Service specialist jobs in Lakeville, MN - 1,522 jobs

This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). The office is located in Minnetonka and the expectation is they go into the office every day. What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Compensation: This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

About the Role At CURiO Brands, we create beautifully designed products and experiences that bring joy, comfort, and connection to everyday life. The eCommerce Customer Experience Specialist supports the Customer Experience (CX) team in overseeing the full customer journey for Thymes, Capri Blue, and Otherland. This role is for a Gorgias and Shopify power-user who can optimize our CX tech stack while delivering exceptional, hands-on customer service that reflects our brands' warmth, artistry, and attention to detail. You will be an essential part of shaping a premium journey that builds lasting relationships and drives customer loyalty. ***This role is for candidates that reside in CT, FL, GA, IL, KY, MA, MN, MS, NY, OH, TX, WI*** What You'll Do System Optimization & Operational Excellence Gorgias Mastery: Manage daily ticket operations and take full ownership of optimizing inbox structure, tagging, rules, and macros to maximize efficiency. AI & Automation Implementation: Lead the testing and implementation of Gorgias automation flows and AI-assisted replies to reduce manual tasks while strictly preserving a human, brand-appropriate touch. Shopify & Workflow Integration: Partner with Fulfillment and Operations to streamline workflows for shipping, gifting, returns, and replacements using the Shopify ecosystem. Data & Analytics: Utilize Gorgias and Business Intelligence (BI) tools to track KPIs like CSAT, NPS, and resolution time, translating these insights into recommendations for site UX and packaging improvements. Deliver Premium, Personalized Service & Support Concierge-Style Support: Provide high-end service through email, chat, and phone, including personalized gifting guidance and fragrance recommendations. End-to-End Resolution: Accurately and efficiently resolve customer inquiries, managing every case from initial contact through final resolution. Brand Storytelling: Maintain a consistent tone across all communications, ensuring every interaction aligns with the unique brand voice of Thymes, Capri Blue, and Otherland. Service Standards: Help implement service playbooks, quality assurance (QA) standards, and escalation protocols to maintain excellence. Customer Delight: Assist in executing "surprise-and-delight" moments, loyalty gestures, and personalized post-purchase touchpoints. As a Curio Team Member You exemplify CURiO Cornerstones and strive for personal leadership in your role. You collaborate across teams and maintain a positive, respectful, and cooperative workplace environment. You take ownership of your professional development by seeking learning opportunities and staying current in your field. You manage your time effectively and work with others to contribute to team and company goals. You maintain and protect company proprietary information. You follow all safety guidelines, report concerns promptly, and maintain a clean, safe, and organized workspace. You understand that success in your role could include occasional extended work hours as necessary to meet seasonal deadlines and that periodically, you may be asked to perform other duties not included in your role description. What You'll Bring Deep Technical Experience: 3+ years of hands-on experience in eCommerce support, with demonstrated expertise in Gorgias and Shopify. Automation Proficiency: Proven ability to build and optimize helpdesk automation, tagging architecture, and AI-driven responses. Communication & Empathy: Strong verbal and written communication skills with a highly empathetic and organized approach to problem-solving. Analytical Mindset: A clear understanding of customer experience KPIs and how to use data to uncover root causes of issues. Additional Information Travel Requirement: up to 5% Work Environment: General office or home office environment Physical Requirements: Occasionally required to lift and/or move items weighing 10 - 15 pounds. When in a facility, occasional exposure to dusty and fragrant conditions Health & Welfare Benefits Eligibility begins on the first day of the month following 30 days of employment unless noted otherwise: Medical, Dental, Disability Insurance (cost shared) Life/ AD&D Insurance (employer paid) Additional voluntary benefit offerings (employee paid): Vision, Accident, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Voluntary Term Life Insurance, AD&D 401(k) - After 6 months of employment on next quarterly entry date Equal Opportunity Employer Curio is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to building an inclusive environment for all employees.

Title: Banking customer service #990524 Contract Duration: 6-8 Months Pay Range: $22-$24/hr We are hiring 2 Service Professional to support Corporate, Commercial, Business Banking and Wealth Management clients as they transition to our new application. These individuals will handle high volume of inquiries received. The ideal candidate will demonstrate excellent phone etiquette, professionalism, and strong multitasking abilities. They should be quick learners, resourceful in problem solving, and skilled at navigating errors to deliver timely resolutions. - Respond to client inquiries in a professional and courteous manner. - Troubleshoot and resolve application-related problems and errors efficiently. - Provide clear guidance and support to customers navigating the new system. - Document customer interactions and resolutions accurately. - Collaborate with internal teams to escalate complex issues when necessary. - Maintain a high level of professionalism and customer service at all times. - Excellent phone etiquette and written communication skills. - Strong multitasking abilities and attention to details. - Resourceful problem solver, able to work independently and as part of a team. - Previous customer service and technical support experience preferred. We are available for clients from 7:00 AM - 7:00 PM CT. M-F. Work from office 3 days and work from home 2 days, however, during 5-6 weeks of training, it is preferrable to be in the office 5 days.

At Frontier Energy, we're more than just engineers and professionals-we're a team of innovators, problem-solvers, and visionaries dedicated to advancing clean energy solutions. Our mission is to pioneer the intelligent use of energy for a sustainable and resilient future. We offer a collaborative and dynamic workplace where your ideas are heard, nurtured, and transformed into impactful solutions. With a flat hierarchy and open-door policy, every team member is empowered to experiment, take ownership, and make a real difference. Beyond fostering an inspiring culture, we provide competitive compensation, comprehensive benefits, and opportunities for growth. Join us and be part of a team that's shaping the future of energy while leaving a positive impact on the world. The Energy Programs Customer Engagement Associate will engage directly with end users, contractors, and trade allies to promote and document energy-efficient upgrades across building systems such as lighting, HVAC, motors, and controls within Frontier Energy's Minnesota service area. Key Responsibilities Conduct in-person, virtual, and phone-based outreach, including cold calls, to engage new and existing program participants such as building owners, facility managers, and contractors,. Build and maintain strong, enduring relationships with a portfolio of customers, trade allies, and contractors, to drive ongoing project flow and sustained engagement with Frontier Energy's programs. Use technical knowledge of building systems (lighting, HVAC, motors, and controls) to support customer pursuit of energy conservation opportunities. Proactively schedule and perform site visits to pursue customer engagement activities including presentations, meetings, and audit and project support. Serve as a trusted advisor, helping participants understand energy efficiency benefits, navigate program requirements, and maximize available incentives. Deliver persuasive yet genuine communication that influences participation and drives measurable program impact without relying on scripted sales methods. Develop and execute strategic engagement campaigns that align with program goals and community needs. Track and report on participation metrics, outreach effectiveness, and project progress. Identify participation barriers and collaborate with program leadership to develop effective solutions. Travel regularly throughout Frontier Energy's Minnesota service area for site visits, meetings, and outreach events. Support additional activities related to energy conservation, analysis, reporting, and customer service as needed. Required Qualifications 2-3 years of experience in outreach, customer engagement, energy efficiency, HVAC, or related technical or field-based roles. Strong verbal and written communication skills, with the ability to convey complex technical information clearly and persuasively. Proven ability to initiate conversations (cold calling) and convert interest into lasting relationships that generate short-term engagement and long-term participation. Demonstrated skill in influencing stakeholders-contractors, customers, and community partners-through credibility and authenticity rather than pressure tactics. Excellent organizational and time management skills with the ability to handle multiple priorities. Proficiency in Microsoft Word , Excel , PowerPoint , and Outlook . Preferred Qualifications Knowledge of building systems and energy efficiency measures, including HVAC, lighting, motors, and controls. Experience conducting energy audits, site verifications, or rebate processing. Prior experience in community or contractor outreach within the energy efficiency or construction sectors. Familiarity with utility-sponsored energy efficiency programs and associated reporting or compliance processes. Proven success developing long-term professional relationships that result in sustained program growth. Adjustments made to better focus on activities driving projects with existing customers.

Management Level I Equiniti is a leading Shareholder Management Fin-tech Company, serving as the number one share registrar in the UK and number two in the USA. It specializes in providing top-notch infrastructure, technology, and solutions for shareholder administration, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. EQ India is a Global competency centre of EQ Group. Our Indian team is an integral part of our success, with 1300 employees operating out of Bangalore and Chennai, forming 25% of our global workforce, and 40% of our employees being women. We are recognised as Top Employer in India by Top Employer Institute. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Division/Business Function: (Please select the division for which you are going to hire) IT - Our Technology teams in India deliver best-in-class Applications and Infrastructure services to the Group and are involved in key Digital Transformation initiatives that are being undertaken by the Group, including re-platforming, transformation to the Cloud and Application modernization projects. we've over 100 IT products supporting various clients across UK, Europe & US. or FSS - The Finance Shared Services is the backbone of our Finance Organisation, providing high quality data for Decision support, creating scalable processes to add value to customers by attracting and investing in the right talent. We cater AP, AR, R2R, P2P, Global procurement, Payroll, Regulatory reporting, statutory reporting, internal audit, ... to our EQ group. or Ops - Our operations team in India serves as an extension of the global operations business located in the UK and US. The team in India provides comprehensive support across various critical operational areas, including Share registration services, retirement solutions, Investment Services, Employee Services, KYC Operations, contact centre operations, and Reconciliation services. Within these functions, we handle both voice and non-voice tasks. Our units efficiently process a large volume of complex transactions, ensuring adherence to client SLAs regarding quality and timelines. Additionally, we possess expertise in managing regulated activities, which are overseen by highly competent resources dedicated to this specific role. Job Summary: Give a brief summary, in paragraph format, of how the role fits into the department and Equiniti. Describe the purpose of the job. Sample Template: Join our team at EQ India and take on a crucial role in our IT department. We offer the opportunity to work on high-quality projects, adhering to strict coding international standards and using the latest technologies. As an expert in ______ (Eg. OOPS) and _____ (E.g .NET Framework), you will have the chance to grow and develop your skills, working with a team of talented professionals. You will also have the opportunity to learn about financial solutions and procedures and Shareholding solutions. Come and be a part of our wonderful team at EQ India! Key Responsibilities: Qualification / skills required: Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 31 days + 9 bank holidays (UK) Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Two-way cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

Akkodis is seeking a Customer Service Technician for a Contract position with a client located in Bloomington, MN. Ideally looking for applicants to have a solid background in manufacturing and dispatching. Pay Range: $22-25/hr. The rate may be negotiated based on experience, education, geographic locations and other factors. Job Overview: We are seeking experienced Customer Service Technician familiar with overseeing dispatching Tasks. This job is fit for you if you come in with experience into customer support and dispatching technicians. If you are interested in this Customer Service Technician job in Bloomington, MN, then please click APPLY NOW. For other opportunities available at Akkodis go to ****************** you have questions about the position, please contact Vaneesh Prashar at ************. Equal Opportunity Employer/Veterans/Disabled Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, 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. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ************************************************ The Company will consider qualified applicants with arrest and conviction records.

We're hiring for a Property & Casualty Insurance Customer Service Representative to support our clients with auto, home, and other insurance needs. This position offers a mix of in-office collaboration and remote flexibility after training. Prior insurance experience preferred, but not required. We value strong customer service skills, attention to detail, and a willingness to learn. Responsibilities • Assist clients with auto, home, commercial and farm P&C insurance questions • Make policy changes, process renewals, and handle cancellations • Explain coverage, billing, and policy documents in a clear, friendly way • Issue ID cards, certificates of insurance, and other policy requests • Work with insurance carriers to resolve client needs • Keep client information accurate and up to date • Spot opportunities to help clients with additional coverage and refer them to licensed producers • Deliver excellent customer service by phone and email • Assist the Licensed Agent/Producer in operating and growing their business. Qualifications • Customer service, administrative, retail, hospitality, banking, mortgage, or call-center experience • Strong communication and organization skills • Comfort using computers and learning new systems • Ability to manage multiple tasks and stay detail-focused • Active Property & Casualty license or able to obtain within 60 days. What We Offer • Health, dental, vision, life, and LTD insurance • 401(k) with employer match • Bonus based on performance • Flexible Schedule • Paid time off and holidays • Supportive, collaborative work environment • Opportunities for growth, training, and leadership in shaping agency operations

The Logistics & Operations Specialist plays a key role in keeping Agri Sciences Biologicals running efficiently day to day. This position supports all aspects of inbound and outbound logistics, warehouse organization, and operational project execution. The ideal candidate is highly organized, detail-driven, and comfortable managing both routine shipping tasks and broader operational initiatives in a fast-moving environment. LOCATION: Minneapolis, MN & Surrounding Area REPORTS TO: Executive Vice President USA DUTIES & RESPONSIBILITIES Logistics & Supply Chain Management Coordinate inbound international shipments (containerized loads, customs clearance, freight forwarding, and delivery to warehouse). Track and manage domestic freight shipments from warehouses to customer locations or dealer networks. Maintain shipment documentation (BOLs, packing lists, invoices, import paperwork, etc.). Communicate regularly with freight partners, customs brokers, and vendors to ensure on-time deliveries. Support product repackaging coordination with third-party blending or repacking facilities. Warehouse & Inventory Management Monitor inventory levels in the Minneapolis warehouse and at third-party sites. Maintain organized inventory records in collaboration with operations software and accounting systems Oversee labeling, packaging, and pallet organization for outgoing shipments. Assist with physical inventory counts, cycle counts, and reconciliation. Operations & Administrative Support Assist executive leadership on cross-functional operational projects, including logistics cost analysis, vendor evaluations, and warehouse process improvements. Maintain clear internal reporting on product movements, order status, and inventory KPIs. Support compliance documentation (SDS, product registration tracking, etc.). Help coordinate logistics for company events, field trials, or dealer shipments as needed. EDUCATION, EXPERIENCE, & QUALIFICATIONS 3-5 years of experience in logistics, supply chain, operations, or warehouse coordination. Strong organizational and project management skills with attention to detail. Experience managing freight, customs, and international shipping preferred. Proficient in Microsoft Excel, office, and basic ERP/inventory software. Ability to work independently and manage multiple priorities. Strong written and verbal communication skills. Agricultural, manufacturing, or distribution background a plus. BEHAVIORAL COMPETENCIES Creativity & Innovation Communication Skills Attention to Detail Time Management Teamwork & Collaboration TECHNICAL COMPETENCIES Transportation & Distribution Data Analysis & Reporting Project & Resource Management Technology & Systems Operations Management

The B2B Customer Service Representative is responsible for answering incoming customer calls to process orders, address inquiries, connect customers with technicians for troubleshooting, document all issues, and provide necessary information. **This company offers a wonderful work culture and great benefits including up to an 8% 401K contribution! ** Key Responsibilities: Customer Interaction: Handle diverse incoming calls from employees and customers related to parts, service, and scheduling. Customer Service: Deliver exceptional customer service and solutions promptly, consistently exceeding customer expectations. Product Knowledge: Maintain a thorough understanding of end-to-end processes and product knowledge. Training: Participate in ongoing training and briefings to stay updated on changes in products and services. Information Maintenance: Keep updated on products, services, and promotions to meet business line goals. Issue Resolution: Retain ownership of customer issues until resolution and escalate when necessary. Requirements: ERP Systems: Experience with SAP ERP is preferred; experience with Salesforce (adopted 90 days ago) is preferred. Detail Orientation: Must be extremely detail-oriented and capable of managing multiple tasks accurately and simultaneously. Technical Skills: Intermediate proficiency in Microsoft Word, Excel, and Outlook. Customer Service Experience: Minimum of 2 years of phone customer service experience Self-Motivation: Demonstrated ability as a self-starter and multi-tasker, capable of thriving in a fast-paced environment. Communication Skills: Strong verbal, written, and interpersonal communication skills. Problem-Solving: Excellent listening and problem-solving abilities. Team Player: Ability to work effectively in a team environment. Additional Info: Annual Salary: $50-60K Schedule: 8:00 am- 5:00 pm M-F Location: 100% In-Office Type: Direct Hire All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

City Minneapolis State/Province Minnesota Country United States Department DELIVERY_ACCOUNT_OPERATIONS Date Friday, January 16, 2026 Working time Full-time Ref# 20036643 Job Level Individual Contributor Job Type Experienced Job Field DELIVERY_ACCOUNT_OPERATIONS Seniority Level Associate Currency USD - United States - US Annual Base Salary Minimum 33,360 Annual Base Salary Maximum 66,720

Helping cultivate your growth. ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Paul, MN and Normal, IL. Join us and be part of one of the most important and vital parts of the economy. We are proud to offer career opportunities for team members with varying backgrounds, experiences and interests. How we support you: Up to 9% towards 401k (3% fixed ProPartners 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 and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. Where you will work: This position offers a hybrid work option up to 50%and is based out of the Normal, IL or St Paul, MN office location. The contributions you will make: This position provides high quality client service to support the effective delivery of credit products and services to current and prospective dealer clients for their customers. A typical day: Loan Processing Gathers or seeks clarification when required from dealers to complete loan applications from dealer's customers. Coordinates, reviews, and determines documents needed for transactions to perfect ProPartner's program requirements. Coordinates, reviews for acceptance, and tracks the compilation of documents needed for loan originations or renewals. Works within system designed workflows and accurately processes customer loan requests in accordance with dealer specific sales finance programs. Scans and indexes documents into archival system and workflows. Promotes loan processing efficiency by processing customer loan applications from all ProPartners Financial dealer relationships regardless of dealer affiliation. Provides support and works closely with PPF credit team by coordinating information gathering and dealer communication for underwriting larger loans. Client Service Works closely with ProPartners Financial relationship management team members to meet client needs in the origination or renewal of transactions including new loans and servicing actions for existing loans. Provides exceptional service and a consistent client experience to all clients and customers that aligns with the mission and vision of ProPartners Financial. The client contact may be by phone, email, and face to face visits. Client or customer requests may entail processing loan applications, loan servicing requests, calculating loan payoffs, verifying loan balances, providing guidance and answers to online banking questions, and answering general dealer program questions. Works closely with dealers to on-board new dealers or new dealer representatives. Provides dealer training for loan application, documentation requirements and new technology. Additional dealer training may include using dealer extranet, submitting loan requests using on-line loan applications, obtaining electronic signatures, using loan funding applications, and other ProPartners credit delivery processes and tools to support client experience. Engages with ProPartners Financial relationship team and clients to gain in-depth knowledge of dealer finance programs. Aligns dealer program criteria with PPF technology and system brand account configuration to support client experience. Assists clients in account maintenance corrections. Interacts and coordinates with ProPartners Financial loan accounting team to correct transactions and maintenance account records. Communicates and collaborates with internal team members to meet the needs of ProPartners Financial and internal and external clients. Provides support as needed to other business units/teams within ProPartners. Takes ownership of problems until they are resolved to the client's satisfaction which includes when to involve or notify others Loan Servicing Actively promotes ProPartners Financial (PPF) credit delivery products and services to enhance the client relationship and client efficiency. Consistently identifies and assesses client needs. Reviews and maintains a variety of daily and monthly client reports. Assesses credit scores and compares report findings to the Bureau Credit Union report to explain failures. May assist risk asset team with delinquent accounts. Assists with the renewal process and auto renewals for dealer clients. Coordinates and supports dealer requests for movement of available funds between customer product specific loans. Coordinates dealer requests for additional credit for customer accounts. Coordinates dealer requests for extension of maturity dates for customer accounts. Miscellaneous Support Provides office coverage during normal business hours. Provides phone support for dealer and customer calls. May participate in managing incoming and outgoing mail for clients and/or customers. Keeps current on process or procedure updates, as well as current ProPartners news. May serve on projects as stakeholder or participate in testing new systems or applications. The skills and experience we prefer you have: Associate's degree or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Strong customer service experience. Entry-level experience loan processing or servicing in financial institution, preferred but not required. Attention to detail and accuracy. Mathematical and problem-solving skills. Time management and prioritization skills. Organizational, listening, written/verbal communication, and interpersonal skills. Flexible and adaptable to changing situations. Ability to multi-task in a fast-paced environment. Ability to work both independently and cooperatively with other team members to service all aspects of the client needs. #IND200 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$45,900-$65,000 USD ProPartners 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 US. 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.

Let Us Power Your Potential Taylor Corporation isa dynamic, diversified companywith bigplans for the future-andyour career. We power our employees' potential and strive to createopportunityand security for every member of the team. Ifyou'reready for something bigger-more challenge, more variety, more pathways for professional growth-we should talk.We'repassionate about ourwork,we believe there is always a better way, andwe'relooking for people like you. Ready toreach your potential?It'stime to look at Taylor. Your Opportunity:Taylor is seeking a Customer Service Representative who is responsible for delivering exceptional customer service and support. This role involves handling complex customer inquiries, leading service initiatives, and mentoring junior staff. The ideal candidate will possess advanced product knowledge, strong problem-solving abilities, and a commitment to enhancing the customer's experience. Your Responsibilities: Respond to customer inquiries via phone, email, and chat with professionalism and expertise Resolve complex issues and provide solutions in a timely manner, ensuring customer satisfaction Proactively communicate matters with the customer that are affecting orders including due dates, estimating change orders, materials issues, or equipment problems Understand the specifications of each order to ensure smooth internal processing Adherence to customer expected response times Process orders, returns, and exchanges, while ensuring compliance with company policies Maintain accurate records of customer interactions and transactions in the CRM system Mentor and train Customer Service Representatives I and II, fostering a culture of continuous improvement Collaborate with cross-functional teams to address customer needs and enhance service delivery Analyze customer feedback and identify trends to improve processes and service quality Stay informed about product updates, industry trends, and best practices to enhance service effectiveness You Must Have: May require an associate's degree and 4-6 years of experience in the field or in a related area Exceptional communication skills, both verbal and written, with a strong ability to convey information clearly Proven problem-solving skills and the ability to think critically in high-pressure situations Proficient in using customer service software and CRM systems Demonstrated ability to lead and mentor team members Ability to sit for extended periods while working on a computer Theanticipatedhourly rate for this position is $29.00. The actual base offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. The range listed is just onecomponentof Taylor Corporation's total compensation and benefits package for employees. About Taylor Corporation One of the largest print and communications firms in North America, Taylor's family of companies provides a diverse set of products, services and technologies that address the toughest business challenges. We work diligently each day to create printed and digital marketing communication solutions that help power many of the world's most recognizable brands. With more than 50 years of categoryexpertiseand10,000 employeesspanning dozens of U.S. states and multiple countries, Taylor serves businesses and distributors both large and small. Our employees enjoy a comprehensive benefit package including a choice of several health plans, dental, vision, wellness programs, life and disability coverage, flexible spending accounts, health savings accounts, a 401(k) plan with company match, paid time off (PTO) and64 hoursof annual holiday pay. The Employerretainsthe right to change or assign other duties to this position. Taylor Corporation is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin,veteranor disability status. Taylor Corporation including all partners and affiliates is an Equal Opportunity Employer/Veterans/Disabled.

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: As a member of the Mortgage team, Mortgage Operations Specialists have a critical role in providing a knock-out customer experience (KOCE) and ensuring that our customers are our first priority. Mortgage Ops Specialists are the critical support during peak cycles for our Intermediate Mortgage Specialists and Processors. Primary responsibilities include communicating with and ordering accurate documentation from third party vendors. Duties and Responsibilities (including but not limited to): Order flood certification and USPS address certification Prepare accurate initial disclosures and deliver to borrower(s) within 3 days of TRID application date Review pipeline daily to confirm all disclosures have been disclosed to meet TRID timing Validate eDisclosed, but no eSigned loans and send hard copy disclosures in compliance with regulations Determine type of appraisal to be ordered and order through Appraisal Firewall or ResidX Communicating accurate order information for title, order survey as needed Follow up on appraisal and title orders to ensure received in a timely manner Order insurance declaration pages with mortgage clause for subject properties and request REO insurance costs Order all written and verbal verifications of employment, mortgage, rent or deposit as needed for timely loan approval Minimum Requirements: High school diploma 1 year in real estate or banking related job Dependability, ability to organize and prioritize, and work independently Ability to communicate effectively in writing, in person and frequently over the phone Multi-task, problem-solve and research areas for required documentation with high attention to detail Proficient computer skills including Word and Excel experience Preferred Qualifications: Bachelor's degree Previous loan operations, loan processing or mortgage department experience Schedule: Monday - Friday: 8:00 a.m. - 5:00 p.m. Workplace Environment: Requires face-to-face interaction and coordination of work with other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $18.40 - $22.05 hourly The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Russell Tobin's client a global food and agricultural companyis hiring a Customer Service Support Specialist in Wayzata, MN. Job Title: Customer Service Support Specialist (Order Management) Pay Rate: $18 - 19.66/hr Schedule: Monday-Friday, 7:45 AM-4:15 PM CST Type: Contract (Possible Temp-to-Hire) Location: Wayzata, MN Interview Type: In-person Background Check: Required Position Overview We are seeking a Customer Service Support Specialist to assist with routine order management and customer enabling activities. This role supports established processes related to order intake, confirmation, processing, and fulfillment. The ideal candidate will help ensure smooth internal operations and contribute to a seamless customer experience. Key Responsibilities Assist in identifying obstacles in internal order management processes and coordinate corrective actions with internal teams. Update internal stakeholders on order status, delays, or issues. Generate order-related documentation following established procedures. Resolve basic administrative or clerical issues related to order confirmation, processing, and fulfillment. Review simple customer orders for credit checks, contract alignment, pricing accuracy, stock allocation, and transportation availability. Follow standard procedures to provide order status, invoice details, and contract balance information to customer-facing representatives. Handle moderately complex clerical, technical, or customer support tasks under general supervision. Escalate more complex issues to appropriate staff. Perform other duties as assigned. Required Qualifications High school diploma or equivalent 1-2 years of experience in mail or delivery services Basic computer skills (Microsoft Outlook, Word, Excel) Effective written and verbal communication skills Ability to lift up to 35 lbs. Preferred Qualifications Entry-level customer service experience Technical experience with MS Office and Outlook 1-2 years of dock experience Benefits that Russell Tobin offers: Russell Tobin offers eligible employees 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.

Account Processing/Data Analyst Let's talk about Canteen One! We are the national account management arm for Canteen, the largest and most experienced food and retail service company in the United States. We help our clients take the best breaks possible by providing unique and customized office coffee, vending, market, and pantry programs from coast-to-coast. Let's talk about Opportunity! As part of Compass Group USA, the 6th largest employer in the world and leader in food service and support services, Canteen One provides you with an opportunity to work with Fortune 500 companies, and become part of a diverse team committed to attracting, retaining, and developing top level talent. If you are passionate about a customer-first, always friendly approach, we think you'll fit right in! Let's talk about Perks! At our North Loop Minneapolis office, we have an awesome office environment filled with perks! Free office coffee and pantry - Dress for your Day - Canteen Avenue C (market) & Foodsby food delivery - Sporting event tickets frequently raffled off - Paid time off to volunteer for corporate sponsored events - Wellness programs ... you get the idea! great people. great services. great results. Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar. A fresh approach to great results This is not your grandmother's Accounts Receivable department! Are you a self-motivated Accounts Receivable expert? This is a complex position that handles all activities related to managing Client Accounts Receivable. This entails utilizing systems driven electronic invoicing, processing payments, communicating regularly with Clients and Vendors, reconciling and resolving open Accounts Receivable to a current balance and following up on collections. This position requires a high level of analytical and problem solving skills, and you must be able to identify and define issues, gather data, research possible solutions and resolve each issue to its proper conclusion. The ability to communicate effectively at all levels while maintaining composure in a high pressure, time-sensitive environment will be beneficial to your success in this position. The bar is high, but if you're ready for a challenge, this may be the position for you. Essential Duties & Responsibilities Processing invoices received electronically Processing manually entered invoices Consolidating vendor invoices to bill Clients Managing Client-specific payment terms Cash application Contacting Clients regarding past due invoices Completing an account analysis for each Client Qualifications High school diploma is required A Bachelor's degree, which is strongly preferred, with two or more years of related experience; or an Associate's degree, which is preferred, with five (5) years of relevant experience; or a high school diploma with ten (10) years of relevant experience. High volume work experience with accounts receivable/accounts payable Specific work experience in cash applications with heavy volume of small transactions equaling large payments/dollars; handling complex, small transaction invoicing; and reconciling imbalanced accounts On-the-job experience with maintaining positive client relationships Heavy systems experience with software of a complex nature (i.e. proprietary in-house system) is required. Preferred: ERP system experience (i.e. JDE, SAP, Oracle, PeopleSoft). Must have demonstrated high level of proficiency in MS Excel and Word A thorough understanding of business and accounting processes and principles Experience preferred in Business Objects or other report writer software (i.e. Crystal Reports) If you find our company intriguing and the position sounds like a great fit ... what are you waiting for? Click Apply Now! Achieving Leadership Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Keyword Search: Accounts Receivable, Cash Application, Invoice Processing, AR, Payment Processing, Data Analyst

The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements. Key Responsibilities Legal Document Processing Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests. Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures. Maintain accurate and detailed record-keeping for all processed documents. Legal Response Development Develop and maintain standardized legal response templates to ensure consistency and compliance. Respond to judicial requests promptly while adhering to internal corporate and legal policies. Bankruptcy Document Management Handle all company-received bankruptcy documents with precision and confidentiality. Respond to courts within required timeframes and ensure accuracy in completed documentation. Coordination and Communication Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies. Ensure compliance with legal requirements while safeguarding the confidential nature of all information. Required Qualifications Bachelors degree or equivalent (4-years) 0-1 years relevant experience Preferred Qualifications Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy. Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information. Possess a detail orientation Must be effective at working independently and part of a team, when required. Prior experience in reviewing and interpreting legal documents. Experience articulating legal requirements. Previous experience working as a legal assistant or paralegal, closely with courts and attorneys. #S&O About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated annual salary for this role is $54,400 - $74,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business SERVD Service Delivery

Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives. Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients: + Accelerate the drug development cycle + Assess competition and bring the right drugs to market + Make data driven commercial and financial decisions + Match and recruit patients for clinical trials + Identify and address barriers to therapies Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs. **The Role:** The Client Success Renewals Specialist works in collaboration with the Client Success Operations Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding, adoption, and renewals with the aim of client retention. The CSR will support the Client Success team in key client success initiatives and tactics essential for clients to realize deep value from an ongoing MMIT partnership. The CSR will leverage their product and contractual knowledge, attention to detail, and highly responsive mindset to deliver on key initiatives aimed at supporting MMIT's clients. **Responsibilities:** Renewals Management - Manage Digital Segment client contract renewals occurring on a yearly or multi year basis - Responsible to contract terms review/changes, documentation in Salesforce, partnering with client team, and client communication surrounding the renewal through signature - Partner with and assist Client Success Managers with segment specific contract renewals throughout the renewal cycle - Document and report to leadership renewal progress throughout the renewal cycle Client Support and Data Management - Lead Digital Segment clients through onboarding and adoption of licensed solutions - Support client with the submission, monitoring, and ensuring resolution of Customer Support and Data Verification tickets - Escalate urgent client issues using MMIT Client Escalation Pathway - Collaborate with internal partners to address client questions required for completion of requests - Prepare standard data extracts from MMIT applications as needed - Collaborate with Sales Operations to maintain CS dashboards and reports - Effective collaboration with internal and external stakeholders Account Planning & Strategy Support - Generate and summarize client data to support internal account health and planning discussions - Create client facing engagement reports (utilization metrics, engagement summary, etc.) - Prepare engagement summary metrics for client meeting and Executive Business Reviews General Client Success Support - Collaborate with CSM to prepare content for client deliverables and presentations aligning with the client business portfolio and goal alignment (kick-off meetings, partnership reviews, training presentations, etc.) - Fill in for CSM on client support inquiries or projects as needed (CSM back-up for out of office, travel, conflict, etc.) - Review client facing deliverables and configuration settings to ensure alignment with client needs - Regularly review and maintain client user lists and access to MMIT solutions - Coordinate maintenance of client application settings and prepare communication to update client (i.e. add or remove drugs from client market baskets) - Partner with CSM through weekly touchpoints reviewing key account metrics and deliverables - Provide insight to operational efficiency and process improvements aligned with enhancements to overall process and the customer experience **Qualifications:** - 1-3+ years experience in life sciences - 2-4 years experience in customer support or client management - Previous experience reviewing legal documents/contracts - Ability to work independently and drive projects from start to finish in a fast paced environment - Highly collaborative, team oriented, and comfortable leading cross-functional projects - Excellent writing and communication skills for both internal and external audiences - Passion for continual learning and highly motivated - Strong empathy for customers AND passion for retention and growth - Analytical and process-oriented mindset - Highly detailed oriented - Demonstrated desire for continuous learning and improvement **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** - Medical and Prescription Drug Benefits - Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) - Dental & Vision Benefits - Basic Life and AD&D Benefits - 401k Retirement Plan with Company Match - Company Paid Short & Long-Term Disability - Paid Parental Leave - Paid Time Off & Company Holidays _The expected base salary for this position ranges from $70,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

About us Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life. What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page. Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within. Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more. What we Value “WE CARE”: We Win as a team and are dedicated to ensuring and applauding each other's success. We Encourage creativity, innovation and smart risk-taking. We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them. We Act with integrity, transparency, candor, and respect. We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture. We Embrace community by bringing positive change to those we live and work in. Who You Are: Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers. Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment. Able to work cooperatively in a diverse work environment Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store. Possess excellent written and verbal communication skills and a high level of integrity. Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her. Professional, assertive, and friendly with the ability to make decisions independently. Possess the technological aptitude to navigate POS/computer/iPad/handheld systems. Have open availability of 20 - 29 hours per week Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays. Comfortable climbing ladders, moving around regularly, and standing for extended periods of time. Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs. What You'll Do: Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally. Support all service enhancers to build strong relationships including active use of Concierge. Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc. Plan and prioritize tasks and responsibilities to meet the needs of the customer and business. Seek to understand customer needs & wants with curiosity and confidence through intentional conversation. Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust. Actively participate in community/store activities and events that promote the Talbots Brand. Professionally represent the brand image. Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change. Location: Store 00608 Eden Prairie, MN-Eden Prairie,MN 55344Position Type:Regular/Part time Pay Range: $12.70 - $15.90 Hourly USD Equal Employment Opportunity The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.