Support Coordinator jobs at Capital Group - 387 jobs

Preferred: Bi-lingual Spanish speaking The Delivery Support Associate plays a key part in the daily and weekly administrative functions for the One NSC process. Each Delivery Support Associate will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role the Delivery Support Associate will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk). Key Accountabilities Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries. Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome. Process necessary background checks and drug tests required for jobs. Collect save, and process weekly timecard entry and approval process, including expenses, per diem, and sick time as needed for payout every Friday. Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates. Provide timecard and billing adjustment as needed to ensure proper payout and invoicing. First point of contact for trouble shooting any onboarding and payroll issues. Work with each recruiting team on ensuring job boards are up to date. Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active. Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process. Contribute to front of the office duties as needed per office. Other duties as assigned. Minimum Experience Requirements High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications. Prefer experience with human resources processes, employee onboarding, and/or payroll process experience. Previous experience with delivering exceptional customer service. Ability to work independently Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information. Judgment and decision-making ability. Strong customer service/client relations skills. Organizational and multi-tasking skills. Communication skills (oral and written). Ability to handle stress successfully. Proficiency in using Bullhorn (Preferred), Microsoft applications, and other computer-based applications. Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems. Able to initiate and embrace change. Time management skills (ability to multi-task). Interpersonal skills.

At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

Job Description At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

JobID: 210694452 JobSchedule: Full time JobShift: : Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU). Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers. As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development. As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines. You will provide regular updates to leadership on initiatives and provide escalation support. Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives. Job Responsibilities: * Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units. * Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies * Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments. * Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives. * Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues. Required Qualifications, Capabilities, and Skills: * At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance * Bachelor's Degree in relevant fields. * Strong analytical, quantitative, and communication skills. * Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability. * Strong teamwork and collaborative skills. * Ability to make concise presentations with sound business conclusions. * Excel and PowerPoint experience. Preferred Qualifications, Capabilities, and Skills: * Master's/MBA. * Experience in the Auto Finance Industry. * Ability to adapt to a fast-paced and dynamic environment.

Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU). Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers. As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development. As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines. You will provide regular updates to leadership on initiatives and provide escalation support. Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives. **Job Responsibilities:** + Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units. + Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies + Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments. + Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives. + Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues. **Required Qualifications, Capabilities, and Skills:** + At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance + Bachelor's Degree in relevant fields. + Strong analytical, quantitative, and communication skills. + Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability. + Strong teamwork and collaborative skills. + Ability to make concise presentations with sound business conclusions. + Excel and PowerPoint experience. **Preferred Qualifications, Capabilities, and Skills:** + Master's/MBA. + Experience in the Auto Finance Industry. + Ability to adapt to a fast-paced and dynamic environment. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU). Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers. As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development. As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines. You will provide regular updates to leadership on initiatives and provide escalation support. Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives. Job Responsibilities: Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units. Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments. Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives. Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues. Required Qualifications, Capabilities, and Skills: At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance Bachelor's Degree in relevant fields. Strong analytical, quantitative, and communication skills. Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability. Strong teamwork and collaborative skills. Ability to make concise presentations with sound business conclusions. Excel and PowerPoint experience. Preferred Qualifications, Capabilities, and Skills: Master's/MBA. Experience in the Auto Finance Industry. Ability to adapt to a fast-paced and dynamic environment.

On-Call Co-Curricular CoordinatorPosition Type:Fixed Term (Fixed Term) Hiring Range: $28.03- $30.83/hr. Compensation will be based on education, experience, skills relevant to the role and internal equity. The Co-Curricular Coordinator is a part-time role supporting the LEAD Scholars Program, which serves first-generation college students at Santa Clara University. This position focuses on student advising and co-curricular engagement by managing an internal opportunity board, assisting with professional development events, and guiding students in exploring internships, research opportunities, and leadership development. The role collaborates with the Associate director of Curricular and Co-Curricular Engagement to ensure that LEAD Scholars have access to valuable experiential learning opportunities. Key Responsibilities Student Advising & Support (50%) Provide one-on-one advising to students on career exploration, leadership development, and co-curricular engagement. Assist students in identifying and applying for internships, research experiences, and leadership roles. Support new LEAD student onboarding, including academic and career advising. Refer students to appropriate campus resources related to academic and professional development. Co-Curricular Program Development & Management (30%) Oversee and maintain an internal opportunity board featuring internships, research opportunities, scholarships, and professional development for LEAD Scholars. Plan and execute professional development workshops, networking events, and alumni panels. Work with the Associate Director to identify and promote relevant co-curricular opportunities for students on and off campus. Program Communication & Administration (20%) Collaborate on communications, including email, social media, and the LEAD website, to promote co-curricular opportunities. Maintain records of student participation. Qualifications Bachelor's degree required; Master's degree in higher education, student affairs, or a related field preferred. Experience in student advising, career services, or program coordination in higher education. Strong interpersonal and organizational skills, with the ability to work collaboratively. Knowledge of first-generation college student experiences and support strategies. Telecommute Santa Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois. Employees approved to telecommute are required to perform their work within one of these states. EEO Statement Equal Opportunity/Notice of Nondiscrimination Santa Clara University is an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, ethnicity, national origin, citizenship, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, marital status, parental status, veteran or military status, physical or mental disability, medical conditions, pregnancy or related conditions, reproductive health decision making, or any other characteristic protected by federal, state, or local laws. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, please visit the Office of Equal Opportunity and Title IX website at ****************************** Clery Notice of Availability Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please visit the Campus Safety Services website. To request a paper copy please call Campus Safety at **************. The report includes the type of crime, venue, and number of occurrences. Americans with Disabilities Act Consistent with its obligations under the law, Santa Clara University will provide reasonable accommodations to applicants and employees with disabilities. Applicants who wish to request a reasonable accommodation for any part of the application or hiring process should contact the Department of Human Resources ADA Team at hraccommodations@scu.edu or by phone at *************.

At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally. The objective of the Control Management Governance team is to establish the Operational Risk and Controls strategy for Global Merchant & Network Services (GMNS), set up a foundational governance structure that ensures operational risks are identified, assessed, and managed in compliance with enterprise Operational Risk Management programs and reporting. Global Merchant & Network Services (GMNS) is looking for a Sr. Analyst of Governance focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies. Required Qualifications: 2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities Project management, communication, and interpersonal skills Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively [BU-SPECIFIC] Preferred Qualifications: Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous Experience in at least one of the following: Translating operational risk strategy and appetite into execution guidelines Tracking and identifying issues with Key Risk Indicator (KRI) limits and risk appetite to ensure operational risks are managed within agreed thresholds Facilitating the implementation of the operational risk governance frameworks Developing, communicating and ensuring understanding and adherence to operational risk procedures and standards Supporting the operational risk exam management processes The Sr. Analyst, Global Merchant & Network Services Governance will: Support certain execution plans for operational risk management within the business unit (BU), including BU specific guidelines, project plans, etc. Track specific issues with KRI limits and risk appetite for Global Merchant & Network Services to ensure operational risks are managed within agreed thresholds Assist in the implementation of portions of the operational risk framework to enable effective risk management and decision making in the BU Help in the development of BU-specific procedures and additional standards (i.e., escalation protocols), related to the execution of the Operational Risk Management programs Facilitate the understanding and use of the risk governance framework basics across BUs through regular communication Support the day-to-day internal and external exam management process, working with the Enterprise functions (e.g., data request compilation, action implementation, and regulatory adherence) Aggregate specific reporting areas, approvals/exceptions and support "change-the-function" activities for the BU Administer implementation of specific training initiatives and clear career progression plans that align with Operational Risk Management Review processes to ensure and monitor the integration of regulatory changes & updates into the Operational Risk framework and training materials Support sharing insights, better practices, themes, etc. across the enterprise

If you are looking for employment with a purpose where you can help improve the daily lives of the members of your community, then consider a career with Pioneer Human Services! We are currently looking for a Health Coordinator (Part-Time/Swing) with a passion for human services. This is an exciting opportunity to be involved with an organization focused on racial justice, second opportunities, diversity, equity and inclusion. WHO WE ARE We empower justice-involved individuals to overcome adversity and reach their full potential. For over 60 years, we have proudly serviced our clients with professionalism and empathy. We are a nationally recognized non-profit with 35+ locations across Washington state that provided a chance for change to over 9,500 individuals in 2024. WHAT WE OFFER At Pioneer, our employees are important. That's why we offer a Total Rewards package that includes compensation and benefits to support employees' health, security, and balance. Compensation: New hires start between $19.13 and $23.35 based on experience, qualifications, skills, competencies, internal equity, and market factors. While the full pay range is listed for this position for pay transparency, individual compensation is determined by various factors and may vary within the posted range. Benefits: Eligible after 30 days of full-time employment (minimum of 30 hours/week): * Medical * Flexible spending * Dental * Vision Additional coverage after 60 days: * Life * AD&D * Disability Other benefits: * Dependent Daycare Flexible Spending * Tuition assistance (100% for bachelor's, 50% for graduate programs) * Retirement plan (3.5% annual compensation contribution, plus 3.5% match for 6% individual contribution) * Employee recognition programs * Public transportation discount * Employee assistance program (EAP) Join Pioneer and be part of a team that values and invests in you WHAT YOU'LL DO The Health Coordinator to supports the mission of Pioneer by coordinating access to quality and cost-effective integrated health services to clients at Pioneer facilities. This role works closely with internal staff, community providers, pharmacy staff, and facility staff and provider(s) to assist is gathering/relaying necessary information to effectively assess and manage client integrated health needs. Hours: 4pm-10pm (Wed-Sun) WHAT YOU'LL BRING (Any Equivalent Combination of Knowledge, Skills, Abilities, Education, and Experience) * Valid Driver's License. * 1-2 years of experience working with marginalized populations. * High School Diploma or Equivalent. * High level of written/verbal communication, customer services skills, efficiency with independent task management and ability to show attention to detail. * Proficiency in Microsoft Office Suite, outlook, and Internet navigation. * Knowledge of electronic records management. * Verified experience and knowledge of confidentiality information. WHAT WE OFFER * Retirement plan: Pioneer contributes 3.5% of an employees' annual compensation into retirement plans. An additional 3.5% match is offered to those who contribute 6% on their own. * Employee recognition programs. * Public transportation discount. * Employee assistance program (EAP). EEO Pioneer human services is an equal opportunity employer of minorities/women/individuals with disabilities/protected veterans and does not unlawfully discriminate under federal, state, or local laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, or protected veteran status. EEOC is the Law/EEO Policy Statement PIONEER HUMAN SERVICES IS A DRUG FREE COMPANY Pioneer Human Services is a drug free company. This position has been deemed safety sensitive under RCW 49.44.240(3) and is subject to both pre-employment drug testing and drug testing during employment, to include testing for marijuana.

Full-time Description Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Coordinator position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. At Morton, our Client Coordinators (CC) are key contributors to our organization, as they provide relational and operational support to our Advisors, empowering them to deliver an outstanding experience to each of our clients. The CC position is an ideal role for anyone looking to further their career in wealth management, as it helps to build a solid foundation towards long-term growth, particularly for aspiring Wealth Advisors. Our CCs are often the main point of contact for Morton clients, which provides them with daily opportunities to enhance important skills such as organization/prioritization and communication. Additionally, this role requires them to coordinate projects across multiple teams within the organization, providing ample opportunity to showcase and develop their teamwork and collaboration skills. While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time. Requirements Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently. Empathy - Has good communication skills and understands how the role fits into company goals. Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm. Enjoyment - Works well as part of a team and participates in Morton events. Daily responsibilities include: Coordinate client meetings through scheduling, preparation and recording of notes. Respond to client requests in a timely manner, tracking interactions in CRM. Communicate timing expectations with clients for all deliverables/follow ups. Support Advisors in maintaining communication with prospects and existing clients. Lead weekly Advisor check-in meetings. Experience Requirements Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA. Series 65 license and/or Certified Financial Planner (CFP) Our Offer Competitive compensation package. Retirement and health benefits. Transparent career tracks and opportunities for advancement within the organization. Salary Description $75,000-$85,000 per year

Reports to the Director, Family Medicine Residency Program. Responsible for the recommendation, ordering, implementation, and maintenance of computer and handheld software and hardware for the Family Medicine Residency Program. Operates a personal computer and handheld to update data, maintain schedules and prepare graphs and charts. Verifies and assures accuracy of computer generated reports. Performs desk-top publishing functions, such as creating PowerPoint presentations, updating the website and preparing recruiting materials, including updating the CD-ROM. Assists Family Medicine Center Clinic team members with using software and hardware, creating and maintaining databases and other tasks as assigned. Serves as liaison between Information Systems and both the Residency Program and Family Medicine Center. MISSION, VALUES and SERVICE GOALS * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Recommends, orders, implements, and maintains computer and handheld software and hardware for the Family Medicine Residency Program by: * Is responsible for the operation and maintenance of the residency management software program. * Identifying user needs and developing practical computer and handheld solutions by finding appropriate software or modifying existing software. * Operating computer and handheld systems to enter and update resident, faculty and research data programs. * Testing software changes and updates, analyzing software programs, troubleshooting error messages and problems, and verifying output both for personal computers and handhelds. * Teaching multiple users the operating techniques of personal computers and handhelds and instructing them about using hardware and various software packages. * Defining, requesting, and printing a variety of demand reports, graphs, and charts as required by staff, residents and faculty. * Providing computer support to Family Medicine Residency Program and Clinic users, answering inquiries, and assisting in solving employee computer system procedural problems. * Maintaining appropriate back-up files for both personal computers and handhelds. * Rebuilding personal computers as necessary when irreparable software problems occur. * Coordinating receipt and installation of new notebook computers and handheld systems and serving as liaison with Information Systems. * Providing technical support for quarterly password changes and initiating network access for all incoming residents and fellows. Performs desk-top publishing functions by: * Preparing brochures, newsletters, patient education materials, etc. as needed for both Family Medicine Residency and Clinic. * Submitting updated information for the Family Medicine Center portion of the Hospital and Health system web site to the Webmaster. * Updating FMRP website. * Creating PowerPoint presentations from web content to facilitate candidate review sessions. Performs routine computer and handheld maintenance by: * Maintaining and assisting with resident procedure documentation and research to include maintaining the database on myevaluation.com and revising the method of input on the handheld as needed. * Maintaining computerized recruiting and initiating recruiting protocols. * Maintaining outgoing and incoming monthly evaluation forms. * Maintaining Electronic Residency Application System (ERAS). This includes loading the program on faculty computers, maintaining the database and serving as the administrator for the system. * Using a spreadsheet to perform statistical analysis of faculty rank lists each year and preparing reports of the results. * Maintaining the master schedules and other shared files to keep them as current and accurate as possible. Assists Family Medicine Center Clinic by: * Creating and updating various computer generated charts and forms as needed. * Troubleshooting problems with EMR, printers, computer hardware and software. * Helping the Family Medicine Clinic team members to understand the databases they use and the reporting functions necessary for the optimal utility of those databases. * Providing in-services on the computer system in general which includes the network, individual PC's, peripherals, handhelds and any major software additions. Assists Family Medicine Residency Program by: * Coordinating and compiling work hours data in compliance with ACGME Residency Review committee requirements. * Providing technical assistance with conference room audiovisual and computer equipment and interfacing with outside presenters to facilitate aspects of their presentation. * Providing technical support for call-room computer. * Providing transportation from the residency clinic to the Memorial Sports Medicine Institute and hosting a tour of that facility for approximately 50 residency candidates each year. * Maintaining databases of all medical students who have shown an interest in the residency program and sending out the Program Director's ambulatory notes. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: * Performing other job-related duties and projects as assigned. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: * Attends and participates in department meetings and is accountable for all information shared. * Completes mandatory education, annual competencies and department specific education within established timeframes. * Completes annual employee health requirements within established timeframes. * Maintains license/certification, registration in good standing throughout fiscal year. * Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. * Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. * Adheres to regulatory agency requirements, survey process and compliance. * Complies with established organization and department policies. * Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: * Leverage innovation everywhere. * Cultivate human talent. * Embrace performance improvement. * Build greatness through accountability. * Use information to improve and advance. * Communicate clearly and continuously. Education and Experience * The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of an Associate's Degree with courses in Computer Science or equivalent computer related technical training. Two to three years of previous experience in computer operations and/or related support area required. Knowledge & Skills * Demonstrates technical knowledge of data access, data security and control methods, data processing operations and computer operation functions. * Requires technical knowledge of basic networking concepts and demonstrates proficiency in using personal computers and various applications/tools/utilities currently used by Memorial Residency Program & Family Medicine Clinic. * Demonstrates knowledge of handheld technology and its applications. * Demonstrates analytical skills to identify user needs and develop practical applications. * Demonstrates interpersonal and communication skills necessary to interface with and train system users. * Demonstrates ability to be attentive to detail, work effectively with minimal supervision, and meet deadlines and schedules. Working Conditions * Works in an office environment. Physical Demands * Requires the physical ability and stamina to perform the essential functions of the position.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Morton, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of li">internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li"> li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required lien position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts. * li">Keeps current on related process, li">procedure li"> and organizational updates. li">Office Support * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">. * li">Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. * li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location. * li">Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: * High school diploma or GED. * Entry-level client service experience, preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $42,300-$66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Morton, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Keeps current on related process, procedure and organizational updates. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$42,300-$66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

If you are looking for employment with a purpose where you can help improve the daily lives of the members of your community, then consider a career with Pioneer Human Services! We are currently looking for a Health Coordinator (fulltime/nights) with a passion for human services. This is an exciting opportunity to be involved with an organization focused on racial justice, second opportunities, diversity, equity and inclusion. WHO WE ARE We empower justice-involved individuals to overcome adversity and reach their full potential. For over 60 years, we have proudly serviced our clients with professionalism and empathy. We are a nationally recognized non-profit with 35+ locations across Washington state that provided a chance for change to over 9,500 individuals in 2024. WHAT WE OFFER At Pioneer, our employees are important. That's why we offer a Total Rewards package that includes compensation and benefits to support employees' health, security, and balance. Compensation: New hires start between $17.30 and $23.35 based on experience, qualifications, skills, competencies, internal equity, and market factors. While the full pay range is listed for this position for pay transparency, individual compensation is determined by various factors and may vary within the posted range. Benefits: Eligible after 30 days of full-time employment (minimum of 30 hours/week): * Medical * Flexible spending * Dental * Vision Additional coverage after 60 days: * Life * AD&D * Disability Other benefits: * Dependent Daycare Flexible Spending * Tuition assistance (100% for bachelor's, 50% for graduate programs) * Retirement plan (3.5% annual compensation contribution, plus 3.5% match for 6% individual contribution) * Employee recognition programs * Public transportation discount * Employee assistance program (EAP) WHAT YOU'LL DO This position is in Oak Harbor, WA at our Ituha Stabilization Facility location. The core function of a Health Coordinator is medication support. The Health Coordinator supports the mission of Pioneer by coordinating access to quality and cost-effective integrated health services to clients at Pioneer facilities. This role works closely with internal staff, community providers, pharmacy staff, and facility staff and provider(s) to assist is gathering/relaying necessary information to effectively assess and manage client integrated health needs. SHIFT: Saturday, Sunday, Monday, Tuesday 9a-7:30p WHAT'S YOU'LL BRING (Any Equivalent Combination of Knowledge, Skills, Abilities, Education, and Experience) * Valid Driver's License * 1-2 years of experience working in a caregiving related position OR with marginalized populations * High School Diploma or Equivalent * Be able to obtain Agency Affiliated Counselor (WAC 246-810-015, and RCW 18.19.210) within 60-days from the date of hire * First Aid/CPR certification before first independent shift. * High level of written/verbal communication, customer services skills, efficiency with independent task management and ability to show attention to detail. * Proficiency in Microsoft Office Suite, outlook, and Internet navigation. * Knowledge of electronic records management * Verified experience and knowledge of confidentiality regulations EEO Pioneer human services is an equal opportunity employer of minorities/women/individuals with disabilities/protected veterans and does not unlawfully discriminate under federal, state, or local laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, or protected veteran status. EEOC is the Law/EEO Policy Statement Pioneer Human Services is a Drug-Free Company Pioneer Human Services is a drug free company. This position has been deemed safety sensitive under RCW 49.44.240(3) and is subject to both pre-employment drug testing and drug testing during employment, to include testing for marijuana.

If you are looking for employment with a purpose where you can help improve the daily lives of the members of your community, then consider a career with Pioneer Human Services! We are currently looking for a Health Coordinator (On-Call) with a passion for human services. This is an exciting opportunity to be involved with an organization focused on racial justice, second opportunities, diversity, equity and inclusion. WHO WE ARE We empower justice-involved individuals to overcome adversity and reach their full potential. For over 60 years, we have proudly serviced our clients with professionalism and empathy. We are a nationally recognized non-profit with 35+ locations across Washington state that provided a chance for change to over 9,500 individuals in 2024. WHAT WE OFFER At Pioneer, our employees are important. That's why we offer a Total Rewards package that includes compensation and benefits to support employees' health, security, and balance. Compensation: New hires start between $17.30 and $23.35 based on experience, qualifications, skills, competencies, internal equity, and market factors. While the full pay range is listed for this position for pay transparency, individual compensation is determined by various factors and may vary within the posted range. Benefits: Eligible after 30 days of full-time employment (minimum of 30 hours/week): * Medical * Flexible spending * Dental * Vision Additional coverage after 60 days: * Life * AD&D * Disability Other benefits: * Dependent Daycare Flexible Spending * Tuition assistance (100% for bachelor's, 50% for graduate programs) * Retirement plan (3.5% annual compensation contribution, plus 3.5% match for 6% individual contribution) * Employee recognition programs * Public transportation discount * Employee assistance program (EAP) WHAT YOU'LL DO The Health Coordinator to supports the mission of Pioneer by coordinating access to quality and cost-effective integrated health services to clients at Pioneer facilities. This role works closely with internal staff, community providers, pharmacy staff, and facility staff and provider(s) to assist is gathering/relaying necessary information to effectively assess and manage client integrated health needs. WHAT YOU'LL BRING (Any Equivalent Combination of Knowledge, Skills, Abilities, Education, and Experience) * Valid Driver's License. * 1-2 years of experience working with marginalized populations. * High School Diploma or Equivalent. * High level of written/verbal communication, customer services skills, efficiency with independent task management and ability to show attention to detail. * Proficiency in Microsoft Office Suite, outlook, and Internet navigation. * Knowledge of electronic records management. * Verified experience and knowledge of confidentiality information. EEO Pioneer human services is an equal opportunity employer of minorities/women/individuals with disabilities/protected veterans and does not unlawfully discriminate under federal, state, or local laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, or protected veteran status. EEOC is the Law/EEO Policy Statement Pioneer Human Services is a Drug-Free Company Pioneer Human Services is a drug free company. This position has been deemed safety sensitive under RCW 49.44.240(3) and is subject to both pre-employment drug testing and drug testing during employment, to include testing for marijuana.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Macomb, IL office location. The contributions you will make: This position is responsible for delivering exceptional client service and supporting crop insurance sales. The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of clients crop insurance policies and collaborates with the sales team to provide comprehensive support. Fosters strong client relationships, identifies opportunities for cross-selling, and stays informed about the latest insurance products and industry trends. A typical day: Client Service and Relationship Management * Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties, serving as a key liaison between the organization and these stakeholders. * Services and supports an existing crop insurance portfolio consisting of smaller clients who conduct business in the office, over the phone, or through digital platforms. * Serves as the primary relationship manager for assigned clients, addressing inquiries, resolving issues and identifying growth opportunities. * Conducts ongoing reviews of coverage and product information with clients to ensure their operational needs are consistently met throughout the year. * Completes required crop insurance documentation for clients, including applications, production reports, acreage reporting and claims. * Assists with facilitating client insurance claims by collaborating with insurance sales team, adjusters, clients and insurance companies. * Collaborates with other Insurance Operations Team members and Insurance Sales Team to ensure client needs are met. * Assists clients and the Crop Insurance Sales Team with questions regarding policies via phone, email and text. Sales Support * Collaborates with Insurance Operations, Approved Insurance Provider underwriters and/or Insurance Officers to deliver services and address any concerns. * Assists Crop Insurance Sales Team with internal processes, procedures, and projects. * Prepares and delivers documents (applications, acreage reports, production reports) for crop insurance sales team to grow the business and use in client meetings. * Reviews documents submitted from Crop Insurance Sales Team for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant. * Prepares insurance documents and completes client mailings. * Prepares and provides reports from Power BI to assist the sales team to ensure deadlines are met. * Scans completed crop insurance documents into document management system. * Utilizes Service Now to facilitate Crop Insurance Sales Team and AIP questions. * Assists with planning and executing sales events. * Provides additional support across Related Services Operations as needed. Data Entry * Accurately enters data into the Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all are completed before deadlines. * Prepares and provides pre-keyed source documents to the sales team for client approval and creates resulting documents for review before client distribution. * Enters data into Salesforce and submits claims to the Approved Insurance Provider system as needed. * Manages document indexing in the document management system (Onbase). * Assists with seasonal AIP reporting clean-up to ensure completion of data entry. Crop Insurance Sales * Proactively focuses on retaining existing crop insurance clients and identifies opportunities to cross-sell insurance products and services that align with clients' risk management needs. * Facilitates sales appointments to enroll new crop insurance clients, targeting those with similar size and service needs as the existing clients in their portfolio. * Prepares quotes for client and prospect appointments. The skills and experience we prefer you have: * High School Diploma or equivalent required; Associate's Degree in business administration, finance, economics, agriculture or other related field, preferred; OR an equivalent combination of education and experience to perform the essential functions of the job. * Must have a valid crop insurance license or ability to obtain one within three months from the time of hire. * Entry-level experience in insurance or Ag related field, preferred. * High degree of accuracy, attention to detail, organizational and time management skills. * Strong client service and interpersonal skills in dealing with both internal and external clients. * Proficient in Microsoft Office, Salesforce, Onbase, AIP systems and/or other systems required to meet the client and organizational needs. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $45,900-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Macomb, IL office location. The contributions you will make: This position is responsible for delivering exceptional client service and supporting crop insurance sales. The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of clients crop insurance policies and collaborates with the sales team to provide comprehensive support. Fosters strong client relationships, identifies opportunities for cross-selling, and stays informed about the latest insurance products and industry trends. A typical day: Client Service and Relationship Management Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties, serving as a key liaison between the organization and these stakeholders. Services and supports an existing crop insurance portfolio consisting of smaller clients who conduct business in the office, over the phone, or through digital platforms. Serves as the primary relationship manager for assigned clients, addressing inquiries, resolving issues and identifying growth opportunities. Conducts ongoing reviews of coverage and product information with clients to ensure their operational needs are consistently met throughout the year. Completes required crop insurance documentation for clients, including applications, production reports, acreage reporting and claims. Assists with facilitating client insurance claims by collaborating with insurance sales team, adjusters, clients and insurance companies. Collaborates with other Insurance Operations Team members and Insurance Sales Team to ensure client needs are met. Assists clients and the Crop Insurance Sales Team with questions regarding policies via phone, email and text. Sales Support Collaborates with Insurance Operations, Approved Insurance Provider underwriters and/or Insurance Officers to deliver services and address any concerns. Assists Crop Insurance Sales Team with internal processes, procedures, and projects. Prepares and delivers documents (applications, acreage reports, production reports) for crop insurance sales team to grow the business and use in client meetings. Reviews documents submitted from Crop Insurance Sales Team for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant. Prepares insurance documents and completes client mailings. Prepares and provides reports from Power BI to assist the sales team to ensure deadlines are met. Scans completed crop insurance documents into document management system. Utilizes Service Now to facilitate Crop Insurance Sales Team and AIP questions. Assists with planning and executing sales events. Provides additional support across Related Services Operations as needed. Data Entry Accurately enters data into the Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all are completed before deadlines. Prepares and provides pre-keyed source documents to the sales team for client approval and creates resulting documents for review before client distribution. Enters data into Salesforce and submits claims to the Approved Insurance Provider system as needed. Manages document indexing in the document management system (Onbase). Assists with seasonal AIP reporting clean-up to ensure completion of data entry. Crop Insurance Sales Proactively focuses on retaining existing crop insurance clients and identifies opportunities to cross-sell insurance products and services that align with clients' risk management needs. Facilitates sales appointments to enroll new crop insurance clients, targeting those with similar size and service needs as the existing clients in their portfolio. Prepares quotes for client and prospect appointments. The skills and experience we prefer you have: High School Diploma or equivalent required; Associate's Degree in business administration, finance, economics, agriculture or other related field, preferred; OR an equivalent combination of education and experience to perform the essential functions of the job. Must have a valid crop insurance license or ability to obtain one within three months from the time of hire. Entry-level experience in insurance or Ag related field, preferred. High degree of accuracy, attention to detail, organizational and time management skills. Strong client service and interpersonal skills in dealing with both internal and external clients. Proficient in Microsoft Office, Salesforce, Onbase, AIP systems and/or other systems required to meet the client and organizational needs. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$45,900-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Full-time Description The Client Coordinator I is a key member of TCI Wealth Advisors' client service and office operations team, supporting both the client and employee experience at the local office level. This role serves as a primary point of contact for clients, guests, and team members, consistently representing TCI's high standards of service, professionalism, and care. In addition to delivering exceptional client support, the Client Coordinator I plays an important role in office operations, employee engagement, and onboarding support. This includes coordinating interviews and new hire logistics, supporting employee and client events, managing marketing and gifting inventory, and partnering with internal teams and vendors to ensure a welcoming, well-run office environment. The role requires strong communication skills, attention to detail, adaptability, and the ability to work effectively across teams and work styles. Requirements PRIMARY RESPONSIBILITIES The Client Coordinator I can expect to focus in the following areas: Client & Front Office Experience Serve as the first point of contact for clients and visitors, creating a warm, welcoming, and professional in-office experience Answer, screen, and route incoming calls with professionalism and efficiency Deliver superior client service by troubleshooting issues, coordinating meetings, and serving as a liaison between clients and internal teams Maintain daily calendars and scheduling for assigned team members Prepare conference rooms for meetings and ensure shared spaces are clean, organized, and well stocked Office Operations & Facilities Support Coordinate with third-party vendors to support daily office operations (e.g., cleaning services, water delivery, shipping vendors) Manage office supplies, refreshments, catering, and general inventory needs Oversee incoming and outgoing mail and deliveries Support facilities-related needs and assist with expense tracking and processing Employee Experience, Onboarding & Recruiting Support Support recruiting efforts by coordinating candidate interviews and communications Assist with employee onboarding by coordinating training schedules and supporting new hire logistics Assist with employee anniversary celebrations, recognition efforts, and internal gifting Plan and support employee engagement initiatives, including team-building and volunteer events Marketing, Gifting & Special Projects Manage marketing promotional materials and client gifting inventory Coordinate client, employee, and partner gifting as needed Assist with maintain client and contact information within CRM systems Assist with travel arrangements and special projects as assigned The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position. KNOWLEDGE, SKILLS & ABILITIES High School Diploma required; Associate degree preferred Minimum of 2 years of prior experience in providing superior client service, preferably within a financial services environment or similar professional setting Experience with client-specific, proprietary, and confidential correspondence strongly preferred Proficiency in Microsoft Applications including Word, Excel, PowerPoint & Outlook Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI Wealth Advisors has a relationship Adhere to strict standard for confidentiality and discretion of all client information Client-first attitude - Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships Excellent follow-through and communication to team members regarding status of open items Committed to TCI's Core Values and upholding the highest ethical behavior Equivalent combination of education and experience will be considered We encourage you to include a cover letter explaining your interest in the role, relevant customer service or administrative experience, and what you enjoy most about supporting a welcoming and organized office environment. WHY JOIN TCI? At TCI Wealth Advisors, we build careers with purpose. We're committed to creating a best-in-class employee experience, supported by a superior Total Rewards package that includes competitive compensation, performance-based incentives, tools to help you plan your financial future, and comprehensive benefits for you and your family. Our culture is rooted in collaboration, flexibility, and a genuine commitment to helping each other succeed. We're passionate about creating an environment where people feel supported, challenged, and inspired to grow. If you're looking for a place where your work makes a difference and your well-being matters, TCI is the place to be. TCI Wealth Advisors is an Equal Opportunity Employer Salary Description $24.04 - $27.89 (Commensurate with Experience)

Job Description Client Relations & First Impressions Coordinator The Client Relations & First Impressions Coordinator plays a critical role in delivering an exceptional, high-touch client experience at Verde Wealth Group & Wealth Development Strategies. This position is responsible for creating a professional and welcoming first impression for clients, prospects, and strategic partners while providing essential administrative, operational, and facilities support to advisors and staff. The ideal candidate demonstrates discretion, professionalism, and a service-oriented mindset consistent with the trust placed in a financial advisory relationship. Key Responsibilities Client Experience & First Impressions Serve as the firm's primary point of contact for clients and visitors, ensuring a polished, welcoming, and hospitality-driven experience Schedule all meetings and assist with initiating related tasks delegated to responsible team members Maintain a professional lobby and reception area that reflects the firm's brand and values Assist with compiling presentations for in office and online meetings Prepare and manage meeting rooms, beverages, materials, and technology readiness Coordinate and oversee client and staff engagement initiatives, including client appreciation events, birthdays, team-building activities, and recognition efforts Phone, Scheduling & Communication Management Manage all incoming phone calls with professionalism and discretion Route calls appropriately, manage call flows, and maintain auto attendant Coordinate phone conferences and virtual meetings, including setup and troubleshooting Proactively manage calendars, appointment scheduling, confirmations, and reminders for clients and team members Monitor advisor emails for urgent client matters while maintaining confidentiality and compliance standards Manage advisor out-of-office phone and email settings Advisor & Team Support Provide proactive administrative and personal support to advisors, including meeting preparation, computer readiness, travel arrangements, and daily office needs Support special projects and firm initiatives as assigned Administrative & Client Service Support Perform daily document scanning and electronic filing, and secure receipt and distribution of client documents Maintain accurate and organized digital client files and records across CRM (Wealthbox), Egnyte, and Asana Manage CRM and Egnyte contact creation, updates, and data management, data clean-up to ensure accurate client records Process faxing, mail handling, shipping, secure file links and bulk mailings (holiday communications, client notifications, email campaigns, etc.) Support compliance-related administrative processes, Valmark compliance related tasks including but not limited to communication, CE training coordination and scheduling, license renewals and recordkeeping Facilities, Vendor & Office Operations Oversee office facilities management, including landlord coordination and vendor relationships Manage vendors or provide support for phone systems, printers, payment processors, and shred services Maintain office equipment, including printers, copiers, and phone systems (paper, toner, meter readings, troubleshooting) Coordinate shred services and ensure secure document destruction in alignment with privacy regulations Technology & Marketing Support Assist with basic technology troubleshooting and submit service tickets as needed Support marketing and/or social media initiatives website updates, advertising submissions, and client communications Coordinate registrations for professional organizations, continuing education events, and industry forums (e.g., CFP, VM Member Summitt, AEP, CE programs, etc.) Required Skills & Qualifications Exceptional interpersonal, verbal, and written communication skills Experience in a professional office environment; financial services or wealth management experience is a plus Advanced proficiency with Microsoft Office Suite, CRM systems, electronic document management platforms and electronic task management systems. Strong attention to detail with excellent organizational and follow-up skills Ability to manage multiple priorities in a deadline-driven environment High level of discretion with a proven ability to maintain confidentiality and data integrity Professional demeanor and polished appearance appropriate for a client-facing financial services role Self-motivated, dependable, and adaptable with a positive, service-oriented attitude Adopt a collaborative approach when working with the team Firm Core Values & Cultural Expectations All team members are expected to consistently demonstrate and uphold the firm's core values in interactions with clients, colleagues, and strategic partners. The Client Relations & First Impressions Coordinator plays a visible and influential role in modeling these values daily. Unwavering Dedication Do the Right Thing Collaboration Positive Energy Adherence to these core values is a foundational expectation of this role and is integral to performance, growth, and long-term success within the firm.