Support Coordinator jobs at Lincoln Financial Group - 286 jobs
Delivery Support Associate
NSC 4.8
Indianapolis, IN jobs
Preferred: Bi-lingual Spanish speaking
The Delivery Support Associate plays a key part in the daily and weekly administrative functions for the One NSC process. Each Delivery Support Associate will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role the Delivery Support Associate will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk).
Key Accountabilities
Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries.
Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome.
Process necessary background checks and drug tests required for jobs.
Collect save, and process weekly timecard entry and approval process, including expenses, per diem, and sick time as needed for payout every Friday.
Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates.
Provide timecard and billing adjustment as needed to ensure proper payout and invoicing.
First point of contact for trouble shooting any onboarding and payroll issues.
Work with each recruiting team on ensuring job boards are up to date.
Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active.
Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process.
Contribute to front of the office duties as needed per office.
Other duties as assigned.
Minimum Experience Requirements
High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications.
Prefer experience with human resources processes, employee onboarding, and/or payroll process experience.
Previous experience with delivering exceptional customer service.
Ability to work independently
Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information.
Judgment and decision-making ability.
Strong customer service/client relations skills.
Organizational and multi-tasking skills.
Communication skills (oral and written).
Ability to handle stress successfully.
Proficiency in using Bullhorn (Preferred), Microsoft applications, and other computer-based applications.
Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems.
Able to initiate and embrace change.
Time management skills (ability to multi-task).
Interpersonal skills.
$23k-33k yearly est. 4d ago
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Client Relations Coordinator
Anchor Loans 3.6
Thousand Oaks, CA jobs
Why Anchor Loans?
Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.
Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.
Position Summary
Anchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by “getting” a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required.
Essential Duties & Responsibilities
Support a Sr. Account Executive (AE) in sizing, documenting and getting a loan closed
Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources
Primary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc
Manage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activities
Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets
Collaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goals
Pre-qualify loan packages when borrowers or brokers require assistance
Work directly with potential borrowers to obtain initial documentation
Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems
Be a Brand Ambassador by supporting Account Executives with social like blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases
Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans
Learn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocks
Performing related duties and special projects as assigned
Requirements
Strong work ethic and willingness to take initiative
High level of organization and detail-orientation, a must
Advanced problem-solving and analysis skills
Healthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environment
Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus
Excellent communication; superior oral and written skills
Strong knowledge of spreadsheets, databases and presentation software
Ability to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it done
Proficient in Microsoft Office, with aptitude to learn new software and systems
Preferred, not required
• Bachelor's degree in accounting, marketing or finance
Work Environment:
This a hybrid position that requires in-office attendance at our Thousand Oaks, CA or Charlotte, NC.
Fully remote opportunities are also available for those with industry experience.
Compensation
The base pay range for this position is $65,000 to $75,000 per year plus an incentive compensation bonus.
What We Offer:
The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:
Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
Highly competitive performance bonus
401(k) retirement program with employer match
Tuition reimbursement toward professional development
Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
Onsite gym (Thousand Oaks only)
12 Paid Holidays
Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.
$65k-75k yearly Auto-Apply 60d+ ago
Program Manager CDU Support
Jpmorganchase 4.8
Plano, TX jobs
Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU). Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers.
As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development. As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines. You will provide regular updates to leadership on initiatives and provide escalation support. Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives.
Job Responsibilities:
Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies
Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives.
Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.
Required Qualifications, Capabilities, and Skills:
At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance
Bachelor's Degree in relevant fields.
Strong analytical, quantitative, and communication skills.
Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability.
Strong teamwork and collaborative skills.
Ability to make concise presentations with sound business conclusions.
Excel and PowerPoint experience.
Preferred Qualifications, Capabilities, and Skills:
Master's/MBA.
Experience in the Auto Finance Industry.
Ability to adapt to a fast-paced and dynamic environment.
$100k-120k yearly est. Auto-Apply 30d ago
Program Manager CDU Support - Vice President
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210694452 JobSchedule: Full time JobShift: : Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU). Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers.
As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development. As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines. You will provide regular updates to leadership on initiatives and provide escalation support. Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives.
Job Responsibilities:
* Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
* Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies
* Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
* Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives.
* Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.
Required Qualifications, Capabilities, and Skills:
* At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance
* Bachelor's Degree in relevant fields.
* Strong analytical, quantitative, and communication skills.
* Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability.
* Strong teamwork and collaborative skills.
* Ability to make concise presentations with sound business conclusions.
* Excel and PowerPoint experience.
Preferred Qualifications, Capabilities, and Skills:
* Master's/MBA.
* Experience in the Auto Finance Industry.
* Ability to adapt to a fast-paced and dynamic environment.
$100k-120k yearly est. Auto-Apply 30d ago
Program Manager CDU Support
Jpmorgan Chase 4.8
Plano, TX jobs
Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU). Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers.
As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development. As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines. You will provide regular updates to leadership on initiatives and provide escalation support. Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives.
**Job Responsibilities:**
+ Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
+ Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies
+ Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
+ Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives.
+ Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.
**Required Qualifications, Capabilities, and Skills:**
+ At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance
+ Bachelor's Degree in relevant fields.
+ Strong analytical, quantitative, and communication skills.
+ Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability.
+ Strong teamwork and collaborative skills.
+ Ability to make concise presentations with sound business conclusions.
+ Excel and PowerPoint experience.
**Preferred Qualifications, Capabilities, and Skills:**
+ Master's/MBA.
+ Experience in the Auto Finance Industry.
+ Ability to adapt to a fast-paced and dynamic environment.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$100k-120k yearly est. 28d ago
On-Call Co-Curricular Coordinator
SCU Credit Union 4.1
Santa Clara, CA jobs
On-Call Co-Curricular CoordinatorPosition Type:Fixed Term (Fixed Term) Hiring Range:
$28.03- $30.83/hr. Compensation will be based on education, experience, skills relevant to the role and internal equity.
The Co-Curricular Coordinator is a part-time role supporting the LEAD Scholars Program, which serves first-generation college students at Santa Clara University. This position focuses on student advising and co-curricular engagement by managing an internal opportunity board, assisting with professional development events, and guiding students in exploring internships, research opportunities, and leadership development. The role collaborates with the Associate director of Curricular and Co-Curricular Engagement to ensure that LEAD Scholars have access to valuable experiential learning opportunities.
Key Responsibilities
Student Advising & Support (50%)
Provide one-on-one advising to students on career exploration, leadership development, and co-curricular engagement.
Assist students in identifying and applying for internships, research experiences, and leadership roles.
Support new LEAD student onboarding, including academic and career advising.
Refer students to appropriate campus resources related to academic and professional development.
Co-Curricular Program Development & Management (30%)
Oversee and maintain an internal opportunity board featuring internships, research opportunities, scholarships, and professional development for LEAD Scholars.
Plan and execute professional development workshops, networking events, and alumni panels.
Work with the Associate Director to identify and promote relevant co-curricular opportunities for students on and off campus.
Program Communication & Administration (20%)
Collaborate on communications, including email, social media, and the LEAD website, to promote co-curricular opportunities.
Maintain records of student participation.
Qualifications
Bachelor's degree required; Master's degree in higher education, student affairs, or a related field preferred.
Experience in student advising, career services, or program coordination in higher education.
Strong interpersonal and organizational skills, with the ability to work collaboratively.
Knowledge of first-generation college student experiences and support strategies.
Telecommute
Santa Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois. Employees approved to telecommute are required to perform their work within one of these states.
EEO Statement
Equal Opportunity/Notice of Nondiscrimination
Santa Clara University is an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, ethnicity, national origin, citizenship, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, marital status, parental status, veteran or military status, physical or mental disability, medical conditions, pregnancy or related conditions, reproductive health decision making, or any other characteristic protected by federal, state, or local laws. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, please visit the Office of Equal Opportunity and Title IX website at ******************************
Clery Notice of Availability
Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please visit the Campus Safety Services website. To request a paper copy please call Campus Safety at **************. The report includes the type of crime, venue, and number of occurrences.
Americans with Disabilities Act
Consistent with its obligations under the law, Santa Clara University will provide reasonable accommodations to applicants and employees with disabilities. Applicants who wish to request a reasonable accommodation for any part of the application or hiring process should contact the Department of Human Resources ADA Team at hraccommodations@scu.edu or by phone at *************.
$28-30.8 hourly Auto-Apply 60d+ ago
Coordinator-Travel Support - Approval Testing
American Express 4.8
Arizona City, AZ jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally.
The objective of the Control Management Governance team is to establish the Operational Risk and Controls strategy for Global Merchant & Network Services (GMNS), set up a foundational governance structure that ensures operational risks are identified, assessed, and managed in compliance with enterprise Operational Risk Management programs and reporting.
Global Merchant & Network Services (GMNS) is looking for a Sr. Analyst of Governance focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.
Required Qualifications:
2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities
Project management, communication, and interpersonal skills
Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards
Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively [BU-SPECIFIC]
Preferred Qualifications:
Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous
Experience in at least one of the following:
Translating operational risk strategy and appetite into execution guidelines
Tracking and identifying issues with Key Risk Indicator (KRI) limits and risk appetite to ensure operational risks are managed within agreed thresholds
Facilitating the implementation of the operational risk governance frameworks
Developing, communicating and ensuring understanding and adherence to operational risk procedures and standards
Supporting the operational risk exam management processes
The Sr. Analyst, Global Merchant & Network Services Governance will:
Support certain execution plans for operational risk management within the business unit (BU), including BU specific guidelines, project plans, etc.
Track specific issues with KRI limits and risk appetite for Global Merchant & Network Services to ensure operational risks are managed within agreed thresholds
Assist in the implementation of portions of the operational risk framework to enable effective risk management and decision making in the BU
Help in the development of BU-specific procedures and additional standards (i.e., escalation protocols), related to the execution of the Operational Risk Management programs
Facilitate the understanding and use of the risk governance framework basics across BUs through regular communication
Support the day-to-day internal and external exam management process, working with the Enterprise functions (e.g., data request compilation, action implementation, and regulatory adherence)
Aggregate specific reporting areas, approvals/exceptions and support "change-the-function" activities for the BU
Administer implementation of specific training initiatives and clear career progression plans that align with Operational Risk Management
Review processes to ensure and monitor the integration of regulatory changes & updates into the Operational Risk framework and training materials
Support sharing insights, better practices, themes, etc. across the enterprise
$42k-55k yearly est. Auto-Apply 60d+ ago
Client Coordinator
Morton Wealth 3.8
Calabasas, CA jobs
Full-time Description
Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Coordinator position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.
At Morton, our Client Coordinators (CC) are key contributors to our organization, as they provide relational and operational support to our Advisors, empowering them to deliver an outstanding experience to each of our clients. The CC position is an ideal role for anyone looking to further their career in wealth management, as it helps to build a solid foundation towards long-term growth, particularly for aspiring Wealth Advisors. Our CCs are often the main point of contact for Morton clients, which provides them with daily opportunities to enhance important skills such as organization/prioritization and communication. Additionally, this role requires them to coordinate projects across multiple teams within the organization, providing ample opportunity to showcase and develop their teamwork and collaboration skills.
While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.
Requirements
Our ideal candidate for this role will strive to reflect our core values in the following ways:
Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
Empathy - Has good communication skills and understands how the role fits into company goals.
Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work.
Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
Enjoyment - Works well as part of a team and participates in Morton events.
Daily responsibilities include:
Coordinate client meetings through scheduling, preparation and recording of notes.
Respond to client requests in a timely manner, tracking interactions in CRM.
Communicate timing expectations with clients for all deliverables/follow ups.
Support Advisors in maintaining communication with prospects and existing clients.
Lead weekly Advisor check-in meetings.
Experience Requirements
Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.
Series 65 license and/or Certified Financial Planner (CFP)
Our Offer
Competitive compensation package.
Retirement and health benefits.
Transparent career tracks and opportunities for advancement within the organization.
Salary Description $75,000-$85,000 per year
$75k-85k yearly 60d+ ago
Clinical Support Staff - Per-diem
Banyan Brand 4.7
Cathedral City, CA jobs
Banyan Treatment Centers is seeking a dedicated Clinical Support team member to assist in the delivery of high-quality behavioral health, mental health and substance use treatment services. This role supports therapists and case managers by contributing to clinical assessments, group facilitation, treatment planning, documentation, and continuity of care in a structured, patient-centered treatment environment.
The Clinical Support position plays a role in maintaining clinical operations, supporting patient engagement, and ensuring timely, compliant documentation while collaborating closely with the multidisciplinary treatment team.
Position Details
Reporting To: Clinical Leadership
Schedule: Per-diem, as needed
Location: Cathedral City, CA (On-site)
Compensation: $28 - $33 hourly (dependent on experience, education and licensure)
Key Responsibilities
Clinical Care & Treatment Support
Participate effectively in multidisciplinary treatment plan reviews, demonstrating preparation and understanding of patient needs, progress, barriers, and treatment strategies.
Complete baseline clinical assessments, including biopsychosocial evaluations, in accordance with program standards and supervision requirements.
Conduct therapeutic and psychoeducational groups as assigned.
Assist therapists and case managers with patient care coordination, clinical tasks, and daily treatment support.
Provide coverage for assigned patient caseloads in the absence of primary therapists, as directed and within scope of practice.
Patient Engagement & Support
Assist patients in identifying and managing external stressors that may impact treatment engagement and progress.
Support therapists in family communication, coordination, and documentation related to patient care.
Promote patient engagement, accountability, and continuity throughout the treatment process.
Documentation, Compliance & Accreditation
Complete clinical documentation accurately and within required timeframes in the electronic medical record.
Maintain clinical records in accordance with organizational policies, licensure requirements, and accrediting body standards.
Demonstrate adherence to confidentiality regulations, ethical standards, and patient privacy requirements.
Support discharge planning activities in collaboration with therapists and case managers to ensure continuity of care.
Qualifications
Bachelor's degree or higher in Social Work, Psychology, or another related Human Services field that qualifies the individual for clinical licensure eligibility.
Licensure-eligible or actively pursuing licensure in a behavioral health discipline, where applicable is strongly preferred.
Experience in behavioral health, mental health, and/or substance use disorder treatment settings, preferred.
Adherence to the Healthcare Code of Ethics and professional standards of conduct.
Knowledge of state and federal confidentiality regulations.
Familiarity with Joint Commission standards and documentation expectations.
Strong organizational, communication, and clinical support skills.
Ability to work effectively as part of a multidisciplinary treatment team.
Why Join Banyan Treatment Centers?
Banyan Treatment Centers is a nationally recognized leader in addiction and mental health care, accredited by The Joint Commission. As a Clinical Support team member, you will:
Join a mission-driven organization committed to ethical, compliant, and compassionate care.
Play an integral role in supporting clinical services, patient engagement, and treatment continuity.
Collaborate with experienced clinicians, case managers, and interdisciplinary treatment teams.
Gain valuable experience supporting behavioral health treatment in a structured clinical environment.
Enjoy comprehensive benefits for eligible full-time team members, including medical, dental, and vision insurance; life insurance; short- and long-term disability coverage; a 401(k) with employer match; paid time off and holidays; and employee assistance and wellness programs.
Apply Now!
If you are passionate about supporting clinical care and helping patients progress through treatment and recovery, we encourage you to apply and join the Banyan Treatment Centers team.
EOE
$28-33 hourly 41d ago
Family Medicine Computer Support Coordinator
Beacon Health System 4.7
South Bend, IN jobs
Reports to the Director, Family Medicine Residency Program. Responsible for the recommendation, ordering, implementation, and maintenance of computer and handheld software and hardware for the Family Medicine Residency Program. Operates a personal computer and handheld to update data, maintain schedules and prepare graphs and charts. Verifies and assures accuracy of computer generated reports. Performs desk-top publishing functions, such as creating PowerPoint presentations, updating the website and preparing recruiting materials, including updating the CD-ROM. Assists Family Medicine Center Clinic team members with using software and hardware, creating and maintaining databases and other tasks as assigned. Serves as liaison between Information Systems and both the Residency Program and Family Medicine Center.
MISSION, VALUES and SERVICE GOALS
* MISSION: We deliver outstanding care, inspire health, and connect with heart.
* VALUES: Trust. Respect. Integrity. Compassion.
* SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team.
Recommends, orders, implements, and maintains computer and handheld software and hardware for the Family Medicine Residency Program by:
* Is responsible for the operation and maintenance of the residency management software program.
* Identifying user needs and developing practical computer and handheld solutions by finding appropriate software or modifying existing software.
* Operating computer and handheld systems to enter and update resident, faculty and research data programs.
* Testing software changes and updates, analyzing software programs, troubleshooting error messages and problems, and verifying output both for personal computers and handhelds.
* Teaching multiple users the operating techniques of personal computers and handhelds and instructing them about using hardware and various software packages.
* Defining, requesting, and printing a variety of demand reports, graphs, and charts as required by staff, residents and faculty.
* Providing computer support to Family Medicine Residency Program and Clinic users, answering inquiries, and assisting in solving employee computer system procedural problems.
* Maintaining appropriate back-up files for both personal computers and handhelds.
* Rebuilding personal computers as necessary when irreparable software problems occur.
* Coordinating receipt and installation of new notebook computers and handheld systems and serving as liaison with Information Systems.
* Providing technical support for quarterly password changes and initiating network access for all incoming residents and fellows.
Performs desk-top publishing functions by:
* Preparing brochures, newsletters, patient education materials, etc. as needed for both Family Medicine Residency and Clinic.
* Submitting updated information for the Family Medicine Center portion of the Hospital and Health system web site to the Webmaster.
* Updating FMRP website.
* Creating PowerPoint presentations from web content to facilitate candidate review sessions.
Performs routine computer and handheld maintenance by:
* Maintaining and assisting with resident procedure documentation and research to include maintaining the database on myevaluation.com and revising the method of input on the handheld as needed.
* Maintaining computerized recruiting and initiating recruiting protocols.
* Maintaining outgoing and incoming monthly evaluation forms.
* Maintaining Electronic Residency Application System (ERAS). This includes loading the program on faculty computers, maintaining the database and serving as the administrator for the system.
* Using a spreadsheet to perform statistical analysis of faculty rank lists each year and preparing reports of the results.
* Maintaining the master schedules and other shared files to keep them as current and accurate as possible.
Assists Family Medicine Center Clinic by:
* Creating and updating various computer generated charts and forms as needed.
* Troubleshooting problems with EMR, printers, computer hardware and software.
* Helping the Family Medicine Clinic team members to understand the databases they use and the reporting functions necessary for the optimal utility of those databases.
* Providing in-services on the computer system in general which includes the network, individual PC's, peripherals, handhelds and any major software additions.
Assists Family Medicine Residency Program by:
* Coordinating and compiling work hours data in compliance with ACGME Residency Review committee requirements.
* Providing technical assistance with conference room audiovisual and computer equipment and interfacing with outside presenters to facilitate aspects of their presentation.
* Providing technical support for call-room computer.
* Providing transportation from the residency clinic to the Memorial Sports Medicine Institute and hosting a tour of that facility for approximately 50 residency candidates each year.
* Maintaining databases of all medical students who have shown an interest in the residency program and sending out the Program Director's ambulatory notes.
Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by:
* Performing other job-related duties and projects as assigned.
ORGANIZATIONAL RESPONSIBILITIES
Associate complies with the following organizational requirements:
* Attends and participates in department meetings and is accountable for all information shared.
* Completes mandatory education, annual competencies and department specific education within established timeframes.
* Completes annual employee health requirements within established timeframes.
* Maintains license/certification, registration in good standing throughout fiscal year.
* Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department.
* Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self.
* Adheres to regulatory agency requirements, survey process and compliance.
* Complies with established organization and department policies.
* Available to work overtime in addition to working additional or other shifts and schedules when required.
Commitment to Beacon's six-point Operating System, referred to as The Beacon Way:
* Leverage innovation everywhere.
* Cultivate human talent.
* Embrace performance improvement.
* Build greatness through accountability.
* Use information to improve and advance.
* Communicate clearly and continuously.
Education and Experience
* The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of an Associate's Degree with courses in Computer Science or equivalent computer related technical training. Two to three years of previous experience in computer operations and/or related support area required.
Knowledge & Skills
* Demonstrates technical knowledge of data access, data security and control methods, data processing operations and computer operation functions.
* Requires technical knowledge of basic networking concepts and demonstrates proficiency in using personal computers and various applications/tools/utilities currently used by Memorial Residency Program & Family Medicine Clinic.
* Demonstrates knowledge of handheld technology and its applications.
* Demonstrates analytical skills to identify user needs and develop practical applications.
* Demonstrates interpersonal and communication skills necessary to interface with and train system users.
* Demonstrates ability to be attentive to detail, work effectively with minimal supervision, and meet deadlines and schedules.
Working Conditions
* Works in an office environment.
Physical Demands
* Requires the physical ability and stamina to perform the essential functions of the position.
$30k-39k yearly est. 36d ago
Trauma Education & Outreach Coordinator
Beacon Health System 4.7
South Bend, IN jobs
Reports to the Director of Trauma Services. The Trauma Education and Outreach Coordinator is responsible for coordinating, designing, planning, implementing, and evaluating internal and external trauma related education. The Trauma Education and Outreach Coordinator provides leadership while focusing on improving outcomes and quality of care. As a clinical expert, this individual advance trauma nursing care through the use of current evidence-based practice.
MISSION, VALUES and SERVICE GOALS
* MISSION: We deliver outstanding care, inspire health, and connect with heart.
* VALUES: Trust. Respect. Integrity. Compassion.
* SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team.
Education:
* Coordinates monthly trauma educational presentations (Trauma Grand Rounds, Case Reviews).
* Identifies trauma educational needs of staff in concert with unit-based educators.
* Provides trauma related education to hospital staff, including nurses, and other trauma care providers.
* Directs and teaches Trauma Nurse Core Course (TNCC), Trauma Beyond Resuscitation, and ATCN for appropriate clinical nursing staff.
* Maintains current knowledge of trauma nursing care via literature review and continuing education.
* Assists with writing and administering continuing education (CE) paperwork.
* Participates in Trauma Committee, Trauma Rounds, and Trauma M&M meetings.
* Implements education strategies to resolve system issues interfering with optimal trauma care delivery.
* Collaborates with medical staff to organize and provide trauma related CMEs.
Outreach:
* Performs/Coordinates trauma related outreach initiates to referral hospital and pre-hospital providers, to include Fire/EMS/ Helicopter personnel located in Indiana District 2.
* Engages in current local, regional, and statewide Trauma Outreach Programs.
* Provides clinical input and assists with coordination activities of the annual Memorial Trauma Symposium.
* Assist the Trauma Program Director with other education and outreach duties as assigned.
Plans and implements programs within specialty area for staff, patients, families and/or community groups by:
* Monitoring quality and outcomes of care rendered.
* Identifying variables and solutions to deliver quality care and cost containment in client populations served by the Hospital/Health System.
* Analyzing needs of specialty groups and specific populations in the community and assisting with development of strategies to address those needs.
Serves in a leadership role within the Hospital/Health System and community by:
* Developing standards, policies, protocols and procedures for clinical area.
* Serving as a consultant to other institutions, providers and community in area of clinical expertise.
Supports a scientific basis for practice through research activities by:
* Assisting others to interpret, conduct and apply research findings to improve client outcomes.
* Disseminating information locally, regionally and nationally through presentations or publications.
Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by:
* Completing other job-related assignments and special projects as directed.
ORGANIZATIONAL RESPONSIBILITIES
Associate complies with the following organizational requirements:
* Attends and participates in department meetings and is accountable for all information shared.
* Completes mandatory education, annual competencies and department specific education within established timeframes.
* Completes annual employee health requirements within established timeframes.
* Maintains license/certification, registration in good standing throughout fiscal year.
* Direct patient care providers are required to maintain current BCLS (CPR), and other certifications as required by position/department.
* Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self.
* Adheres to regulatory agency requirements, survey process and compliance.
* Complies with established organization and department policies.
* Available to work overtime in addition to working additional or other shifts and schedules when required.
Commitment to Beacon's six-point Operating System, referred to as The Beacon Way:
* Leverage innovation everywhere.
* Cultivate human talent.
* Embrace performance improvement.
* Build greatness through accountability.
* Use information to improve and advance.
* Communicate clearly and continuously.
Education and Experience
* The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a bachelor's level program in Nursing (BSN).
* Requires a license to practice as a Registered Nurse in Indiana; and a minimum of two years of experience as an RN in the ICU, ED, or other clinical area in which acute and or critical care was provided to the trauma patient.
* Maintains BLS, TNCC, and ATCN provider certifications (if not a current provider, the certification must be obtained within the first year of hire).
* Maintains TNCC and ATCN instructor certifications (if not a current instructor(s), the credentials must be obtained within the first year of hire).
Knowledge & Skills
* Requires thorough and complete understanding of nursing care practices, policies and procedures in order to function independently in area of specialty and utilize advanced health knowledge and skills to serve as a resource person in evaluating overall standards, programs, etc.
* Demonstrates the interpersonal skills necessary to interact in a professional manner with physicians and other healthcare professionals, patients, families and community members. Demonstrates effective communication skills, both verbal and written, needed to communicate patient management and also to present educational program Demonstrates well-developed leadership skills needed to serve as a consultant in the area of expertise.
* Maintains accountability by carrying a pager and being available to clients/families, physicians, community providers and Hospital/Health System staff.
Working Conditions
* Requires travel to off-site locations.
* Works in an office and/or classroom environment.
Physical Demands
* Requires the physical ability and stamina (i.e., to walk/stand for prolonged periods of time,.) to perform the essential functions of the position.
$32k-45k yearly est. 60d+ ago
Academic and Faculty Coordinator (ESL)
ESL Federal Credit Union 4.5
Bryn Athyn, PA jobs
We provide English as a Second Language (ESL) education to adult students and seek a hardworking, dynamic and dedicated individual to oversee our faculty curriculum and the program. Compensation is $38,000-$45,000 (salary commensurate with education and experience).
Job Description
Our classes are organized, energetic, and deliver a well-rounded ESL curriculum to our students. Candidate must possess experience, enthusiasm, and a dedication to an ESL education. Candidates will be expected to both work independently and to be part of the team of faculty at our school. The person must be a self-starter and able to prioritize and to handle multiple tasks concurrently. Experience with
curriculum development and alignment is a plus. Candidate must be able to work on a schedule and complete assignments by a deadline.
Please email your resume, desired start date, and expected compensation requirement.
Qualifications
• Master's degree or higher in Education, TESOL, or related fields. If
Master's degree is not in ESL or a closely related field, such as
applied linguistics or foreign language pedagogy, candidate must have
specific knowledge base that includes , at a minimum, the following
subject matter: language teaching methodology, the nature of
language/languages, the structure of English, second language
acquisition, intercultural communication, practicum experience.
• Experience in teaching English as a Second Language required.
• Management experience a plus.
• Experience in teaching overseas a plus.
• Strong written and communication skills required.
• Ability to implement, lead, and manage the program, curriculum, staff, policy and procedural changes.
• Experience with curriculum development a plus.
• Ability to work independently and as a part of a team.
• Ability to use a computer and MS Office applications required.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$38k-45k yearly 3d ago
Client Coordinator
TCI Wealth Advisors 4.0
Tucson, AZ jobs
Full-time Description
The Client Coordinator I is a key member of TCI Wealth Advisors' client service and office operations team, supporting both the client and employee experience at the local office level. This role serves as a primary point of contact for clients, guests, and team members, consistently representing TCI's high standards of service, professionalism, and care.
In addition to delivering exceptional client support, the Client Coordinator I plays an important role in office operations, employee engagement, and onboarding support. This includes coordinating interviews and new hire logistics, supporting employee and client events, managing marketing and gifting inventory, and partnering with internal teams and vendors to ensure a welcoming, well-run office environment. The role requires strong communication skills, attention to detail, adaptability, and the ability to work effectively across teams and work styles.
Requirements
PRIMARY RESPONSIBILITIES
The Client Coordinator I can expect to focus in the following areas:
Client & Front Office Experience
Serve as the first point of contact for clients and visitors, creating a warm, welcoming, and professional in-office experience
Answer, screen, and route incoming calls with professionalism and efficiency
Deliver superior client service by troubleshooting issues, coordinating meetings, and serving as a liaison between clients and internal teams
Maintain daily calendars and scheduling for assigned team members
Prepare conference rooms for meetings and ensure shared spaces are clean, organized, and well stocked
Office Operations & Facilities SupportCoordinate with third-party vendors to support daily office operations (e.g., cleaning services, water delivery, shipping vendors)
Manage office supplies, refreshments, catering, and general inventory needs
Oversee incoming and outgoing mail and deliveries
Support facilities-related needs and assist with expense tracking and processing
Employee Experience, Onboarding & Recruiting SupportSupport recruiting efforts by coordinating candidate interviews and communications
Assist with employee onboarding by coordinating training schedules and supporting new hire logistics
Assist with employee anniversary celebrations, recognition efforts, and internal gifting
Plan and support employee engagement initiatives, including team-building and volunteer events
Marketing, Gifting & Special Projects
Manage marketing promotional materials and client gifting inventory
Coordinate client, employee, and partner gifting as needed
Assist with maintain client and contact information within CRM systems
Assist with travel arrangements and special projects as assigned
The above statements are intended to describe the general nature and level of work
being performed. They are not intended to be an exhaustive list of all responsibilities
required of the incumbent in this position.
KNOWLEDGE, SKILLS & ABILITIES
High School Diploma required; Associate degree preferred
Minimum of 2 years of prior experience in providing superior client service, preferably within a financial services environment or similar professional setting
Experience with client-specific, proprietary, and confidential correspondence strongly preferred
Proficiency in Microsoft Applications including Word, Excel, PowerPoint & Outlook
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI Wealth Advisors has a relationship
Adhere to strict standard for confidentiality and discretion of all client information
Client-first attitude - Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships
Excellent follow-through and communication to team members regarding status of open items
Committed to TCI's Core Values and upholding the highest ethical behavior
Equivalent combination of education and experience will be considered
We encourage you to include a cover letter explaining your interest in the role, relevant customer service or administrative experience, and what you enjoy most about supporting a welcoming and organized office environment.
WHY JOIN TCI?
At TCI Wealth Advisors, we build careers with purpose. We're committed to creating a best-in-class employee experience, supported by a superior Total Rewards package that includes competitive compensation, performance-based incentives, tools to help you plan your financial future, and comprehensive benefits for you and your family.
Our culture is rooted in collaboration, flexibility, and a genuine commitment to helping each other succeed. We're passionate about creating an environment where people feel supported, challenged, and inspired to grow. If you're looking for a place where your work makes a difference and your well-being matters, TCI is the place to be.
TCI Wealth Advisors is an Equal Opportunity Employer Salary Description $24.04 - $27.89 (Commensurate with Experience)
$33k-48k yearly est. 6d ago
Client Relations & First Impressions Coordinator
Valmark Financial Group 4.1
Houston, TX jobs
Job Description
Client Relations & First Impressions Coordinator
The Client Relations & First Impressions Coordinator plays a critical role in delivering an exceptional, high-touch client experience at Verde Wealth Group & Wealth Development Strategies. This position is responsible for creating a professional and welcoming first impression for clients, prospects, and strategic partners while providing essential administrative, operational, and facilities support to advisors and staff. The ideal candidate demonstrates discretion, professionalism, and a service-oriented mindset consistent with the trust placed in a financial advisory relationship.
Key Responsibilities
Client Experience & First Impressions
Serve as the firm's primary point of contact for clients and visitors, ensuring a polished, welcoming, and hospitality-driven experience
Schedule all meetings and assist with initiating related tasks delegated to responsible team members
Maintain a professional lobby and reception area that reflects the firm's brand and values
Assist with compiling presentations for in office and online meetings
Prepare and manage meeting rooms, beverages, materials, and technology readiness
Coordinate and oversee client and staff engagement initiatives, including client appreciation events, birthdays, team-building activities, and recognition efforts
Phone, Scheduling & Communication Management
Manage all incoming phone calls with professionalism and discretion
Route calls appropriately, manage call flows, and maintain auto attendant
Coordinate phone conferences and virtual meetings, including setup and troubleshooting
Proactively manage calendars, appointment scheduling, confirmations, and reminders for clients and team members
Monitor advisor emails for urgent client matters while maintaining confidentiality and compliance standards
Manage advisor out-of-office phone and email settings
Advisor & Team Support
Provide proactive administrative and personal support to advisors, including meeting preparation, computer readiness, travel arrangements, and daily office needs
Support special projects and firm initiatives as assigned
Administrative & Client Service Support
Perform daily document scanning and electronic filing, and secure receipt and distribution of client documents
Maintain accurate and organized digital client files and records across CRM (Wealthbox), Egnyte, and Asana
Manage CRM and Egnyte contact creation, updates, and data management, data clean-up to ensure accurate client records
Process faxing, mail handling, shipping, secure file links and bulk mailings (holiday communications, client notifications, email campaigns, etc.)
Support compliance-related administrative processes, Valmark compliance related tasks including but not limited to communication, CE training coordination and scheduling, license renewals and recordkeeping
Facilities, Vendor & Office Operations
Oversee office facilities management, including landlord coordination and vendor relationships
Manage vendors or provide support for phone systems, printers, payment processors, and shred services
Maintain office equipment, including printers, copiers, and phone systems (paper, toner, meter readings, troubleshooting)
Coordinate shred services and ensure secure document destruction in alignment with privacy regulations
Technology & Marketing Support
Assist with basic technology troubleshooting and submit service tickets as needed
Support marketing and/or social media initiatives website updates, advertising submissions, and client communications
Coordinate registrations for professional organizations, continuing education events, and industry forums (e.g., CFP, VM Member Summitt, AEP, CE programs, etc.)
Required Skills & Qualifications
Exceptional interpersonal, verbal, and written communication skills
Experience in a professional office environment; financial services or wealth management experience is a plus
Advanced proficiency with Microsoft Office Suite, CRM systems, electronic document management platforms and electronic task management systems.
Strong attention to detail with excellent organizational and follow-up skills
Ability to manage multiple priorities in a deadline-driven environment
High level of discretion with a proven ability to maintain confidentiality and data integrity
Professional demeanor and polished appearance appropriate for a client-facing financial services role
Self-motivated, dependable, and adaptable with a positive, service-oriented attitude
Adopt a collaborative approach when working with the team
Firm Core Values & Cultural Expectations
All team members are expected to consistently demonstrate and uphold the firm's core values in interactions with clients, colleagues, and strategic partners. The Client Relations & First Impressions Coordinator plays a visible and influential role in modeling these values daily.
Unwavering Dedication
Do the Right Thing
Collaboration
Positive Energy
Adherence to these core values is a foundational expectation of this role and is integral to performance, growth, and long-term success within the firm.
$30k-48k yearly est. 16d ago
IT Support Coordinator
Equity Smart Home Loans 4.1
South Pasadena, CA jobs
The IT SupportCoordinator is responsible for maintaining the organization's IT Infrastructure,
requires strong customer service skills, as it involves direct support to both internal staff and
external contractors. This role includes but is not limited to workstation setup, website and
database maintenance, and supporting marketing and operational teams with a collaborative,
adaptable approach.
Key Responsibilities:
● Set up and configure workstations with computers and necessary peripheral devices
(e.g., routers, printers).
● Provide exceptional customer service and technical support to internal staff and external
contractors.
● Assist in the configuration and maintenance of end-user PC desktop hardware, software,
peripherals, and IP phones.
● Support server installation, system backups, security management, user account
management, and network access.
● Collaborate on small to medium-sized projects with other departments to implement
technical solutions.
● Ensure the security and privacy of networks and computer systems.
● Maintain accurate records/logs of repairs, technical issues, and maintenance schedules.
● Assist in the orientation and technical onboarding of new staff members and contractors.
● Manage the organization's website via WordPress (e.g., add/remove content, maintain
pages, ensure updates).
● Support the Marketing Team with technology-based tasks, including CRM support,
podcast-related setups, and website updates.
● Maintain and manage a database in MongoDB, ensuring data accuracy and
accessibility.
● Be a proactive, solutions-oriented team player who can adapt to support the evolving
needs of various departments.
● Preferred Skills and Qualifications:
● Strong customer service and communication skills, with experience supporting remote
users and contractors
● Experience using a ticketing system
● Basic understanding of major operating systems, including Windows, mac OS, iOS, and
Android (desktop and mobile environments)
● Experience with WordPress content management
● Familiarity with MongoDB or other NoSQL databases
● Experience with low-code/no-code platforms such as Retool, Appsmith, or similar tools is
preferred
● Basic knowledge of Amazon Web Services (AWS) is a plus
● Ability to troubleshoot and resolve hardware, software, and network issues
● Knowledge of CRM platforms and digital media tools is a plus
● Excellent time management and organizational abilities
● A collaborative mindset with flexibility to support a variety of technical needs
$38k-50k yearly est. 60d+ ago
Global Financial Crimes - Client Escalations and Reporting Coordinator / Director (AVP)
Morgan Stanley 4.6
Dallas, TX jobs
We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Escalations and Reporting Coordinator. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within GFC and be part of a team that focuses on AML and other financial crime related obligations associated with the Firm's Wealth Management (WM) and U.S. Banks coverage team. The Client Escalations and Reporting Coordinator reports to the Head of WM and Bank Program Management and Strategy, Executive Director.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates the day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight, and execution of the Firm's Ant-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs.
If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you.
What you'll do in the role:
* Proven experience managing and reviewing client escalations related to financial crime risk, ensuring timely resolution and accurate reporting.
* Prepare high-quality summary reports and materials for senior governance forums, including Client Escalations Committee, and collaborate with stakeholders across business units to maintain strong risk management practices.
* Coordinate with internal stakeholders (GFC Investigations, Client Risk Unit, Advisory teams, 1L GFC Risk, and branch personnel) to gather relevant information and provide clear, concise analysis of client escalation cases. Develop and deliver summary reports and presentation materials for senior committees, including the Client Escalations Committee
* Ensure accuracy, clarity, and timeliness of reporting for senior management and governance forums/committees
* Act as a subject matter expert on escalation processes and reporting standards
* Identify opportunities to enhance escalation review processes and reporting frameworks
* Contribute to policy updates and best practices for escalation management
What you'll bring to the role:
* Bachelor's degree required; advanced degree or professional certification (e.g., CAMS, CFA) preferred
* 5+ years of experience in financial services, with a focus on compliance, risk management, or financial crimes
* Strong understanding of AML, sanctions, and financial crime regulations
* Exceptional analytical, writing, and presentation skills
* Ability to manage multiple priorities and deliver under tight deadlines;
* Experience preparing materials for senior governance committees is highly desirable
* Strategic thinking with attention to detail
* Strong interpersonal and communication skills
* Proficiency in Microsoft Office (Excel, PowerPoint, Word)
* Ability to influence and collaborate across global teams
Where you'll be working:
This role will require in office attendance 3 days/week from Dallas, Texas location. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$50k-74k yearly est. Auto-Apply 42d ago
Part-Time Clinical Support Staff
Banyan Brand 4.7
Langhorne, PA jobs
Banyan Treatment Centers is seeking a dedicated Clinical Support team member to assist in the delivery of high-quality behavioral health, mental health and substance use treatment services. This role supports therapists and case managers by contributing to clinical assessments, group facilitation, treatment planning, documentation, and continuity of care in a structured, patient-centered treatment environment.
The Clinical Support position plays a role in maintaining clinical operations, supporting patient engagement, and ensuring timely, compliant documentation while collaborating closely with the multidisciplinary treatment team.
Position Details
Reporting To: Clinical Leadership
Schedule: Part-time |Two 8-hour shifts per week
Location: Langhorne, PA (On-site)
Key Responsibilities
Clinical Care & Treatment Support
Participate effectively in multidisciplinary treatment plan reviews, demonstrating preparation and understanding of patient needs, progress, barriers, and treatment strategies.
Complete baseline clinical assessments, including biopsychosocial evaluations, in accordance with program standards and supervision requirements.
Conduct therapeutic and psychoeducational groups as assigned.
Assist therapists and case managers with patient care coordination, clinical tasks, and daily treatment support.
Provide coverage for assigned patient caseloads in the absence of primary therapists, as directed and within scope of practice.
Patient Engagement & Support
Assist patients in identifying and managing external stressors that may impact treatment engagement and progress.
Support therapists in family communication, coordination, and documentation related to patient care.
Promote patient engagement, accountability, and continuity throughout the treatment process.
Documentation, Compliance & Accreditation
Complete clinical documentation accurately and within required timeframes in the electronic medical record.
Maintain clinical records in accordance with organizational policies, licensure requirements, and accrediting body standards.
Demonstrate adherence to confidentiality regulations, ethical standards, and patient privacy requirements.
Support discharge planning activities in collaboration with therapists and case managers to ensure continuity of care.
Qualifications
Bachelor's degree or higher in Social Work, Psychology, or another related Human Services field that qualifies the individual for clinical licensure eligibility.
Licensure-eligible or actively pursuing licensure in a behavioral health discipline, where applicable is strongly preferred.
Experience in behavioral health, mental health, and/or substance use disorder treatment settings, preferred.
Adherence to the Healthcare Code of Ethics and professional standards of conduct.
Knowledge of state and federal confidentiality regulations.
Familiarity with Joint Commission standards and documentation expectations.
Strong organizational, communication, and clinical support skills.
Ability to work effectively as part of a multidisciplinary treatment team.
Why Join Banyan Treatment Centers?
Banyan Treatment Centers is a nationally recognized leader in addiction and mental health care, accredited by The Joint Commission. As a Clinical Support team member, you will:
Join a mission-driven organization committed to ethical, compliant, and compassionate care.
Play an integral role in supporting clinical services, patient engagement, and treatment continuity.
Collaborate with experienced clinicians, case managers, and interdisciplinary treatment teams.
Gain valuable experience supporting behavioral health treatment in a structured clinical environment.
Enjoy comprehensive benefits for eligible full-time team members, including medical, dental, and vision insurance; life insurance; short- and long-term disability coverage; a 401(k) with employer match; paid time off and holidays; and employee assistance and wellness programs.
Apply Now!
If you are passionate about supporting clinical care and helping patients progress through treatment and recovery, we encourage you to apply and join the Banyan Treatment Centers team.
EOE
$26k-31k yearly est. 44d ago
Aftercare Coordinator
Banyan Brand 4.7
Castle Rock, CO jobs
Banyan Treatment Centers is seeking a dedicated and organized Aftercare Coordinator to support patients as they transition through every stage of their treatment journey. This role focuses on discharge planning, continuity of care, and collaboration with internal teams, families, and external partners to ensure each patient leaves treatment with a clear, well-coordinated aftercare plan.
The Aftercare Coordinator plays a critical role in supporting long-term recovery by ensuring no patient falls through the cracks and that all post-treatment needs are addressed with care, accuracy, and compassion.
Position Details:
Reporting to: Executive Director
Schedule: Full-time |M-F 8:30am-5:00pm
Location: Castle Rock, CO
Compensation: $19- $24 hourly
Application Deadline: January 30, 2026
Key Responsibilities
Discharge Planning & Continuity of Care
Coordinate each patient's discharge plan and next level of care in collaboration with clinical staff and Banyan's Outbound Team to ensure seamless transitions.
Facilitate admissions-related needs by obtaining required consents, identification, and financial documentation to support continuity of care.
Refer administratively discharged patients to appropriate alternative providers when necessary.
Liaison & External Coordination
Serve as a primary liaison with external agencies and partners, including the VA, probation officers, attorneys, HR representatives, and Employee Assistance Programs (EAPs).
Communicate effectively with referral sources regarding patient arrivals, discharge planning, AMA risks, and hospitalizations to support continuity and retention.
Engage families throughout the discharge process, providing timely updates and ensuring alignment with aftercare planning.
Documentation & Systems Management
Maintain accurate and timely documentation of employment, legal, medical, and aftercare-related interactions in the electronic medical record (Kipu).
Share key updates and coordinate communication using Teams and Salesforce to support interdisciplinary collaboration.
Advocacy, Collaboration & Compliance
Support patient retention and safety initiatives, including AMA blocking efforts, to encourage continued engagement in treatment.
Participate in weekly case consultations and collaborate proactively with clinical, operational, and business development teams.
Uphold confidentiality, regulatory requirements, and a patient-first approach in all communications and interactions.
Qualifications
High school diploma or GED required; Associate's degree preferred.
Experience in behavioral health, customer service, or familiarity with 12-step or recovery-based programs preferred.
Strong written and verbal communication skills with attention to detail.
Familiarity with Salesforce and/or Kipu EMR preferred.
Knowledge of local community resources and aftercare support services.
Why Join Banyan Treatment Centers?
This is more than a job-it's an opportunity to play a vital role in what recovery looks like after treatment. As an Aftercare Coordinator, you will:
Join a mission-driven, nationally recognized organization accredited by The Joint Commission and supported by TPG's Rise Fund.
Champion the continuum of care by ensuring patients transition successfully from treatment into long-term recovery supports.
Collaborate closely with clinical, operational, and business development teams, as well as families and external partners.
Enjoy comprehensive benefits (full-time eligible), including medical, vision, and dental insurance; life insurance; short- and long-term disability coverage; a 401(k) with employer match; paid time off and holidays; and wellness, assistance, and referral programs.
Apply Now!
If you're passionate about building bridges to lasting recovery and ensuring every patient leaves treatment with a clear plan for continued success, apply today and help make a meaningful difference at Banyan Treatment Centers.
EOE
$19-24 hourly 12d ago
Supervisor, Business Banking Support
American National Bank 4.4
Omaha, NE jobs
With history dating back to 1856, American National Bank is one of the largest privately owned banks in Nebraska with branch locations in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Together, we can do more for your future…
At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.
We offer:
* Competitive base compensation with additional performance-based annual earning potential
* Career growth potential built into every role
* 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
* No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
* Paid Time Off, Paid Holidays and Paid Volunteer Time
* Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
* Dental Insurance with significant premium contribution by ANB*
* Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
* Tuition Reimbursement*
* Gym Membership Reimbursement*
* Discounts on Banking and Financial needs
* Eligibility Criteria Apply
Job Summary
The Business Banking Support Supervisor is an experienced Business Banking Specialist who can support all lines of commercial business. In this role, you will assist in training all new team members, facilitate workload management, and have input in department strategy, goals, and operations. Additionally, you will prepare commercial loan documents and provide direct support to commercial banking team and clients.
Essential Job Duties & Responsibilities
* Manages the day-to-day operations of the people, processes and work of the business banking support function within the market such as: working with new and existing business clients for new accounts, loans, all general account inquiries for both loans and deposits, and troubleshooting of all types. Coordinating commercial loan documents for lending officers, reviewing loan documentation, facilitating the loan closing process, partner with other areas of client support to enhance the client experience, among other commercial sales support tasks.
* Demonstrates strong knowledge of the Bank's products and services. Maintains a high level of knowledge regarding compliance and audit needs related to Commercial, Private, Small Business and Community Banking.
* Ensures operating policies, procedures and regulatory requirements are current and administered consistently throughout Business Banking Support team. Assesses service provided by team members to ensure it consistently delivers on the standard of client service set within the organization.
* Is relied upon as a subject matter expert on banking support processes and related software capability to advance the client experience. Serves as resource, consultant and coach to colleagues within and beyond the commercial client support team in special projects or on a periodic basis to develop people, improve workflow and enhance the effectiveness of commercial banking operations. Evaluates and recommends policy, core system function and procedural changes for processes that impact the client experience. Recommends training and technology enhancement needs.
* Provides oversight and direction to his/her team members in accordance with the organization's policies and procedures. Coaches, mentors and develops staff, including overseeing new employee onboarding and providing career development planning and opportunities. Consciously creates a workplace culture that is positive consistent with the organization's goals. Leads employees to meet expectations for productivity, quality, and goal accomplishment. Provides effective performance feedback through recognition, rewards, and disciplinary action, with the assistance of Talent Management, when necessary. Maintain employee work schedules including paid time off and any requested leave of absence. Maintain transparent communication as appropriate through department meetings, one-on-one meetings, and appropriate email and regular interpersonal communication.
Experience Needed:
* Minimum of 5 years of banking or related financial services industry experience in at least some of the following areas of new accounts, commercial loan documentation, platform automation, sales support, lending, and customer service and client financial solutions.
* Significant experience with banking software such as Jack Henry and LaserPro is strongly preferred.
* Prior experience leading people in a formal capacity is strongly preferred.
Education, Licensure & Certification Needed:
* A 4-year degree in a relevant field or equivalent work experience is required.
Skills & Abilities Needed:
* Sound working knowledge of banking compliance, regulation and risk management
* A clear drive that seeks to improve the operational efficiency for the benefit of the bank and client experience.
* Strong problem-solving ability with customer service skills.
* A team player and team builder who can manage effectively in a changing environment by eliminating barriers and actively fostering collaboration.
* Ability to prioritize and balance simultaneous needs.
* Strong communication skills with individuals at all levels, internally and externally.
* Strong attention to detail.
* Consistently manages time well, balancing both long-term and day-to-day demands of management role.
* Highly proficient in banking software, as well as MS Office tools including Outlook, Excel, Word, and PowerPoint
$40k-47k yearly est. 48d ago
Sales Support Coordinator
Ironwood Connection 4.9
Round Rock, TX jobs
Description:
VETERANS ARE ENCOURAGED TO APPLY
At Ironwood Connection, we are a trusted leader in stair and railing distribution, delivering high-quality products and exceptional service to builders, contractors, and homeowners. We are seeking a detail-oriented and customer-focused Sales SupportCoordinator to assist with warranty claims, service requests, and overall sales support. This role will serve as the point of contact for customers and internal teams to ensure timely resolution of issues while maintaining our commitment to quality and reliability.
Responsibilities:
Provide support to the sales team by processing orders, handling customer inquiries, and assisting with product-related requests.
Receive, log, and manage warranty claims and service requests from customers and sales representatives.
Coordinate with vendors, manufacturers, and internal departments to evaluate and resolve warranty issues.
Communicate clearly with customers regarding order status, warranty claims, timelines, and resolutions.
Maintain accurate records of claims, parts replacements, and service actions.
Assist in scheduling service visits or coordinating product returns when necessary.
Monitor warranty and service trends, reporting recurring issues to leadership for quality improvements.
Support continuous improvement by identifying ways to streamline processes and enhance customer satisfaction.
Other responsibilities as assigned by management.
Requirements:
High school diploma or equivalent; associate's or bachelor's degree preferred.
2+ years of experience in customer service, sales support, or warranty/service coordination (distribution or building materials industry experience a plus).
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office; experience with ERP/CRM systems preferred.
Ability to manage multiple priorities in a fast-paced environment.
Customer-focused mindset with strong problem-solving skills.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Occasional lifting of up to 20 lbs. when handling product samples or parts.
Benefits:
Medical, dental, life, and vision insurance.
401(k) Retirement Plan with company match.
Paid Time Off.
Holiday Pay.
Disclaimer: This job description outlines general responsibilities and requirements. Additional duties may be assigned to meet the needs of the business. At House of Forgings and Ironwood Connection, we empower our team to deliver excellence every day.
Requirements: