Client Service Coordinator remote jobs

About the role The Associate, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. About 80% of the Associate's time is spent supporting a portfolio of clients, in partnership with other Aperio team members. About 20% of time is spent on business development, serving as a thought leader in the community and proactively building relationships with a portfolio of prospective clients, referral sources, and other nonprofit leaders and fundraisers. Client services responsibilities (80%) The Associate, Client Services supports our team of Client Services Directors in providing thought partnership and hands-on support to a portfolio of nonprofit clients. In every project, the Associate will position clients for sustainable revenue growth and fulfill client objectives. To that end, the Associate will: Adopt a client-centric approach Continually seek to understand each client's values, objectives, and expectations Leverage the Aperio approach of results-orientation, creativity, simplicity, and authenticity to create value for clients Support Directors in mapping out a concrete, actionable project plan for strategies and Aperio deliverables Track and monitor action steps in Asana for Directors, team members, clients, and self Serve as the day-to-day leader on moving action steps forward, providing reminders to Aperio staff and clients, when needed Produce meeting agendas Take comprehensive notes during meetings to ensure strategies and ideas are captured and can move forward Complete substantive portions of projects for clients to lessen the burden on staff Seamlessly blend into the culture and workstyle of the client, building trust and working partnerships with a variety of stakeholders Use all available Aperio resources-expertise, experience, templates, tools, etc.-to seamlessly and efficiently advance project plans Contribute resources to the Aperio library through client work Contribute to Aperio's efforts to fight racism and discrimination through client services Leverage the time, expertise, and experience of Aperio's Expert Network to increase value for clients and accelerate service delivery Direct project support varies by client. It can include, but is not limited to: Conducting assessments Producing reports summarizing assessment findings, recommendations, and strategies Interpreting data analyses Creating major gift, foundation, and corporate portfolios Supporting clean-up and SOP-development for databases and operational processes Creating governance models, dashboards, and trainings to implement/enhance metrics management Conducting moves management strategy sessions Preparing plans and materials for donor calls, meetings, and solicitations Creating fundraising toolkits Engaging leadership and boards in philanthropy Conducting qualification outreach to donors (emails, phone calls, meetings, etc.) for ad hoc donor lists or a defined qualification portfolio Developing and writing collateral Developing and writing custom proposals and stewardship reports Facilitating workshops Providing 1:1 coaching Business development responsibilities (20%) The Associate, Client Services serves as an ambassador for Aperio in the community to grow Aperio's client portfolio and support nonprofits broadly in their efforts to thrive . The Associate builds and engages a targeted portfolio of prospective clients, referral sources, and other key relationships. In addition, the Associate educates, equips, and inspires other nonprofit leaders and fundraisers about what it takes to thrive . To fulfill this role, the Associate will: Build and engage a portfolio of 25-50 strategic relationships, sourced from personal networks and cold outreach Actively network to grow and strengthen the portfolio, achieving monthly activity metrics Leverage portfolio engagement resources provided, such as templates, scripts, segmented lists, and cold outreach prospect lists Approach conversations with curiosity to learn from experience on the ground Contribute to Aperio's efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy Present/facilitate and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers Promote and engage with Aperio content across social media channels Qualifications 3+ years experience in fundraising, ideally including experience focusing full-time on relationship-based fundraising (major gifts, foundations, or corporate partnerships) Experience soliciting $10,000+ gifts Ability to ‘manage up' Experience supporting leadership on donor relationships and/or projects Exceptional attention to detail Superb relationship management, interpersonal, and communication (written and oral) skills Experience managing projects to successful completion Outstanding organizational and time-management skills and ability Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser's Edge a plus) Openness to the ever-changing, dynamic environment of a start-up company Eagerness to learn new knowledge and skills Ability to travel for assignments, as needed, up to 50% of time

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! : Join Job Duck as a Client Services Coordinator and become an integral part of a dynamic team dedicated to delivering exceptional client service. In this role, you will manage critical communications with providers, verify balances, and ensure accurate documentation to support smooth case handling. Your ability to organize information, maintain attention to detail, and communicate effectively will make a direct impact on client satisfaction and operational efficiency. This position is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and values precision in every task. • Salary Range: $1,150 USD to $1,220 USD Responsibilities include, but are not limited to: Negotiate with providers after training to secure favorable outcomes for clients Coordinate timely follow-ups with relevant stakeholders Accurately document all findings and interactions in the CRM system Communicate with multiple providers and consolidate inquiries when possible to optimize efficiency Contact providers on behalf of clients to request and review outstanding invoices, verify balances, and confirm insurance coverage applicability Manage call volume and ensure responsiveness to client needs Maintain professionalism and confidentiality in all communications Requirements: Additional Job Description • Location: Virginia, US. (Remote support for U.S.-based office) • Time Zone: EST • Office Hours: 8:30 AM - 5:30 PM EST • Software/Tools: • CRM: Neos • VoIP: Intermedia • Internal Communication: Neos, Zoom • Email: Neos • Calendar: Neos • Expected Call Volume: Minimum of 50 calls per week Required Skills: • Minimum of 1 year of experience in client-facing roles or customer service • Strong organizational and time-management skills • Excellent verbal and written communication in English and Spanish • Ability to handle multiple tasks and prioritize effectively • Detail-oriented with a high level of accuracy • Problem-solving and negotiation skills • Comfortable working with CRM systems and VoIP tools • Professional demeanor and client-focused mindset Work Shift: Languages: English Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

We're seeking a proactive, detail-oriented Client Services Specialist to provide high-quality administrative support across client-facing operations. This non-exempt role is critical for smooth client experiences, regulatory compliance, and efficient cross-team coordination in a fast-paced services-oriented environment. Qualifications1-3 years of administrative or client service experience Excellent written and verbal communication skills Strong attention to detail and ability to follow instructions precisely Ability to manage multiple tasks and maintain consistency under pressure Proficiency with Microsoft Office or Google Workspace; familiarity with CRM tools a plus Experience in collections or financial services is beneficial but not required What you'll do: Manage inbound/outbound calls and emails, including scheduling or joining client conference calls. Capture and relay account instructions, updates, and special handling requests accurately. Oversee daily intake processes, including new business scrubs and data validation. Handle file operations: retrieval, scanning, printing, faxing, and importing/exporting. Assist with skip tracing activities and follow standard operating procedures. Support Collection Staff by handling settlement offers and account notations. Update CRM and internal systems with precise client and case details. Prepare routine deliverables (status updates, audit reports, client deliverables). Follow both written and verbal directions to support cross-department efforts. Maintain compliance with FDCPA and other applicable regulatory requirements. Participate in training and knowledge-sharing on new processes and systems. Assist Client Services Manager with ad-hoc tasks and internal initiatives. Support onboarding of new clients and roll-out of related operational projects. Communicating with Clients via email and phone. Assisting Collection Staff with settlement offers. Who you are: 1-3 years of administrative or client service experience Excellent written and verbal communication skills Strong attention to detail and ability to follow instructions precisely Ability to manage multiple tasks and maintain consistency under pressure Proficiency with Microsoft Office or Google Workspace; familiarity with CRM tools a plus Experience in collections or financial services is beneficial but not required

We are seeking a detail-oriented and service-focused Client Services Coordinator to support clients with planning assistance, booking coordination, and general customer care. This role is ideal for someone who enjoys helping others, communicates well, and thrives in a remote, flexible work environment. ResponsibilitiesAssist clients with general questions, planning support, and coordination of booking details Provide excellent customer service through email, phone, and messaging Support clients with organizing trip preferences, dates, and experience options Help gather information needed for itineraries, reservations, and service selections Maintain accurate client and booking notes within our systems Communicate professionally to ensure a smooth, positive travel-related experience Stay informed about available destinations, suppliers, and service offerings Support follow-up, confirmations, and administrative tasks Work collaboratively with the team to ensure client satisfaction Skills & QualificationsStrong communication and customer service skills Ability to work remotely and manage your own schedule Organized, detail-oriented, and comfortable using online tools Professional, reliable, and self-motivated No prior experience required - full training provided What We ProvideComprehensive training and ongoing support Access to online tools, systems, and resources Flexible remote schedule One-on-one guidance to help you grow Supportive team environment Work EnvironmentThis remote role offers flexible hours and involves assisting clients with planning needs, coordinating details, and helping create smooth, enjoyable experiences. This position is performance-based and ideal for individuals who enjoy travel-related work and independent scheduling.

Client Service Associate 1099 / Remote Contractor Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for. We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand. Why This Role Matters You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you. What You'll Do Client Service & Workflow Coordination • Coordinate and take action on client service requests • Process account openings, transfers, and custodial forms with precision • Handle client scheduling, reminders, and meeting logistics • Track follow-ups and ensure all client tasks are completed accurately and on time • Communicate directly with clients to complete tasks and service requests Administrative & Tech-Savvy Execution • Maintain organized digital files and CRM records (Redtail, ShareFile, etc.) • Handle e-signature workflows, document tracking, and custodial follow-ups • Use tools like Calendly, Emoney, and Zoom daily • Leverage AI tools to draft emails, organize data, and reduce friction in routine work Executive & Partner Support • Manage partner calendars, follow-up tasks, and internal checklists • Communicate key updates and task statuses clearly and consistently • Step in to get things done quickly, without needing to be asked twice • Proactively identify what needs attention and take ownership What We're Looking For • Have 3+ years' experience in a financial advisory, RIA, or wealth management firm • Know the lingo, paperwork, custodians, and processes like second nature • Thrive in a fast-moving, task-heavy environment with no room for dropped balls • Take initiative, figure things out, and finish the job with high attention to detail • Are a highly organized, reliable, proactive, and calm under pressure person • Love working closely with senior leadership and interacting with clients • Communicate clearly and consistently, even when working independently • Enjoy using tech and AI to get more done faster • Interest and experience with paraplanner tasks a plus. Compensation • $30-$45/hour depending on experience • Contractor role; fully remote • 20-40 hours per week (with flexibility and room to grow) • Must be available to work with partners Monday - Friday PST How to Apply • Complete the questionnaire • Upload your resume • Provide 3 work references

About the Role: Nuvant is seeking motivated Virtual Client Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you'll act as the first point of contact-introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant. Key Responsibilities Conduct outbound calls, emails, and messages to engage potential clients Respond quickly to inbound inquiries and provide clear, helpful information Identify client needs through meaningful conversation and active listening Present Nuvant's service options and recommend appropriate next actions Schedule follow-up appointments or connect clients with specialized team members Maintain detailed and accurate records of client interactions in our CRM system Qualifications High school diploma or college degree preferred Professional, friendly communicator who enjoys client interaction Highly organized and reliable in a remote work environment Strong listening skills with a client-focused mindset Experience in sales, coordination, or customer support roles is a plus What We Offer Competitive base pay with performance bonuses and incentives Comprehensive benefits package: medical, dental, vision, 401(k), and paid time off Flexibility with structured support Opportunities for advancement with a growing company A collaborative team culture built on integrity, accountability, and success

Job Title: Healthcare Client Services Coordinator About the Role Are you passionate about delivering exceptional service in a fast-paced healthcare environment? As a Healthcare Client Services Coordinator, you'll be the go-to resource for hospital staff, ensuring smooth workflows and accurate patient scheduling. This role is critical in supporting healthcare operations and improving patient experiences. Shift: 3:00 PM or 4:00 PM - 11:00 PM EST What You'll Do + Serve as the first point of contact for hospital staff, providing timely and accurate assistance. + Respond to and resolve inquiries through our ticketing system with professionalism and urgency. + Troubleshoot login issues and escalate complex cases when necessary. + Guide staff through platform workflows, focusing on case management and patient scheduling best practices. + Assist with patient-related processes to ensure seamless coordination and support. + Communicate effectively using medical terminology and understanding hospital workflows, especially in Sterile Processing Departments and Operating Rooms. + Collaborate with technical teams to resolve escalated issues promptly. What We're Looking For + 1-2 years of experience in healthcare customer service, with a strong focus on patient scheduling and support. + Familiarity with medical terminology and hospital operations. + Excellent problem-solving and communication skills. + Ability to thrive in a fast-paced environment and manage multiple priorities. Preferred Skills + Experience in call center operations and data entry. + Knowledge of healthcare troubleshooting, medical devices, and billing processes. + Customer-first mindset with attention to detail. Why Join Us? You'll be part of a collaborative team that values innovation and efficiency. This is an opportunity to make a meaningful impact on patient care and hospital operations while working in a dynamic, growth-oriented environment. Job Type & Location This is a Contract to Hire position based out of Cleveland, OH. Pay and Benefits The pay range for this position is $24.00 - $28.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Cleveland,OH. Application Deadline This position is anticipated to close on Dec 25, 2025. About Actalent Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to specialized experts who drive scale, innovation and speed to market. With a network of almost 30,000 consultants and more than 4,500 clients across the U.S., Canada, Asia and Europe, Actalent serves many of the Fortune 500. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing due to a disability, please email actalentaccommodation@actalentservices.com (%20actalentaccommodation@actalentservices.com) for other accommodation options.

Job Description We are seeking detail-oriented and customer-focused individuals to join our team as Client Journey Coordinators. In this role, you will support clients throughout the travel planning process by providing information, coordination, and personalized service to ensure smooth and memorable experiences. This position is ideal for individuals who enjoy helping others, communicating with clients, and working remotely with flexible scheduling. Key Responsibilities: Communicate with clients to understand travel preferences and goals Provide accurate destination information and tailored recommendations Coordinate and organize travel itineraries Assist clients before, during, and after travel as needed Utilize booking and client management systems (training provided) Maintain timely and professional communication What We Offer: Fully remote work environment Flexible schedule Access to industry tools and training Opportunities for professional development Travel-related benefits and perks (details discussed during onboarding) Supportive and collaborative team environment

Do you love planning, organizing, and helping others create unforgettable experiences? Were seeking motivated, customer-focused individuals to join our growing remote team as Travel & Client Experience Coordinators. This flexible, work-from-home position is perfect for those who enjoy delivering exceptional service, working independently, and being part of a supportive team in the travel industry. Key Responsibilities: Assist clients with booking accommodations, vacation packages, and travel experiences Provide personalized recommendations based on client preferences and budgets Research destinations, promotions, and exclusive travel offers Communicate with suppliers and vendors to confirm bookings and details Deliver excellent service before, during, and after each clients trip Build lasting relationships that inspire repeat business and referrals Qualifications: Passion for travel and helping others create meaningful experiences Strong communication and interpersonal skills Organized, detail-oriented, and self-motivated Comfortable using digital tools (training provided) Positive attitude and willingness to learn Benefits: 100% Remote Work with Flexible Scheduling Comprehensive Training and Ongoing Professional Development Supportive and Collaborative Team Environment Opportunities for Leadership and Career Growth Access to Exclusive Industry Perks and Travel Discounts Compensation: Performance based Why You'll Love Working With Us: You'll help clients plan life-changing experiences honeymoons, getaways, family vacations, and more while enjoying the flexibility and freedom of remote work.

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.

Job DescriptionBenefits: 401(k) Competitive salary Flexible schedule Free uniforms Paid time off Benefits/Perks Flexible Scheduling Competitive Compensation Careers Advancement Job Summary We are seeking a Client Care Coordinator to join our team. In this role, you will work collaboratively with clients to determine their home care needs, develop the best course of action, and oversee their treatment plans, ensuring each client gets high-quality, individualized care. The ideal candidate is compassionate, patient, and knowledgeable about healthcare practices. Responsibilities Collaborate with physicians, patients, families, and healthcare staff Coordinate a variety of healthcare programs Develop individualized care plans Educate patients on their healthcare options Create goals and monitor progress toward goals Recruit and train staff Create schedules Qualifications Previous experience as a Care Coordinator or in a similar position is preferred Strong problem-solving and organizational skills Ability to manage multiple projects or tasks and prioritize appropriately Ability to work in fast-paced situations and make sound decisions quickly Excellent interpersonal skills and high level of compassion Strong verbal and written communication skills Work remote temporarily due to COVID-19.

The Opportunity We are looking for a Senior Client Care Coordinator who specializes in high-trust, high-value communication. This is not a standard telemarketing role; this is a forensic sales position. Lauth Investigations is a licensed Private Investigative firm. Our Return Assets Division locates individuals and businesses with significant dormant assets (unclaimed funds) held by government agencies and helps them navigate the complex legal bureaucracy to recover their money. Your job is simple but challenging: Locate the owner, build trust, and secure the recovery agreement. Why This Role is Different Most sales jobs require you to sell a product the customer has to pay for. In this role, you are selling money. You are contacting people to tell them you have found thousands of dollars belonging to them. The challenge? Skepticism. In a world of scams, your ability to articulate our credentials (licensed Private Investigators), build immediate rapport, and guide a claimant through the verification process is the key to a 6-figure income. Key Responsibilities Outreach: Conduct high-volume outbound calls to potential claimants using Company-provided skip-traced data. Investigative Sales: Verify you are speaking to the correct individual (the "Rightful Owner") by confirming old addresses and sensitive data points. Consultation: Educate claimants on the "Escheatment" process (how the state absorbs their funds) and explain Lauth's contingency model (we only get paid if they get paid). Closing: Secure signed "Asset Recovery Agreements" and collect necessary ID verification documents. Pipeline Management: Manage a pipeline of 50+ active cases, following up with "warm" leads who need reassurance or family consensus. Requirements The Ideal Candidate The "Hunter" Mentality: You do not need a boss to tell you to make calls. You understand that in a 100% commission role, your activity directly equals your paycheck. Thick Skin: You will hear "Is this a scam?" 10 times a day. You must have the emotional intelligence to turn that objection into a conversation about credibility. Proven Closer: Minimum 2+ years in high-volume sales (Real Estate, Public Adjusting, Timeshare Recovery, or Recruiting preferred). Tech Savvy: Comfortable using CRMs (Salesforce/HubSpot), VOIP dialers, and digital signature platforms (DocuSign). Benefits Compensation & Structure This is a 100% Commission-Only (1099) position. We do not offer a base salary, but we offer the highest commission splits in the industry. Commission: You earn a significant percentage of the net fee Lauth collects. No Caps: There is no limit to how much you can earn. A single large claim (e.g., a $100k asset) can result in a $5,000+ commission check for you. Milestone Bonuses: Cash bonuses for "Fast Starts" (contracts signed in first 30 days) and quarterly volume targets. Zero Cost to You: We pay for the leads, the skip-tracing data, the CRM, and the dialer. You bring the talent; we provide the infrastructure. Why Join Lauth Investigations? Credibility: You aren't calling from a "boiler room." You are calling from a reputable, licensed Private Investigation firm with a visible track record. This makes closing significantly easier. Support: Once you get the contract signed, our Case Managers handle the legal filing, court dates, and paperwork. You just sell; we handle the bureaucracy. Freedom: Fully remote. Set your own hours (within standard business windows).

Crescendo Interactive, Inc. is a growing, forward-thinking company based in Camarillo, California. We are the industry leader in providing technology solutions that help charities grow their planned giving programs. Our nationwide client base includes universities, hospital foundations, faith-based organizations, social service agencies, and other educational charities. Our product line features a comprehensive suite of software and marketing tools including websites, email services, print literature, promotional videos and other features. Please Note: This is a hybrid position based in Camarillo, CA. Tuesdays-Thursdays: On-site required Mondays & Fridays: Optional remote work Bachelor's Degree Required Position: Marketing and Account Coordinator Crescendo's Marketing and Account Coordinators play a key role in educating and supporting our nonprofit clients as they use Crescendo's marketing products to strengthen and grow their planned giving programs. This is primarily a client service and relationship management role. Responsibilities Build and maintain strong, long-term relationships with clients to promote high retention and satisfaction Serve as a liaison between clients and internal departments to support website development, relay information, and ensure timely, accurate project completion Educate clients on Crescendo's marketing tools, resources, and best practices Provide responsive support, troubleshooting, and guidance via phone and email Identify opportunities to enhance client success by recommending additional services or strategic actions Prepare progress updates and reports for clients and company leadership Skills and Qualifications Strong organizational skills and exceptional attention to detail Proven customer service, client support, or account management experience Excellent verbal and internal communication skills Technical aptitude and comfort learning Crescendo's marketing toolkit Bachelor's Degree required (Communications or related field preferred) Benefits Competitive salary and benefits package: Medical, Dental, Vision, Long Term Disability, AFLAC and Life Insurance Health Savings Account (HSA) with generous company match 401K (dollar for dollar match up to 5% of compensation) PLUS a 5% company contribution Discretionary quarterly bonuses 15 days paid vacation, paid holidays and paid sick leave Health club benefits Tuition and Student Loan Assistance Catered lunches Hybrid work schedule Benefits may be subject to waiting period, general eligibility and other requirements and conditions.

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to:• Converse virtually with clients, weaving financial strategies that empower.• Cultivate client bonds that stand the test of time.• Ride the crest of industry trends, fortifying your knowledge.• Work alongside a dynamic remote team, where collaboration is the heartbeat of success. What We Offer:• Work virtually, from anywhere• Comprehensive training provided• A fun, energetic, and positive team environment• Rapid career growth and advancement opportunities• Weekly pay• Residual Income Responsibilities:• Calling and receiving calls from clients• Scheduling appointments with clients who request our benefits• Presenting and explaining insurance products and benefits packages virtually• Completing applications for insurance products• Attending ongoing, optional training sessions *All interviews will be conducted via Zoom video conferencing We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

at VON Canada (Ontario) Requisition Details: Employment Status: Permanent, Part-time (0.6 FTE) Program Name: Visiting Nursing Number of Hours Bi-Weekly: 45 Work Schedule: Days, Evenings, Weekends Union/Bargaining Unit: LiUNA On Call: No Existing Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this position This position requires 4 - 6 week in person orientation that takes place in Trenton. Training occurs during day time hours Monday - Friday. Job Summary: The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients and the assignment of clients to service providers through VON's standard operating procedures. The CSA ensures that every service provider's caseload is properly assigned, client expectations are met, and service levels are achieved. Key Responsibilities: Maintains service providers schedules (master rotations and availability) as directed by site program management. Maintains accurate documentation and communications to clients, service providers and other VON staff. Utilizes appropriate customer service and communication skills to obtain information from the client/family where applicable and assigns clients to service providers using Procura software. Provides work assignments using knowledge of local geography that meets client need and maximizes continuity of care, while working within the provisions of collective agreements and established planning rules. Keeps up-to-date with daily changes such as changes in client service authorizations and/or care plans. Reschedules client visits when there is an unexpected change in the current day's staffing levels such as a sick call. Receives and triage information in accordance with defined timelines. Enters data referral information and general information in client database. Participate with team to address risk management issues. Monitors the CellTrak Portal, a quality and risk management tool, to confirm that service providers have arrived and departed from the home safely and that clients are receiving the care that has been ordered (safety/outcomes) to allow timely intervention when service delivery variances are noted. Ensures client and staff confidentiality is maintained at all times. Common Responsibilities: Promotes the goals and values of VON and their role as an integrated community care provider Promotes a safe and healthy workplace ensuring workplace conduct and activities are in accordance with the provincial Occupational Health and Safety Act and Regulations. Abides by all VON policies and work practices Abides by all confidentiality and protection of personal information policies, regulations and practices and ensures appropriate safeguards are in place within their role Works in collaboration with other staff in a team approach to service delivery External and Internal Relationships: Works collaboratively with site program management to forecast staffing needs. Engages with services providers, clinical resources, clients and client family members as needed to ensure quality of care/service to the client. Collaborates with other CSAs, site program managers and supervisors, to ensure quality care/service to client. Education, Designations and Experience: High School diploma and Office administration certificate or equivalent experience required. University/college education preferred. Medical terminology certificate would be an asset. Proficiency in MS Office programs, including Outlook, faxing software, and database management. A minimum of 1year of experience in a scheduling environment preferred. Experience in a unionized environment considered an asset. Experience in health care environment preferred. Previous customer service experience in a contact center environment is considered an asset. Experience with scheduling software such as Procura an asset. Skill Requirements: Ability to plan, organize and coordinate activities. Ability to work in a fast-paced environment. Excellent communication skills, both oral and written. Ability to problem solve and adjust to rapidly changing priorities in a deadline driven environment. Ability to work collaboratively as a member of a team. Strong customer service skills. Above average skill with a variety of computer software. Quick and accurate keyboarding skills (min 45 wpm). Other: Current criminal background check including a vulnerable sector screen is required. The use of Protective Personnel Equipment (PPE) may be required. Working conditions and physical demands: This role requires a detail-oriented approach in a dynamic environment, with physical activity including lifting, carrying (using proper techniques), bending, reaching, kneeling, and other movements that emphasize good body mechanics. Individuals in the role are required to walk, sit, stand, and climb stairs throughout the day, with some tasks requiring fine hand movements. Attention Current Employees (Internal Applicants): If you are applying to a unionized position and you are a member of its bargaining unit, please be aware that this posting may remain open beyond the deadline if there are not enough applicants to fill the position(s). If the posting remains open after the initial deadline, VON may close the posting at its' discretion or a rolling deadline equivalent to the posting period specified in your Collective Agreement will be deemed, and each successive period will be treated as a separate posting for purposes of comparing seniority between candidates. Other commonly searched for terms: Administrative Assistant, Medical Office Administrative Assistant, Clerk, Scheduling Clerk, Scheduler VON Canada is committed to meeting the needs of persons with disabilities and to providing accessibility accommodations for candidates who require them. If you are in need of accessibility support, please visit our website at *********************************** for further details. VON Canada is committed to embracing and celebrating equity, diversity, and inclusion (EDI) as fundamental to living out our values of Respect, Compassion, and Excellence in all that we do.

These individuals will be taking in information from clients, and entering it into their systems. Most of the information are independent Medical Reviews. When new cases come in (the information) they log the information and process it through to the next stage. The form comes in, they pull the data, and then enter it into Microsoft Word or Excel. They want them to hopefully understand HIPAA Regulations. They don't need to be an expert, they just want them to understand they are handling sensitive information and preventing who has access to that information. Soft skills are that they want them to be reliable, accurate, and thorough. This role is mainly backend data entry focused, but will include phone communications with external and internal clients For these roles, she would like them to come from the healthcare background . Would want them to have any experience looking at claims, Explanation of Benefits EOB, healthcare verbiage, knowing diagnosis codes. Would take people are coming from a healthcare facility as background . **Would like someone with Claims background . They will need to be comfortable with taking some calls. And must be savvy on a computer, creating PDFs and writing emails. *MUST HAVE ACCESS TO LAPTOP OR DESKTOP THAT SUPPORTS WINDOWS 11 *MUST BE COMFORTABLE COMPLETED DRUG SCREEN Job Type & Location This is a Contract to Hire position based out of Jacksonville, FL. Pay and Benefits The pay range for this position is $16.00 - $16.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Dec 24, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job DescriptionA New Path for People Who Know They're Meant for More Every now and then, a person realizes they've outgrown their current environment. They're capable, dependable, hardworking - but stuck in a role where their effort isn't reflected in their progress. If that feels familiar, you're exactly who this opportunity was built for. At Talent Find Professional, we help individuals grow into stable, meaningful careers with long-term potential. We operate with a clear mission: provide guidance, structure, and a dependable plan for people who want to move their life forward. You won't chase uninterested prospects. You won't cold call. You won't knock on doors. Instead, you'll work with individuals who have already expressed interest and are simply looking for clarity, communication, and support. Responsibilities Learn and follow our structured systems to deliver a consistent client experience Connect with individuals who have previously requested information Hold scheduled phone or virtual consultations Maintain organized communication with clients and internal teams Support ongoing client needs with professionalism and reliability Participate in weekly development meetings and mentorship sessions Build strong long-term relationships with clients using company-supported outreach Follow established benchmarks tied to professional development Qualifications Customer service or client-facing experience preferred (3+ years ideal, but not required) Comfortable using digital tools, CRM platforms, and virtual meeting software Strong communicator with dependable follow-through Coachable, self-directed, and willing to learn Professional presentation and strong people skills Organized, reliable, and able to adapt to client needs Requirements Ability to maintain a flexible schedule based on client availability Reliable smart device, computer, and internet connection Ability to pass a background check Ability to obtain state-required credentials (we provide guidance and support if you don't yet have them) Benefits & Culture Structured training and ongoing mentorship Performance-based earning structure with advancement opportunities Leadership pathways available for consistent performers Incentive programs available for qualifying team members Discounted options for personal health and protection programs Supportive, team-focused culture designed for long-term growth Flexible scheduling to help you maintain balance Work Completely From the Comfort of your Home. Why Talent Find Professional? Because we believe people grow best when they are supported, guided, and given a clear path forward. Here, you're not just taking a role - you're building stability, developing skills, and contributing to something meaningful. If you're coachable, driven, and ready for a long-term professional opportunity, we'd like to talk to you. This IS 1099 Commission Only. This is a remote position.

The Coordinator II, Client Services is instrumental in managing the daily intake of client requests and providing essential support to the Client Services team. They efficiently balance various priorities across escalation channels and incoming client calls, ensuring seamless communication with all support departments. As the initial point of contact for our clients at Nextgen, this role plays a crucial part in shaping the client experience. Therefore, applicants should have a passion for creating exceptional client interactions and possess strong customer service skills. Receives and responds to customer product inquiries through various communication modalities such as telephone, email, and/or chat platforms. Provides coverage for Helpdesk phone and email traffic. Follows day-to-day workflow activities and processes to ensure customer issues have been received, routed, and documented; organizes, audits, enters, and reports outage data into SalesForce (SF). Handles a variety of technical support cases including but not limited to speaking with customers and mitigating conflict or difficult client situations. Addresses and works to resolve issues and/or complaints; escalate to appropriate teams or management for assistance, when necessary. Create, open, transfer, and/or reassign support cases to appropriate team members; follows up with assigned team members to provide additional information or obtain feedback on status of support case. Partners with support teams to update status codes or categories; ensures cases are routed to the appropriate teams with complete and accurate information. Notifies support teams of potentially urgent or critical issues through various communication platforms including chat, email, telephone. Escalates disgruntled or dissatisfied customer issues to Account Managers and/or Senior Management, as needed. Assists with SF testing to ensure Helpdesk workflow efficiencies; makes recommendations for consideration related to SF workflow processes to increase client satisfaction and process efficiencies. Education Required: Associate degree. Or, any combination of education and experience which would provide the required qualifications for the position. Experience Required: 2+ years of experience in customer service, software, or related field. Knowledge, Skills & Abilities: Knowledge of: Technology and customer support best practices; software, technologies, and applications to assist with interactions via web, telephone, or other electronic means; trends related to customer support techniques; practices, tools, and techniques for communicating with clients in a professional manner; laws, regulations, policies, and procedures governing the functional area; Microsoft Office Suite. Skill in: Applying logical and scientific thinking to a wide range of intellectual and practical issues and concerns; interpreting laws and regulations; problem solving, analytical, and critical thinking; working as member of a team; communicating clearly, concisely, and effectively; establishing and maintaining effective working relationships. Ability to: Work in a fast-paced environment; work with customers needs while following the organization's policies and procedures; determine and apply solutions to work-related problems; stay organized, prioritize workload, and multi-task to meet deadlines. The company has reviewed this to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate. NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours: Monday - Friday 10am - 7pm Central Time. WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants. Client Service Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus. WHAT YOU'LL BE DOING: Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously. Show respect and patience to all participants. Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status. Provide professional, accurate, and clear communication. Understand and clearly communicate the inquiry and transactional use of the Alerus websites and mobile apps. Maintain up to date financial services, internal systems and software knowledge (AdminWeb, Salesforce, IBM Notes, and Wex) as it pertains to the job. Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants. Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements. Actively maintain knowledge of all Alerus products, services, and processes. Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client. Foster a positive work environment and support co-workers in achievement of departmental goals. Meet performance standards such as quality assurance scores, attendance, and productivity. Proactively notify manager if standards are not met. WHAT YOU SHOULD HAVE: 1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred. 1+ years experience directly related to financial services preferred. Excellent written/oral communication and organization skills required. Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines. Proven ability to adapt to as fast paced, changing environment centered around technology. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $21.00 - $22.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.