Client Coordinator jobs at Matthews International

Contract Duration: Contract through 12/01/2028 (High potential for extension) Work Schedule: Hybrid (On-site: Monday, Tuesday, Thursday | Remote: Wednesday, Friday) The Restoration Coordinator I is responsible for overseeing and completing the restoration of properties impacted by CLIENT field operations. This role requires strong customer service, communication, and negotiation skills, as the coordinator serves as the final point of contact with customers regarding restoration activities. The position involves managing contractor workloads, assessing property damage, securing necessary permits, and ensuring all work is completed safely, cost-effectively, and in accordance with customer commitments. Key Responsibilities Restoration Project Coordination Schedule, assign, and manage restoration orders across multiple contractors based on capacity and order type. Monitor on-time completion rates and adjust assignments as needed. Meet with customers, municipal inspectors, and vendors to assess sites and plan restoration work. Customer & Municipality Relations Research and resolve customer and municipal complaints related to property restoration. Negotiate cost-effective solutions, including cash settlements when appropriate. Communicate upcoming and completed restoration work to local municipalities and government agencies. Permitting & Documentation Research permitting requirements and secure all necessary permits. Create and manage orders in enterprise resource planning systems (e.g., SAP). Maintain accurate tracking spreadsheets and contractor performance reports through SharePoint. Contractor Management Facilitate weekly vendor/contractor meetings to review schedules, workloads, safety issues, and performance expectations. Manage contractor purchase orders, requisitions, and invoice reviews; resolve discrepancies as needed. Approve or deny contractor requests for additional scope of work. Damage Assessment & Claims Investigation Investigate claims of property damage (lawns, walkways, roads) reported by customers or municipalities. Review SAP orders, SharePoint records, and field data to determine responsibility. Approve or deny restoration claims based on findings. Additional Duties Perform other non-essential duties as assigned to support restoration operations. Required Skills & Qualifications Technical Skills MS Excel proficiency: Ability to update data, audit information, and modify formulas. SAP proficiency: Experience navigating front and back office functions for reporting, order creation, and order review. SharePoint proficiency: Ability to access, store, and manage job aids, schedules, and tracking documents. Professional Skills Strong attention to detail: Ability to review and validate assignments, damage records, and contractor reports. Effective communication: Daily interaction with multiple cross-functional teams, including field operations, engineering, customer service, scheduling, dispatch, vendors, and municipalities. Customer service & negotiation expertise: Ability to evaluate damage claims, negotiate settlements, and provide professional customer-facing support. Education Requirement Associate Degree in Business or related field (Required)

Flight Operations Coordinator This Role is an In-House Role. The Candidate must be able to travel to our Boca Raton Office. We are not considering remote candidates. Are you ready to embark on a thrilling journey with a company that offers a dynamic, fun, and relaxed work environment? Look no further! At Jets.com, we take pride in delivering top-tier, personalized 24/7 service to our distinguished clientele who demand the best. We are seeking an experienced and detail-oriented Flight Operations Coordinator to join our team. This role is critical in coordinating and scheduling flights while ensuring seamless operations and an exceptional client experience. Additionally, we are prioritizing candidates with leadership experience, as we see this role evolving into managing a team of coordinators in the future. Key Responsibilities: Coordinate and Schedule Flights - Efficiently arrange flight itineraries, considering client preferences and operational requirements. Ensure Safe Operations - Monitor flight progress, weather conditions, and other factors that impact travel, making real-time adjustments as needed. Client Communication - Maintain clear and professional communication with clients, providing updates and addressing any travel-related inquiries. Accurate Documentation - Maintain detailed flight records, manage billing processes, and reconcile accounts. Customer Service - Handle customer inquiries with professionalism, ensuring issues are resolved efficiently. Compliance and Safety - Adhere to aviation regulations and company protocols to uphold the highest standards of service and safety. Ad Hoc Projects - Support the Vice President of Sales on projects aimed at building, optimizing, and innovating the sales department. Qualifications: Leadership Experience - Ability to mentor and guide others, with the potential to lead a team of coordinators in the future. Proficiency in Excel and PowerPoint - Comfortable analyzing data, preparing reports, and presenting insights. Detail-Oriented and Organized - Ability to multitask and manage multiple flights and clients simultaneously. Strong Communication Skills - Professional verbal and written communication with both clients and internal teams. Ability to Work Under Pressure - Remain calm and efficient in a fast-paced, time-sensitive environment. Aviation Knowledge - Preferred but not required; a willingness to learn is essential. If you have a passion for aviation, thrive in a dynamic work environment, and are ready to grow into a leadership role while contributing to the evolution of our sales department, we encourage you to apply!

Data Center Service Coordinator Murphy Company, the Best Choice in Mechanical construction since 1907, is hiring a Data Services Coordinator for the St. Louis, MO office. Since 1907, Murphy Company has been a leading mechanical contractor in the St. Louis and Denver markets that provides its professionals the environment, opportunities, technology, and tools to experience a rewarding career. Being a company that prides itself on its core values of employee well-being, enduring relationships, and integrity and professionalism, we know it starts with our employees. We strongly believe our people are our most important asset, and we strive every day to make Murphy a great place to work as we build our clients' visions. We Are Looking For Someone Like You As a DCS Coordinator, you will be a vital member of Murphy's Data Center Services team. You will obtain new and ongoing work for Murphy's DCS Department by servicing the needs of our clients. Your Day-to-Day at Murphy Company Create and maintain work orders and purchase orders Schedule emergency service, preventative maintenance, and repairs Ensure each client is given the necessary services and follow up to fill ongoing service needs Create quotes Maintain good relationships with technicians/subcontractors and clients to keep customer base Source vendors to provide needed services new/existing areas Maintain scheduling spreadsheets Manage customer portals Process vendor invoices Answer telephone and respond to emails Invoice for services performed Join office OnCall rotation (On-Call 3-4 weeks over the calendar year) Bring Your A-Game! Our ideal candidate should possess the following traits: Strong work ethic and service skills Skills in Microsoft Office, Microsoft Word, Excel, SharePoint, Smartsheet Organizational skills and attention to detail Customer service and problem-solving skills Ability to multitask Ability to build relationships Teamwork Verbal and written communication skills What We Will Bring to the Table A collaborative, family-friendly work environment Competitive pay and an excellent benefits package, including health and life insurance, a robust wellness program, 401(k), and profit sharing. A personal time off plan that rivals our competitors

Leeds Professional Resources (A leader in Construction Recruitment) is working with a leading mechanical contractor specializing in the installation and service of commercial HVAC, plumbing, and piping systems. We take pride in delivering high-quality projects across various commercial sectors, including healthcare, education, industrial, and office environments. Position Summary: The Commercial Project Coordinator will support project managers and field teams in planning, scheduling, documentation, and coordination of commercial mechanical projects. This role is ideal for someone with 1-2 years of construction or mechanical industry experience who is detail-oriented, organized, and eager to grow within the contracting field. Key Responsibilities: Assist project managers in organizing project schedules, budgets, and documentation. Coordinate with vendors, subcontractors, and internal teams to ensure timely delivery of materials and information. Prepare and track submittals, RFIs, and change orders. Maintain project files, drawings, and correspondence in an organized and up-to-date manner. Support project kickoff, progress, and closeout processes. Assist with job cost tracking, invoicing, and procurement activities. Communicate regularly with field supervisors and foremen to ensure project milestones are met. Help maintain compliance with safety and quality standards. Qualifications: 1-2 years of experience in construction, mechanical contracting, or related field. Associate's or Bachelor's degree in Construction Management, Mechanical Engineering, or related field preferred (or equivalent work experience). Strong organizational and multitasking skills. Proficiency in Microsoft Office Suite (Excel, Word, Outlook); familiarity with Bluebeam, Procore, or similar project management software a plus. Excellent communication and interpersonal skills. Ability to work both independently and as part of a team in a fast-paced environment.

Ideal Image is North America's #1 medical aesthetics brand, making personal aesthetics and wellness services more affordable, accessible, and effective than ever before. Ideal Image provides a personalized and premium experience that delivers real results and empowers women through every step of their self-care journey. Come join us as we redefine the beauty ideal. The Client Coordinator directly supports the sales and operational performance of the clinic through customer engagement and loyalty activities. The Client Coordinator will meet and greet all incoming clients. They foster and nurture positive relationships with clients and ensure all procedures, practices, client interactions, and environmental factors unequivocally promote and achieve a favorable client experience. Responsibilities Client Experience: * Greets clients and visitors into the clinic by standing and extending a warm welcome * Answers the phone, and can accurately manage multiple client priorities (troubleshooting calls, schedules, and clinic operational activities) * Provide world class customer service to establish and maintain relationships with clients to ensure overall satisfaction while growing and retaining clients * Manage treatment book schedules through assisting clients with scheduling needs and schedule optimization * Assists client by checking them in and out including payment management * Provides clinic tours as needed to new clients * Actively recommend, promote, educate, and sell medical aesthetic services and products Clinic Operations: The client coordinator assists medical professionals in clinic by: * Verifying client information, medical history, and confirming purpose of visit in accordance with protocols * Chaperone services as needed * Ensures clinic email is reviewed and handled accordingly * Maintains cleanliness of clinic, organizes, including cleaning of treatment rooms, stocking * Assist in inventory intake and recordkeeping, ordering supplies * HIPAA protected record keeping, including creation of medical charts, filing, storage management and archiving * Adheres to professional standards, policies, and procedures; and federal, state, and local requirements * Maintain professional and collaborative relationships with clients, leadership, and sales teams to achieve company goals and personal performance goals * Other client coordinator duties as assigned Qualifications Client Coordinator Qualifications: * High School Diploma or equivalent * 1+ years of sales and or customer service experience in a retail, restaurant or related in-person environment * Required to work two (2) Saturdays per month * Working knowledge of business tools (MS Office Suite, phone systems, Point of Sale systems, CRM) * Proven track record of creating excellent customer experiences * Ability to multitask and prioritize client experience, with clinic operational duties * Ability to operate with a high degree of integrity and confidentiality with sensitive, customer health-related information * Ability to gain a working knowledge on products and services to assist with client questions * Rapid learner with the ability to grasp concepts and protocol * Maintaining a professional appearance and demeanor at all times * Ability to work in dynamic, fast paced environment, and keep up with a high volume of activity and continuous growth/change * Clear and engaging communication skills, including effective written and oral WHY IDEAL IMAGE? Compensation: * Competitive compensation and bonus opportunities Additional benefits: * Discounted cosmetic treatments for employee, family, and friends * Cosmetic products discount * 401k Plan with Employer Match * Supplemental voluntary benefits with Allstate * Discounted fitness membership * Access to Tickets at Work (discounted tickets, products, services, and more) * Promotional opportunities! * Amazing company culture! * And more! Physical Demands and Cognitive Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation requests that do not cause undue hardship to the company may be approved to enable individuals with disabilities to perform the essential functions, if that would not hinder or prevent performance of duties or be of a safety concern. Key to denote % of time requirements necessary to perform essential functions of this job. 0% = Zero (O) 1-35% = Little (L) 36-70% = Moderate (M) 71-100% = Great (G) Physical Requirements: Light: Lifting 0-10 pds. Moderate: Lifting 0-25 pds. Heavy: Lifting 25+ pds. L - Bending/stooping L - Reaching above/below the waist L - Pushing/pulling movements L - Climbing stairs / ladders L - Standing 0 - Kneeling G - Sitting M - Walking L - Lifting 0 -Taste/Smell G-Typing G -Color / Depth perception G - Fine hand & finger movements L - Operate motor vehicle G - Operate various equipment Working Conditions and Schedules: G - Interacting with co-workers, vendors, and customers. L - Exposed at times to fumes or airborne particles, toxic or caustic chemicals, extreme heat, risk of electrical shock, and vibration. L - Exposed to various noise levels (L= private office, M= showroom/service area, G= jackhammer/metal works/heavy equipment) G - Office machines, phones, fax, computers, postage meter, etc. G - Working environment: non-private, varies from outside open parking lot, to showroom, to cubicle workspace, to adaptive office. M - Available to work nights, weekends and holidays. Necessary traits for this position: Seeing, Hearing, Talking* Reading* Writing* Basic comprehension of English language using the traits* marked above for purposes of safety, management direction and job responsibility, and minimal third-party interaction. Proficiency of the traits* marked above in the following languages for business letters, memos, customer interaction, presentations, demonstrations, employee direction, audits, etc: English, Spanish, French, Other EEO Ideal Image is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Job DescriptionJOB RESPONSIBILITIES This very dynamic, fast paced position, providing the highest level of customer and sales support by assisting the furniture division by managing assigned accounts from point of order processing through installation/invoicing. Responsible for the coordination with other dealership functions and outside resources to ensure stellar account management for all of our clients. The responsibilities of this role include but are not limited to: · Responsible for overall coordination with account manager for all internal aspects including pricing, expediting shipments, sales collaboration. · Act as single point of contact for customer inquiries, problem resolutions, support and information as well as assistance with company technology. · Setup new customers and vendors by completing online form on Mydancker and obtain credit application (Form W-4) from vendor. · Develop and process quotes, sales orders & invoices efficiently, accurately and in compliance with customer contract and dealership profitability standards. · Vendor acknowledgments & lead time coordination. · Coordinate and expedite service to customers across various dealership functions and divisions, outside contractors and vendors ensuring timely delivery and installation and also accurate invoicing. · Obtain and complete certificates of insurance for and from clients. · Confirm completion of punch list activities. · Communicate with vendors on customer needs, specification issues and timely delivery. · Ensure customer satisfaction through review of all order lines, completion of punch list activities and follow-up on vendor credits and freight claims. · Search for and recommend new processes and work methods to increase organization efficiency and improve customer satisfaction. The above duties may be supplemented occasionally with additional duties related to company objectives. QUALIFICATIONS · Level of education: High School, or GED equivalent, college degree helpful. · Job related work experience: Minimum of 3-5 years. · Experience working with Hedberg is preferred but not required. · Contract Furniture Industry experience (Steelcase) helpful but not necessary, as we are willing to train the right candidate. OTHER REQUIREMENTS · Excellent communication & organizational skills must be detail oriented with the ability to multitask with an aptitude for numbers and ability to retain information. · Product knowledge (preferably Steelcase) Computer skills: Windows, Hedberg, Word, Excel, Outlook. Powered by JazzHR yXVOigJb0I

Ideal Image is North America's #1 medical aesthetics brand, making personal aesthetics and wellness services more affordable, accessible, and effective than ever before. Ideal Image provides a personalized and premium experience that delivers real results and empowers women through every step of their self-care journey. Come join us as we redefine the beauty ideal. The Client Coordinator directly supports the sales and operational performance of the clinic through customer engagement and loyalty activities. The Client Coordinator will meet and greet all incoming clients. They foster and nurture positive relationships with clients and ensure all procedures, practices, client interactions, and environmental factors unequivocally promote and achieve a favorable client experience. Responsibilities Client Experience: * Greets clients and visitors into the clinic by standing and extending a warm welcome * Answers the phone, and can accurately manage multiple client priorities (troubleshooting calls, schedules, and clinic operational activities) * Provide world class customer service to establish and maintain relationships with clients to ensure overall satisfaction while growing and retaining clients * Manage treatment book schedules through assisting clients with scheduling needs and schedule optimization * Assists client by checking them in and out including payment management * Provides clinic tours as needed to new clients * Actively recommend, promote, educate, and sell medical aesthetic services and products Clinic Operations: The client coordinator assists medical professionals in clinic by: * Verifying client information, medical history, and confirming purpose of visit in accordance with protocols * Chaperone services as needed * Ensures clinic email is reviewed and handled accordingly * Maintains cleanliness of clinic, organizes, including cleaning of treatment rooms, stocking * Assist in inventory intake and recordkeeping, ordering supplies * HIPAA protected record keeping, including creation of medical charts, filing, storage management and archiving * Adheres to professional standards, policies, and procedures; and federal, state, and local requirements * Maintain professional and collaborative relationships with clients, leadership, and sales teams to achieve company goals and personal performance goals * Other client coordinator duties as assigned Qualifications Client Coordinator Qualifications: * High School Diploma or equivalent * 1+ years of sales and or customer service experience in a retail, restaurant or related in-person environment * Required to work two (2) Saturdays per month * Working knowledge of business tools (MS Office Suite, phone systems, Point of Sale systems, CRM) * Proven track record of creating excellent customer experiences * Ability to multitask and prioritize client experience, with clinic operational duties * Ability to operate with a high degree of integrity and confidentiality with sensitive, customer health-related information * Ability to gain a working knowledge on products and services to assist with client questions * Rapid learner with the ability to grasp concepts and protocol * Maintaining a professional appearance and demeanor at all times * Ability to work in dynamic, fast paced environment, and keep up with a high volume of activity and continuous growth/change * Clear and engaging communication skills, including effective written and oral WHY IDEAL IMAGE? Compensation: * Competitive compensation and bonus opportunities Additional benefits: * Discounted cosmetic treatments for employee, family, and friends * Cosmetic products discount * 401k Plan with Employer Match * Supplemental voluntary benefits with Allstate * Discounted fitness membership * Access to Tickets at Work (discounted tickets, products, services, and more) * Promotional opportunities! * Amazing company culture! * And more! Physical Demands and Cognitive Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation requests that do not cause undue hardship to the company may be approved to enable individuals with disabilities to perform the essential functions, if that would not hinder or prevent performance of duties or be of a safety concern. Key to denote % of time requirements necessary to perform essential functions of this job. 0% = Zero (O) 1-35% = Little (L) 36-70% = Moderate (M) 71-100% = Great (G) Physical Requirements: Light: Lifting 0-10 pds. Moderate: Lifting 0-25 pds. Heavy: Lifting 25+ pds. L - Bending/stooping L - Reaching above/below the waist L - Pushing/pulling movements L - Climbing stairs / ladders L - Standing 0 - Kneeling G - Sitting M - Walking L - Lifting 0 -Taste/Smell G-Typing G -Color / Depth perception G - Fine hand & finger movements L - Operate motor vehicle G - Operate various equipment Working Conditions and Schedules: G - Interacting with co-workers, vendors, and customers. L - Exposed at times to fumes or airborne particles, toxic or caustic chemicals, extreme heat, risk of electrical shock, and vibration. L - Exposed to various noise levels (L= private office, M= showroom/service area, G= jackhammer/metal works/heavy equipment) G - Office machines, phones, fax, computers, postage meter, etc. G - Working environment: non-private, varies from outside open parking lot, to showroom, to cubicle workspace, to adaptive office. M - Available to work nights, weekends and holidays. Necessary traits for this position: Seeing, Hearing, Talking* Reading* Writing* Basic comprehension of English language using the traits* marked above for purposes of safety, management direction and job responsibility, and minimal third-party interaction. Proficiency of the traits* marked above in the following languages for business letters, memos, customer interaction, presentations, demonstrations, employee direction, audits, etc: English, Spanish, French, Other EEO Ideal Image is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Job Description Ideal Image is North America's #1 medical aesthetics brand, making personal aesthetics and wellness services more affordable, accessible, and effective than ever before. Ideal Image provides a personalized and premium experience that delivers real results and empowers women through every step of their self-care journey. Come join us as we redefine the beauty ideal. The Client Coordinator directly supports the sales and operational performance of the clinic through customer engagement and loyalty activities. The Client Coordinator will meet and greet all incoming clients. They foster and nurture positive relationships with clients and ensure all procedures, practices, client interactions, and environmental factors unequivocally promote and achieve a favorable client experience. Responsibilities Client Experience: Greets clients and visitors into the clinic by standing and extending a warm welcome Answers the phone, and can accurately manage multiple client priorities (troubleshooting calls, schedules, and clinic operational activities) Provide world class customer service to establish and maintain relationships with clients to ensure overall satisfaction while growing and retaining clients Manage treatment book schedules through assisting clients with scheduling needs and schedule optimization Assists client by checking them in and out including payment management Provides clinic tours as needed to new clients Actively recommend, promote, educate, and sell medical aesthetic services and products Clinic Operations: The client coordinator assists medical professionals in clinic by: Verifying client information, medical history, and confirming purpose of visit in accordance with protocols Chaperone services as needed Ensures clinic email is reviewed and handled accordingly Maintains cleanliness of clinic, organizes, including cleaning of treatment rooms, stocking Assist in inventory intake and recordkeeping, ordering supplies HIPAA protected record keeping, including creation of medical charts, filing, storage management and archiving Adheres to professional standards, policies, and procedures; and federal, state, and local requirements Maintain professional and collaborative relationships with clients, leadership, and sales teams to achieve company goals and personal performance goals Other client coordinator duties as assigned Qualifications Client Coordinator Qualifications: High School Diploma or equivalent 1+ years of sales and or customer service experience in a retail, restaurant or related in-person environment Required to work two (2) Saturdays per month Working knowledge of business tools (MS Office Suite, phone systems, Point of Sale systems, CRM) Proven track record of creating excellent customer experiences Ability to multitask and prioritize client experience, with clinic operational duties Ability to operate with a high degree of integrity and confidentiality with sensitive, customer health-related information Ability to gain a working knowledge on products and services to assist with client questions Rapid learner with the ability to grasp concepts and protocol Maintaining a professional appearance and demeanor at all times Ability to work in dynamic, fast paced environment, and keep up with a high volume of activity and continuous growth/change Clear and engaging communication skills, including effective written and oral WHY IDEAL IMAGE? Compensation: Competitive compensation and bonus opportunities Additional benefits: Discounted cosmetic treatments for employee, family, and friends Cosmetic products discount 401k Plan with Employer Match Supplemental voluntary benefits with Allstate Discounted fitness membership Access to Tickets at Work (discounted tickets, products, services, and more) Promotional opportunities! Amazing company culture! And more!

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services. Under Rea Information Services, our team provides Trusted IT Services and Solutions to small and medium-sized organizations that want a safe, secure, and stable technology environment. Our mission is to provide exceptional customer service while using technology to help businesses grow stronger both now and in the future. Here at Rea we have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Client Relationship Coordinator (CRC) is a primary relationship partner for assigned managed services clients. This role focuses on building trust, understanding client business goals, and ensuring clients are connected to the right technical experts to use technology effectively and securely. The CRC does not “fix technology” directly. Instead, they own the client experience, translate business needs into actionable technical conversations, and coordinate with Rea Information Services technical teams to deliver solutions that help clients operate more efficiently, reduce risk, and plan for the future. This position is ideal for someone who: Enjoys working closely with clients and internal teams Can understand business challenges and connect them to technology outcomes Is organized, proactive, and comfortable leading structured client conversations Wants to grow in an MSP environment without being a traditional salesperson Core Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients Build and maintain trusted client relationships through regular, proactive communication Understand client business goals, operating challenges, and growth plans Advocate for the client internally to ensure alignment between expectations and service delivery Client Coordination & Advocacy Coordinate engagement between clients and RIS technical experts (data services, engineering, security, service delivery) Ensure client questions, concerns, and initiatives are routed to the appropriate subject matter experts Track follow-through on action items, recommendations, and approved initiatives Participate in issue escalation and resolution as a client advocate (not technical lead) Business Reviews & Planning Prepare and lead Quarterly Business Reviews (QBRs) in collaboration with technical teams Present service trends, risks, improvements, and upcoming opportunities in a clear, business-focused manner Help clients understand cybersecurity risks, IT posture, and improvement priorities at a high level Assist clients with technology budgeting, roadmap discussions, and prioritization Service & Contract Oversight Monitor managed services contracts, SLAs, and renewals Ensure services delivered align with client needs, priorities, and agreed-upon scope Partner with service delivery leadership to address service quality concerns Support renewals and contract changes in coordination with leadership Growth & Engagement Responsibilities Identify opportunities where additional services or projects may benefit the client Collaborate with Business Development and technical leaders to scope solutions Assist with proposal coordination and handoff once work is approved Participate in marketing efforts such as client stories, educational content, or events (optional, based on interest and aptitude) Liaison between client and service delivery teams for critical client issues for multiple and/or complex accounts to review issues, risks, service level agreements High level of understanding of current information technology and cybersecurity risks needed to include in operational quarterly business reviews with clients Nurture client relationships by actively building trust through consistent, honest, and regular client contact Continuously develops product and services knowledge to better educate and advocate services with existing and prospective customers, translating customer's needs into solutions that solve business issues Monitor adherence to contractual obligations (SLA/SLEs) and ensure deliverables meet client contractual requirements and are consistent with client priorities, time, budget and quality standards Use of CRM, Business Review, and proposal systems, to manage pipeline and ensure integrity of data through accurate and timely entry as needed Use of client management systems to document client interactions and ensure communication is effective and transparent across client and internal teams Identify service and product sales opportunities within assigned accounts and manage proposal, acceptance, and service delivery hand-off processes Attend assigned sales and pipeline meetings and ensure sales opportunities are compliant with company policy Take part in marketing planning and execution processes Participate in video marketing by creating various customer success, tech tips, and other video content Collaborate with the Business Development Manager to ensure business opportunities are actively communicated. Work with service delivery management to ensure exceptional service delivery Secondary Duties Work with Rea subject matter experts to advise customers on security best practices, policies, regulatory compliance, and cyber insurance requirements Participate in root cause analysis and resolution of service delivery concerns Knowledge, Skills, and Abilities Strong relationship-building and interpersonal skills Clear, confident written and verbal communication Ability to translate business needs into technology-related discussions Strong organization, task management, and follow-up discipline Comfort coordinating across multiple teams and priorities High attention to detail and documentation accuracy Professional presence in client meetings and presentations A Successful Client Relationship Coordinator: Maintains strong, trusted client relationships with consistent engagement Proactively identifies client needs before they become problems Connects the right technical resources to the right clients at the right time Runs effective, well-prepared QBRs that clients find valuable Keeps client information, communication, and documentation accurate, current, and confidential Helps clients feel confident that RIS understands their business-not just their technology Requirements Education Bachelor's degree in Business, Information Technology, Cybersecurity, or related field Equivalent experience considered in place of formal education Experience 3+ years in an MSP, IT services, account management, customer success, or client-facing role Familiarity with managed IT services, cybersecurity concepts, or technology consulting environments Experience participating in or supporting QBRs or client review meetings Technical Exposure (Not Hands-On) Working knowledge of IT concepts such as: Managed services Cybersecurity fundamentals Cloud services and infrastructure Experience with PSA/CRM tools (ConnectWise Manage Microsoft CRM preferred) Work Environment and Travel Hybrid work environment (office and work-from-home) Regular client meetings, including on-site visits and QBRs Occasional travel for client engagement, training, or events Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Assistant Director About the Company Almost Family, LLC is a company located in Roseburg, Oregon that is currently seeking a Hiring/Client Care Coordinator. In this role, you will have an opportunity to be part of a dedicated team focused on providing top-notch care to our clients. Responsibilities Assist with scheduling Collaborate with the Director to develop and implement strategies for growth Assist with Intakes of new clients Maintain employee and client records Participate in hiring, training, staff members Ensure compliance with company policies and regulations Assist in developing and maintaining relationships with clients and caregivers/DSP's Requirements A minimum of 1-2 years of In-Home Care/ IDD experience Strong Organizational Skills Excellent communication and interpersonal skills Knowledge of industry regulations and best practices Ability to multitask and prioritize tasks effectively Proficiency in Microsoft Office Suite Compensation Competitive wage of $22-25 per hour Health Benefits (Medical, Vision, and Dental) Progressive PTO Plan Paid Holidays Growth and Professional Development Opportunities About the Company Almost Family, LLC is a leading provider of in-home care services in Bend, Oregon. We are committed to delivering the highest quality care to our clients and making a positive impact in their lives. With a focus on compassionate and personalized care, we strive to enhance the well-being and independence of our clients.

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services. Under Rea Information Services, our team provides Trusted IT Services and Solutions to small and medium-sized organizations that want a safe, secure, and stable technology environment. Our mission is to provide exceptional customer service while using technology to help businesses grow stronger both now and in the future. Here at Rea we have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Client Relationship Coordinator (CRC) is a primary relationship partner for assigned managed services clients. This role focuses on building trust, understanding client business goals, and ensuring clients are connected to the right technical experts to use technology effectively and securely. The CRC does not “fix technology” directly. Instead, they own the client experience, translate business needs into actionable technical conversations, and coordinate with Rea Information Services technical teams to deliver solutions that help clients operate more efficiently, reduce risk, and plan for the future. This position is ideal for someone who: Enjoys working closely with clients and internal teams Can understand business challenges and connect them to technology outcomes Is organized, proactive, and comfortable leading structured client conversations Wants to grow in an MSP environment without being a traditional salesperson Core Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients Build and maintain trusted client relationships through regular, proactive communication Understand client business goals, operating challenges, and growth plans Advocate for the client internally to ensure alignment between expectations and service delivery Client Coordination & Advocacy Coordinate engagement between clients and RIS technical experts (data services, engineering, security, service delivery) Ensure client questions, concerns, and initiatives are routed to the appropriate subject matter experts Track follow-through on action items, recommendations, and approved initiatives Participate in issue escalation and resolution as a client advocate (not technical lead) Business Reviews & Planning Prepare and lead Quarterly Business Reviews (QBRs) in collaboration with technical teams Present service trends, risks, improvements, and upcoming opportunities in a clear, business-focused manner Help clients understand cybersecurity risks, IT posture, and improvement priorities at a high level Assist clients with technology budgeting, roadmap discussions, and prioritization Service & Contract Oversight Monitor managed services contracts, SLAs, and renewals Ensure services delivered align with client needs, priorities, and agreed-upon scope Partner with service delivery leadership to address service quality concerns Support renewals and contract changes in coordination with leadership Growth & Engagement Responsibilities Identify opportunities where additional services or projects may benefit the client Collaborate with Business Development and technical leaders to scope solutions Assist with proposal coordination and handoff once work is approved Participate in marketing efforts such as client stories, educational content, or events (optional, based on interest and aptitude) Liaison between client and service delivery teams for critical client issues for multiple and/or complex accounts to review issues, risks, service level agreements High level of understanding of current information technology and cybersecurity risks needed to include in operational quarterly business reviews with clients Nurture client relationships by actively building trust through consistent, honest, and regular client contact Continuously develops product and services knowledge to better educate and advocate services with existing and prospective customers, translating customer's needs into solutions that solve business issues Monitor adherence to contractual obligations (SLA/SLEs) and ensure deliverables meet client contractual requirements and are consistent with client priorities, time, budget and quality standards Use of CRM, Business Review, and proposal systems, to manage pipeline and ensure integrity of data through accurate and timely entry as needed Use of client management systems to document client interactions and ensure communication is effective and transparent across client and internal teams Identify service and product sales opportunities within assigned accounts and manage proposal, acceptance, and service delivery hand-off processes Attend assigned sales and pipeline meetings and ensure sales opportunities are compliant with company policy Take part in marketing planning and execution processes Participate in video marketing by creating various customer success, tech tips, and other video content Collaborate with the Business Development Manager to ensure business opportunities are actively communicated. Work with service delivery management to ensure exceptional service delivery Secondary Duties Work with Rea subject matter experts to advise customers on security best practices, policies, regulatory compliance, and cyber insurance requirements Participate in root cause analysis and resolution of service delivery concerns Knowledge, Skills, and Abilities Strong relationship-building and interpersonal skills Clear, confident written and verbal communication Ability to translate business needs into technology-related discussions Strong organization, task management, and follow-up discipline Comfort coordinating across multiple teams and priorities High attention to detail and documentation accuracy Professional presence in client meetings and presentations A Successful Client Relationship Coordinator: Maintains strong, trusted client relationships with consistent engagement Proactively identifies client needs before they become problems Connects the right technical resources to the right clients at the right time Runs effective, well-prepared QBRs that clients find valuable Keeps client information, communication, and documentation accurate, current, and confidential Helps clients feel confident that RIS understands their business-not just their technology Requirements Education Bachelor's degree in Business, Information Technology, Cybersecurity, or related field Equivalent experience considered in place of formal education Experience 3+ years in an MSP, IT services, account management, customer success, or client-facing role Familiarity with managed IT services, cybersecurity concepts, or technology consulting environments Experience participating in or supporting QBRs or client review meetings Technical Exposure (Not Hands-On) Working knowledge of IT concepts such as: Managed services Cybersecurity fundamentals Cloud services and infrastructure Experience with PSA/CRM tools (ConnectWise Manage Microsoft CRM preferred) Work Environment and Travel Hybrid work environment (office and work-from-home) Regular client meetings, including on-site visits and QBRs Occasional travel for client engagement, training, or events Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services. Under Rea Information Services, our team provides Trusted IT Services and Solutions to small and medium-sized organizations that want a safe, secure, and stable technology environment. Our mission is to provide exceptional customer service while using technology to help businesses grow stronger both now and in the future. Here at Rea we have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Client Relationship Coordinator (CRC) is a primary relationship partner for assigned managed services clients. This role focuses on building trust, understanding client business goals, and ensuring clients are connected to the right technical experts to use technology effectively and securely. The CRC does not “fix technology” directly. Instead, they own the client experience, translate business needs into actionable technical conversations, and coordinate with Rea Information Services technical teams to deliver solutions that help clients operate more efficiently, reduce risk, and plan for the future. This position is ideal for someone who: Enjoys working closely with clients and internal teams Can understand business challenges and connect them to technology outcomes Is organized, proactive, and comfortable leading structured client conversations Wants to grow in an MSP environment without being a traditional salesperson Core Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients Build and maintain trusted client relationships through regular, proactive communication Understand client business goals, operating challenges, and growth plans Advocate for the client internally to ensure alignment between expectations and service delivery Client Coordination & Advocacy Coordinate engagement between clients and RIS technical experts (data services, engineering, security, service delivery) Ensure client questions, concerns, and initiatives are routed to the appropriate subject matter experts Track follow-through on action items, recommendations, and approved initiatives Participate in issue escalation and resolution as a client advocate (not technical lead) Business Reviews & Planning Prepare and lead Quarterly Business Reviews (QBRs) in collaboration with technical teams Present service trends, risks, improvements, and upcoming opportunities in a clear, business-focused manner Help clients understand cybersecurity risks, IT posture, and improvement priorities at a high level Assist clients with technology budgeting, roadmap discussions, and prioritization Service & Contract Oversight Monitor managed services contracts, SLAs, and renewals Ensure services delivered align with client needs, priorities, and agreed-upon scope Partner with service delivery leadership to address service quality concerns Support renewals and contract changes in coordination with leadership Growth & Engagement Responsibilities Identify opportunities where additional services or projects may benefit the client Collaborate with Business Development and technical leaders to scope solutions Assist with proposal coordination and handoff once work is approved Participate in marketing efforts such as client stories, educational content, or events (optional, based on interest and aptitude) Liaison between client and service delivery teams for critical client issues for multiple and/or complex accounts to review issues, risks, service level agreements High level of understanding of current information technology and cybersecurity risks needed to include in operational quarterly business reviews with clients Nurture client relationships by actively building trust through consistent, honest, and regular client contact Continuously develops product and services knowledge to better educate and advocate services with existing and prospective customers, translating customer's needs into solutions that solve business issues Monitor adherence to contractual obligations (SLA/SLEs) and ensure deliverables meet client contractual requirements and are consistent with client priorities, time, budget and quality standards Use of CRM, Business Review, and proposal systems, to manage pipeline and ensure integrity of data through accurate and timely entry as needed Use of client management systems to document client interactions and ensure communication is effective and transparent across client and internal teams Identify service and product sales opportunities within assigned accounts and manage proposal, acceptance, and service delivery hand-off processes Attend assigned sales and pipeline meetings and ensure sales opportunities are compliant with company policy Take part in marketing planning and execution processes Participate in video marketing by creating various customer success, tech tips, and other video content Collaborate with the Business Development Manager to ensure business opportunities are actively communicated. Work with service delivery management to ensure exceptional service delivery Secondary Duties Work with Rea subject matter experts to advise customers on security best practices, policies, regulatory compliance, and cyber insurance requirements Participate in root cause analysis and resolution of service delivery concerns Knowledge, Skills, and Abilities Strong relationship-building and interpersonal skills Clear, confident written and verbal communication Ability to translate business needs into technology-related discussions Strong organization, task management, and follow-up discipline Comfort coordinating across multiple teams and priorities High attention to detail and documentation accuracy Professional presence in client meetings and presentations A Successful Client Relationship Coordinator: Maintains strong, trusted client relationships with consistent engagement Proactively identifies client needs before they become problems Connects the right technical resources to the right clients at the right time Runs effective, well-prepared QBRs that clients find valuable Keeps client information, communication, and documentation accurate, current, and confidential Helps clients feel confident that RIS understands their business-not just their technology Requirements Education Bachelor's degree in Business, Information Technology, Cybersecurity, or related field Equivalent experience considered in place of formal education Experience 3+ years in an MSP, IT services, account management, customer success, or client-facing role Familiarity with managed IT services, cybersecurity concepts, or technology consulting environments Experience participating in or supporting QBRs or client review meetings Technical Exposure (Not Hands-On) Working knowledge of IT concepts such as: Managed services Cybersecurity fundamentals Cloud services and infrastructure Experience with PSA/CRM tools (ConnectWise Manage Microsoft CRM preferred) Work Environment and Travel Hybrid work environment (office and work-from-home) Regular client meetings, including on-site visits and QBRs Occasional travel for client engagement, training, or events Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services. Under Rea Information Services, our team provides Trusted IT Services and Solutions to small and medium-sized organizations that want a safe, secure, and stable technology environment. Our mission is to provide exceptional customer service while using technology to help businesses grow stronger both now and in the future. Here at Rea we have a ‘People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Client Relationship Coordinator (CRC) is a primary relationship partner for assigned managed services clients. This role focuses on building trust, understanding client business goals, and ensuring clients are connected to the right technical experts to use technology effectively and securely. The CRC does not “fix technology” directly. Instead, they own the client experience, translate business needs into actionable technical conversations, and coordinate with Rea Information Services technical teams to deliver solutions that help clients operate more efficiently, reduce risk, and plan for the future. This position is ideal for someone who: Enjoys working closely with clients and internal teams Can understand business challenges and connect them to technology outcomes Is organized, proactive, and comfortable leading structured client conversations Wants to grow in an MSP environment without being a traditional salesperson Core Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients Build and maintain trusted client relationships through regular, proactive communication Understand client business goals, operating challenges, and growth plans Advocate for the client internally to ensure alignment between expectations and service delivery Client Coordination & Advocacy Coordinate engagement between clients and RIS technical experts (data services, engineering, security, service delivery) Ensure client questions, concerns, and initiatives are routed to the appropriate subject matter experts Track follow-through on action items, recommendations, and approved initiatives Participate in issue escalation and resolution as a client advocate (not technical lead) Business Reviews & Planning Prepare and lead Quarterly Business Reviews (QBRs) in collaboration with technical teams Present service trends, risks, improvements, and upcoming opportunities in a clear, business-focused manner Help clients understand cybersecurity risks, IT posture, and improvement priorities at a high level Assist clients with technology budgeting, roadmap discussions, and prioritization Service & Contract Oversight Monitor managed services contracts, SLAs, and renewals Ensure services delivered align with client needs, priorities, and agreed-upon scope Partner with service delivery leadership to address service quality concerns Support renewals and contract changes in coordination with leadership Growth & Engagement Responsibilities Identify opportunities where additional services or projects may benefit the client Collaborate with Business Development and technical leaders to scope solutions Assist with proposal coordination and handoff once work is approved Participate in marketing efforts such as client stories, educational content, or events (optional, based on interest and aptitude) Liaison between client and service delivery teams for critical client issues for multiple and/or complex accounts to review issues, risks, service level agreements High level of understanding of current information technology and cybersecurity risks needed to include in operational quarterly business reviews with clients Nurture client relationships by actively building trust through consistent, honest, and regular client contact Continuously develops product and services knowledge to better educate and advocate services with existing and prospective customers, translating customer's needs into solutions that solve business issues Monitor adherence to contractual obligations (SLA/SLEs) and ensure deliverables meet client contractual requirements and are consistent with client priorities, time, budget and quality standards Use of CRM, Business Review, and proposal systems, to manage pipeline and ensure integrity of data through accurate and timely entry as needed Use of client management systems to document client interactions and ensure communication is effective and transparent across client and internal teams Identify service and product sales opportunities within assigned accounts and manage proposal, acceptance, and service delivery hand-off processes Attend assigned sales and pipeline meetings and ensure sales opportunities are compliant with company policy Take part in marketing planning and execution processes Participate in video marketing by creating various customer success, tech tips, and other video content Collaborate with the Business Development Manager to ensure business opportunities are actively communicated. Work with service delivery management to ensure exceptional service delivery Secondary Duties Work with Rea subject matter experts to advise customers on security best practices, policies, regulatory compliance, and cyber insurance requirements Participate in root cause analysis and resolution of service delivery concerns Knowledge, Skills, and Abilities Strong relationship-building and interpersonal skills Clear, confident written and verbal communication Ability to translate business needs into technology-related discussions Strong organization, task management, and follow-up discipline Comfort coordinating across multiple teams and priorities High attention to detail and documentation accuracy Professional presence in client meetings and presentations A Successful Client Relationship Coordinator: Maintains strong, trusted client relationships with consistent engagement Proactively identifies client needs before they become problems Connects the right technical resources to the right clients at the right time Runs effective, well-prepared QBRs that clients find valuable Keeps client information, communication, and documentation accurate, current, and confidential Helps clients feel confident that RIS understands their business-not just their technology Requirements Education Bachelor's degree in Business, Information Technology, Cybersecurity, or related field Equivalent experience considered in place of formal education Experience 3+ years in an MSP, IT services, account management, customer success, or client-facing role Familiarity with managed IT services, cybersecurity concepts, or technology consulting environments Experience participating in or supporting QBRs or client review meetings Technical Exposure (Not Hands-On) Working knowledge of IT concepts such as: Managed services Cybersecurity fundamentals Cloud services and infrastructure Experience with PSA/CRM tools (ConnectWise Manage Microsoft CRM preferred) Work Environment and Travel Hybrid work environment (office and work-from-home) Regular client meetings, including on-site visits and QBRs Occasional travel for client engagement, training, or events Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea's Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes Schedule and prepare for appointments with new or prospective clients Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s) Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Required Qualifications: 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Brokerage client support experience or financial services industry experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment Job Expectations: Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. This position is not eligible for Visa sponsorship. Posting location: 190 Carondelet Plz CLAYTON, MO 63105 Posting End Date: 21 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism Viewed by peers as a subject matter expert and sought by others for advice or guidance Provide knowledge and systems support to branch personnel and training for entry-level Client Associates Required Qualifications: 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired qualifications: Brokerage client support experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment Job expectations: US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. This position is not eligible for Visa sponsorship. Posting location: 5 Park Plz IRVINE, CA 92614 California Pay Range: 34.62 - 52.40 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $34.62 - $52.40 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 24 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Provides case management services to a limited caseload of low-risk patients. Coordinates with patients and their caregivers to evaluate needs, goals, and current services. Determines initial eligibility, benefits, and education for all admissions, assessing medical necessity and required level of care to inform physicians. Enters authorization data. Partners in the development of a client-focused case management plan in collaboration with healthcare team, patient, and caregivers that is consistent with regulatory, accreditation, and regional guidelines. Supports patients with gaining access to care based on their needs, making referrals as appropriate. Coordinates resources and services to assure continuity and quality of care. Attends case management rounds with clinician and supports the review of authorizations and diagnoses as needed. Assesses patient progress toward treatment milestones and care plan goals. Assists with identifying barriers to achieving goals and ensures that they are discussed with the patient and care team thoroughly. Assists with verifying that all services remain consistent with established guidelines and standards. Documents the patients case in all medical files. Reviews benefits/services available to patients, caregivers, and other members of the community and assists with problem solving identified concerns. Identifies patients ready for disposition planning activities. Develops and communicates a comprehensive disposition plan in collaboration with the patient, caregivers, physician, nurses, social services, and other healthcare providers and agencies. Obtains authorizations as needed for patient services. Attends professional seminars, workshops, and approved educational programs and workshops. Monitors operational team data and key metrics applied to own work. Makes suggestions for change or improvement as needed. Ensures adherence to policies to meet regulatory requirements. Essential Responsibilities: Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome. Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities. Assists in providing services related to the initial case assessment by: coordinating with patients and their families to evaluate needs, goals, and current services with day-to-day supervision; determining initial eligibility, benefits, and education for all admissions with day-to-day supervision; entering authorization data (e.g., authorization data regarding admitting/principle diagnoses, bed type(s), and disposition data for accuracy, after visit summary) with general guidance; supporting others in exploring options to assure that quality, cost-efficient care is provided; and leveraging working knowledge to assess medical necessity for hospital admission and required level of care to inform physicians. Assists in monitoring and evaluating plan of care by: coordinating resources and services to assure continuity and quality of care; supporting the review and updating of authorizations, attending case management rounds with clinicians, and reviewing diagnoses as needed; contacting patients periodically to assess progress toward treatment milestones and care plan goals with day-to-day supervision; assisting with identifying barriers to achieving goals and ensuring that they are discussed with the patient and care team thoroughly; assisting with verifying that all services remain consistent with established guidelines and standards; and documenting/updating the patients case in all medical files with minimal guidance. Assists in providing services related to the case-planning process by: partnering in the development of a client-focused case management plan with treatment goals based on the patients and familys/caregivers needs under limited guidance; collaborating with health-care team, patient, and caregivers to assure plan of care is safe, agreeable, and appropriate with guidance; and validating that the plan is consistent with regulatory, accreditation, and regional guidelines with some guidance. Supports efforts to remain updated on current research, policies, and procedures by: coordinating with others to attend seminars, workshops, and approved educational programs and workshops specific to professional needs; contributing to the implementation of systems, processes, and methods to maintain team knowledge of community resources, with some guidance; analyzing operational team data and key metrics applied to own work with limited guidance; making suggestions for change or improvement as needed with minimal guidance; and learning about and adhering to policies and regulations impacting the teams work with minimal guidance. Assists in services related to patient disposition by: assisting in identifying patients ready for disposition planning activities under guidance; beginning to develop, evaluate, coordinate, and communicate a comprehensive disposition plan in collaboration with the patient, family, physician, nurses, social services, and other healthcare providers and agencies; and obtaining authorizations/approvals as needed for services for the patient with day-to-day supervision. Assists in connecting patients with existing services by: supporting patients with gaining access to care based on their needs and integrating or referring them into existing programs/services with minimal guidance; referring patients to outside entities, ambulatory case managers, care managers, social workers, and/or internal/external resources as appropriate with guidance; and gathering and summarizing information for making location-specific adaptations as necessary. Assists others in serving as liaison between internal and external care by: reviewing benefits/services available based on regulations or specific coverage to patients, families, and other members of the community, and assisting with problem solving identified concerns with general supervision; providing case management to a limited caseload of low-risk patients referred to external facilities/agencies with general supervision; learning and applying standard strategies and concepts to propose recommendations in interdisciplinary team meetings with internal and/or external stakeholders with guidance; and leveraging working knowledge of the patients case to act as a resource for physicians, health plan administrators, and contracted vendors.Qualifications Minimum Qualifications: Bachelors degree in Nursing or related field OR Minimum three (3) years of experience in case management or a directly related field. Additional Requirements: Knowledge, Skills, and Abilities (KSAs): Written Communication; Maintain Files and Records; Acts with Compassion; Business Relationship Management; Company Representation; Managing Diverse Relationships; Relationship Building; Member Service

You are ... a professional who is dedicated to outstanding customer satisfaction, a savvy software user who easily adopts new programs and processes, and a multitasker with attention to detail. As part of the customer service team, you work out of the Anton Paar USA Western Regional Office in Torrance, CA. You interact with external and internal customers on every aspect of the pre-sales workflow. You will report to the Director of Client Relations in Ashland, VA. The salary range for this position is $23.20 - $26.25 per hour and depends on related experience. Anton Paar USA offers full benefits and a profit sharing contribution to your 401k retirement savings. We offer a $10,000 anniversary bonus every five years plus additional bonus opportunities. We are ... focused on selling and supporting Anton Paar's range of high-precision measuring instruments for physical, chemical, mechanical, and structural properties. A highly diverse, dynamic, and financially sound company, we have grown every year since our start in 1986. Our exceptionally high investment in R&D fuels industry-leading solutions throughout a vast range of the industrial and academic landscape, impacting nearly every product you use in daily life. Anton Paar USA is a for-profit sales and service organization in the Anton Paar Group, privately owned by the charitable Santner Foundation with its headquarters in Graz, Austria. #LI-#KJ1 Responsibilities & Qualifications Responsibilities include: Issuing price quotations, invoices, and optimizing shipping methods Creating and maintaining electronic records in CRM and ERP Processing orders from customers and web-shop CRM key user status, including training, problem resolution, and liaison to world headquarters (Graz, Austria) Skills and qualifications you will need: Strong customer service skills Excellent time management, organizational, and prioritizing skills Associate's or Bachelor's degree in Business Administration or 3 years of experience in a professional environment client relations role Ownership of assigned cases and detail-oriented mindset We Offer Life at Anton Paar is more than just work, with an employee-led In Motion Program organizing active social events during and outside working hours. We offer unique and rewarding positions with competitive salaries, an excellent benefits package, and opportunities for professional growth. We provide a drug free workplace and require pre-employment drug tests. Anton Paar USA, Inc. considers all qualified candidates for this position. This position is not eligible for current or future work authorization or visa sponsorship. #LI-KJ1, #LI-Onsite

Job Title: Client Experience Specialist - National Accounts Department: National Accounts Reports To: Director of National Accounts BASIC FUNCTION: Coordinating all national activity between the branch location and the account. Answering account questions, resolving complaints, and addressing emergency issues when needed. Handling the account quickly and efficiently to achieve the highest level of account satisfaction. RESPONSIBILITIES: * Maintain open communication with AFR's National Accounts regarding their orders, issue resolution, invoicing questions and concerns. * Create cost analysis and quotes based on customer needs. Compose master lease to mirror quote. * Maintain team folders• Create Kit to mirror updated quote * Work with the Customer Service National Account Team to ensure seamless communication is maintained when contacted by their accounts. * Train new staff members on policies, practices and NAV program * Maintain national account customer cards to include accurate information for accounting contacts * Prepare biweekly aging reports by collecting and analyzing information pulled from NAV for allnational accounts. * Review all contracts prior to invoicing for accuracy. This includes working with operations to makesure all dispatch documents are posted, in order to eliminate delays with monthly invoicing. * Create/Send monthly Invoices for all national accounts * Utilize the customer's ledger to make collection efforts and discuss open invoices and accountbalances. * Pull checks to evaluate payment, and educate the client on the information needed to apply paymentscorrectly * Create/ Send Credit Memos, and Apply or Move Payments when needed * Research leads and pass on to Account Manager to pursue * Other duties requested by Account Manager as needed SKILLS: * Oral and written communication skills * Customer relations, customer service and interpersonal relation skills * Organization, planning, time management skills * Professionalism and diplomacy skills

Job Title: Client Experience Specialist - National Accounts Department: National Accounts Reports To: Director of National Accounts BASIC FUNCTION: Coordinating all national activity between the branch location and the account. Answering account questions, resolving complaints, and addressing emergency issues when needed. Handling the account quickly and efficiently to achieve the highest level of account satisfaction. RESPONSIBILITIES: * Maintain open communication with AFR's National Accounts regarding their orders, issue resolution, invoicing questions and concerns. * Create cost analysis and quotes based on customer needs. Compose master lease to mirror quote. * Maintain team folders• Create Kit to mirror updated quote * Work with the Customer Service National Account Team to ensure seamless communication is maintained when contacted by their accounts. * Train new staff members on policies, practices and NAV program * Maintain national account customer cards to include accurate information for accounting contacts * Prepare biweekly aging reports by collecting and analyzing information pulled from NAV for all national accounts. * Review all contracts prior to invoicing for accuracy. This includes working with operations to make sure all dispatch documents are posted, in order to eliminate delays with monthly invoicing. * Create/Send monthly Invoices for all national accounts * Utilize the customer's ledger to make collection efforts and discuss open invoices and account balances. * Pull checks to evaluate payment, and educate the client on the information needed to apply payments correctly * Create/ Send Credit Memos, and Apply or Move Payments when needed * Research leads and pass on to Account Manager to pursue * Other duties requested by Account Manager as needed SKILLS: * Oral and written communication skills * Customer relations, customer service and interpersonal relation skills * Organization, planning, time management skills * Professionalism and diplomacy skills