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QIS (Quantitative Investment Strategies) Product Specialist (SG Americas Securities, LLC, New York, NY)
Partner closely with financial engineers to develop marketing materials that clearly articulate cross-asset hedging and investment solutions. Support Sales teams with product presentations, client RFPs, training sessions, and knowledge-sharing tools. Create bespoke marketing collateral tailored to the specific needs of institutional and corporate clients. Perform product back-testing and return analysis using Excel and/or VBA macros. Help obtain regulatory approvals by working collaboratively with legal and compliance teams across jurisdictions (US, Canada, LATAM). Build a comprehensive view of the Global Markets offering across regions and create high-impact client-facing materials. Develop and implement value-added client services to enhance satisfaction and engagement. Promote research insights and strategic convictions from our analyst teams to improve visibility and usage. Drive cross-selling initiatives to broaden client access to the Bank’s services. Design and produce commercial and investor-facing presentations. Develop marketing campaigns, brochures, newsletters, and event content to promote new product ideas and capabilities. Conduct competitive intelligence and market trend analyses in the Americas region. Contribute to internal training programs to strengthen platform knowledge. Assist in organizing conferences and networking events in partnership with internal communications. Requires up to 5% domestic travel for client meetings, client sites, and conferences. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting. Salary: $148,678 - $275,000 per year.
 MINIMUM REQUIREMENTS: Master’s degree or U.S. equivalent in Finance, Marketing, Financial Engineering, Economics or related field, plus 3 years of professional experience as a Product Specialist or any occupation, job title, position developing and promoting Quantitative Investment Strategies (QIS) offerings at a global financial institution.
Must also have the following special skills: 2 years of professional experience within a financial institution utilizing equity derivative, fixed income products, or commodities; 2 years of professional experience performing Excel modeling, historical simulations, and performance analysis using VBA or Python; 2 years of professional experience utilizing derivative instruments including options, swaps, futures, and structured products; 2 years of professional experience producing marketing and sales support materials, including presentations, brochures, newsletters, and RFPs for institutional or corporate clients in a financial context; 2 years of professional experience collaborating with cross-functional teams (including Sales, Engineering, Legal, and Communications); 2 years of professional experience conducting market research, monitoring industry trends, and supporting product positioning through data analysis and competitor benchmarking; &nbsp;2 years of professional experience utilizing Bloomberg, data visualization tools, and marketing automation platforms; and 2 years of professional experience utilizing Microsoft Office including Excel, PowerPoint, and Word.
CONTACT: Please email resume to: <a href="mailto:us-humn-recruitment@sgcib.com" target="_blank">us-humn-recruitment@sgcib.com</a> Must specify AdCode SFFQ in the subject line.&nbsp; &nbsp;

QIS (Quantitative Investment Strategies) Product Specialist

<h3>Job Description</h3>
Job Description
Client Services Specialist (Private Wealth)
Location: Oxford, Ohio&nbsp;
Company: Shoker Investments
Job Type: Full-Time
Experience Level: Mid level
Position Summary
A well-established Registered Investment Advisor seeks a Client Services Specialist to support a private wealth advisory practice serving high-net-worth families. This position requires&nbsp;a high level&nbsp;of professionalism, discretion, and precision, with a focus on operational excellence and regulatory compliance.&nbsp;
Key Responsibilities
<ul>
<li>Provide client service support consistent with fiduciary and regulatory standards&nbsp;</li>
<li>Maintain&nbsp;accurate&nbsp;and compliant client records, documentation, and correspondence&nbsp;</li>
<li>Prepare client materials and reports to institutional standards&nbsp;</li>
<li>Manage electronic data, document retention, and secure workflows&nbsp;</li>
<li>Support advisors with account administration, onboarding, and service requests&nbsp;</li>
<li>Coordinate with custodians, internal partners, and service providers as&nbsp;required&nbsp;</li>
</ul>
Requirements
<ul>
<li>Required:&nbsp;</li>
<ul>
<li>Proficiency&nbsp;in Microsoft Excel and Microsoft Word&nbsp;</li>
<li>Demonstrated ability to work with electronic data in regulated environments&nbsp;</li>
<li>Professional phone presence and written communication skills&nbsp;</li>
<li>Exceptional attention to detail and organizational discipline&nbsp;</li>
</ul>
<li>Preferred:</li>
<ul>
<li>Experience within private banking, family office, trust, or Registered Investment Advisor environments&nbsp;</li>
<li>Familiarity with Salesforce or comparable CRM systems&nbsp;</li>
<li>Experience with portfolio management, reporting, or custodial platforms&nbsp;</li>
</ul>
</ul>
Benefits &amp; Compensation
<ul>
<li>Compensation: Competitive pay</li>
<li>401(k): Employer matching 401(k) plan</li>
<li>Time Off: Paid holidays, vacation, and personal days</li>
<li>Parental Leave: Paid parental leave for all new parents</li>
<li>Health &amp; Wellness:</li>
<ul>
<li>Health and dental stipend</li>
<li>Wellness stipend to support physical and mental health</li>
</ul>
<li>Office Culture:</li>
<ul>
<li>Casual dress code in the office; professional dress for all client meetings (virtual or in-person)</li>
<li>Lunch provided once per week</li>
<li>Newly renovated working space</li>
</ul>
</ul>
Why Join Shoker Investments?
<ul>
<li>Client-First Culture: Work in a true fee-only fiduciary environment with no product sales or hidden incentives</li>
<li>Experienced Team: Join a collaborative firm with a 30+ year track record of client success</li>
<li>Growth-Oriented: Access to ongoing professional development and career advancement opportunities</li>
<li>Values-Driven: Join a firm built on integrity, transparency, and personalized service</li>
</ul>
About Shoker Investments
With over 30 years of industry experience and a client-first philosophy, Shoker Investments has built a reputation for delivering independent, fee-only investment counsel. Founded in 1990 by Randall Shoker as Shoker Investment Counsel, Inc., the firm was established on the belief that unbiased advice can only come from a compensation model free of commissions and sales incentives. By eliminating all forms of third-party compensation, we remain fully aligned with our clients' best interests—delivering tailored strategies that support both financial security and long-term wealth goals.

Client Services Specialist

<h3>Job Description</h3>
Job Description
OVERVIEW:
AmeriBest Home Care is dedicated to providing high quality personal care services to valued members of our community. The Client Services Specialist is a vital contributor to AmeriBest's mission and vision to deliver exceptional home care services in our community, 1 client, 1 caregiver, and 1 visit at a time while becoming the provider &amp; employer of choice for home and community-based services.
Reporting to the Director of IDD Services, it is the Client Service Specialist's responsibility to analyze and act upon opportunities to drive growth, retention, and deliver exceptional customer service to our clients and caregivers. Duties will include sourcing and staffing caregivers to work with home care clients, developing relationships with clients and caregivers, working collaboratively with the client services coordination and onboarding teams, and completing productivity reports. The success of the Client Services Specialist will be measured by their contribution to hours growth, client retention, caregiver sourcing, and staffing percentage.
RESPONSIBILITIES:
- Work collaboratively with client services coordinators to ensure action plans are in place to fill open shifts - Sourcing, recruiting, interviewing, and processing onboarding paperwork to facilitate hiring of Direct Support Professionals (DSPs) to work with clients who need coverage - Maintaining a good relationship with newly recruited caregivers and caregivers with availability - Maintaining a good relationship with our clients (i.e., Patients) requiring agency staffing - Conducts periodic check ins with our clients requiring agency staffing - Customer Service, delivering compassion and problem resolutions - Conduct feedback calls with Direct Support Professionals and Clients to maintain satisfaction - Troubleshoot issues and liaison between AmeriBest departments for problem resolutions - Triage calls with clients and DSPs who depart services - Serve as point of escalation to resolve client and caregiver issues with focus on retention - Execute strategies to enhance the service experience of clients and caregivers, contributing to improving client and caregiver retention - Liaison between company and external Supports Coordination to ensure client's needs are met - Monitors staffing metrics and trends to ensure client and caregiver retention - Support to Growth team with new client staffing when needed - Support to Client Services team with staffing as needed - Providing productivity reports when requested - Attend meetings as requested - Perform other duties as assigned
REQUIREMENTS:
- 1 year of experience in customer service, sales, recruiting, marketing, and/or public relations with clients. - 1 year of experience within the Home Care industry - Bachelor's Degree (preferred) in Business, Marketing, Communications, Healthcare Management or related field - Excellent verbal and written communication skills - Able to prioritize daily tasks and handle multi-tasking - Sense of urgency and adaptability to changing priorities - Enjoy working in a multi-cultural environment - Entrepreneurial and goal-oriented with a positive, upbeat attitude - Able to build and maintain strong relationships with community members, caregivers, families, organizations, and Supports Coordinators
BENEFITS:
<ul>
<li>Health Insurance</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>401k</li>
</ul>

<h3>Job Description</h3>
Job Description
Are you detail-oriented, customer-focused, and ready to make a difference in a fast-paced, professional environment? Join our growing team as a&nbsp;Client Service Specialist, where your communication skills and dedication to accuracy will help us deliver an outstanding client experience.
 
Client Communication &amp; Support
<ul>
<li>Answer inbound client calls and respond to email inquiries</li>
<li>Research and provide information regarding client accounts</li>
<li>Respond to questions and resolve concerns with clarity and professionalism</li>
<li>Initiate and expire ACH payments upon request</li>
<li>Calculate accurate payment amounts based on account status</li>
<li>Request and process payment and fee adjustments as needed</li>
<li>Upload and send client correspondence via email and mail</li>
<li>Maintain a minimum average of 50 customer interactions per day</li>
<li>Meet or exceed established phone performance metrics</li>
</ul>
 
Account Management
<ul>
<li>Thoroughly document all client interactions in NLS (account management system)</li>
<li>Conduct detailed account follow-up as needed to ensure issue resolution</li>
<li>Manage returned mail and email by documenting in NLS and contacting customers to update demographic information</li>
</ul>
 
Administrative &amp; Support Functions
<ul>
<li>Upload documents and correspondence to client accounts</li>
<li>Participate in special projects as assigned</li>
<li>Assist in improving processes and ensuring service excellence across the board</li>
</ul>
 
Qualifications:
<ul>
<li>Strong written and verbal communication skills</li>
<li>High attention to detail and accuracy</li>
<li>Experience working in a client service, call center, or financial services environment preferred</li>
<li>Comfortable working with CRM and database systems (experience with NLS is a plus)</li>
<li>Ability to multitask and meet performance goals in a high-volume environment</li>
<li>Strong math and problem-solving skills</li>
<li>Reliable, organized, and self-motivated</li>
</ul>
 
What We Offer:
<ul>
<li>Competitive hourly wage or salary</li>
<li>Training</li>
<li>Health, dental, and vision benefits</li>
<li>Paid time off and holidays</li>
<li>Supportive team culture and growth opportunities</li>
</ul>
Company DescriptionRPC Staffing was founded in 2002 as a firm that combines a hands-on approach with industry expertise and national reach. We are a Veteran Owned Business; HUB Certified staffing company; a proud member of the Association of the United States Army &amp; American Staffing Association; one of Dallas Business Journal’s Top Hispanic Owned Companies; an INC. 5000 America’s Fastest-Growing Private Company; a six-time winner of Clearly Rated’s Best of Staffing award; and one of Forbes’ America’s Best Professional Recruiting Firms. 
<h3>Company Description</h3>
RPC Staffing was founded in 2002 as a firm that combines a hands-on approach with industry expertise and national reach.\r\n\r\nWe are a Veteran Owned Business; HUB Certified staffing company; a proud member of the Association of the United States Army &amp; American Staffing Association; one of Dallas Business Journal’s Top Hispanic Owned Companies; an INC. 5000 America’s Fastest-Growing Private Company; a six-time winner of Clearly Rated’s Best of Staffing award; and one of Forbes’ America’s Best Professional Recruiting Firms.

<h3>Job Description</h3>
Job DescriptionJob Posting: Client Services SpecialistOverview
We are seeking Client Services Specialists to join our team. This role involves handling a high volume of inbound calls from customers with existing loans, providing exceptional service, and assisting with billing and payment-related inquiries. The ideal candidate will bring strong call center experience, computer literacy, and a background in billing or banking.
Key Responsibilities
<ul>
<li>Receive and respond to customer inquiries via phone.</li>
<li>Assist with ACH setups and cancellations.</li>
<li>Process payments, adjustments, and credits accurately.</li>
<li>Handle mail correspondence and maintain records.</li>
<li>Support customers with logging into the payment portal.</li>
<li>Calculate loan payments and provide clear explanations to customers.</li>
</ul>
Required Skills
<ul>
<li>Call center and customer service experience (80+ inbound calls per day).</li>
<li>Strong communication skills with a customer-first mindset.</li>
<li>Computer literacy and ability to learn new systems quickly.</li>
<li>Experience in billing, banking, loans, or mortgage preferred.</li>
<li>Ability to multitask and work efficiently under pressure.</li>
<li>Punctuality and reliable attendance.</li>
</ul>
Preferred Qualifications
<ul>
<li>Minimum 2 years of high-volume inbound call center experience.</li>
<li>Bilingual in Spanish (highly preferred; tie-breaker skill, no pay differential).</li>
<li>Experience in quality assurance, team lead, or SME roles is a plus.</li>
<li>Strong tenure and consistent work history.</li>
</ul>
Job Type &amp; Location
This is a Contract to Hire position based out of Tucson, AZ.
Pay and Benefits
The pay range for this position is $18.00 - $18.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Tucson,AZ.
Application Deadline
This position is anticipated to close on Dec 26, 2025.
h4&gt;About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. 
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

<h3>Job Description</h3>
Job Description
Description
Client Services Specialists are responsible for handling a high volume of inbound calls while providing excellent care for our customers. Customer base have an existing loan and are calling in for assistance. seeking individuals with billing experience, banking experience, computer skills, call center experience and a culture fit. 
- Receives and responds to customer inquiries by phone
- Assists with ACH setups and cancellations 
- Processing payments, adjustments and credits
- Process mail correspondence 
- Assisting customers with logging onto the payment portal
- Calculating loan payments
Skills
call center, customer service, quality assurance, team lead, SME, billing support
Top Skills Details
call center,customer service
Additional Skills &amp; Qualifications
BEST vs AVG:
2 years of high volume inbound call customer service in a call center. 
Bilingual in Spanish huge plus 
- Must have great communication skills and enjoy helping people
- Customer service and/or call center experience taking inbound calls from customers 80+ calls per day
- Experience in banking, loans or mortgage a plus
- Answers customer questions and provide appropriate solutions
- Good computer skills
- Ability to learn quickly and multitask 
- Punctuality and good attendance are a must
- Able to adjust work schedule for coverage and work overtime
- Must have good tenure and work history
seeking individuals with billing background, banking background, computer skills, call center background and a culture fit. 
DISQUALIFIERS:
 - Jumpy or short tenure
 - No call center experience
 - All sales experience 
 - Timid personality
 - No knowledge of STAR Method
Experience Level
Expert Level
Job Type &amp; Location
This is a Contract to Hire position based out of Tucson, AZ.
Pay and Benefits
The pay range for this position is $18.00 - $18.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Tucson,AZ.
Application Deadline
This position is anticipated to close on Dec 17, 2025.
h4&gt;About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. 
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

<h3>Job Description</h3>
Job Description
Description
Client Services Specialists are responsible for handling a high volume of inbound calls while providing excellent care for our customers. Customer base have an existing loan and are calling in for assistance. seeking individuals with billing background, banking background, computer skills, call center background and a culture fit. 
- Receives and responds to customer inquiries by phone
- Assists with ACH setups and cancellations 
- Processing payments, adjustments and credits
- Process mail correspondence 
- Assisting customers with logging onto the payment portal
- Calculating loan payments
Skills
call center, customer service, quality assurance, team lead, SME, billing support
Additional Skills &amp; Qualifications
BEST vs AVG:
2 years of high volume inbound call customer service in a call center. 
Bilingual in Spanish huge plus 
- Must have great communication skills and enjoy helping people
- Customer service and/or call center experience taking inbound calls from customers 80+ calls per day
- Experience in banking, loans or mortgage a plus
- Answers customer questions and provide appropriate solutions
- Good computer skills
- Ability to learn quickly and multitask 
- Punctuality and good attendance are a must
- Able to adjust work schedule for coverage and work overtime
- Must have good tenure and work history
seeking individuals with billing background, banking background, computer skills, call center background and a culture fit. 
DISQUALIFIERS:
 - Jumpy or short tenure
 - No call center experience
 - All sales experience 
 - Timid personality
 - No knowledge of STAR Method
Experience Level
Expert Level
Job Type &amp; Location
This is a Contract to Hire position based out of Tucson, AZ.
Pay and Benefits
The pay range for this position is $18.00 - $18.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Tucson,AZ.
Application Deadline
This position is anticipated to close on Dec 17, 2025.
h4&gt;About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. 
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

<h3>Job Description</h3>
Job Description
Are you a driven, outgoing, and resilient professional looking to make an impact? We are seeking a self-starter who thrives in a fast-paced, upbeat environment. If you're proactive, love connecting with people, and want to grow your career, this is the perfect opportunity for you!
 Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
 Responsibilities 
What You'll Do:
Drive Agency Growth: Use innovative marketing strategies, internal lists, and new business prospects to expand multiline households and grow the agency.
 
Engage with Customers: Build relationships with clients through personalized touchpoints, social media, and marketing/customer events and initiatives.
 
Sales &amp; Lead Generation: Generate new business through referrals, networking, and community involvement. Close deals efficiently with consultative sales approaches.
 
Marketing &amp; Branding: Enhance the agency's visibility by participating in community events, leveraging digital platforms, and hosting promotional activities.
 
Customer Retention: Manage existing customer relationships by providing exceptional service, upselling opportunities, and keeping clients engaged.
 
 
 Requirements 
 Have prior sales experience. 
 Currently Licensed in Property, Casualty, and Life, or able to obtain an Insurance License prior to starting position.
Self-Motivated: You take initiative and are ready to own your results.
Outgoing &amp; Positive: You bring a positive energy that connects with others.
Resilient &amp; Persistent: No challenge is too big - you follow up and stay focused.
Great Communicator: Articulate and confident, both in person and online.
Resourceful &amp; Tech-Savvy: Comfortable using social media and digital platforms to drive engagement.

<h3>Job Description</h3>
Job Description
The Affinity Center is an innovative, multi-disciplinary treatment center that specializes in the evaluation and treatment of ADHD and mood disorders for both children and adults. Applicants must be able to demonstrate competencies in the following areas: utilization of electronic health records, as well as strong verbal communication skills, writing skills, attention to detail, the ability to work in a fast paced environment, and must above all, be able to prioritize excellent client/patient services.
Daily tasks include, but are not limited to:
*Answering client calls and messages, and clearly communicate needs and expectations to both client and clinical/medical team.
* Scheduling appointments, taking payments, and other office tasks as needed.
* Supporting clinical and medical provider staff
Education requirements:
*High school diploma and college or trade education
*Minimum 5 years client (customer) service in professional or therapeutic setting
*Proficient knowledge of Microsoft office programs and Electronic Health Record administration
Understanding of HIPAA rules and regulations preferred
*PART-TIME coverage needed for Tuesdays &amp; Thursdays 9-5PM
If interested, please send a resume along with a cover letter. Please note that submissions without a cover letter will NOT be reviewed. 
We invite you to visit our website: <a href="http://www.theaffinitycenter.com" target="_blank">www.theaffinitycenter.com</a>.

<h3>Job Description</h3>
Job Description
Albert &amp; Mackenzie is a well-established and expanding workers' compensation defense law firm with a strong presence across California. Proudly recognized as a Great Place to Work for five consecutive years (2021–2025), the firm has also earned multiple Best Places to Work awards. 
We're seeking a dynamic and relationship-driven Client Services &amp; Networking specialist to serve as the face of our firm to clients, referral sources, and the legal community. This role blends client relationship management with strategic networking to drive client satisfaction, retention, and business development.
Key Responsibilities
<ul>
<li>Represent the firm at industry events, conferences, and networking functions</li>
<li>Understand client goals and ensure the firm's services align with their expectations</li>
<li>Build and maintain relationships with referral sources, current and potential clients</li>
<li>Collaborate with marketing and attorneys to identify and pursue new business opportunities</li>
<li>Coordinate with attorneys, claims professionals, and internal departments to deliver timely, high-quality service</li>
<li>Monitor client satisfaction, identify improvement opportunities, and help implement solutions</li>
<li>Address and resolve client concerns and complaints professionally and proactively</li>
<li>Facilitate trainings, file reviews and other account management duties as necessary</li>
<li>Occasional travel will be required for client meetings and events</li>
</ul>
Skills &amp; Qualifications
<ul>
<li>3+ years of experience working with TPAs or insurance companies as an adjuster or in a similar role</li>
<li>Claims or vendor of claims adjusters experience required with strong knowledge of the workers' compensation process</li>
<li>Experience in customer service, client relations, networking, and/or account management</li>
<li>Excellent communication and interpersonal skills with a client-focused approach</li>
<li>Strong problem-solving, organization, and time management abilities</li>
<li>Proven ability to multitask and manage multiple client accounts simultaneously</li>
<li>Proficiency in Microsoft Excel and Word required</li>
</ul>
Location: California
Type: Full-time, primarily remote; occasional travel for events, meetings, and training.
Salary: $70,000 – 80,000
Albert and Mackenzie offers a competitive compensation package including 100% company-sponsored employee Medical and Vision Insurance; Short Term Disability, Long Term Disability and Life insurance benefits; a 401k plan; paid time off; and optional voluntary dental plan. We offer excellent work/life balance in a collaborative and casual work environment.
Albert &amp; Mackenzie ensures equal opportunity for all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics.
Full-time employees receive a competitive compensation package that features discretionary bonus opportunities and a comprehensive benefits program, including medical, vision, short-term and long-term disability, life insurance, a 401(k) retirement plan, paid time off, and optional dental coverage. 
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