Client Services Assistant jobs at New York Community Bank - 14 jobs

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint. Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers. Position Summary Anchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by “getting” a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required. Essential Duties & Responsibilities Support a Sr. Account Executive (AE) in sizing, documenting and getting a loan closed Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources Primary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc Manage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activities Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets Collaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goals Pre-qualify loan packages when borrowers or brokers require assistance Work directly with potential borrowers to obtain initial documentation Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems Be a Brand Ambassador by supporting Account Executives with social like blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans Learn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocks Performing related duties and special projects as assigned Requirements Strong work ethic and willingness to take initiative High level of organization and detail-orientation, a must Advanced problem-solving and analysis skills Healthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environment Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus Excellent communication; superior oral and written skills Strong knowledge of spreadsheets, databases and presentation software Ability to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it done Proficient in Microsoft Office, with aptitude to learn new software and systems Preferred, not required • Bachelor's degree in accounting, marketing or finance Work Environment: This a hybrid position that requires in-office attendance at our Thousand Oaks, CA or Charlotte, NC. Fully remote opportunities are also available for those with industry experience. Compensation The base pay range for this position is $65,000 to $75,000 per year plus an incentive compensation bonus. What We Offer: The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes: Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits Highly competitive performance bonus 401(k) retirement program with employer match Tuition reimbursement toward professional development Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons Onsite gym (Thousand Oaks only) 12 Paid Holidays Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

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.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under moderate supervision the Homeowner's Assistance Department Counselor initiates contact and provides assistance to consumer and mortgage loan customers who are in default. Counsels and guides the customer in order to achieve workout alternatives based upon customer's circumstances while complying with all investor, company, federal and insurer guidelines. The counselor works to minimize potential losses on delinquent loans by contacting the borrowers &/or their agents, mortgage brokers, real estate agents, title companies, attorneys, investors and insurers to work toward resolution of the delinquency in accordance with departmental and legal guidelines, while ensuring company and investor goals. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES AND RESPONSIBILITIES: * Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives - Contacts delinquent customers to obtain payment commitments. * Makes collection/demand calls with an account load defined by applicable capacity model. * Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, Repayment Plans, Modifications, Assumptions, Pre-foreclosure / Short Sales, and Deed in Lieu; Assist in identifying, negotiating and pursuing the appropriate loss mitigation option that best maximizes customer satisfaction and investor return. * Review, negotiate and recommend action on requests for proposed foreclosure or repossession alternatives within the timeframes established by management. * Identify, evaluate and resolve reasons for delinquency. * Ability to explain all workout options within company / investor / insurer guidelines and know the requirements of each one. * Skip tracing accounts for possible leads to find customers information to contact them. * Quoting reinstatement amounts, payoffs, and setting up repayment plans within the system. * Pursues resolution on referrals of non-delinquent customers who request alternatives to allow ownership retention. * Ensures that all requested documentation has been requested and received from the customer. * Monitors all accounts associated with Soldiers and Sailors Act to ensure compliance with all required guidelines. * Record all collection efforts via the collection system. * Recommend additional actions with Management assistance on delinquent accounts. * Escalate calls and/or problem accounts to supervisor, repossession, legal or collection agencies as appropriate. * Provides feedback to management for ideas on process improvement and suggestions for the specialty collections unit. * Provides administrative support as directed by management. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * High School Diploma or equivalent required. * Minimum two years collection, support or related customer service experience; Loss Mitigation experience is preferable but not required. * Knowledge of basic mortgage default timelines / procedures (bankruptcy / escrow/ foreclosure). * Knowledge of bank-owned, investor & insurer guidelines for the mortgage and consumer companies. * Required to know & adhere to FDCPA / Privacy Act / state laws as well as other bank policies in regards to collection guidelines. * Excellence in consulting and advising customers via telephone and written communication. * Excellent customer service skills with both external and internal customers. * Excellent communication, comprehension, listening and negotiation skills. * Ability to meet deadlines and work independently with medium level of supervision. * Ability to analyze and suggest resolution to problems. * Understanding of debt collections in any stage of delinquency (up to 180 days, charge off and bankruptcy). Foreclosure, bankruptcy and REO experience preferred. * Familiarity with financial statements, tax returns, credit reports, home appraisals, title searches and other documents used to evaluate a pre-foreclosure remedy. * Strong analytical, problem solving and mathematical skills to be used in financial counseling and evaluation and interpretation of complex information. * Basic understanding of Mortgage lending and servicing. * Must be able to work in a team environment to interact well with employees and all levels of the organizations. * Proficient in Microsoft Word, Outlook, Access and Excel with a minimum level of Intermediate. Homeowners Assistance Counselor. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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.

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.

Why You Should Work With Us: As a Sinceri Senior Living company, we are a fun loving, employee-centric community like no other! Maybe that's why we have been certified by our employees as a Great Place to Work for our 6th Year in a row. Create your healthcare career with us and learn about all the career growth opportunities we offer. Have we sparked your interest yet? Apply online and join our wonderful team. Questions about the application process? Come visit us and our staff will be happy to assist you! Sinceri Senior living is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Minors must be at least 16 years of age to be employed by Sinceri Senior Living. Candidates submitted by unsolicited 3 rd party recruiters will not be considered. ACTIVITIES ASSISTANTWorking under the Resident Experience Director. Includes every-other weekend. Minimum Eligibility Requirements: High school diploma or equivalent. 1 year of experience working in a social or recreational program in a healthcare setting is preferred. At least minimal experience in planning and directing activities for elderly residents, and in planning, and organizing special programs for residents, families, and staff. Good verbal communication skills, including the ability to give directions to others in a manner that is pleasant and easily understood. Ability to display enthusiasm and a positive attitude in promoting activities, and enlisting the support of facility team members for activity programming. Must be able to evaluate residents' needs and able to adjust programming as needed. Able to respond to resident, family, or team concerns in a respectful, patient, and professional manner elevating concerns to the Administrator as needed. Ability to represent the Community in a positive and professional manner. Current and valid state driver's license. Must be able to pass a criminal background clearance. Essential Functions: Assist Resident Experience Director (RED) in planning and providing activities that support and maintain the residents' quality of life, and that meet state requirements for addressing residents' social, physical, spiritual, and mental health. Follows and implements programs posted on the Calendar of Events created by the RED that is built around resident life profiles and demonstrate an active, social, and creative environment. Assists the RED in maintaining an updated social history and Life Profile of each resident. Assists the RED in maintaining a successful “Better Health for a Better Self” program to meet the health and wellness needs of the residents. Meets all new residents and families upon arrival, informing them of the activity program and encouraging participation. Maintains the inventory of activity supplies and equipment and submits a monthly list of needs to the RED. As requested, assists with set up and break down of events of holiday parties. As needed, operates, and drives the community bus for resident outings, community outreach opportunities, or another programming away from the community. And other duties assigned by supervisor.

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.

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.

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.

This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files. Position Accountabilities * Assists Financial Advisors * Ensure that each customer receives outstanding client experience. * Maintain and service client needs for both brokerage and direct accounts * Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service. * Establish, maintain and update department files and/or client files and records. * Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed. * Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered. * Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned. Organizational Relationship This position reports to the Lead Client Assistant. Position Qualifications Education & Experience * High School diploma; or equivalent; some higher education course completion work preferred. * Minimum of three years of experience in financial services industry. Knowledge & Skills * Ability to multi-task and establish priorities. * Excellent customer service skills. * Proficient computer skills relevant to Microsoft Office Suites and on-line systems. * Advanced math and analytical skills. * Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others. * Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures. * Ability to work with minimum supervision. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

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.

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 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.