Client Services Assistant jobs at New York Community Bank

Job Description Membership & Development Assistant About The 100 Club of Massachusetts The 100 Club of Massachusetts is a nonprofit organization committed to supporting the families of fallen active-duty police officers and firefighters across the Commonwealth. Through financial assistance, scholarships, and a strong network of community support, we stand with those who have paid the ultimate sacrifice. Position Overview The Membership & Development Assistant plays a key support role in the day-to-day operations of the organization with a focus on member relations, member and community outreach, event coordination, fundraising/development initiatives, and general administration. Reporting to the Director of Operations (50%) and the Executive Director (50%), this role supports key development and member/donor engagement activities. This is an excellent opportunity for an early-career professional with a passion for mission-driven work, strong organizational skills, a commitment to our first responder community, and a desire to grow in the nonprofit and fundraising fields. Key Responsibilities Administration and Membership Operations (50%) Serve as the initial point of contact for members, donors, and general inquiries via phone, email, and mail, working closely with the Director of Operations to ensure positive member and donor experiences, communications, and follow-up. Process new and renewal memberships, donations, and corporate sponsorships, accurately entering information (including all member/donor communications) into the CRM/database and ensuring timely mailing of acknowledgements and membership materials. Serve as the key database administrator, ensuring all data is coded accurately and running reports as needed. Manage the inventory and fulfillment/distribution process for membership cards, decals, t-shirts, and other member "swag" and manage all member and other mailings. Provide administrative/logistics support for regular outreach to fire and police departments, including "First Responder Fridays" on-site at police/fire stations, the 100Club's Fire/Police "Ambassador" program, the annual statewide Brew Pub Tour and other member/community events. As needed, staff Hundred Club tables at statewide/regional conferences, meetings, golf tournaments, and other events. Assist in planning and staffing events honoring or supporting first responders and their families. Identify potential opportunities for volunteer and intern engagement and recruit/supervise as necessary. Development & Fundraising Support (50%) Support the Executive Director with scheduling donor and other meetings, preparing briefing materials, and managing follow-up scheduling and communications with donors and supporters. Spearhead internal team meeting agendas and follow up on project tasks and timelines with team members. Support the Executive Director in scheduling and managing Development Committee meetings, including drafting agendas and taking minutes. Support execution of annual campaigns, appeals, and donor engagement strategies as well as support for fundraising events including but not limited to the Bruins BFIT Challenge and Falmouth Road Race. Prepare/run regular reports (using both the CRM and excel spreadsheets) to support Executive Director in tracking strategic goals, including membership and donations. Support the development and recruitment of a "Young Professionals Board" and related activities, communications, and events Assist with other administrative fundraising tasks, as needed. Qualifications Bachelor's degree preferred. 1 - 3 years of experience in membership services, event coordination, fundraising and/or administrative support required. Prior experience working with a donor or member management database (e.g. Salesforce, Bloomerang, DonorPerfect) required. Proficiency with Microsoft Suite, particularly Excel and Word required. Experience in a non-profit setting preferred. Excellent written and verbal communication skills. Strong organizational skills and attention to detail. Comfort working independently and as part of a small team. Ability to represent the organization professionally and enthusiastically in public. Massachusetts residency, valid driver's license, and access to reliable transportation for occasional in-state travel is required. Personal commitment to and appreciation for the first responder community is essential. Work Environment & Compensation This is a full-time, 40-hour-per-week, non-exempt position, with some flexibility for remote work. Occasional evening or weekend hours required for events or outreach. Salary Range: $24.00 - $27.00 per hour (when annualized, $50,000-$57,000), commensurate with experience. Benefits: Vacation and sick time, 12 paid holidays, and professional development opportunities. Location: Currently Braintree, MA (accessible only by car; parking provided). The organization may move offices to Boston, MA in 2026. Meaningful work with a mission-driven team supporting Massachusetts heroes and their families. To Apply Please submit a resume and a brief cover letter outlining your interest and relevant experience. The 100 Club of Massachusetts is an Equal Opportunity Employer. The Hundred Club of Massachusetts is an Equal Opportunity Employer, valuing a diverse and inclusive workplace. We encourage candidates of all backgrounds to apply. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. 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We are is seeking a dedicated and knowledgeable Mobility and Cognitive Specialist to enhance the physical and cognitive well-being of our residents across independent living, assisted living, and memory care. This part-time position requires a professional with experience in leading group exercise, particularly focusing on dual-task exercises, as well as expertise in working with individuals living with dementia. The specialist will also be responsible for developing and leading activities that promote cognitive stimulation and curiosity among residents. Key Responsibilities Group Exercise Leadership: Plan, organize, and lead group exercise classes that emphasize mobility, strength, and balance, incorporating dual-task exercises to enhance cognitive function and physical performance. Individual Support: Provide personalized support and modifications for residents with varying levels of mobility and cognitive abilities, ensuring a safe and encouraging environment for participation. Cognitive Programming: Develop and facilitate engaging activities designed to stimulate cognitive function, memory, and curiosity. Assessment and Monitoring: Conduct initial assessments of residents' mobility and cognitive abilities, setting goals and tracking progress to adapt programs as needed. Collaboration: Work closely with other team members, including care staff and experience team, to integrate mobility and cognitive programming into the overall care plans for residents. Family Engagement: Communicate with family members about residents' participation and progress in mobility and cognitive activities, encouraging their involvement and support. Educational Workshops: Offer workshops or informational sessions for residents and families on topics related to mobility, cognitive health, and wellness strategies. Documentation: Maintain accurate records of program participation. Qualifications Experience: Minimum of six months experience leading group exercise programs, particularly with an emphasis on dual-task exercises. Experience working with individuals living with dementia is preferred, but not required. Interest in Older Adults: A genuine passion for promoting the health and well-being of older adults, with a solid understanding of their unique needs and challenges. Communication Skills: Excellent verbal and written communication skills, with the ability to effectively engage residents, families, and staff members. Adaptability: Ability to adapt exercises and activities to accommodate varying levels of physical and cognitive abilities. Working Conditions The position requires flexibility in scheduling, with the expectation of working 2-3 days per week, including some weekends as needed for special events or programs. Work will be conducted in various settings within the community, including activity rooms, common areas, and residents' personal spaces.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the seamless integration of clinical initiatives. Principal Duties and Responsibilities / Essential Functions: Specialty Copay Assistance Program (SCAP) - facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds. Patient Assistance Program (PAP) - helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS). Individual Medication Management (IMM) - identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho. Reporting - management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes. Data Integrity - management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors. CRM Management - maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client. AI Alert Emails - weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization. Case Management - collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc. Minimum Requirements for Education, Experience, and Certifications/Licenses: Bachelor's degree, Certified Pharmacy Technician (CPhT), or other healthcare credentials preferred. 1-3 years' experience in pharmacy, benefit management, healthcare, or related industry experience preferred. Qualifications & Skills: Basic Communication Skills: Ability to effectively communicate both verbally and in writing. Learning Agility: Diligence to proactively expand skillset, resolve issues, or get past roadblocks. People Skills: Ability to foster positive working relationships. Use of a communication style that enhances high levels of engagement. Perseverance: Ability to follow-through, meet deadlines, and strive to exceed goals. Critical Thinking Skills: Ability to look beyond the obvious, probe and provoke thoughts on alternative solutions. Technology Skills: Ability to use or learn technology needed to perform role. To include but not limited to the Microsoft suite of applications: Teams, Excel, Word, Outlook, and PowerPoint. Resiliency: Flexibility to embrace continuous change and remain positive in times of uncertainty or stress. Basic Math Skills: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ethics & Integrity: Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations. Office and Travel Requirements: Minimum of four days per week required in the NFP Rx Solutions office in Chesterfield, MO. One day per week with the option to work remotely from home No overnight travel required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 - $57,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Designed and purpose built for seniors, our communities incorporate resort-style amenities and social activities to provide seniors a carefree, maintenance-free lifestyle, while providing best in class care. Our Brands deliver a variety of lifestyles: cottages, senior apartments, and independent-living, assisted living and memory care in different locations. Most important, our residents love living with us, and you will love working with us. At Aviva Senior Living, we are committed to providing a supportive and engaging environment. Our dedicated staff is passionate about ensuring that each resident feels at home, offering personalized care and assistance as needed. Our beautifully designed units and welcoming atmosphere create a space where residents can thrive and enjoy life to the fullest. Join us at Aviva Senior Living and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. This position makes a difference to our residents' overall well-being and happiness and brings peace of mind to families that their loved ones are cared for and treated well Shift Details: We are currently searching for a Resident Assistant to join the following shift: Days, Afternoons, Midnights. Please note, this may change throughout employment as needed with notice. Primary Responsibilities: Safely assist residents with ADL's. Common ADLs include safe transferring, assistance with personal hygiene, memory care stimulation, and social interaction. Reporting any changes in residents' physical condition and/or behaviors. Complete documentation in resident records regarding vitals, leisure activities, incidents, and observations throughout, and no later than, the end of shift. Following the schedule of the resident's needs set out by the supervisor. Providing emotional and social support to residents. Adhering to all policies and procedures of the community. Fulfilling other duties as assigned by the supervisor. Regular and predictable attendance daily. Qualifications, skills, and abilities: High school diploma or equivalent (GED) One year of related work experience preferred, CNA preferred Ability to safely assist residents with ADL's. Skilled in caring for residents with memory impairments and secondary diagnosis. Ability to work with the elderly in a courteous and friendly manner, demonstrating patience and compassion. Ability to work in a calm and professional manner and present a clean and professional image to reassure the residents and families. Ability to communicate professionally and appropriately with families, residents, 3rd party providers, community leaders and co-workers. Ability to safely handle food in accordance with facility policies and procedures, as well as all state and federal regulations. Strong knowledge and understanding of state regulations. Ability to speak, read and write in English. Full-time employees can take advantage of: Medical/Prescription Insurance Dental Insurance Vision Insurance Paid time off accrued up to 15 days per year. Paid Holidays Employee Referral Program Company Paid Life Insurance Pet Insurance available Company matching 401k Available pay advance (daily pay) Aviva Senior Living is an Equal Opportunity Employer and a Drug-Free Workplace. JOB CODE: 1000461

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

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Worthington, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of li">internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. * li">Serves as a li">back up li"> to the Contact Center when needed. li">Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required li">lien li"> position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts. Office Support * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">. * li">Coordinates team li">member li"> and/or client events and manages related invoices and requests. Serves as an Office Ambassador. * li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location. * li">Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">High school diploma or GED. * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Entry-level client service experience, li">preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Designed and purpose built for seniors, our communities incorporate resort-style amenities and social activities to provide seniors a carefree, maintenance-free lifestyle, while providing best in class care. Our Brands deliver a variety of lifestyles: cottages, senior apartments, and independent-living, assisted living and memory care in different locations. Most important, our residents love living with us, and you will love working with us. At Aviva Senior Living, we are committed to providing a supportive and engaging environment. Our dedicated staff is passionate about ensuring that each resident feels at home, offering personalized care and assistance as needed. Our beautifully designed units and welcoming atmosphere create a space where residents can thrive and enjoy life to the fullest. Join us at Aviva Senior Living and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. This position makes a difference to our residents' overall well-being and happiness and brings peace of mind to families that their loved ones are cared for and treated well Shift Details: We are currently searching for a Resident Assistant to join the following shift: 2:00pm-10:00pm. Please note, this may change throughout employment as needed with notice. Primary Responsibilities: Safely assist residents with ADL's. Common ADLs include safe transferring, assistance with personal hygiene, memory care stimulation, and social interaction. Reporting any changes in residents' physical condition and/or behaviors. Complete documentation in resident records regarding vitals, leisure activities, incidents, and observations throughout, and no later than, the end of shift. Following the schedule of the resident's needs set out by the supervisor. Providing emotional and social support to residents. Adhering to all policies and procedures of the community. Fulfilling other duties as assigned by the supervisor. Regular and predictable attendance daily. Qualifications, skills, and abilities: High school diploma or equivalent (GED) One year of related work experience preferred, CNA preferred Ability to safely assist residents with ADL's. Skilled in caring for residents with memory impairments and secondary diagnosis. Ability to work with the elderly in a courteous and friendly manner, demonstrating patience and compassion. Ability to work in a calm and professional manner and present a clean and professional image to reassure the residents and families. Ability to communicate professionally and appropriately with families, residents, 3rd party providers, community leaders and co-workers. Ability to safely handle food in accordance with facility policies and procedures, as well as all state and federal regulations. Strong knowledge and understanding of state regulations. Ability to speak, read and write in English. Full-time employees can take advantage of: Medical/Prescription Insurance Dental Insurance Vision Insurance Paid time off accrued up to 15 days per year. Paid Holidays Employee Referral Program Company Paid Life Insurance Pet Insurance available Company matching 401k Available pay advance (daily pay) Aviva Senior Living has achieved designation as a Great Place to Work and is an Equal Opportunity Employer and a Drug-Free Workplace. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, education, etc. JOB CODE: 1000597

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. May manage FA and Team's social media presence (website, LinkedIn,X, etc.). Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor's degree preferred; not required #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Position Overview: As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the seamless integration of clinical initiatives. Principal Duties and Responsibilities / Essential Functions: Specialty Copay Assistance Program (SCAP) - facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds. Patient Assistance Program (PAP) - helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS). Individual Medication Management (IMM) - identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho. Reporting - management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes. Data Integrity - management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors. CRM Management - maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client. AI Alert Emails - weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization. Case Management - collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc. Minimum Requirements for Education, Experience, and Certifications/Licenses: Bachelor's degree, Certified Pharmacy Technician (CPhT), or other healthcare credentials 1-3 years' experience in pharmacy, benefit management, healthcare, or related industry experience Qualifications & Skills: Basic Communication Skills: Ability to effectively communicate both verbally and in writing Learning Agility: Diligence to proactively expand skillset, resolve issues, or get past roadblocks People Skills: Ability to foster positive working Use of a communication style that enhances high levels of engagement. Perseverance: Ability to follow-through, meet deadlines, and strive to exceed goals Critical Thinking Skills: Ability to look beyond the obvious, probe and provoke thoughts on alternative solutions Technology Skills: Ability to use or learn technology needed to perform to include, but not limited to, the Microsoft suite of applications: Teams, Excel, Word, Outlook, and PowerPoint. Resiliency: Flexibility to embrace continuous change and remain positive in times of uncertainty or stress Basic Math Skills: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ethics & Integrity: Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations. Office and Travel Requirements: Minimum of four days per week required in the NFP Rx Solutions office in Chesterfield, One day per week with the option to work remotely from home. No overnight travel required Physical Demands: These physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Able to lift and carry 15 pounds Able to work at a desk using computer equipment up to 95% of the time Frequent telephone use NOTE: The information in this job description indicates the general nature and level of work performed by employees in this classification. It is not a comprehensive list of all duties, responsibilities and/or qualifications required of employees assigned to this position. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Job Description Designed and purpose built for seniors, our communities incorporate resort-style amenities and social activities to provide seniors a carefree, maintenance-free lifestyle, while providing best in class care. Our Brands deliver a variety of lifestyles: cottages, senior apartments, and independent-living, assisted living and memory care in different locations. Most important, our residents love living with us, and you will love working with us. At Aviva Senior Living, we are committed to providing a supportive and engaging environment. Our dedicated staff is passionate about ensuring that each resident feels at home, offering personalized care and assistance as needed. Our beautifully designed units and welcoming atmosphere create a space where residents can thrive and enjoy life to the fullest. Join us at Aviva Senior Living and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. This position makes a difference to our residents' overall well-being and happiness and brings peace of mind to families that their loved ones are cared for and treated well Shift Details: We are currently searching for a Resident Assistant to join the following shift: 2:00pm-10:00pm. Please note, this may change throughout employment as needed with notice. Primary Responsibilities: Safely assist residents with ADL's. Common ADLs include safe transferring, assistance with personal hygiene, memory care stimulation, and social interaction. Reporting any changes in residents' physical condition and/or behaviors. Complete documentation in resident records regarding vitals, leisure activities, incidents, and observations throughout, and no later than, the end of shift. Following the schedule of the resident's needs set out by the supervisor. Providing emotional and social support to residents. Adhering to all policies and procedures of the community. Fulfilling other duties as assigned by the supervisor. Regular and predictable attendance daily. Qualifications, skills, and abilities: High school diploma or equivalent (GED) One year of related work experience preferred, CNA preferred Ability to safely assist residents with ADL's. Skilled in caring for residents with memory impairments and secondary diagnosis. Ability to work with the elderly in a courteous and friendly manner, demonstrating patience and compassion. Ability to work in a calm and professional manner and present a clean and professional image to reassure the residents and families. Ability to communicate professionally and appropriately with families, residents, 3rd party providers, community leaders and co-workers. Ability to safely handle food in accordance with facility policies and procedures, as well as all state and federal regulations. Strong knowledge and understanding of state regulations. Ability to speak, read and write in English. Full-time employees can take advantage of: Medical/Prescription Insurance Dental Insurance Vision Insurance Paid time off accrued up to 15 days per year. Paid Holidays Employee Referral Program Company Paid Life Insurance Pet Insurance available Company matching 401k Available pay advance (daily pay) Aviva Senior Living has achieved designation as a Great Place to Work and is an Equal Opportunity Employer and a Drug-Free Workplace. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, education, etc.