Associate, Client Processing I - Loans Enablement
Pittsburgh, PA jobs
Associate, Client Processing I
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in brokerage processing is preferred
Applicable local/regional licenses or certifications as required by the business
Prior loan operations experience in a financial service setting preferred
Detail oriented
Excellent verbal and written communication abilities
Ability to self-manage, prioritize, and execute workload
Familiarity with technical applications to include, but not limited to, Microsoft Office applications
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Associate, Client Onboarding/Transitions/Conversions/KYC II
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC II to join our team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system
Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform
Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts
Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations
Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events
Closes off accounts by first checking for any pending activity or balances remaining in the account
Works directly with clients to access documentation requirements and reference data and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documents
Ensures application form is received, and tax documentation is received from the investor
Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation
Ensures client receives all necessary training or conducts the training him/herself
Communicates progress to team and escalate issues or potential project delays
Supports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activities
Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients
Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process
Assists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed
Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May participate in UAT, on boarding and fault resolution
Responsible for overall success of less complex or small transitions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience
Guides the client in appropriate platform applications and structure of their program/product offering
No direct reports
Provides guidance to less experienced colleagues as needed
Allocates work to and monitors the work quality of others assigned to the client
May have people management responsibilities in some geographies
Responsible for standard clients and contributes to the achievement of team objectives
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
Advanced/graduate degree preferred
3-5 years of total work experience preferred
Experience in securities, financial services or client-facing or project management roles preferred
Applicable local/regional licenses or certifications as required by the business
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Associate, Anti Money Laundering/Prevention/Know Your Client II
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Anti Money Laundering/Prevention/Know Your Client II to join our team. This role is located in Pittsburgh, PA - Hybrid.
In this role, you'll make an impact in the following ways:
Prepares client profiles for new clients and existing clients.
Conducts periodic reviews of client profiles.
Ensures due diligence when onboarding new clients.
Researches and gathers information to prepare a basic report for a new or existing client.
Leverages online tools, independent research or collaborates directly with the relationship manager.
Amends existing client profiles when needed.
Assists with administrative tasks when applicable.
Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database.
Communicates with internal stakeholders for information gathering purposes, as needed.
No direct reports.
Contributes to the achievement of team goals.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
3-5 years of total work experience preferred.
Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Associate, Client Reporting/Performance II
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Loan Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Monitor and report on client portfolio performance.
Maintain online tools and reporting platform, including training clients on report production.
Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation.
Develop research analyses to understand industry trends and suggest improvements to enhance client experience.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Experience in trading or brokerage preferred.
Ability to provide guidance to less experienced Client Reporting and Performance staff as needed.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Associate, Client Operations II
Houston, TX jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Operations II to join our Structured Debt Client Platform team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
Support clients in addressing moderately complex operational and technical issues and ensure requests are executed.
Provide clients information related to BNY Mellon products and services representing multiple lines of business and geographies and direct them to the appropriate resources, as needed.
Monitor client inquiries, resolve non-routine issues, escalate complex issues as needed, and participate in internal activities to improve the client experience.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
Ability to apply intermediate problem solving skills, experience, and judgment to analyze information and deliver high quality service.
May have people management responsibilities in some geographies and provide guidance to less experienced team members.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Associate, Client Processing I
Houston, TX jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in brokerage processing is preferred
Applicable local/regional licenses or certifications as required by the business
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Client Services Associate
New York, NY jobs
Client Service Associate
12 Month Contract (Possible Extension)
Max Pay Rate: $29/Hr. (W-2)
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties
Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant company business partners
Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements)
Assist team members to ensure ongoing client contractual obligations are being met
Support the fulfillment of ad-hoc client inquiries and requests
Facilitate and oversee client cash flow requests to ensure proper handling
Help manage client communications to ensure timely and proactive updates are provided
Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
Update and maintain client and authorized third party contact information via CRM application
Support client meeting preparation by facilitating creation of materials
Help identify, escalate and resolve problems for any issues affecting the client experience
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
Supports the completion of due diligence and client questionnaires
Educational Requirements
University (Degree) Preferred (Not required)
You will receive the following benefits:
Medical Insurance & Health Savings Account (HSA)
401(k)
Paid Sick Time Leave
Pre-tax Commuter Benefit
Motion Recruitment provides IT Staffing Solutions (Contract, Contract-to-Hire, and Direct Hire) in major North American markets. Our unique expertise in today's highest-demand tech skill sets, paired with our deep networks and knowledge of our local technology markets, results in an exemplary track record with candidates and clients.
Applicants must be currently authorized to work in the U.S. on a full-time basis now and in the future.
Government Pricing & Medicaid
Bridgewater, NJ jobs
Join our finance team as a Senior Analyst, Government Pricing & Medicaid. This new position will play a key role in ensuring pricing accuracy and regulatory compliance across critical federal and state healthcare programs.
Key Responsibilities:
Perform manual government price calculations, analysis, and timely submissions for all mandated products
Collaborate on Medicaid invoice processing and payment submissions
Resolve data discrepancies and provide supporting documentation to government agencies, including CMS, HRSA, and the VA
Ensure full compliance with federal and state reporting regulations
Hospital Services Coordinator
Hartford, CT jobs
Concierge Coordinator
We're looking for an onsite - Concierge Coordinator - for our client. If you have 3 -5 years of experience in accounts payable, finance, healthcare, medical recalls, or administrative then this is a great opportunity to grow your career with a company known for excellence.
What You'll Do
Manage and execute critical medical recall processes with accuracy and timeliness.
Perform accounts payable (AP) tasks and assist with purchasing activities.
Provide support to internal and external partners, ensuring smooth communication and coordination.
Handle time-sensitive and high-priority tasks effectively.
Maintain compliance with HIPAA or similar regulations when handling confidential information.
What You Bring (Must Have)
Minimum 3 years of experience in accounts payable, finance, purchasing, healthcare, or a related field.
Customer Service Experience, Excel, Microsoft Word, Outlook. Peoplesoft experience a plus.
Prior experience in healthcare, medical recalls, or administrative support preferred.
Proven ability to manage time-sensitive and high-priority tasks. Strong organizational skills and attention to detail.
Experience handling confidential information in compliance with HIPAA or similar regulations.
Top performers are fast learners, strong team players, and committed to accuracy and inclusiveness.
📍
Location:
Hartford, CT -Onsite
💵
Pay: $20 - $23/hr
📩 Apply now to take the next step in your Customer Care Coordinator career!
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Child Welfare Coordinator
Bradenton, FL jobs
Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant.
LSF Manatee County CMO is looking for a talented Child Welfare Case Manager who wants to make an impact in the lives of children and families.
Candidates residing in the State of Florida are preferred.
Training locations will be in Tampa, Pinellas, or Fort Myers with paid mileage for both locations.
Purpose & Impact:
The purpose of the Child Welfare Case Manager, in partnership with various individuals and groups within the child welfare system and community, is to ensure and promote the social, physical, psychological and emotional well-being and safety of the children and families they serve.
The Case Manager maintains case ownership responsibility as the integrator of all services and supports identified for each child, including therapy, mental health services, health and dentistry, developmental services, educational support, permanency and safety.
The Case Manager manages cases toward goals recorded in case plans while adhering to Florida Statutes, Administrative Code, written policies and orders of the Dependency Court. The Case Manager reports to the Case Management Supervisor.
Essential Functions:
Accept all cases assigned by unit supervisor and meet with children in their primary residence within 2 working days of ITR staffing and with identified parents in sufficient time to complete a Family Assessment within 15 working days of ITR staffing.
Negotiate and develop a case plan based on identified strengths and needs of the family, the circumstances bringing the family into care, recommendations provided by the Comprehensive Behavioral Health Assessment and other relevant data. This plan is to be created in collaboration with the parents, Guardian Ad Litem, foster parents and other pertinent parties with the goal of reunification or other permanency for the child.
Visits the child in their primary residence according to required frequency, but no less than once every 25 days. At least one visit each quarter is to be unannounced.
Accurately document all case activities in the Florida Safe Families Network database within 48 hours. Maintain the physical case file in chronological order, by subject, in accordance with the standardized case file format.
Submit service requests to the lead agency Utilization Management Department, and provide clients with timely referrals to services. Develop and maintain knowledge of community resources, program eligibility requirements, key contact persons, emergency procedures, and waiting lists of available resources. Maintain regular contact with service providers and document service progress in FSFN.
Complete and submit court documentation within in required time frames. Prepare for, attend, and participate in all court activities as necessary.
Arrange for, attend, and participate in individual case staffings as necessary. Complete all required staffing and application packets.
Conduct initial and/or ongoing child safety assessments as required. Prepare initial and on-going safety plans as necessary.
Arrange for emergency placement, emergency medical treatment, and emergency services for children at risk.
Conduct diligent searches for parents and family members when deemed necessary and thoroughly document that the effort has been made to find the parents and family members.
Conduct home studies as required for prospective placements. Provide relevant medical, psychological, behavioral and educational background information about the child or children to prospective care-givers as needed. Plan and facilitate parental and sibling visits as needed and appropriate.
Transport children as needed.
Ensure that all Independent Living functions are completed as required
Attend all appointments, staff meetings, trainings, seminars, workshops, etc., as necessary and as required by the supervisor.
Function as agency on-call Case Manager as scheduled.
Organize, prioritize and complete all work assignments by the established deadlines.
All duties are performed in accordance with the following standards:
Courtesy: Treat clients, the public and staff with courtesy, respect and dignity and presents a positive public image.
Communication Skills: Keep supervisor fully informed of activities, pertinent issues, upcoming events and potential problems. Demonstrate effective oral and written communication skills in daily work.
Team Work: Support the unit, department and/or organization and work with others in an effort to accomplish the goals of the unit, department and/or organization.
Safety: Employee makes a reasonable effort to adhere to established safety procedures and practices in the work area.
Training: Attend and successfully complete all mandated training courses such as the PDC Assessment and successfully passes the PDC examination, Pre-service Training. MAPP Training, In-service, etc., within the probationary period and as scheduled thereafter. The successful completion of the Field-Based Performance Assessment is an essential performance standard required for continued employment in the class of Case Manager.
Confidentiality: Adhere to all confidentiality rules.
On-Call: Perform on-call responsibilities as assigned. Carry an active cell-phone at all times during regularly scheduled work hours and during on call hours. Immediately respond to all calls.
Other Functions:
Perform other related duties and special assignments as required.
Physical Requirements:
Must have a high level of energy, be adaptable to irregular hours, be flexible to rotate on-call as needed, be able to travel as needed.
Valid driver's license and appropriate auto liability insurance required.
Requires extensive driving and unexpected travel.
Requires extended hours, works nights and weekends.
Education:
Must possess a Bachelor's degree in a Human Services field. Degree in Social Work preferred.
Experience:
Must have a minimum of one year of relevant experience and certified or certified within one year.
Skills:
Excellent written and verbal communication skills.
Familiarity with and ability to use Microsoft Office programs Word and Excel.
Ability to type 45 words per minute.
Ability to drive both locally and throughout the state in connection with the duties of this position.
To fully understand case ownership responsibility as the integrator of all services and supports identified for each child, including therapy, other mental health services, health and dentistry, developmental services, educational support, permanency and safety; as well as their responsibility to make trauma sensitive transitions when it is determined that a caretaker lacks the needed level of responsibility to care for their children.
Other:
Must demonstrate sensitivity to our service population's cultural and socioeconomic characteristics and needs.
Principal Accountabilities:
Reports directly to and follows directives of Case Management Supervisor.
Works cooperatively with Program Directors, with other Case Managers, with placement staff, with Protective Investigators, with Child Welfare Legal staff and with agency support staff.
Effectively manages time to ensure that all home visits are completed as required, all documentation is entered into FSFN within 48 hours, court documentation is prepared according to specified time frames and court appearances are attended as necessary.
Follows Florida Statutes, Administrative Code, written policies and orders of the Dependency Court in managing cases toward goals recorded in case plans.
Why work for LSF?
LSF offers 60 programs across the state of Florida serving a wide range of populations in need. Mission Driven staff members become part of the LSF community while transforming the lives of those in need. Our staff additionally find growth opportunities as they explore areas of interest within the organization.
Amazing benefits package
including
:
Medical, Dental and Vision
Telehealth (24/7 online access to Doctors)
Employee Assistance Program (EAP)
Employer paid life insurance (1X salary)
13 paid holidays + 1 floating holiday
Generous PTO policy (starting at 16 working days a year)
Note: Head Start employees paid time off and holiday schedule may differ
403(b) Retirement plan with 3% discretionary employer match OR 3% student loan repayment reimbursement
Tuition reimbursement
LSF is proud to be an equal opportunity employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Brokerage Coordinator
Dallas, TX jobs
Brokerage Coordinator - Temp-to-Hire Opportunity - Start before the holidays!
Schedule: Monday-Friday, 8:00 AM - 5:00 PM
Compensation: $28-$33/hr + overtime eligible
About the Role
We're seeking a highly organized and proactive Brokerage Coordinator to join our client's dynamic commercial real estate team. This is a temp-to-hire position offering the chance to transition into a permanent role with a leading firm in the industry.
As a Brokerage Coordinator, you'll be the backbone of the team-providing critical administrative and marketing support to brokers, ensuring smooth operations, and helping drive success in a fast-paced environment.
What You'll Do
Prepare proposals, presentations, and marketing collateral
Coordinate invoicing, deal tracking, and follow-up
Support brokers with administrative tasks and client deliverables
Maintain accuracy in internal systems and documentation
What We're Looking For
Must-Haves:Proficiency in MS Word and Excel
1+ years of relevant professional or customer service experience
Experience with invoicing and strong attention to detail
Excellent communication skills and ability to prioritize under pressure
Nice-to-Have:Familiarity with Adobe InDesign and other creative tools
Commercial real estate experience
Why You'll Love This Role
Opportunity to transition to permanent employment with a respected industry leader
Collaborative team environment with strong mentorship
Competitive hourly pay with overtime potential
Business casual dress code and covered parking
Ideal Candidate
You thrive in a professional setting, adapt easily to shifting priorities, and communicate effectively in person. If you're detail-oriented, resourceful, and eager to learn, this role offers a clear path for growth.
Benefits
Medical, Dental, and Vision Insurance, Paid Time Off (PTO) and Holidays, Life and Disability Coverage
Ready to take the next step? Apply today and start building your career in commercial real estate!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
BIM Coordinator
Gilbert, AZ jobs
BIM Coordinator
Company: Loenbro
The BIM Coordinator manages a project's digital Building Information Modeling (BIM) processes from design through construction, ensuring models are accurate, coordinated between disciplines, and compliant with standards. Key responsibilities include developing and implementing the BIM Execution Plan (BEP), coordinating model development, conducting clash detection to resolve design conflicts, providing training to project teams, facilitating collaboration among stakeholders, and ensuring timely delivery of project information to clients.
Essential Duties and Responsibilities
BIM Execution Plan (BEP) Development: Create and manage the BEP, outlining BIM standards, protocols, and workflows for the project team
Model Coordination: Oversee the integration and collaboration of 3D models from various disciplines (e.g., architectural, structural, mechanical).
Clash Detection & Issue Resolution: Perform clash detection to identify conflicts between different models and coordinate the resolution of these design issues.
Standards Compliance: Ensure that all project models and data adhere to the established BIM standards, naming conventions, and quality requirements.
Training and Support: Provide training and technical support to project teams on BIM software, best practices, and workflows.
Collaboration and Communication: Facilitate communication and collaboration among project stakeholders, leading coordination meetings and serving as a central point of contact for BIM-related information.
Quality Assurance: Conduct quality checks and audits of BIM models to ensure they meet the required level of detail (LOD) and are free of conflicts.
Information Management: Manage and maintain project BIM data, including generating documentation and ensuring systematic storage of project information.
Other: Performs other related duties as assigned.
Knowledge Skills And Abilities:
BIM Software proficiency: Expertise in BIM authoring tools like Autodesk Revit and Navisworks.
Technical Skills: Knowledge of BIM technologies, interoperability, and model-related problem-solving.
Communication Skills: Ability to effectively communicate technical information to diverse project teams and stakeholders.
Project Management Understanding: Knowledge of project workflows and the ability to manage BIM activities within project schedules and budgets.
Interpersonal Skills: The ability to foster collaboration and support cross-team communication for a smooth project workflow.
Experience: 5-7 years of experience preferred.
Work Environment: Office setting with occasional site visits.
Fabric Coordinator
Los Angeles, CA jobs
We are seeking a highly organized and detail-oriented Trims Coordinator to join the trims team. This role will support development sampling, sourcing, tracking, and execution of trims across product categories. You will work closely with Design, Product Development, and Technical Design to ensure trims meet quality standards, align with brand aesthetics, and deliver on production timelines.
Job Summary:
Organize all trim types (labels, zippers, snaps, buttons, hangtags, drawcords, etc.) in inventory, trim library, and PLM
Import TDS, testing reports, and images into PLM
Coordinate sample submissions and TDS/testing with global vendors and suppliers
Manage incoming/outgoing packages and shuttle trims to internal offices
Provide internal updates via Asana and maintain trim reference binders
Organize trims presentations and sample reviews with cross-functional teams
Support the Trims Manager and team with special projects and developments
Create ART codes for trim references in PLM
Key Qualifications:
Associate's degree in Fashion, Product Development, Textiles, or related field (or equivalent experience)
2+ years of trims development, sourcing, or production coordination (apparel industry preferred)
Strong understanding of trims components, processes, and quality standards
Proficient in Excel, PLM systems, Asana, SharePoint, and Adobe Suite
Excellent organizational skills, attention to detail, and communication with vendors
Ability to thrive in a fast-paced environment with tight deadlines
Passion for product, innovation, and design
Sample Coordinator
Los Angeles, CA jobs
A well-known apparel brand is seeking a highly organized and detail-oriented Freelance/Part-Time Sample Coordinator to support the Product Development team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working cross-functionally, and has strong communication and organizational skills.
Responsibilities:
• Coordinate salesman sample orders and update tracking tools (Excel and PLM)
• Manage receipt, organization, and storage of Proto through SMS samples
• Prepare samples for fittings, meetings, and seasonal presentations
• Maintain sample libraries, tagging, hanging, labeling, and shipment records
• Communicate with overseas vendors regarding sample delivery schedules
• Track and report vendor on-time performance and identify timing risks
• Support Merchandising, Creative, PD, Production, and Technical Design teams
• Prepare, ship, and receive sample packages (DHL)
Qualifications:
• 1-2 years of experience in the apparel industry preferred
• Strong organizational skills with the ability to manage multiple priorities
• Excellent attention to detail and follow-through
• Strong communication skills, both written and verbal
• Proficiency in Microsoft Office (Excel, Outlook, Word)
• PLM system experience is a plus
• Understanding of garment construction and product development processes preferred
Textile Coordinator
New York, NY jobs
Job Title: Textile Coordinator (Contract - 2-3 Months)
Type: W2 Contract
Duration: 2-3 Months
Pay Rate: $15-$20 per hour (W2)
About the Role
We are seeking a Textile Coordinator to support the textile development team in all aspects of fabric and color development. This role is ideal for someone with a background in textiles who enjoys hands-on work with materials, maintaining organization, and supporting technical processes that ensure high-quality finished products.
You will work closely with Textile Technologists and product development teams to ensure fabrics, colors, and components meet performance and quality standards before they move into production.
Key Responsibilities
Assist in all stages of fabric development, including organization of swatches, reviewing fabric submissions, and helping evaluate performance and quality.
Support the color development process by tracking lab dips, maintaining color libraries, and organizing color submissions/approvals.
Prepare fabric and trim samples for testing; assist with basic textile quality checks such as shrinkage, colorfastness, and hand-feel evaluations.
Maintain accurate records and documentation within internal systems, spreadsheets, and tracking tools.
Coordinate sample shipments, deliveries, and vendor submissions as needed.
Help maintain the fabric library, color standards, and sample room organization.
Provide day-to-day administrative and operational support to the Textile Technologists and product development team.
Ensure all materials meet quality requirements before approval for production.
Required Qualifications
Degree in Textile Science or equivalent experience in textile materials, textile R&D, or fabric development.
2-3 years of experience working in textiles, raw materials, fabric testing, product development, or a related technical field.
Strong understanding of fibers, yarns, fabric construction, dyes, finishes, and basic textile testing methods.
Excellent attention to detail, organizational skills, and time-management abilities.
Ability to work hands-on with fabrics, swatches, and color samples in a fast-paced environment.
Proficiency in Excel and basic tracking tools; familiarity with PLM systems is a plus.
Who Will Succeed in This Role
Someone early in their career with strong technical textile knowledge.
A candidate who enjoys working with materials and colors in a structured, detail-driven environment.
Individuals who can multitask, stay organized, and support multiple development tasks simultaneously.
Work Environment
This is a fully onsite role in Manhattan, NY.
You will work in a collaborative product development environment with daily interaction with the textile/materials team.
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
Client Access Specialist
Detroit, MI jobs
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Occasionally required to travel between work locations.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
Auto-ApplyPrivate Client Specialist I - New York, NY
New York, NY jobs
Hours:
40
Pay Details:
$56,160 - $83,720 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
Handles complex financial transactions where products and services are highly competitive
Is competent using financial planning software
May act as a subject matter expert to Sales Support team
Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
May act as primary contact for client relationships with regards to portfolio information and basic financial planning
May resolve more difficult Client issues, problems, and requests
Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
Executes in a manner that is compliant with regulations, policies, and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
Represents TD Wealth to the public in a professional manner
Is involved in your community and supports TDBG charity and community initiatives
Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
Completes all applicable specialized training
Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
Keeps others on the team informed about status of account administration, retention, and projects
Completes assigned administrative/Client service tasks within policy and operating procedures
Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
Bachelor degree preferred
Internal candidates: 3+ years of experience working with TD's client platforms required
Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
Knowledge of investments, banking and credit products preferred
A self-starter, ability to work with minimal supervision
Ability to excel at administration and be exceptionally well organized
Demonstrates considerable initiative in providing a high level of organization
Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
Demonstrates ability to manage multiple responsibilities and timelines
Proven track record of delivering results and executing with excellence
Excellent written and verbal communication skills
Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyNew Client Specialist
Bryan, TX jobs
Job Description
*THIS JOB IS NOT ELIGIBLE FOR TRANSITION TO PART-TIME* Click here to preview the DS experience: DS Team Experience The first impression our company makes to potential new clients is through our New Client Specialists. Through care and compassion, they create a safe place for callers to tell their stories and pinpoint the critical facts that will determine if Daniel Stark is the best firm to assist them, but the care does not stop there. Here at Daniel Stark Law, you as a team member will always find that care and compassion as you live out our core values. You'll have a team lead who invests in your personal and professional development.
The Breakdown
Evaluate incoming streams of leads with a sense of urgency
Walk-ins, phone calls, texts, emails
Gather critical information from potential clients (in person or over the phone)
Develop a deep understanding of various injury cases
Speak and Listen to potential clients with meticulous detail and compassion as they struggle with unexpected life changes
Lead potential clients through the decision of hiring our law firm with confidence
Guide potential clients through the sign-up process for an effortless client experience
Seamlessly navigate various channels of leads and software for prompt client assistance
Organize appointments with new clients
Draft, review, and mail letters as needed
Skills and Qualifications
Ability to maintain control of a conversation with kindness and professionalism in person and on the phone.
Bilingual (Preferred) but not required.
Excellent communication skills including speaking and writing.
Compassionate and empathic personality.
Customer service background a plus.
Two-year commitment with the department before transferring to another department.
Remarkable Qualifications (what sets you apart)
Spirit for competition
Ownership mentality
Desire for continuous improvement
Outstanding writing abilities
Tech competency
Sales/Customer service background
Salary and Benefits
$15.00 - $17.00 + per hour based on experience and potential
Medical, dental, vision, life, and supplemental insurance available
401 (k) plan; 4% company contribution match
Gold's Gym Membership Discount
Social team building events and bonding
In-office perks, including delicious great snacks, biweekly breakfast, all you can drink coffee, tea, and more!
Continual professional development opportunities
Day off to celebrate your birthday
Generous PTO
Why Us
You could take your talents anywhere. We know that. You know that. So, let's cut to the chase - we're a plaintiff personal injury law firm that started over 20 years ago and has grown into a multi-million-dollar boutique law firm with over 160 team members. We take our clients seriously and fight against big insurance companies trying to screw them over. We are aggressive advocates. We will exhaust every option, every avenue, to get our clients what they deserve. Just look back at our successful history of thousands of clients who we've built relationships with to see the proof.
But what sets us apart? Our commitment to top-tier office culture. Across our six office locations dispersed through central and east Texas, you'll find a team who exceed in excellence in their work ethic, enthusiasm, and commitment to our social contract. It's no wonder we have a high retention of team members. But don't just take our word for it. See what our current team members think!
“I really enjoy the warm and friendly atmosphere of working with like-minded and positive colleagues! Since starting at DS I have never been happier in my career and would definitely recommend a friend to work at this amazing law firm!”
“From the moment I stepped in the office on my first day, I knew something was different about Daniel Stark. I have felt supported, championed, and valued as a person above all else. The opportunities I have been given have all been to sharpen my skills and make me a more well-rounded individual and employee.”
“I believe in our mission to help others from being taken advantage of by big insurance & our focus to improve the quality of live for our clients is paramount to me!”
“da best”
As much as we want you to sell us on why you're our ideal candidate, we want to sell you on why we think we're your ideal place to work. We may be biased, but Daniel Stark is one of the most rewarding places to develop and grow your professional work experience. Our team gives us 100% and in turn, we invest 100% right back into them.
Our Core Values
Work Hard, Play Hard
We want you to give your 100% in the office AND outside the office. In fact, we encourage you to take 5 days off in a row at least once a year. In addition, we have team member events to bond and play hard together. (Check out the pics/videos of our team adventures on our Facebook page!)
Be Remarkable
If we go above and beyond for our clients and team, they will do the same for you. We want people remarking about the work we do, and the high level of quality provided. That is how we know we are giving our 100% - not the bare minimum.
We appreciate those that do remarkable work. We believe everyone should take time to recognize the hard work of those around you! It has a huge impact on the health and positivity of our team.
Do It All, Do It Right, Do It Now
Get s**t done! The right way, the first time, when it needs to happen. 'Nuff said.
Arms Out, Thumbs Out
Our six offices are filled with positive supportive team members who have your back. We love the team player mentality our team has and seeing how everyone supports and helps each other.
If you're ready to take on a new challenge and make your mark as a strategic member on our New Client Team, we want to hear from you! Apply now to join the team and help shape the future of our company.
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Client Success Specialist - Business Listings Team
Scottsdale, AZ jobs
About Reputation
Reputation has changed the way companies improve their customer experience through feedback. Based in Silicon Valley and founded in 2013, Reputation is the only platform that empowers companies to fulfill their brand promise by measuring, managing, and scaling their reputation performance in real-time, everywhere. Functioning as a business' eyes and ears in the spaces where customers talk, post, review, and recommend, Reputation AI-powered product stack analyzes vast amounts of public and private feedback data to uncover predictive insights for companies to act on, and improve their online reputations. Visit reputation.com to learn more.
Reputation continues to earn recognition as a trusted leader in both innovation and partnership. Most recently, the company was named an Inc. Power Partner, a distinction awarded to B2B organizations with a proven track record of helping clients thrive. Reputation was also officially Certified™ as a Great Place to Work, reflecting its commitment to cultivating a world-class culture that fuels long-term success for employees and customers alike.
Why work at Reputation?
Reputation has achieved substantial annual recurring revenue from Global Fortune 1000 companies and continues to grow worldwide.
We've secured significant funding from A-list venture capital firms such as Bessemer Venture Partner and Kleiner Perkins, including a major equity financing from Marlin Equity Partners in January 2022.
Reputation is trusted by more than 250 partners, including Google, Meta, Yelp, Apple Business Connect, Healthgrades and Entrata.
The platform is used by major automotive OEMs and thousands of their new vehicle dealerships. Additionally hundreds of healthcare systems and their locations, along with top property management firms have integrated Reputation within their organizations.
Our executive management team is committed to building a performance-based culture where excellence is rewarded and careers are developed.
Who thrives at Reputation? Managers who embody a player-coach mentality. Employees who value teamwork and cross-functional collaboration. People who emphasize perseverance and hustle over quick wins and luck.
Our Mission: Help businesses
always know
what their customers are saying about them and
always act
on that feedback
The Business Listings Success Manager I executes managed business listings services for assigned accounts, ensuring accurate and consistent customer information across platforms to maximize visibility and engagement. This role follows established processes, applies defined solutions, and collaborates with customers and internal teams to maintain listing accuracy. The ideal candidate demonstrates strong attention to detail, customer service skills, and the ability to manage multiple tasks within a structured framework.
This is an early-career position and a great opportunity to get your foot in the door with Reputation!
Hybrid work schedule: 2 days in office on Tuesday and Wednesday
Responsibilities
Review data received from customer master spreadsheets for listings fulfillment relating to adding, changing, and deleting listings.
Manage and optimize listings across Google Business Profiles, Apple Maps, Bing Places, Facebook, and other directories based on defined requirements.
Support ongoing listings management including claiming, editing, and duplicate suppression, and more under established playbooks.
Collaborate with customers to ensure listing information (name, address, phone, hours, etc.) is accurate, consistent, and up to date.
Identify discrepancies and apply established solutions; escalate unresolved issues when needed.
Monitor and report fulfillment progress, listing accuracy, and data completeness within assigned accounts.
Maintain accurate documentation and update internal systems to reflect account progress.
Develop and maintain Success Plans for each customer, reviewing progress and aligning with the customer throughout their lifecycle to ensure measurable outcomes and long-term success.
Create and document Standard Operating Procedures (SOPs) for each customer account to capture client-specific requirements, ensure consistency in service delivery, and build team-wide awareness.
Build rapport and trusted customer relationships and collaborate closely with internal delivery teams.
Ensure customer satisfaction and account stability through delivery excellence.
Stay current on industry trends and platform updates for Google Business Profiles, Apple Maps, Bing Places, Facebook, and emerging search engines or directories.
Stay informed on updates to core platforms (Google Business Profiles, Apple Maps, Bing Places, Facebook) and apply changes as directed in customer delivery processes; participate in team knowledge-sharing.
Manage assigned tasks under tight deadlines.
Additional duties as assigned.
Qualifications
Bachelor's degree, in progress of completing a degree program, or equivalent experience.
1+ years of experience managing client accounts or delivering customer-facing services, preferably in a business listings or digital marketing context.
Prior experience in a “white glove” customer service environment preferred.
Familiarity with Google Business Profiles, Apple Maps, Bing Places, Facebook, or Yelp preferred.
Strong communication skills (written and verbal).
Strong attention to detail and organizational skills.
Working knowledge of MS Office or Google Workspace.
Salesforce experience is a plus.
Ability to follow defined workflows, manage multiple priorities, and meet deadlines.
Hybrid work schedule: 2 days in office on Tuesday and Wednesday (subject to change).
Open to standard or non-standard shift schedules.
When you join Reputation, you can expect:
Flexible working arrangements.
Career growth with paid training tuition opportunities.
Active Employee Resource Groups (ERGs) to engage with.
An equitable work environment.
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.
At Reputation, we're committed to building a workforce that reflects a broad range of backgrounds, experiences, and perspectives. We believe that diversity strengthens our team, drives innovation, and helps us better serve our customers and communities. Through inclusive hiring practices and ongoing initiatives, we strive to create a workplace where everyone feels valued and empowered to contribute.
Additionally, we offer a variety of benefits and perks, such as:
Flexible PTO for salary paid employees
Hourly employees accrue PTO based on tenure and receive 5 sick days annually, available day 1
10 paid company holidays
4 company paid , “Recharge Days,” which are wellness days off for the entire company
Health, dental and vision insurance
401k
Paid Parental Leave for all eligible employees as of day 1 of employment
Employer paid short and long term disability and life insurance
Employee Assistance Program (EAP)
Access to a wide variety of unique perks and apps:
PerkSpot - Employee Discount Program
Wellhub (Gym Pass) - Access to wellbeing virtual apps, coaching and gym membership options
Carrot Fertility - Fertility & family forming, maternity, parenting, and hormonal health support
Omada - Virtual prevention and physical therapy program
Ladder -Life insurance to supplement outside of employer offering
SoFi - Financial wellbeing platform and 1:1 advice
Fetch - Pet insurance discount program
Spring Health for Guardian - Virtual mental health support
XP Health for Guardian (virtual eye-wear platform)
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
To learn more about how we handle the personal data of applicants, visit our Candidate Privacy Notice.
Applicants only - No 3rd party agency candidates.
Auto-ApplyNew Client Specialist
Waco, TX jobs
Job Description
*THIS JOB IS NOT ELIGIBLE FOR TRANSITION TO PART-TIME* Click here to preview the DS experience: DS Team Experience The first impression our company makes to potential new clients is through our New Client Specialists. Through care and compassion, they create a safe place for callers to tell their stories and pinpoint the critical facts that will determine if Daniel Stark is the best firm to assist them, but the care does not stop there. Here at Daniel Stark Law, you as a team member will always find that care and compassion as you live out our core values. You'll have a team lead who invests in your personal and professional development.
The Breakdown
Evaluate incoming streams of leads with a sense of urgency
Walk-ins, phone calls, texts, emails
Gather critical information from potential clients (in person or over the phone)
Develop a deep understanding of various injury cases
Speak and Listen to potential clients with meticulous detail and compassion as they struggle with unexpected life changes
Lead potential clients through the decision of hiring our law firm with confidence
Guide potential clients through the sign-up process for an effortless client experience
Seamlessly navigate various channels of leads and software for prompt client assistance
Organize appointments with new clients
Draft, review, and mail letters as needed
Skills and Qualifications
Ability to maintain control of a conversation with kindness and professionalism in person and on the phone.
Bilingual (Preferred) but not required.
Excellent communication skills including speaking and writing.
Compassionate and empathic personality.
Customer service background a plus.
Two-year commitment with the department before transferring to another department.
Remarkable Qualifications (what sets you apart)
Spirit for competition
Ownership mentality
Desire for continuous improvement
Outstanding writing abilities
Tech competency
Sales/Customer service background
Salary and Benefits
$15.00 - $17.00 + per hour based on experience and potential
Medical, dental, vision, life, and supplemental insurance available
401 (k) plan; 4% company contribution match
Gold's Gym Membership Discount
Social team building events and bonding
In-office perks, including delicious great snacks, biweekly breakfast, all you can drink coffee, tea, and more!
Continual professional development opportunities
Day off to celebrate your birthday
Generous PTO
Why Us
You could take your talents anywhere. We know that. You know that. So, let's cut to the chase - we're a plaintiff personal injury law firm that started over 20 years ago and has grown into a multi-million-dollar boutique law firm with over 160 team members. We take our clients seriously and fight against big insurance companies trying to screw them over. We are aggressive advocates. We will exhaust every option, every avenue, to get our clients what they deserve. Just look back at our successful history of thousands of clients who we've built relationships with to see the proof.
But what sets us apart? Our commitment to top-tier office culture. Across our six office locations dispersed through central and east Texas, you'll find a team who exceed in excellence in their work ethic, enthusiasm, and commitment to our social contract. It's no wonder we have a high retention of team members. But don't just take our word for it. See what our current team members think!
“I really enjoy the warm and friendly atmosphere of working with like-minded and positive colleagues! Since starting at DS I have never been happier in my career and would definitely recommend a friend to work at this amazing law firm!”
“From the moment I stepped in the office on my first day, I knew something was different about Daniel Stark. I have felt supported, championed, and valued as a person above all else. The opportunities I have been given have all been to sharpen my skills and make me a more well-rounded individual and employee.”
“I believe in our mission to help others from being taken advantage of by big insurance & our focus to improve the quality of live for our clients is paramount to me!”
“da best”
As much as we want you to sell us on why you're our ideal candidate, we want to sell you on why we think we're your ideal place to work. We may be biased, but Daniel Stark is one of the most rewarding places to develop and grow your professional work experience. Our team gives us 100% and in turn, we invest 100% right back into them.
Our Core Values
Work Hard, Play Hard
We want you to give your 100% in the office AND outside the office. In fact, we encourage you to take 5 days off in a row at least once a year. In addition, we have team member events to bond and play hard together. (Check out the pics/videos of our team adventures on our Facebook page!)
Be Remarkable
If we go above and beyond for our clients and team, they will do the same for you. We want people remarking about the work we do, and the high level of quality provided. That is how we know we are giving our 100% - not the bare minimum.
We appreciate those that do remarkable work. We believe everyone should take time to recognize the hard work of those around you! It has a huge impact on the health and positivity of our team.
Do It All, Do It Right, Do It Now
Get s**t done! The right way, the first time, when it needs to happen. 'Nuff said.
Arms Out, Thumbs Out
Our six offices are filled with positive supportive team members who have your back. We love the team player mentality our team has and seeing how everyone supports and helps each other.
If you're ready to take on a new challenge and make your mark as a strategic member on our New Client Team, we want to hear from you! Apply now to join the team and help shape the future of our company.
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