Adult Residential Support Professional - Full Time 1st Shift
Customer service specialist job in Hastings, MN
Lutheran Social S
vices of Wisconsin and Upper Michigan is seeking an Adult Residential Support Professionals to join our Exodus House Team!
Exodus House provides transitional residential services to adult males referred by the Department of Corrections. This is a 12 bed facility for young adult men with an average stay of 90-120 days. Lutheran Social Services (LSS) - Exodus House is located in Hudson, Wisconsin.
With support from our counselors and supervisor, our Adult Residential Support Professionals perform work involving the care, services, and treatment of clients seeking services in Addictions and Restorative Justice (ARJ) facilities (Substance Use Disorder and/or criminogenic risk/needs/responsivity factors).
This is a continuous posting in anticipation of future full-time (40 hours/week), benefit eligible opportunities on 1st shift.
Essential Duties and responsibilities:
This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
Supports, interacts with, and monitors residents within established policies and procedures, providing positive role modeling
Records observations relating to actions and behavior of residents and maintains records and reports as required
Performs general housekeeping and cleaning duties as needed
May organize and distribute clothing, bedding and other supplies
Provides medication monitoring or medication administration as outlined in specific program policies
Provides information concerning status of clients to external partners within established guidelines. Is mindful of confidentiality requirements specific to the program
Identifies emergencies or crisis situations and responds appropriately
Maintains awareness of clinical treatment plan and supports residents in achieving goals
Ability to work independently and problem solve efficiently
Attends staff meetings and participates in training activities as required
Maintains confidential client information and record
May assist with meal preparation and other life skills for residents
May assist with grocery shopping for the facility
May transport residents to meetings, services, appointments and other activities
May be responsible for collecting urine specimens for urinalysis and administering breathalyzer tests
May provide educational group activities for clients within program specified parameters.
May administer basic first aid as needed
Other duties as required
PERKS:
Public Service Loan Forgiveness (PSLF)
By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program.
Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan.
Medical/Dental/Vision Insurance
Flex Spending for Dependent & Health Care
Mileage reimbursement
Paid Time Off
10 Paid Holidays
Ability to Contribute to 403B
LSS makes annual raises a priority for employees
Employee Assistance Program
Service Awards and Recognition
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements
.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
A High School Diploma or GED Equivalency is required for the position. Related experience or credits toward a bachelor's degree from an accredited college in social work, human services, psychology or similar major may be required based on contract requirements. Previous work experience providing similar services is preferred.
Possess standard reading, writing, math skills, problem solving capability, and the ability to accept/follow through with direction and both recognize and adhere to professional boundaries. The ability to provide services and function as a team member with patience, self-control and flexibility is essential.
CERTIFICATES, LICENSES, REGISTRATIONS:
Must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements.
Completed training regarding DHS 83 (Fire Safety/First Aid and Procedures to Alleviate Choke, Standard Precautions, and Medication Administration) is preferred but may be obtained after hire (required after hire).
LANGUAGE SKILLS:
Ability to communicate both in verbal and written format, effectively and efficiently in job.
COMPUTER SKILLS/TECHNOLOGY:
Working knowledge of computers to allow employee to access computer systems and applications to complete timecards, read and respond to email, access and use the LSS HRIS system, utilize LSS EHR systems, and complete required on-line training.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to frequently do the following: stand, bend/stoop, crouch, kneel, use stairs, and walk.
The incumbent of this position works in a community based residential environment. The incumbent will also be exposed to outdoor conditions when monitoring outdoor activities with residents, assisting with shoveling snow in the winter on sidewalks to assure safety, and potentially assisting with yard care spring-fall.
The noise level in the work environment is usually moderate.
TRAVEL: Ability to travel on day trips as required up to 25-50%, depending on specific role.
LSS is an Equal Opportunity Employer (EOE).
Customer Support Representative
Customer service specialist job in Bloomington, MN
Staffing Proxy is partnering with Fasikl, an innovative Minnesota-based med-tech company, to hire a Customer Support Representative. This role supports patients and caregivers who rely on Fasikl's FDA-cleared AI therapeutic device.
You will help users successfully onboard, navigate the product, and resolve questions relating to device use, orders, and general support needs.
Position Overview:
The Customer Support Representative is responsible for delivering timely, accurate assistance to patients and caregivers. This includes answering calls and emails, supporting onboarding and setup, troubleshooting device or connectivity issues, and documenting interactions. This role requires strong communication skills, empathy, and technical competence to solve problems effectively.
This is an on-site position.
Key Responsibilities:
Serve as the primary point of contact for patients and caregivers.
Guide new users through onboarding, device setup, and usage questions.
Troubleshoot device and connectivity issues and assist with resolution steps.
Maintain accurate documentation of all interactions within support systems (e.g., Zendesk).
Assist with resupply coordination, order updates, warranty inquiries, and general support needs.
Identify patterns in patient feedback and escalate insights as appropriate.
What We're Looking For:
Compassionate communicator with strong verbal and written skills.
Technically competent and able to troubleshoot device and connectivity issues confidently.
Organized and detail-oriented with strong documentation habits.
Experience in customer service, patient support, medical device support, or call centers preferred.
Familiarity with tools like Zendesk, Salesforce, EMRs, or similar platforms is a plus.
Bachelor's degree preferred but not required.
Why This Role Matters
You will play a key role in supporting patients who depend on a first-of-its-kind AI therapeutic device. Your guidance helps ensure users feel confident, supported, and successful throughout their experience with the product.
Compensation & Benefits:
Pay range: $22-$25/hr
Medical, dental, and vision insurance
PTO / paid holidays
401(k)
Customer Support Coordinator
Customer service specialist job in Plymouth, MN
Job Title: Customer Support Coordinator
Pay Rate: $28.00/hour
Schedule: Approximately 8am-5pm M-F
Purpose
The Customer Support Coordinator will be responsible for the day-to-day support of customers, including order management, problem resolution, and coordination with the regional Sustainability and field sales teams. He/she will maintain strong relationships with key inventory and materials management staff within our customer facilities to support the reprocessing program in new and existing accounts.
Key Responsibilities
Responsible for directly serving external and internal customers.
Own the customer support relationship by establishing and growing solid professional relationships with key inventory/materials management people at customer sites within the region to ensure smooth order flow and resolution of customer issues.
Answer incoming calls from customers to answer inquiries and questions, troubleshoot problems, and provide information.
Assist with system interface issues to expedite product procurement.
Work with a third-party to respond to service and pick up requests from customers.
Conduct business process training on clients order management processes for internal and external customers.
Support customer product return and complaint handling process, including credit requests.
Assist with order processing and order intelligence as necessary.
Required Education/Training and/or Experience
Minimum Education Required: High School Diploma or equivalent experience
Preferred Education: 4 Year Degree (Medical, Technical or Business Focus)
Minimum Experience Required:
Customer Support and or Complaint Mgmt. Experience Preferred
Skills Preferred:
Strong Microsoft Office Expertise
Organizational, verbal and written communication skills
Ability to problem solve and think analytically
Prior working experience working in real-time environment, managing achievement of competing priorities and deadlines in a medical device setting is preferred
A mindset for process improvement
Demonstrated leadership as well as proven ability to develop and maintain effective business partnerships
Advance problem solving
Ability to adapt to specialized software and customized programs to meet business needs
Create a trusting, collaborative, and ethical work environment
Maintain the highest standards of quality, compliance and accountability
Self-starter
Works with little to no supervision
Customs Specialist
Customer service specialist job in Inver Grove Heights, MN
SNI Companies has partnered with a global transportation company on a search for their next Logistics team member!
Ocean Import and domestic department is a fast-paced group that needs a person who is accomplished in multi-tasking, in dependability, in efficiency and in flexibility.
SKILLS:
Detail-orientated and efficient in data entry
Accurate filing of documents
Update and manage spreadsheets
Knowledge and experience with Microsoft Office Suite
Ability to work with a team
Strong organizational skills are beneficial
Must be able to adjust priorities throughout the day
Communicate effectively with vendors, customers and co-workers via email, phone
Responsibilities:
Accurate data entry into AS400 system
Spreadsheet data entry in a timely and accurate manner
Tracking and tracing shipments
Processing customer and vendor invoices
Some accounting skills required to complete daily billing
Contribute to maintaining strong relationships with vendors and carriers
Maintain compliance standards at all times - internal policies, government regulations and customer requirements
Customer Service Representative
Customer service specialist job in Richfield, MN
Russell Tobin's client is hiring a Customer Service Representative in Richfield, MN
Employment Type: Contract
Schedule: 9am - 7pm CST (varies)
Pay rate: $22-$24/hr
Responsibilities:
Serve as the primary point of contact for clients during the brokerage conversion
Respond to incoming customer inquiries with professionalism and clarity
Assist with account maintenance, online navigation, asset transfer questions, and documentation
Follow procedures accurately while managing high-volume inquiries
Provide a supportive, client-centered experience throughout each interaction
Requirements:
High school diploma or equivalent.
1+ year of relevant work experience, ideally in a contact center or customer-facing environment.
Highly reliable with consistent attendance and a strong commitment to delivering excellent customer service.
Strong communication, interpersonal, and telephone skills with the ability to handle client inquiries professionally.
Detail-oriented and able to follow established procedures independently, with solid technical/computer navigation skills (Microsoft Office proficiency required).
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
Customer Service Account Representative
Customer service specialist job in Burnsville, MN
Hercules OEM is a leading provider of hydraulic and sealing solutions for OEMs across multiple industries. We pride ourselves on delivering high-quality products, technical expertise, and exceptional customer service. Our team is committed to innovation, collaboration, and helping our customers succeed.
About the Role
As a Customer Service Account Representative at Hercules OEM, you'll be the trusted partner for our B2B clients delivering exceptional service, technical guidance, and reliable communication. You'll manage your assigned customer base and Book of Business, advocate for their needs, and work cross-functionally to ensure a seamless customer experience.
Key Responsibilities
Promote Hercules products and services to new and existing customers through product and service knowledge.
Serve as a key liaison for clients, providing technical assistance and basic application engineering support, partnering with internal experts when needed.
Take ownership of customer accounts and collaborate with Inside Sales, Regional Sales Managers, and Directors to meet client expectations.
Fulfill standard customer orders, qualify new customers, and maintain strong, long-term business relationships.
Prepare product quotes while adhering to internal processes and business policies.
Engage in team-based problem solving to resolve part issues, workflow challenges, and process improvements.
Develop an understanding of product margins, standard product lines, and operational processes for informed decision-making.
Coordinate cross-functionally with Operations, Sales, Accounting, and Quality to address billing, contract, or product issues quickly.
Communicate professionally with external B2B customers across diverse industries and regions.
Education, Skills, and Requirements
Associate degree or equivalent experience preferred (Bachelor's degree a plus).
1-2 years of customer service experience (internships or related roles count).
Proficiency in Microsoft Excel required.
Experience in a distribution or manufacturing environment is a plus, but not required.
Excellent written and oral communication skills.
Ability to learn quickly and thrive in a fast-paced environment.
Strong team player with a commitment to positive customer experiences
Growth Opportunity
This role offers a clear path for advancement within Hercules OEM. Successful team members often progress into roles such as Inside Sales, Account Management, or Regional Sales Support, gaining exposure to technical sales and leadership opportunities.
Why Join Hercules OEM?
Competitive salary and benefits package.
Collaborative, growth-oriented team environment.
Opportunity to make an impact in a dynamic industry.
Service Center Representative - Orthopedic Call Center
Customer service specialist job in Bloomington, MN
TRIA is looking to hire a Service Center Representative to join our orthopedic team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. The primary work of the Service Center Representative will be dedicated to managing and responding to a high volume of incoming calls. Calls are a mixture of scheduling, messaging as well as assuring the patient is prepared for the next interaction with the care team.
The employee will follow processes and procedures that support standard work including defined specific scripts that assure all calls and requests are handled in a timely, accurate and professional manner. The major focus of the Service Center is to provide the best service that supports the goal of Everyone Caring Every Day while building relationships.
In addition, employees will support areas within a medical setting with strong interpersonal skills and flexibility. Employees will maintain patient confidentiality to protect patient rights. Furthermore, employees will provide excellent customer service (i.e. providing a pleasant greeting and a "I'm here to help you attitude"), complete defined work in a timely and professional manner, support on-going process improvement and organizational/department changes, identify self and department in all phone interactions, accept additional related tasks and maintain a clean and orderly work area.
Work Schedule:
M-F 8:30a-5:00p
Minimum Qualifications:
* Knowledge, Skills, and Abilities:
* Critical thinking to manage the complexity of using multiple processes and applications while supporting patient safety needs and experience.
* Ability to handle and implement frequent changes in processes and protocols.
* Strong verbal and written communication, human relations sensitivity and strong customer service skills, listening and telephone etiquette skills, medical terminology knowledge desirable, accurate computer/keyboarding skills required, comfort in asking patients for copays and payments, ability to promote and maintain good patient relations and patient confidentiality, demonstrates knowledge of age related growth and development principles necessary to provide appropriate service and assure safety of patients.
Preferred Qualifications:
* Education, Experience or Equivalent Combination:
* Some post-secondary education preferred.
* Licensure/ Registration/ Certification:
* NA
* Knowledge, Skills, and Abilities:
* Computer skills required including using dual monitors.
* Call Center experience a plus.
* Some medical background preferred.
Benefits:
Park Nicollet offers a competitive benefits package (for eligible positions) that includes medical insurance, dental insurance, a retirement program, time away from work, insurance options, tuition reimbursement, an employee assistance program, onsite clinic and much more!
Auto-ApplyEngagement Terms Coordinator/Specialist
Customer service specialist job in Minneapolis, MN
Fish & Richardson, the premier global intellectual property law firm, is trusted by the world's most innovative and influential companies. Fish was established in 1878, and now has more than 400 attorneys and technology specialists in the U.S., Europe, and China. Our success is rooted in our creative and inclusive culture, which values the diversity of people, experiences, and perspectives. Join Fish's
Minneapolis
team in our fast-paced
Risk Management
Department
as
an
Engagement Terms Coordinator/Specialist.
How Will You Make a Difference?
Coordinate intake by entering the required information into the Firm's new business intake system and monitoring the intake process with the goal of minimizing workflow delays.
Support attorney and staff expectations by communicating project status and issues and escalating as appropriate.
Act as a point of contact for procedural guidance related to new matter intake and engagement terms document reviews.
Prepare Engagement Letters using established templates and guidelines, ensuring alignment with Firm policies and legal requirements.
Assist with the review of Engagement Letters and OCGs by coordinating with internal departments to identify relevant issues and help draft responses for internal and external stakeholders.
Maintain centralized documentation and serve as liaison for client engagement terms and information requests, ensuring timely and accurate communication.
Support client analysis projects by organizing data, coordinating with management and stakeholders, and contributing to cross-departmental efforts to meet Firm objectives.
What Will You Bring to the Table?
Bachelor's degree in business administration or the equivalent experience.
At least 1 year related professional experience, preferably in the professional services industry.
Knowledge of drafting and reviewing Engagement Letters and responding to client and internal questions regarding such documents is preferred.
Demonstrated understanding of law firm operations, including general awareness of client relationship dynamics is preferred.
Ability to recognize potential issues in requests and appropriately escalate to supervisors or subject matter experts.
Ability to summarize and organize information clearly and concisely for internal use or communication.
Proficient in standard Firm software tools (e.g. Outlook, Word, Excel, PowerPoint), with a willingness to learn and navigate new systems (e.g. billing/accounting, relational databases).
Working knowledge of Adobe and Word are required.
Strong organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
Ability to work independently with moderate supervision, while adhering to established timelines and procedures.
Demonstrated professionalism and effective communication, with a commitment to providing high-quality service.
Ability to be flexible and responsive to business needs, including adjusting work hours when necessary.
Ability to change and adapt to current and future responsibilities, circumstances, systems, team dynamics, and adherence to the firm's policies and procedures.
This is a hybrid position required to work in the Minneapolis on Wednesdays. The hours for this role are 11am-7:30pm.
Why Fish?
When you join our team, we offer:
Competitive pay and discretionary bonus opportunities along with a rich benefits package, including comprehensive medical and dental coverage, generous paid time off, and tuition reimbursement
Award-winning retirement and profit sharing plans with employer contribution
A family-friendly atmosphere with back-up child care, as well as health and wellness initiatives
A positive culture awarded an Outstanding Workplace designation in 2023 and 2024 by People Insight based on our high levels of employee engagement
The pay range for this position varies by geographic market. In Minneapolis, the estimated starting pay is $25.45 - $37.71 per hour (based on a 37.5-hour workweek), which is equivalent to $49,619 - $73,532 annually. Final compensation will be based on a variety of factors, including education, experience, skills, professional background, overall qualifications, and location.
Our Commitment to Diversity
As a firm that serves the world's greatest visionaries, we know that creativity and innovation are the result of seeing the world from multiple different perspectives. Having a diverse team enhances the quality of legal services we provide to our clients, sustains our standing as a premier IP law firm, and strengthens the fabric of our firm.
#LI-Hybrid
#LI-DM1
Customer Service Advisor
Customer service specialist job in Minneapolis, MN
By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research in Life Sciences and Clinical Diagnostics. Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent disease worldwide.
Pay Range:
$18.40 - $25.30
By joining the Bio-Techne team you will have an impact on future cutting-edge research. Bio-Techne, and all its brands, provides tools for researchers in Life Sciences and Clinical Diagnostics.
Position Summary:
Primarily responsible for assisting the Bio-Techne Sales organization with order processing, problem solving, responding to order status inquiries, resolving customer service complaints, and any additional activities contributing to higher level support of customer needs. The responsibilities of this position, are to answer sales and customer calls for product availability and order status, communicate and coordinate activities with customers, other Bio-Techne entities and Sales Reps to get orders processed and shipped out. Provide product and pricing information to customers. Follow up on customer complaints, questions, and product returns to ensure customer satisfaction. Proactive monitoring of key customer or product orders to ensure smooth fulfillment.
Key Responsibilities:
▪ Enter orders into the company ERP Microsoft Dynamics (AX), accurately and efficiently, obtaining clarification from the Customer, Sales rep, Finance, etc. as necessary.
▪ Primary point-of-contact to customer post-sale for non-technical problems and questions related to their order. Ensure the customer's needs and expectations regarding their order are met. Follow through with requests to completion or escalate when appropriate.
▪ Contribute to the maintenance of lasting relationships with customers through knowledgeable communication and proactive resolution of questions or issues. Manage all aspects of the order cycle as necessary to ensure customer satisfaction.
▪ Effectively manage work situations of moderate degree of complexity, which could impact company image and/or sales dollars and costs.
▪ Provide non-technical products and pricing information to customers through phone, email or other channels as needed.
▪ Connect callers to appropriate departments as needed.
▪ Create and document service complaints in Salesforce for escalation/follow up as needed.
▪ Follows company policies and practices as outlined in Handbook and follow guidelines regarding safety as outlined in the AWAIR, Chemical Hygiene and Exposure Control manuals in accordance with the job.
▪ Performs additional duties as assigned.
Qualifications
Education and Experience:
▪ Associates or bachelor's college degree in Business, Sales, or Marketing or other field preferred, or equivalent work experience including prior work as a Customer Service Associate.
▪ High School diploma is required with at least 3 years of relevant customer and/or sales facing experience in a fast-paced environment.
▪ Good communication skills, both verbal and written, and a pleasant phone presence required.
▪ Must have the ability to problem solve and possess organizational and multi-tasking skills.
▪ Ability to independently prioritize and re-prioritize based on urgency and complexity of issues.
▪ Complete proficiency in ERP Microsoft Dynamics (AX) and other current Bio-Techne systems, including Salesforce desired.
▪ A working knowledge of Microsoft Outlook, Word, and Excel as well as computer entry and/or typing skills are required.
Knowledge, Skills, and Abilities:
▪ Skills in assisting customers and sales in problem solving related to customer service issues, including the ability to identify and appropriately evaluate a course of action.
▪ Improve service through continually meeting and interacting with our customers and other internal departments to maintain your knowledge of products, programs, customer's needs, new products, product availability and the production plans.
▪ Skills taking and providing accurate, detailed product information.
▪ Ability to act independently on routine assignments or projects.
▪ Ability to plan, organize and multi-task to complete assignments in an efficient manner.
▪ Ability to communicate professionally, both oral and written.
▪ Ability to pay attention to details and perform at a high level of accuracy.
▪ Ability to work independently and with a team.
▪ Ability to resolve interpersonal challenges that arise in a changing environment or in a multi-person team situation.
▪ Ability to work hours that conform to the department's needs.
▪ Knowledge of Microsoft Outlook, Word, and Excel.
Why Join Bio-Techne:
We offer competitive insurance benefits starting on day one: medical, dental, vision, life, short-term disability, long-term disability, pet, and legal and ID shield.
We invest in our employees' financial futures through 401k plans, an employee stock purchase plan (ESPP), Health Saving Account (HSA), Flexible Spending Account (FSA), and Dependent Care FSA.
We empower our employees develop their careers through mentorship, promotional opportunities, training and development, tuition reimbursement, internship programs, and more.
We offer employee resource groups, volunteer paid time off, employee events, and charity drives to build a culture of caring and belonging.
We offer an accrued leave policy with paid holidays, paid time off, and paid parental leave.
We foster a culture of empowerment and innovation, where employees feel valued and encouraged to bring their new ideas to the table.
Bio-Techne is an E-Verify Employer in the United States.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
To protect the interests of all, Bio-Techne will not accept unsolicited resumes from any source other than a candidate application. Any unsolicited resumes sent to Bio-Techne will be considered Bio-Techne property.
Auto-ApplySenior Client Portfolio Specialist
Customer service specialist job in Minneapolis, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio.
Key Accountabilities
Management of Investment Portfolios:
Provide ongoing oversight of assigned Old National Wealth Management accounts.
Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash.
Manage account liquidity for ongoing cash demands and distributions.
Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
Subject Matter Expertise:
Comprehensive understanding of different strategy types.
Technical knowledge of the systems to operationalize the processes required to centrally manage accounts.
Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions.
Effective Communication
Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts
Operational Efficiency:
Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team.
Liaison with peers in technology, solutions, and operations to build and test new software and operational processes.
Key Competencies for Position
Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models.
Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners.
Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists.
Qualifications and Education Requirements
BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience.
Minimum 4 years of related industry/work experience.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyCustomer Service
Customer service specialist job in Saint Paul, MN
Hat Trick Pizza LLC has been around for over 20 years! Locally owned and proud to be apart of Minnesota communities. We do more than just Pizza, we provide over 250+ jobs!!! Come join an organization where we follow the old saying "treat others how you would like to be treated". Join today!
Job Description
Customer Service Representative Domino's NOW HIRING NEW SMILES Are you a self starter and LOVES pizza? WE ARE THE PLACE FOR YOU. Qualified applicant must be 16 years old, great communication skills, energenic, enjoys a fun enviroment, and interacts with customers. These employees will answer phones, make pizzas, and work in a great enviroment at Domino's Pizza.
Qualifications
Join the fast paced Domino's team.
No experience necessary.
Learn to make all products
Answer phones
Help our Carryout customers
Pay range is $12 to $18 per hour based on your experience
Flexible schedules
Additional Information
All your information will be kept confidential according to EEO guidelines.
Client Specialist
Customer service specialist job in Lake Elmo, MN
We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our brand-new Lake Elmo location. This exciting new branch represents Bridgewater Bank's continued growth and commitment to serving our clients in the east metro area. As a Client Specialist, you will serve as the face of the bank, providing exceptional service and support while processing client requests in person, by phone, or by email in a professional and welcoming environment.
RESPONSIBILITIES:
Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system
Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience
Ensure client identity verification procedure is followed with each client request
Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures
Ensure all required documentation is completed for all transactions
Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department
Sort, distribute, and process returned mail
Assist with scanning of documentation into internal systems such as Accu
Positively represent the bank in all interactions with clients, coworkers, and vendors
Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA
Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations
QUALIFICATIONS:
Outstanding interpersonal and communication skills
Prior retail or customer service experience
Professional, friendly demeanor
Proficient with Microsoft Word, Excel, Outlook, and PowerPoint
Knowledge of ITI and Integrated Teller a plus
College degree preferred
ABOUT BRIDGEWATER BANK:
Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
COMPENSATION & BENEFITS:
The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
PLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
STATUS: Non-Exempt
Client Service Team Lead, PC
Customer service specialist job in Minneapolis, MN
We are looking to add a Team Lead role on the PC Client Service Team in Minneapolis, MN. This is a great opportunity for someone looking to develop and grow their career in a leadership pathway. Team Lead responsibilities can apply to an AVP, PC; Sr. Client Service Consultant, PC; or Client Service Consultant, PC.
Following are the primary Team Lead responsibilities:
Lead and motivate team by:
Ensuring right talent is in the right role for the success of the organization, which may include hiring and terminating employees.
Coaching and counseling team members on areas such as workflow, process and procedure, customer service and client consulting.
Preparing and conducting performance feedback that defines future goals and objectives and holds employees accountable.
Fostering a high-performance culture by supporting career development and advancement for team members.
Responsible for timesheet management, including responding to PTO/RTO requests and approving timesheets.
Participate in compensation decisions for team members, as applicable.
Facilitate regularly scheduled meetings to foster teamwork.
Attend team and enterprise meetings, as well as leadership training opportunities offered internally and externally.
Coordinate initial and ongoing training with Growth & Development and team members on established processes and procedures.
Provide back-up assistance for team members, as necessary.
Qualifications:
Education: High school diploma; college degree preferred.
Licensing: Active state specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
Experience: Minimum 5+ years customer service, underwriting, or risk management experience in the insurance industry.
Technical Competencies: Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs. Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance. Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.
Here's a little bit about us:
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!
Holmes Murphy & Associates is an Equal Opportunity Employer.
Auto-ApplySchool District Call Center Specialist
Customer service specialist job in Minneapolis, MN
Temp
Indrotec seeking Call Center Specialists for a local school district transportation office. As a District Call Center Specialist, you will provide essential frontline support by managing both emergency and non-emergency calls. This role plays a vital part in ensuring safe, efficient, and timely transportation services while delivering exceptional customer service to our community.
Key Responsibilities:
Answer, assess, and triage incoming calls in a prompt and professional manner
Maintain clear, continuous communication with drivers and staff
Accurately report safety concerns, incidents, and unusual activity
Support a positive and professional work environment while upholding confidentiality standards
Qualifications:
High School Diploma or GED required
Minimum of 2 years' experience in customer service or administrative support
Excellent communication, data entry, and problem-solving skills
Familiarity with safety procedures, proper recordkeeping, and communication protocols
Why Join Us?
You'll be part of a dedicated team that prioritizes safety, collaboration, and service excellence. If you thrive in a fast-paced environment and enjoy helping others, we'd love to hear from you.
Analyst, Health and Benefits, Client Service Team
Customer service specialist job in Minneapolis, MN
As a Health and Benefits Analyst you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. This is a foundational role that provides excellent opportunities to grow your health and benefits business acumen and client management skills by working on cutting edge projects alongside leaders in the industry.
Responsibilities:
Support the client service team by contributing to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
Building strong relationships with clients by effectively addressing questions and needs
Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)
Supporting program vendor procurement and implementation
Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary
Contributing to completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
Supporting benchmarking and other research engagements; providing value added analyses and summaries
Analyzing and comparing vendor products, services and contracts
Building relationships internally and collaborate effectively on cross-functional teams
Ensuring all deliverables align with client objectives, leverage WTW standard tools and templates, and adhere to WTW professional excellence standards
Qualifications
Requirements
Bachelor's degree or up to 2 years' experience working in professional services
Well organized and detail oriented; ability to manage multiple projects with competing deadlines
Strong client service orientation and ability to respond to all communications effectively and in a timely manner
Strong written and verbal communication skills
Self-starter attitude and ability to work independently and as part of a team
Strong analytical, creative and integrative skills
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
State Life and Health license required within 90 days of joining
Pursuit of professional certification (CEBS, GBA, SPHR, etc.), or health and welfare actuarial / underwriting training encouraged
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $60,000-$75,000 USD per year.
This role is also eligible for an annual short-term incentive bonus
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
EOE, including disability/vets
Auto-ApplyHospitality Guest Experience Specialist
Customer service specialist job in Woodbury, MN
Responsive recruiter Benefits:
Company parties
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Free food & snacks
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
✨ Join the Spa Team Everyone's Talking About ✨
Woodhouse Spa - Woodbury Lakes
Voted
America's Best Day Spa
by American Spa + Woodbury Magazine
Looking for a place where your vibe, voice, and attention to detail actually matter? Where you get to make someone's day-every day?
We're hiring Full-Time and Part-Time Spa Concierge team members who are all about great energy, amazing service, and a little everyday magic.
What You'll Be Doing:
As our Spa Concierge, you're the first smile guests see and the calm energy they feel. You'll help create a one-of-a-kind experience that's thoughtful, seamless, and totally relaxing.
Here's what your days might look like:
💫 Welcoming guests with warmth and style
💫 Making check-ins smooth and special
💫 Setting the vibe-lighting, music, scent, and smiles
💫 Answering calls like a pro (always with a great attitude)
💫 Remembering the little things-like their favorite drink or birthday
💫 Supporting the team and keeping everything running like clockwork
What Makes Woodhouse Different?
We train you in The Woodhouse Way-our signature approach to luxury + care-so you feel confident and supported from day one. This is more than a front desk job-it's a front-row seat to a feel-good, people-first culture.
Perks & Benefits:
🌿 Competitive pay + incentives
🌿 Paid vacation + healthcare (for full-time)
🌿 Discounts on spa services + products (yes, please)
🌿 Paid training
🌿 Gorgeous, state-of-the-art workspace
🌿 Team that feels like family
If you're someone who brings the good energy, pays attention to the details, and loves being part of a team that uplifts each other-we'd love to meet you.
Apply today and step into something special.
Woodhouse Spa is proud to be an Equal Opportunity Employer. We're a smoke-free, drug-free workplace.
Compensation: $15.00 - $18.00 per hour
Passion Meets Purpose at Woodhouse
At Woodhouse, we provide self-care that lasts. We believe that wellness and luxury should be accessible, and our customizable treatments and relaxing atmosphere provide the opportunity for our guest to feel revived and renewed long after they leave us. Are you a spa professional looking to make an impact in the wellness of others? Join us at Woodhouse where you'll share your craft in a luxury environment with ample opportunity for growth. About Us: Founded in 2001, Woodhouse is a premier spa franchise with a fresh approach to self-care. Offering signature massages, facials, body treatments, rituals and more, we provide guests a holistic approach to wellness that lasts long after they leave the spa. With 85+ locations nationwide, we are the gold standard of neighborhood spas, powered by our commitment to an unparalleled spa experience that focuses on total well-being.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this location should be made directly to the franchisee.
Auto-ApplyDispatcher / Call Center Specialist - Multiple Day Shift Openings
Customer service specialist job in Rockford, MN
Wright-Hennepin International Response Center (WHIRC) is a 24-hour alarm monitoring center. The Dispatch/Call Center Specialist is responsible for quickly and accurately answering customer calls in a fast-paced high-volume call center environment. This position acts as the initial service call contact for customer with service problems and ensures the means for resolution of the problem. Other duties include maintaining alarm activity and performing data entry of new account information and database changes.
The Dispatch/Call Center Specialist works a 10-hour rotating shift.
Available Day Shift Schedules:
4:00am - 2:00pm
6:00am - 4:00pm
8:00am - 6:00pm
The successful candidate must be able to work the shift schedule, including working weekends and holidays, and be open to helping with shift coverage to accomplish daily requirements and activity as needed. The team atmosphere is fun, engaging and makes time for additional training and career development.
Location
The position is located at our company headquarters in Rockford, Minn. Rockford is located 15 miles west of Plymouth on Hwy 55.
Responsibilities
Answer incoming telephone and alarm traffic in a timely and professional manner. Provide quick, accurate, courteous and professional service, abiding by the customer service standards, policies and procedures. Provide the customer with the best possible service and a positive experience.
Obtain account information from technicians and customers and enter information accurately and in a timely manner to the automation system.
Perform system checks on equipment, recognize and correct minor equipment problems, and accurately report concerns and problems with equipment and customers.
Train and participate in monthly training, emergency generator and back-up power testing, complete Central Station Alarm Association training and certification.
Working Conditions
The Call Center Rep works primarily in a climate-controlled office environment. Must have the ability to perform finger and hand manipulation and perform repetitive motions in order to use office equipment. Ability to exert up to 10 lbs. of force when moving items such as computer printouts, notebook ledgers, office equipment, etc. The ability to make verbal and written presentations relating to the business.
Pay
Starting pay is $20.00 plus shift differential for evening/overnight hours.
WH offers a comprehensive health insurance plan including medical, dental, and vision coverage. WH also offers a generous company 401K match and contributions to a Health Savings Account. Employees have the potential to receive an annual bonus. Paid time off and paid holidays are provided. Other benefits include tuition reimbursement programs, flexible spending account access, dependent care FSA, and more.
Requirements
High school education or equivalent
1+ year of customer service experience, preferably in a high call volume environment
Successful completion of WHIRC dispatcher training and probation
Must obtain and maintain all initial and ongoing licensures by meeting all state and federal requirements
Must adhere to WH's core values of Teamwork, Dependability, Performance, Integrity, Safety and Member/Customer Focused.
Adult Residential Support Professional - Part-Time 2nd Shift
Customer service specialist job in Stillwater, MN
Adult Residential Support Professional (Part-Time)
📍 Hudson, WI | Exodus House | Lutheran Social Services of WI & Upper MI
Make a difference in the lives of young men transitioning back into the community. Lutheran Social Services (LSS) is seeking dedicated Adult Residential Support Professionals to join our Exodus House Team. Exodus House is a 12‑bed transitional residential facility serving adult males referred by the Department of Corrections, with an average stay of 90-120 days.
This is a part-time role (24 hours/week), scheduled Tuesday-Thursday, 4 PM-10 PM, with opportunities to pick up additional shifts.
What You'll Do
Provide positive role modeling and daily support to residents
Monitor and document resident behavior and progress
Assist with life skills, meal preparation, and facility upkeep
Support residents in achieving treatment goals
Administer medications, breathalyzer tests, and urinalysis as needed
Respond to emergencies and crisis situations appropriately
Transport residents to appointments and activities
Participate in staff meetings and ongoing training
What We Offer
💲 Mileage reimbursement
🌱 Paid Time Off & annual raises
🏆 Service awards & recognition
💼 403B contribution option
🧘 Calm Wellness App - Premium Access
💳 Early earned wage access with UKG Wallet
🤝 Employee Assistance Program
What We're Looking For
High School Diploma or GED required; coursework or experience in social work, psychology, or human services preferred
Previous experience in residential care or similar services is a plus
Strong communication, problem-solving, and teamwork skills
Valid driver's license preferred
Ability to work independently with patience, flexibility, and professionalism
Willingness to complete DHS 83 training after hire (required)
Physical & Work Environment
Active role requiring standing, walking, bending, and occasional outdoor tasks (snow shoveling, yard care)
Community-based residential setting with moderate noise level
Day travel may be required up to 25-50%
Join Us
At LSS, you'll be part of a mission-driven team committed to restorative justice and addiction recovery services. Your work will directly impact lives and help residents build a path toward independence.
Apply today and be the positive change at Exodus House.
LSS is an Equal Opportunity Employer (EOE).
Provider Support Representative
Customer service specialist job in Bloomington, MN
Staffing Proxy is partnering with Fasikl, an innovative Minnesota-based med-tech company, to hire a Provider Support Representative. This position supports physicians, nurses, and other clinical professionals who rely on Fasikl's FDA-cleared AI therapeutic device. In addition to on-site responsibilities, this role may include occasional local provider visits with team members and out-of-state travel as needed.
Position Overview:
The Provider Support Representative serves as the primary point of contact for clinical partners, ensuring they have the information and guidance needed to successfully adopt and use the device. Responsibilities include explaining product features, addressing documentation and coverage requirements, coordinating meetings or demos, and documenting provider interactions thoroughly. The role requires a polished, professional presence and the ability to communicate effectively with physicians and healthcare staff.
This is an on-site position, and occasional travel may be needed.
Key Responsibilities:
Support physicians, nurses, and clinical staff with product-related questions.
Explain product features, documentation requirements, and relevant coverage considerations.
Respond promptly to clinical inquiries via phone, email, and scheduled meetings.
Participate in local provider visits and occasional out-of-state travel with team members.
Assist with product demos or education sessions as needed.
Maintain accurate records of provider interactions and follow-up items.
Relay provider feedback to internal teams to support continuous improvement.
What We're Looking For:
Strong written and verbal communication skills with a professional, provider-facing presence.
Exceptional attention to detail and strong organizational skills.
Ability to explain technical or process-oriented information clearly.
Experience in healthcare, medical devices, customer support, or a related field preferred.
Comfortable managing multiple priorities and working cross-functionally.
Bachelor's degree preferred.
Why This Role Matters:
Your work directly supports clinicians integrating a first-in-class AI therapeutic into patient care. By ensuring providers receive accurate, timely guidance, you help advance adoption and deliver a strong overall experience for patients and healthcare teams.
Compensation & Benefits:
Medical, dental, and vision insurance
PTO / paid holidays
401(k)
Senior Client Portfolio Specialist
Customer service specialist job in Minneapolis, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio.
Key Accountabilities
Management of Investment Portfolios:
Provide ongoing oversight of assigned Old National Wealth Management accounts.
Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash.
Manage account liquidity for ongoing cash demands and distributions.
Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
Subject Matter Expertise:
Comprehensive understanding of different strategy types.
Technical knowledge of the systems to operationalize the processes required to centrally manage accounts.
Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions.
Effective Communication
Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts
Operational Efficiency:
Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team.
Liaison with peers in technology, solutions, and operations to build and test new software and operational processes.
Key Competencies for Position
Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models.
Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners.
Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists.
Qualifications and Education Requirements
BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience.
Minimum 4 years of related industry/work experience.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
Auto-Apply