans and sanitizes the work area before, during and after shift (5%*).
Completes assigned daily and weekly cleaning projects (5%*).
BENEFITS
Employee meals 1/2 off
Closed Christmas and Thanksgiving
MEC Ins
401K - ONLY IN ILLINOIS LOCATIONS (DOES NOT INCLUDE IOWA & WISCONSIN LOCATIONS)
Flexible work schedule
Vision insurance
Dental insurance
Online Universities
College Scholarships
It all started in 1980 in Atlanta, Georgia
Bill and TJ Palmer opened the restaurant that would later become Applebees. Weve grown up a lot since then, with almost 2,000 locations in the U.S. and around the world. Here you will always be welcome for delicious food, in a neighborhood setting, with attentive service, at a great value.
$34k-46k yearly est. 1d ago
Parent Peer Specialist-SHINE **$5,000.00 Hiring Incentive** (for this specific role)
La Causa, Inc. 3.8
Account specialist job in Milwaukee, WI
La Causa Social Services is dedicated to supporting youth and young adults with complex mental health, developmental, and behavioral needs as well as their families, and is seeking an engaging, upbeat, and supportive Parent Peer Specialist to join our Youth Comprehensive Community Services Team.
Why Join La Causa, Inc.?
Meaningful work supporting individuals and families in crisis.
Collaboration with a network of professionals in crisis response.
Professional development and training opportunities.
Potential for career advancement within the organization.
Competitive benefits and paid leave including a day off for your birthday!
**$5,000.00 Hiring Incentive** (for this specific role)
Your Role: As a Parent Peer Specialist, you will provide personalized support to parents and caregivers navigating services for children with complex mental health, developmental, and behavioral needs. Drawing from your own lived experience, you will empower families, advocate for their voices, and help them overcome barriers to accessing care.
What You'll Do:
Provide Personalized Support - Offer one-on-one support to parents and caregivers at home and in the community, helping them engage with services and achieve their family's goals.
Reengage Disconnected Families - Reach out to parents who have disengaged or face barriers to participation. Understand their perspectives and work to reconnect them with needed services.
Empower Parents and Caregivers - Help parents build skills in self-care, crisis management, and navigating systems of care. Provide mentorship and education to support youth and their families with ongoing needs centered around complex mental health, developmental, and behavioral needs.
Advocate for Families - Ensure parents' voices are heard in meetings with youth child and family teams, schools, legal systems, and community partners.
Collaborate with Care Teams - Work closely with care coordinators to ensure that the goals and needs of parents, as outlined in the care plan, are met.
Share Insight and Expertise - Offer valuable input to the care team by sharing your understanding of the challenges parents face when raising children with complex needs.
Ensure Compliance - Follow all legal, organizational, and contractual policies, including audits, licensing requirements, and program evaluations.
Promote Communication and Cooperation - Build and maintain positive relationships with families, care teams, and community stakeholders.
Fulfill Mandated Reporting Duties - Comply with all mandated reporting requirements related to child safety and welfare.
Engage in Ongoing Learning - Attend meetings, training, and professional development activities as needed.
Support the Team - Take on additional tasks as assigned to contribute to the success of the program.
What we are looking for:
Social Work or related field (Required). Master's degree from an accredited school in Social Work or related field (Highly preferred).
Wisconsin Certification as a Peer Specialist and/or Parent Peer Specialist.
Lived experience of parenting a child with mental health and/or developmental disabilities.
Proven ability to work with and support children, young adults, and families.
Bilingual (Spanish and English), spoken and written. (Highly preferred).
Positive and People-Oriented - Friendly, approachable, and a good listener with an upbeat attitude and a collaborative spirit.
Excellent organizational, and multitasking skills.
Strong verbal, written, and interpersonal communication skills with the ability to work effectively in a team environment.
Proficiency in Microsoft Office Suite.
Reliable transportation, a valid Wisconsin driver's license, state-minimum auto insurance, and the ability to meet La Causa, Inc. driving standards.
Must successfully pass all required criminal background checks.
Day-to-Day setting:
Work in both office and field settings (travel required)
Flexible work hours including evenings or weekends, based on program needs.
Regularly required to drive, stand, sit, reach, stoop, bend, and walk. Employee is frequently required to see, talk, or hear. Finger dexterity is also required. Infrequent lifting, including files, will be encountered.
Reasonable accommodation may be made to enable individuals with disabilities to perform essential job functions
Connect with our Internal Recruiter: ******************
About La Causa, Inc.:
La Causa, Inc., founded in 1972, is one of Wisconsin's largest bilingual, multicultural agencies. Our mission is to provide children, youth and families with quality, comprehensive services to nurture healthy family life and enhance community stability. We have several divisions that provide vital services to the community including Crisis Nursery & Respite Center, Early Education & Care Center, La Causa Charter School, Social Services: Adult Services and Youth Services, and Administration. At the heart of our mission is the dedicated staff that welcomes all into Familia La Causa and serves the children and families of Milwaukee.
You can learn more about La Causa at
*****************************
$35k-44k yearly est. 4d ago
Senior Accounts Payable Specialist
Creative Financial Staffing 4.6
Account specialist job in Madison, WI
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Senior Accounts Payable Specialist
Are you an experienced Accounts Payable professional looking for the next step in your career? This opportunity offers long-term stability, a supportive environment, and room to grow within a respected construction company. If you thrive in a high-volume AP environment and enjoy working with a collaborative finance team, this role could be a great fit.
Why This Opportunity Stands Out
A well-established company with strong community roots and a reputation for high-quality work
Long-term stability supported by a consistent project pipeline
A collaborative, supportive finance team that values process and professionalism
Opportunities to streamline processes, contribute ideas, and expand your skill set
A company culture that values employee growth, longevity, and work-life balance
What You'll Do
Process a high volume of invoices with accuracy
Reconcile vendor statements and resolve discrepancies
Manage payment runs and ensure policy compliance
Collaborate with internal teams and vendors to resolve issues
Maintain accurate AP records and assist with month-end close
What We're Looking For
3+ years of high-volume Accounts Payable experience
ERP system experience
Strong attention to detail and organizational skills
Ability to work independently and prioritize effectively
Strong communication and problem-solving skills
Who Thrives in This Role
This position is ideal for someone who enjoys taking ownership of the AP process, values accuracy, and thrives in a dynamic environment where each day brings new challenges. It's a great fit for a detail-oriented AP professional seeking stability, growth, and a supportive team culture.
Salary: $60,000-$65,000
#INJAN2026
$60k-65k yearly 23h ago
Senior Client Portfolio Specialist
Old National Bank 4.4
Account specialist job in Minneapolis, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio.
Key Accountabilities
Management of Investment Portfolios:
Provide ongoing oversight of assigned Old National Wealth Management accounts.
Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash.
Manage account liquidity for ongoing cash demands and distributions.
Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
Subject Matter Expertise:
Comprehensive understanding of different strategy types.
Technical knowledge of the systems to operationalize the processes required to centrally manage accounts.
Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions.
Effective Communication
Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts
Operational Efficiency:
Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team.
Liaison with peers in technology, solutions, and operations to build and test new software and operational processes.
Key Competencies for Position
Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models.
Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners.
Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists.
Qualifications and Education Requirements
BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience.
Minimum 4 years of related industry/work experience.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$38k-44k yearly est. Auto-Apply 15h ago
Guest and Resort Care Specialist
Odyssey Resorts
Account specialist job in Two Harbors, MN
Full-time Description
Grand Superior Lodge - Two Harbors, Minnesota
Discover Your Odyssey
Are you an adventurer at heart, seeking a workplace that fuels your passion and a team that feels like family? Start your Odyssey with us-an award-winning team that not only works together but plays together, creating an environment where every day is an adventure.
Why Odyssey?
At Odyssey Resorts, we don't just offer job opportunities; we provide a canvas for your career dreams. Here's what you can expect:
Flexible Freedom: Experience work-life balance with flexible schedules, working hours, and payday on demand. Your success is not just about the work you do; it's about the life you build around it.
Employer Recognition: Join a company recognized as a Star Tribune Top Minnesota Workplace for four consecutive years. Odyssey has become an employer of choice, fostering happy employees and a culture worth celebrating.
State-of-the-Art Resources: Access cutting-edge tools and resources designed for your success. With ample and relevant learning and training resources, we invest in your growth.
Hospitality from the HEART: Immerse yourself in a culture that revolves around the “Hospitality from the HEART” philosophy-a welcoming space where diversity, equity, and inclusion are not just words but lived experiences. Be part of a team where your unique contributions brighten the lives of guests and enrich your own journey.
Engage, Innovate, Impact: Become a part of Odyssey Cares, including our sustainability program aligned with the UNESCO Sustainable Travel Pledge. Our team actively invests in local communities, collaborates for industry innovation, supports charitable causes, and encourages personal stewardship. At Odyssey, your work extends beyond the resorts; it's a catalyst for positive change.
Open Doors for Growth: As part of a growth-focused company, unlock opportunities for career advancement. You'll be part of an engaged team that values your ideas and nourishes your potential.
Awesome Benefits: Enjoy a comprehensive benefits package that includes health, dental, and vision insurance, along with voluntary life and AD&D coverage. We also offer voluntary accident and critical illness insurance, hospital indemnity insurance, pet insurance, a 401(k) plan, PTO, and an Employee Assistance Program (EAP). Your well-being is our priority!
Your Odyssey Awaits:
Ready to create lasting memories, enrich lives, and be part of an extraordinary journey? Join Odyssey Resorts, where every day is a new adventure, and your story is yet to be written.
Work here. Play here. Thrive here.
Grand Superior Lodge is seeking a Guest and Resort Care Specialist to join our award-winning team. This position plays a pivotal role in guaranteeing an exceptional experience for our guests. This position is ideal for those who like to perform a variety of tasks both indoors and outdoors.
This position includes rotating weekend shifts. Scheduled hours are Friday and Saturday from 2:00 PM to 10:00 PM, and Sunday through Thursday from 1:00 PM to 9:00 PM.
ESSENTIAL FUNCTIONS
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Be vigilant in monitoring the property. Address or report any issues or concerns identified during routine inspections.
• Perform daily inspections of the grounds and facilities. Arrange furniture, pick up trash, clean common areas and event spaces, restock
supplies and assist with security and safety issues as necessary.
• Track time and maintain an accurate timetable of tasks and parts used throughout each shift.
• Assist with guest enhancement programing; assemble s'mores kits, collect fire starting supplies, assemble craft kits, maintain lawn games, maintain fleet of bicycles, and assist with event set up as needed.
• Assist with guest and employee transportation as needed.
• Be approachable and proactive in engaging with guests by being welcoming and outgoing.
• Monitor pool and follow closure procedures as assigned.
• Perform ground maintenance such as mowing lawns, trimming hedges, removing weeds, raking and disposing of leaves and refuse, chopping and stacking firewood, clear snow, etc.
• Maintain vehicle, tools, and equipment (including uniform) in good and proper working order.
• Assist maintenance team with projects; ensure projects are completed in a safe, efficient manner.
• Arrange furniture and equipment when requested; clean resort buildings and grounds as needed; assist with security issues as needed.
• Perform preventative maintenance on all resort property.
• Take and respond to guest calls and requests; work to resolve any issues in a timely, efficient manner.
• Respond to emergency situations and resolve immediate safety concerns; be available for on-call shifts, as needed.
Requirements
EDUCATION, EXPERIENCE
High school diploma or general education degree (GED) preferred; one-year related experience preferred; or acceptable equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, REGISTRATIONS
• Valid driver's license
• Obtain Pool Operator License within six months of employment, if required
COMPETENCIES, SKILLS, ABILITIES
To perform the job successfully, an individual should demonstrate the following competencies, skills, and abilities:
• Upholds Odyssey Values and the principles of HEART.
• Ability to be adaptable and flexible.
• Prioritizes and plans work activities, creating action plans when necessary.
• Uses time efficiently.
• Maintains acceptable attendance and punctuality.
• Follows through on commitments.
• Working knowledge of tools, methods, operations, and materials used in resort and building maintenance.
• Working knowledge of occupational hazards and safety precautions necessary to perform manual labor and maintenance work.
• Ability to read and interpret documents such as safety rules, operating manuals, etc.
• Ability to prepare general reports and correspondence.
• Ability to effectively present information and respond to customers.
• Ability to add, subtract, multiply, and divide.
• Ability to interpret a variety of instructions furnished in written or oral form.
• Ability to use a computer for email and basic word processing.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is constantly required to stand, walk, sit, hear, use hands, reach, climb, stoop, and kneel. The employee will frequently be required to talk and taste and/or smell. The employee must be able to lift and/or move up to 100 pounds. Specific vision requirements include close and distant-vision capabilities.
WORK ENVIRONMENT
While performing the duties of this job, the employee will be frequently exposed to outdoor weather conditions. The employee will seldom be exposed to wet, hot, humid conditions, high, precarious places, fumes or airborne particles, and chemicals or solutions. The employee will be exposed to moderate noise conditions.
Due to the cyclical nature of the hospitality industry, the employee may be required to work varying schedules that reflect the business needs of the resort. In addition, attendance at all scheduled training sessions and meetings is required.
The above is intended to describe the general nature and requirements of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
Odyssey Resorts is an equal opportunity employer committed to a policy of nondiscrimination with respect to race, color, religion, sex, national origin, and any other class protected by federal, state, or local law, including, but not limited to, medical condition, disability, marital status, age, sexual orientation, or pregnancy.
Salary Description $16.80 to $20.16/hourly
$16.8-20.2 hourly 7d ago
Client Relationship Specialist
Anewhealth
Account specialist job in Wisconsin
AnewHealth is one of the nation's leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs-wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states.
Job Details
Under the supervision of the Manager of Client Relationship, the Client Relationship Specialist is responsible for acting as a first-line resource for external clients regarding Pharmastar's product lines, including (but not limited to) Medicare and Commercial prescription drug data, ensuring the necessary information is disseminated to the applicable resources within the organization. Candidate will demonstrate proficiency with resolutions of all common issues, questions and solutions.
Responsibilities
Serve as main contact for external clients requesting products (Medicare D and Commercial).
Requests include but are not limited to: formulary compliance, plan set-up, provider management, member enrollment/eligibility changes, patient concerns, reporting (scheduled and ad hoc), audit support, and claims assistance.
Perform client outreach and set up recurring calls.
Serve as main contact for submission of internal workload requests to the Manager;
Prepare, submit, and analyze PDE submissions to CMS;
Research and suggest solutions for submission rejects;
Assist in the reconciliation of PDE data;
Summarize and report PDE progress;
Support clients in all areas of Part D functions for compliance with regulatory requirements.
Coordinate the submission of regulatory reporting to the appropriate management and governing agencies to ensure critical deadlines are met;
Track all applicable regulatory updates and changes for incorporation into policies and procedures;
Act as a first-line contact to external clients and assist in answering questions and/or triaging concerns to other associates.
Build strong, trusting relationship with clients and its pharmacies.
Present company product line services to clients as needed.
Ensures that HIPAA guidelines are followed in every communication with clients.
Stay current on plan and benefit structures, pharmacological updates, and Medicare Part D guidelines.
Attend department and company meetings and educational programs upon request.
Assist with answering Help Desk calls when needed.
Perform administrative duties as required.
Other projects as assigned.
The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.
Qualifications
These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's degree preferred. Associate's degree or formal training beyond high school, required.
Experience
3-4 years of customer service and industry experience. (Health plan or insurance experience, a plus. PBM experience preferred.)
CPhT (Certified Pharmacy Technician) certification, a plus.
Experience in a pharmacy support role, a plus.
Current on plan and benefit structures and Medicare Part D guidelines.
Skills & Abilities
Demonstrated proficiency with resolution of all common issues, questions and solutions.
Knowledge of pharmacology and pharmacological terms.
Excellent communication skills and professionalism when working with clients.
Ability to solve problems under pressure by making immediate decisions.
Detail oriented and able to prioritize workload.
Strong computer skills including using word processors, spreadsheets, and database software.
Schedule
This is a full-time position with an expectation to work an average of 40 hours per week, and an ability to be available outside of normal business hours to meet customer expectations on an ad-hoc basis.
Physical Demands
Communicates by way of the telephone, web (video conference), and email with clients;
Operates a computer and other office productivity machinery, such as a calculator, copy machine, fax machine and office printer
Remains stationary for extended periods of time
Occasionally exerts up to 20 pounds of force to lift, carry, push, pull or move objects
Visual acuity to perform activities such as identifying, inputting and analyzing data on a computer terminal and/or in hard copy
Travel
Travel may be required for special organization or department events, department team meetings, trade shows, conferences, and other client engagements.
AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire
.
AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.
$37k-61k yearly est. Auto-Apply 26d ago
AP & Payroll Specialist
True North Goodwill Northern Minnesota and No
Account specialist job in Duluth, MN
Job Description
Join Team Goodwill! Immediate openings and competitive pay & benefits. Apply today!
AP & Payroll Specialist
Full-Time 40hrs/week
$20.19-$22.60/hr
True North Goodwill is a nonprofit organization regionally headquartered in Duluth, MN whose mission is transforming lives for generations through learning and the power of work. We provide training, jobs, and support services for people with barriers to employment who seek greater independence. Our mission is funded through the sale of donated clothing and household items in Goodwill stores and online. We are a group of nearly 300 mission minded employees in Northern MN & WI working as one. Each of us is essential to helping our community thrive and prosper.
Goodwill offers a wide range of career pathways and growth ranging from entry-level to management in retail, transportation, mission services, and administrative/professional fields. By working at Goodwill, you can make an impact in your community. And we can show you how.
Goodwill is an equal-opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Why we are a great place to work?
Competitive pay & benefits
Flexible work schedules to create a schedule that allows for a work/home balance.
Bonus incentive plans
Retirement & 401K planning with company match (Up to 6%)
Employee Assistance Program (Crisis counseling, financial planning, legal consultation, mental health counseling, wellness resources)
Knowing you are part of making an impact in people's lives
Critical Illness and accident insurance
Basic life insurance at no cost, with voluntary and spousal coverage options
A culture built upon our core values of: Trust, Respect, Dedication, Responsibility, and Innovation
Career support and planning
Job Summary
As an AP & Payroll Specialist, you'll play a vital role in ensuring the smooth operation of our financial processes. You'll manage end‑to‑end accounts payable, process payroll, and collaborate cross‑functionally to maintain accuracy, compliance, and timely delivery in support of our mission. The right candidate will bring strong analytical skills, meticulous attention to detail, and a proactive mindset to help streamline workflows and continuously enhance our financial systems.
Duties and Responsibilities
Processing and entering vendor invoices and employee expense reports.
Coding invoices to general ledger accounts and cost centers.
Reconciling vendor statements and resolving payment discrepancies.
Prepare and process weekly check runs, ensuring timely payments to vendors.
Maintain accurate and up-to-date records of all accounts payable transactions.
Reconcile the accounts payable sub-ledger to the general ledger.
Collaborate with other departments to resolve any issues related to invoices or payments.
Manage the issuing of 1099s.
Review of timesheets for accuracy and work with managers on corrections.
Transmit payroll to payroll service.
Work with HR and managers to address payroll questions.
Submit 401k transmittals in an accurate and timely manner.
Submit garnishment and other payroll related liability payments in an accurate and timely manner.
Participate in continuous quality improvement.
Other duties as assigned.
Required Skills and Competencies
Commitment to providing efficient, reliable support to accounting department members, other departments, and external parties.
Trustworthy, thorough, and courteous with excellent time management skills.
Problem-solver.
Ability to prioritize tasks and promote a sense of urgency when needed.
Ability to analyze data accurately and efficiently.
Strong attention to detail.
Education and Experience
2- or 4-year business degree, or equivalent experience.
2 - 5 years' AP and Payroll experience.
SAGE & ADP experience preferred.
Advanced Excel & Word skills preferred.
Physical Requirements
These work environment factors are general in nature. CONSTANT: Walk, stand and near vision. FREQUENT: Bend neck; talk/speak; and visual accommodation. OCCASIONAL: Lift and carry up to 50 pounds; rotate neck, static neck position; walk; hear within 5 feet and midrange vision.
$20.2-22.6 hourly 12d ago
Client Relationship Specialist
Bank of Montreal
Account specialist job in Green Bay, WI
Application Deadline:
03/30/2026
Address:
310 W Walnut Street
Job Family Group:
Wealth Sales & Service
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.
Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
Expands the business growth potential of the team through telemarketing and outbound calls.
Coordinates marketing activities and sales material to support client / prospect conversations.
Provides knowledge detailed information about products and services offered.
Determines appropriate communication/service regarding all aspects of investing.
Independently resolves client complaints in a timely and effective manner; escalates as required.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Maintain the schedule / calendar to coordinate customer meetings and office coverage.
Meets high-quality service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Organizes work information to ensure accuracy and completeness.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-65k yearly Auto-Apply 4d ago
Account Associate - State Farm Agent Team Member
Reid Strelow-State Farm Agent
Account specialist job in Duluth, MN
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Health insurance
Paid time off
Parental leave
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Life Insurnace / Disability Insurance
Health Insurance benefits
401K
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$35k-51k yearly est. 25d ago
Fleet Account Specialist
Hendrick 4.3
Account specialist job in Duluth, MN
Rick Hendrick Chevrolet (Duluth) Location: 3277 Satellite Blvd, Duluth, Georgia 30096
Summary: Sources, develops, and maintains commercial vehicle accounts for assigned market area.
has no direct reports.
Essential Duties and Responsibilities include the following. Other duties can be assigned.
Deliver on objectives for Sales and PO#s (Purchase Orders)
Deliver on activity objectives for Appointments and Blitz Calls for Sales and Service Department
Secure initial meetings primarily through Blitz Calls via phone and canvasing
Penetrate all Commercial & Fleet Business in the market area through targeted questioning
Conduct initial meetings to gain key insights for follow-up presentations
Analyze and interpret complex data from varying sources
Organize and deliver compelling, professional presentations (One on One & Group Presentations)
Conduct complex presentations in a concise, professional, engaging manner
Lead the sales process (start through close) by including and preparing all parties participating in the opportunity: Dealer Salesperson (and OEM Partners as needed)
Demonstrate a high level of proficiency in account and territory sales forecasting
Build rapport quickly while cultivating essential internal relationships based on trust, responsiveness, support, collaborative selling and “one team” values
Utilize CRM database and identify business opportunities via Polk Data & Dealership to evaluate prospect's position in the industry; research and analyze sales opportunities
Contribute information to market strategy by monitoring competitive products and reactions from accounts an update data into the CRM
Expand sales in existing accounts by introducing new products and services conquesting business from mixed fleets
Actively participate in industry associations, internal training initiatives and assigned training opportunities (Include dealership personnel as needed) Maintains CSI at or above Company standards
Maintains an organized, clean and safe work area
Participates in required training
Records all hours worked accurately in company timekeeping system
Follows Safeguards rules and regulations
Demonstrates the Company's Core Values
Complies with Company policies and procedures
Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties
Other duties as assigned
Sales Activity and Expectations:
Sales Apts. & Blitz Calls: 80 per month (20/ HAG Store/Month)
Sales (Delivered Units/Orders (W Cash Deposits): Months 1-6 = 8 Per Quarter; Months 7-12 = 36 Pre Quarter
Deliver sales/orders objectives as set by Hendrick and BE Fleet Solutions Manager
Update all activities, opportunities and results accurately and timely into the CRM
Participate in team sales meetings
Participate in training sessions as directed by HAG Management/BE Fleet Solutions Manager
Monday Meetings with HAG Commercial Manager to outline itinerary for the week of CAS/ HAG Salesperson Ride A-longs (BE Fleet Solutions Manager will be copied on plan in writing)
Friday Follow Up Meetings will be conducted with HAG Management/BE Fleet Solutions Manager to review the week's productivity
Participate in monthly Sales Performance meeting with HAG Management/BE Fleet Solutions Manager as directed
Report monthly National Association activities and sales successes to HAG Management/BE Fleet Solutions Manager as directed.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions.
Desired Education:
o GED
o High School Diploma
o Associate Degree
√ Bachelor Degree (preferred)
o Master Degree
o Doctorate Degree
Desired Work Experience:
o up to 3 years
o 3-5 years
√ 5+ years
Certificates and Licenses:
√ Valid Driver's License
√ Completion of the Challenger Assessment with proficient scores
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret and analyze marketing data, reports, and spreadsheets. Ability to apply common sense understanding to carry out instructions.
Education/Experience:
Minimum of five years of demonstrated successful outside sales experience.
Physical Demands:
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit; use hands to finger, handle, and feel.
Computer Skills:
Highly proficient in Excel, Word, PowerPoint & CRM
Communication Skills:
Ability to understand and follow instructions. Ability to communicate effectively with customers and company personnel. Ability to work in a complex, matrixed sales environment.
Attendance Expectations:
The position requires regular and predictable attendance. Scheduled shifts may include evening hours, weekends, and holidays.
Environment Demands:
Duties are performed throughout the premises and off-premises, both indoors and outdoors and on customer test drives. Due to the nature of the position, may be exposed to various work environments and required to perform a variety of tasks. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Frequent travel by driving a vehicle is required.
Verbal and Writing Ability:
Ability to read and comprehend instructions, correspondence, and memos. Ability to effectively present information in one-on-one and group situations to customers and other employees. Ability to produce professional written communications.
Math Ability:
Ability to add, subtract, multiply and divide.
Core Values:
To perform the job successfully, an individual should demonstrate the following Core Values:
Servant Leadership
Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
Teamwork through Trust & Respect
Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
Integrity
Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make.
Commitment to Customer Enthusiasm
Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
Passion for Winning
Hendrick's tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people.
Accountability at All Levels
Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
Commitment to Continuous Improvement
Every day we soften our hearts as well as our egos, in order to seek out and improve upon areas of opportunity within ourselves and our team.
This in no way states or implies that these are the only duties and responsibilities to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. This job description is subject to revision at the discretion of the company.
Hendrick is an Equal Opportunity employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply. For more information regarding the EEOC, please visit *********************************************************************************************
$29k-37k yearly est. Auto-Apply 60d+ ago
Client Experience Specialist
DBHW Wealth Partners
Account specialist job in South Milwaukee, WI
If you're passionate about creating great first impressions and seamless experiences, this role is for you!
As our Client Experience Specialist, you'll be the first impression and the steady hand that keeps our Wealth and Tax & Accounting departments running smoothly. From greeting clients with warmth to mastering our CRM workflows, you'll play a key role in shaping a seamless client experience. If you're organized, people-driven, and ready to grow with a supportive, purpose-driven team, we'd love to meet you.
Job Summary:
As the Client Experience Specialist, you'll be the welcoming face and organized force behind our client experience. A positive attitude and reliability is a must! This role goes beyond the front desk - you'll manage calendars, workflows, and activities in our CRM system to keep operations running smoothly across both our Wealth and Tax & Accounting departments. If you're detail-oriented, tech-savvy, and thrive on creating seamless client interactions, this is your opportunity to make a lasting impact every day.
Duties/Responsibilities:
Responsible for opening and closing the building each day in accordance with company procedures.
First point of contact for clients, visitors, and applicants.
Answers phones, directs calls to appropriate individuals, and prepares messages for those that couldn't be assisted through our automated system.
Assists with sorting incoming mail and delivers to appropriate department or individual; assists with processing outgoing mail.
Uses our CRM software at an expert level to assist with scheduling, workflows, and completing activities.
Performs administrative and clerical support tasks.
Performs other related duties as assigned.
Required Skills/Abilities:
High school diploma or equivalent required.
Clerical experience preferred.
Education, Experience, and Licensing:
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Proficient with Microsoft Office Suite or related software.
Physical Requirements:
Prolonged periods sitting or standing at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
This position is an in-office position.
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice.
Benefits
As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well.
401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.
The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.
401k Rollover options from a previous employer plan are immediately available and encouraged.
We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.
Group Health Insurance
Health Savings Account (HSA)
Education Reimbursement - 5k lifetime allowance
Financial planning
Personal tax return preparation up to $1,250.00 annually
PTIN Renewal for Tax Preparers
All continuing education
Incentive for earned credentials
Study assistance program
DBHW Wealth Partners is an Equal Opportunity Employer
$37k-62k yearly est. 25d ago
Accounts Payable Lead
Northland Aluminum Products, Inc. (Nordic Ware 3.5
Account specialist job in Saint Louis Park, MN
Commitment and Career Growth * Comprehensive Benefits * Work-Life Balance * Community At Nordic Ware we have a passion for creating innovative, high quality, American-made kitchenware. We benefit from a collaborative, connected, value-driven culture. For 75+ years our products have enhanced food preparation and brought people together at tables around the world. Our employees take pride in the products we make, and many choose a lifetime career here. Come join us!
As our Accounts Payable Lead, you will oversee the daily operations of our AP function and ensure the smooth, accurate, and timely processing of invoices, expense reports, and vendor payments. This role is perfect for you if you are a detail-oriented lead who thrives contributing in a fast-paced environment and is passionate about driving process improvements and leveraging technology to modernize operations.
What you will get to do:
* Ensure timely and accurate processing of invoices, expense reports, and vendor payments.
* Review and approve payment runs, reconciliations, and journal entries.
* Process annual 1099 forms and distribute to vendors and tax authorities for tax compliance as required.
* Resolve vendor inquiries and discrepancies in a professional and timely manner.
* Assist in preparing and recording cash deposits from the retail store.
* Participate in the hiring, training and mentoring of accounts payable staff using established standard operating procedures (SOPs) and processes.
* Foster positive employee relations by working with the manager to recognize achievements, address complaints, resolve issues, and promote a safe work environment.
* Support ongoing digitization and modernization of our department.
* Maintain compliance with internal controls, company policies, and applicable regulations.
* Participate in developing and monitoring key metrics and prepare reports for management on AP performance.
* Collaborate with other employees in Finance and Accounting, Purchasing, and other departments to streamline processes.
* Maintain in-depth working knowledge of company systems and processes.
* Stay current on accounts payables and leadership procedures and practices.
* Identify and implement process improvements and automation opportunities.
* Perform other related duties as assigned.
What you'll bring to the role:
* Relevant college degree preferred, high school diploma or GED required.
* 3+ years of Accounts Payable experience
* 1+ years of formal or informal leadership experience in an Accounting function preferred.
* Experience participating in the hiring, training and development of a high-performing team
* Excellent interpersonal and communication skills
* Ability to organize and manage multiple priorities at one time
* Strong organizational skills with the ability to manage multiple priorities and meet deadlines
* Strong computer skills required (MS Word, Excel, Teams, Outlook, etc.).
* Experience with Epicor or a similar ERP or accounting system required.
* Ability to work independently and adapt to changing circumstances
About Us:
Nordic Ware is a leading manufacturer of high quality and innovative kitchenware products. By designing products of superior value, producing them in the United States whenever possible, and marketing them worldwide, we enrich people's lives by adding utility, convenience and enjoyment to the preparation of food.
We strive to offer attentive service that exceeds our customers' expectations, to produce environmentally sound products, and to provide a safe and rewarding work experience for our employees.
We recognize that a growing return on our efforts and investments is essential to maintain our leadership position. We are committed to ethical conduct in all matters and to earning the trust and confidence of our customers, suppliers, employees and of our community.
Benefits:
Medical, Dental, Vision, Health and Wellness Programs (including onsite Pickleball and Yoga, HSA with employer contributions and the new Nice Healthcare), Short and Long-Term Disability, Basic Life and AD&D, Voluntary Life, Dependent Care FSA, Legal Plan Coverage, Paid Time Off, PTO buy and sell opportunity, Paid Holidays, 401(k) Match, Career Development including Tuition Reimbursement, Generous Employee Discount, Performance Based Pay, Weekly Paychecks
Nordic Ware is an Equal Opportunity Employer
$42k-53k yearly est. 32d ago
Client Specialist Key, Galleria at University Square
Knitwell Group
Account specialist job in Rochester, MN
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00167 Rochester MN-Rochester,MN 55904Position Type:Regular/Part time
Pay Range:
$12.41 - $15.50 Hourly USD
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
$12.4-15.5 hourly Auto-Apply 2d ago
Client Access Specialist - Substance Use
Northern Pines Mental Health Center 3.9
Account specialist job in Walker, MN
Northern Pines Mental Health Center is proud to offer competitive wages and an exceptional benefits package!
We are seeing a Client Access Specialist to join our team! This position will provide continuous daily supportive services for the Northern Pines offices. This role will support both Northern Pines clients and staff.
Essential Functions include:
Provide assistance to SUDS Director, LADC Supervisor and SUDS team (as assigned by director or supervisor) in the following areas:
Function as the first line of contact for all clients and contacts with all SUDS locations
Manage client scheduling for all LADC and SUDS MHP staff on the team
Process all SUDS intakes and referrals received
Manage all client waitlists
Update policy/ procedure boards and manual as directed by the SUDS Director to ensure current policies are reflected
Update program client orientation manual as needed and/or other SUDS forms used in the intake or Rule 25 process
Maintain familiarity with all billing issues/ codes relating to substance use programs and others assigned
Coordinate with billing staff, MN-ITS and DAANES to resolve issues
Connect clients with community resources as needed
Make internal referrals for client care within the Northern Pines system of services
Collecting urine samples for testing vendors. This may include but is not limited to: collecting and entering client information, submitting requests via online link for supplies, testing, etc.
Maintain accurate and timely documentation in client call log
Other miscellaneous duties as assigned to support the operations of SUDS
Qualifications include:
Excellent organizational and interpersonal skills
Ability to multi task, pay close attention to details, work in a fast-paced environment and work independently at times
Ability to lift 60lbs on an occasional basis
Sit and/or stand for long periods of time
Travel is a function of this position; a valid driver's license is required
Compensation & Benefits include:
A starting wage of $21.00/ hour
Health, Dental, Disability and Life insurance with other additional voluntary options for spousal life, short term disability, accident, hospital indemnity and critical illness plans
Health Savings account with employer contribution
401K with employer match
Generous paid time off (1st-3rd year 19 days/152 hours for full time then increases with longevity)
Nine holidays observed per year as follows: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving Day, Christmas Eve Day, Christmas Day and a Weather Float Day.
Supportive of time off for a healthy work/life balance
Bereavement Pay
Travel reimbursement
Northern Pines Mental Health Center is an Affirmative Action/ Equal Opportunity Employer. Please submit a resume and cover letter to apply.
Keywords: Support Specialist, Support Staff, Receptionist, Reception, Administrative Support, Medical Reception, Medical Administration, Minnesota, Mental Health, Non-Profit, Program Support, Scheduler, Client Relations, Customer Service
$21 hourly 16d ago
Data collector / Driver
Tsmg
Account specialist job in Superior, WI
Terry Soot Management Group (TSMG) is a field data collection company founded in 2017 in Europe. We collect data where automation is not possible. We count features, take pictures, make videos, record speech, and scan areas for every detail you need to make more informed decisions. Our field data collection teams are spread across Europe and North America, ready to accept new challenges.
Project objective The goal of the project is to help collect images of streets, main points of interest and public areas. The project is performed on cars with 360 cameras mounted on top that image the area around the vehicle and store those images on computers inside the vehicle. Later, this data will be used to enhance one the most popular online maps in the world.
The data collectors will be given specific routes around public streets and areas, specifically targeting commercial districts and historical sites. Due to poor weather conditions some areas will be visited multiple times in order to collect the best quality of imaging. The project is expected to last at least 3 months and will cover different city/state zones.
The ideal candidate enjoys driving, knows well the area, traffic trends, is highly responsible and reliable.
The schedule expected on the project is Monday-Friday, 8 hours/day 40 hours per week. You can work more than 8 hours if you will.Requirements
Must have a valid Driver License (driving experience, 1-2 yrs minimum)
Must have parking for a vehicle
Must be authorized to work in the US
Must pass the background check
Enjoys driving, with flexible schedule
Available for a minimum of 3 months
Responsible & Reliable
Good driving skills
Great communication skills
High level of responsibility
General car knowledge
Tech savvy (smartphone and basic apps)
Basic computer skills
Self-motivated and detailed oriented
We would be happy to get to know you and your skills better and see how we can support each other's growth.
Please apply and let's meet!
$34k-38k yearly est. Auto-Apply 60d+ ago
Collections Specialist I - Phlebotomist Duluth
Memorial Blood Centers
Account specialist job in Duluth, MN
Responsibilities This position involves donor screening, customer service, and whole blood collection. All protocols are clearly documented and taught using inclusive and recurring training sessions. A phlebotomist in this position might work at a fixed donor center location or at various community sites via mobile blood drives and will work with a variety of donors each shift.
$2500 Sign On Bonus!
Location: To support area blood drives and donor centers around Duluth area.
Schedule: Variable schedule - Monday - Friday with rotating weekends. May be scheduled between 6:00 a.m. -9:00 p.m as well as some overnight travel
Job Responsibilities:
Assess and document vitals of presenting donors to determine eligibility. Perform blood collection (phlebotomy) in accordance with applicable policies and safety procedures. Provide excellent customer service and pre/post donation care as needed. Assist with the setup of community blood drives including the safe loading/unloading of mobile units. Perform cleaning tasks, including equipment cleaning. Ensure accuracy, acceptability, and completeness of documentation to prevent loss of units. Attend and participate in staff meetings and trainings.
The hourly rate for this position is $19.53 - $21.03/hr. (including applicable shift differentials)
IBR also offers comprehensive benefits (including medical, vision, dental, paid time off, and sick days) to full and part-time employees, as well as the opportunity to participate in a 403(b)-retirement plan with a generous employer contribution.
Qualifications
* High school diploma or equivalent
* Valid driver's license required
* Local travel. Must have reliable transportation to and from work assignments
* Ability to stand for long periods and lift and/or move up to 40 pounds
* Willingness to work a variety of shifts
* Preferred: Specialized training beyond high school such as phlebotomy, nursing assistant, medial assistant, EMT or one year of college coursework
Overview
Founded in 1948, Memorial Blood Centers (MBC), operated by New York Blood Center Enterprises, is one of the largest community-based, nonprofit blood collection and distribution organizations in the United States. MBC operates 10 donor centers in Minnesota and western Wisconsin and provides blood products, accredited reference lab services, infectious disease testing, and IVF/Reproductive Medicine services to 41 area hospitals. To learn more, visit mbc.org/about-us.
How much does an account specialist earn in Duluth, MN?
The average account specialist in Duluth, MN earns between $28,000 and $66,000 annually. This compares to the national average account specialist range of $28,000 to $62,000.
Average account specialist salary in Duluth, MN
$43,000
What are the biggest employers of Account Specialists in Duluth, MN?
The biggest employers of Account Specialists in Duluth, MN are: