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<h3>Job Description</h3>
Job Description
Who We Are
 
At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting.BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.
 
Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.
 
With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH.Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.
 
 
Summary
As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.
 
Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.
 
 
Responsibilities
<ul>
<li>Client Experience &amp; Service Support</li>
<li>Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.</li>
<li>Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.</li>
<li>CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.</li>
<li>Client File Management: Scan &amp; save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.</li>
<li>Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.</li>
<li>Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.</li>
</ul>
 
 
Experience
<ul>
<li>3+ years of financial services experience, required.</li>
<li>Fidelity and/or Schwab experience, a plus.</li>
<li>Ability to maintain highly confidential information.</li>
<li>Proven experience in client services with a service first mindset creating a white glove client experience for every person.</li>
<li>Positive, can-do attitude. Ability to take on new projects with limited direction.</li>
<li>Highly organized with the ability to manage multiple priorities at once.</li>
<li>Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).</li>
<li>CRM and DocuSign experience, preferred.</li>
<li>Strong desire to learn and grow within the financial planning industry.</li>
</ul>

Client Service Manager

<h3>Job Description</h3>
Job Description
About Radix
Radix is a fast-growing SaaS company serving the multifamily industry with actionable data and insights. Our values-Curiosity, Resilience, Impact, Courage, and Responsibility-are at the heart of how we operate and grow. At Radix, building products isn't just about adding features-it's about delivering transformative insights that empower the multifamily industry. Our Client Success Manager role is crucial to ensuring our clients' long-term success and realizing the full value of their Radix investment.
Your Impact
As a Client Success Manager, you will be directly responsible for shaping the success of enterprise clients by leveraging strategic insight, resilience, and curiosity to drive continuous value. Your work will involve fostering trust-based relationships, anticipating client needs, and delivering actionable recommendations that impact their business outcomes. You will utilize strong leadership, courage, and a deep sense of responsibility to own and drive client success plans and collaborate cross-functionally to ensure seamless delivery of Radix's value proposition.
Key Outcomes
<ul>
<li>Foster Strong Relationships: Build long-lasting partnerships with enterprise clients, becoming a trusted advisor who can drive significant, positive business outcomes.</li>
</ul>
<ul>
<li>Strategic Impact: Take the lead in understanding clients' goals and translating them into actionable, strategic plans that leverage Radix's products and services for measurable impact.</li>
</ul>
<ul>
<li>Data-Driven Growth: Use your analytical mindset to dig deep into client data and market trends, uncovering growth opportunities and ensuring clients realize full value from our solutions.</li>
</ul>
<ul>
<li>Collaborative Leadership: Collaborate cross-functionally to ensure all client needs are met seamlessly and that the Radix value proposition is consistently delivered.</li>
</ul>
Key Responsibilities
<ul>
<li>Build and maintain strong relationships with assigned clients, acting as a strategic consultant and trusted advisor on all aspects of their business</li>
<li>Conduct regular meetings with clients to understand their business needs and goals, and provide guidance and recommendations on how Radix products and services can help them achieve those goals</li>
<li>Analyze client data and market trends to identify opportunities for growth and improvement and develop strategic plans to capitalize on those opportunities</li>
<li>Collaborate with cross-functional teams, including Sales, Product, Implementation, and Support, to ensure a seamless client experience and delivery of value-added services</li>
<li>Provide regular reporting and analysis to internal stakeholders on client performance, satisfaction, and engagement</li>
<li>Stay up to date on industry trends and best practices, and share knowledge and insights with clients and internal stakeholders</li>
</ul>
What You Bring
Experience
<ul>
<li>3+ years in client success, account management, or consulting roles, preferably in a SaaS or technology environment</li>
<li>Experience within the Multifamily Industry is a plus.</li>
</ul>
Skills
<ul>
<li>A proven ability to drive impactful business outcomes through the strategic alignment of people, processes, and technology.</li>
<li>Strong ability to connect industry context to creative, pragmatic solutions that deliver tangible results.</li>
<li>Self-driven with a keen ability to navigate challenges independently and with resilience. You know when to seek guidance and when to take calculated risks.</li>
<li>Desire to thrive in a fast-paced, ever-evolving environment where you're empowered to make decisions and drive change with courage and accountability.</li>
</ul>
Personal Attributes
<ul>
<li>Curiosity: An inquisitive mindset that drives exploration and innovation.</li>
<li>Resilience: The ability to navigate uncertainty and lead teams through challenges.</li>
<li>Impact-Focused: A results-driven approach that prioritizes outcomes over outputs.</li>
<li>Courage: Willingness to take bold risks and challenge conventional thinking.</li>
<li>Responsibility: A leader who takes full ownership of product success and team performance.</li>
</ul>
Join us at Radix, where your curiosity, courage, and impact drive real, tangible change in an industry that's waiting for innovation.
 Job Posted by ApplicantPro

Client Success Manager

<h3>Job Description</h3>
Job DescriptionCompany Description 
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
<ol>
<li>We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.</li>
<li>We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.</li>
<li>We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?</li>
<li>We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.</li>
<li>We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.</li>
</ol>
Job Description 
As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. &nbsp;
Duties and Responsibilities:&nbsp;
<ul>
<li>Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.</li>
<li>&nbsp;Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters.</li>
<li>Ensure clients have continuous and proper coverage and advise clients of any change recommendations.</li>
<li>Review current policies and provide recommendations regarding placement options.</li>
<li>Apply knowledge of coverages and forms to research and reconcile discrepancies.&nbsp;</li>
<li>Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.</li>
</ul>
Qualifications 
<ul>
<li>Valid State Property and Casualty Brokers License</li>
<li>3-5 years of experience in commercial lines (preferred not required)</li>
<li>Must&nbsp;possess&nbsp;a&nbsp;developing&nbsp;knowledge&nbsp;of&nbsp;commercial&nbsp;insurance&nbsp;markets and understand&nbsp;the&nbsp;supplemental&nbsp;insurance&nbsp;marketplace.&nbsp;&nbsp;</li>
<li>Ability&nbsp;to&nbsp;work&nbsp;well&nbsp;under&nbsp;pressure&nbsp;in&nbsp;a&nbsp;team&nbsp;environment&nbsp;and&nbsp;effectively&nbsp;prioritizing&nbsp;risks&nbsp;to manage&nbsp;concurrent&nbsp;workflow.&nbsp;</li>
<li>Possess&nbsp;excellent&nbsp;interpersonal&nbsp;skills,&nbsp;including&nbsp;listening,&nbsp;verbal&nbsp;and&nbsp;written&nbsp;communication&nbsp;skills with&nbsp;the&nbsp;ability&nbsp;to&nbsp;communicate&nbsp;effectively.&nbsp;</li>
<li>Experience with AMS360.&nbsp;(preferred not required)</li>
<li>Bilingual (English &amp; Spanish)&nbsp;(preferred not required)</li>
</ul>
 Additional Information 
Please see our company Benefits:
<ul>
<li>Medical, Dental, Vision&nbsp;</li>
<li>Life and AD&amp;D insurance</li>
<li>FSA / HSA</li>
<li>Commuter &amp; Child Care FSA</li>
<li>Cancer Support Benefits</li>
<li>Pet Insurance</li>
<li>Accident &amp; Critical Illness</li>
<li>Hospital Indemnity</li>
<li>Employee Assistance Program (EAP)</li>
<li>11 Paid Holidays</li>
<li>Flexible PTO</li>
<li>401K</li>
</ul>
Compensation: $54,850-$56,800 based on insurance industry experience&nbsp;
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.&nbsp; Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Client Manager

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
C15802
Requisition ID 2025-1430818

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
Starting Salary: $60,000 per year&nbsp;
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1439888

<h3>Job Description</h3>
Job Description
Vistex Client Manager will manage and develop new and existing clients and work towards strengthening our relationships and increasing Vistex footprint. This person will also resolve clients’ issues and communicate information accurately to the teams, engage with clients, position and aggressively pursue Vistex services and will be assigned to multiple clients/implementations simultaneously which could be in various regions of the country. 
Responsibilities: 
<ul>
<li>Assist in expanding Vistex consulting service offerings.</li>
<li>Build client relationships with C Level executives and stakeholders.</li>
<li>Understand client’s business and business processes and act as Vistex advocate to address the existing gaps by selling Vistex implementation services.</li>
<li>Position and assist in up selling additional Vistex software.</li>
<li>Develop sales and solution strategies.</li>
<li>Understand and work with different teams to provide solution roadmap to clients.</li>
<li>Assist in finalizing proposals, project planning and estimating.</li>
<li>Assist in pre-sales activities for implementation services.</li>
<li>Be accountable for all services engagement.</li>
</ul>
The compensation for this position is $72k - $90k annually. Base pay will vary depending on factors, including but not limited to, a candidate’s location, job-related knowledge, skills, and work experience. The compensation package may also include incentive compensation opportunities in the form of discretionary annual bonus. Vistex provides highly competitive benefits including comprehensive healthcare plan, and paid time off, including paid volunteerism days!
About us: The Vistex platform helps businesses finally get control of all their different promotions, rebates, SPAs, discounts, and other incentives. With so many programs across so many partner relationships, it can be impossible to see where all the money is going, let alone how much difference it’s actually making to revenue. With Vistex, business leaders can see the numbers, see what really works, and see what to do next – so they can make sure every dollar they spend really is driving more growth, not just more costs. It’s why global enterprises ranging from Coca-Cola to Sony to Grainger rely on Vistex every day. Vistex | Now it all adds up.™

<h3>Job Description</h3>
<ul>
<li>Employment Type: Full-Time</li>
<li>Benefits Offered: Dental, Medical, Retirement, Vision</li>
<li>Compensation: $28 hourly</li>
</ul>
 
As a Client Manager you will play pivotal role in fostering strong client relationships and ensuring the successful execution of projects. Client Managers serve as the primary point of contact for our clients and work closely with internal company teams to deliver exceptional service. We expect Client Managers to be reliable professionals able to achieve a balance between customer orientation and a results-driven approach.
 
RESPONSIBILITIES
<ul>
<li>Client Engagement: Serve as the main point of contact for assigned clients, developing strong relationships built on trust and understanding their needs and preferences.</li>
<li>Communication: Interact with clients and internal company teams daily, ensuring clear and effective communication to drive project success.</li>
<li>Account Planning: Collaborate with clients to create strategic account plans, identifying opportunities for growth and proposing solutions.</li>
<li>Problem Solving: Proactively identify and resolve client issues, exceeding their expectations and ensuring their satisfaction.</li>
<li>Project Management: Coordinate and manage the execution of projects, ensuring that they are completed on time and within budget.</li>
<li>Collaboration: Participate in brainstorming sessions, office activities, team meetings, and client meetings to contribute to the overall success and culture of the company.</li>
<li>Documenting: Maintain accurate records of account activity and provide updates to clients and internal teams.</li>
<li>Sales Support: Work closely with the sales team to identify upsell opportunities and maintain alignment on all client activity.</li>
</ul>
 
ATTRIBUTES
Lead by example
<ul>
<li>Be an example to and influence your peers positively.</li>
<li>Exhibit a strong work ethic, punctuality, and a commitment to your responsibilities.</li>
<li>Have a positive attitude and approach, inspiring others.</li>
</ul>
Accountability
<ul>
<li>Embrace ownership of your actions and responsibilities within a team framework.</li>
<li>Honor your commitments and focus on delivering high-quality on time.</li>
<li>Work collaboratively to rectify issues as they arise while ensuring their recurrence.</li>
</ul>
Professionalism
<ul>
<li>Uphold a high standard of professionalism with fellow team members, clients, and stakeholders.</li>
<li>Communicate thoughtfully and respectfully.</li>
<li>Represent the company's core values.</li>
</ul>
Solve Problems Proactively
<ul>
<li>Look for and anticipate potential challenges. Where possible, proactively seek out solutions before they escalate.</li>
<li>Contribute with innovative ideas.</li>
<li>Collaborate efficiently with your team. Tackle issues head-on and be a problem-solver.</li>
</ul>
Seek Continuous Improvement
<ul>
<li>Embrace a growth-oriented mindset, actively pursuing opportunities to elevate your skills and knowledge.</li>
<li>Stay up to date with industry trends and breakthroughs.</li>
<li>Engage in workshops, seminars, and training sessions.</li>
</ul>
Positivity
<ul>
<li>Embody positivity in your interactions, inspiring a constructive and uplifting atmosphere within the team.</li>
<li>Approach challenges with an optimistic outlook, driving motivation and resilience.</li>
<li>Foster a culture of encouragement and support.</li>
</ul>
 
QUALIFICATIONS
<ul>
<li>Bachelor's degree in marketing or equivalent work experience.</li>
<li>Proven leadership experience, ideally in an account management or related role.</li>
<li>Strong problem-solving skills with the ability to think strategically.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Detail-oriented with the ability to manage multiple tasks simultaneously.</li>
<li>Proficiency in project management.</li>
<li>Knowledge of plastic and oral surgery terms and services is a plus.</li>
<li>A proactive and customer-centric mindset.</li>
<li>Ability to work well both independently and as part of a team.</li>
<li>Other duties as assigned by the Department Manager</li>
</ul>
 
APPLY NOW

<h3>Job Description</h3>
Job DescriptionCompany Description 
About Us At Reboot Staff, we are committed to empowering organizations with innovative solutions and exceptional talent. Our mission is to connect skilled professionals with opportunities that drive growth, foster collaboration, and create lasting impact. We pride ourselves on building a culture of excellence, integrity, and continuous development for both our team and the clients we serve.
Job Description 
Job Description
We are seeking a detail-oriented and proactive Client Relationship Manager to join our dynamic team in Madison, WI. In this role, you will serve as the primary point of contact for our clients, ensuring their needs are met through exceptional communication, strategic insight, and reliable support. The ideal candidate is a natural relationship builder with a strong understanding of business operations and a commitment to client satisfaction.
Responsibilities
<ul>
<li>
Develop and maintain strong, long-term client relationships.
</li>
<li>
Act as the main liaison between clients and internal teams to ensure timely and accurate delivery of services.
</li>
<li>
Identify client needs and propose effective solutions to support business objectives.
</li>
<li>
Monitor account performance and resolve issues promptly and professionally.
</li>
<li>
Collaborate with management to improve client experience and retention strategies.
</li>
<li>
Prepare reports, forecasts, and performance reviews to track client engagement.
</li>
</ul>
Qualifications 
Qualifications
<ul>
<li>
Bachelor’s degree in Business Administration, Communications, or a related field (preferred).
</li>
<li>
2+ years of experience in client relationship management, account management, or customer service.
</li>
<li>
Excellent communication, organizational, and interpersonal skills.
</li>
<li>
Proven ability to manage multiple priorities in a fast-paced environment.
</li>
<li>
Strong problem-solving and negotiation abilities.
</li>
<li>
Proficiency with CRM software and Microsoft Office Suite.
</li>
</ul>
 Additional Information 
Benefits
<ul>
<li>
Competitive annual salary ($56,000–$61,000).
</li>
<li>
Professional growth and advancement opportunities.
</li>
<li>
Supportive and collaborative work environment.
</li>
<li>
Comprehensive training and ongoing career development.
</li>
<li>
Stable, full-time position with long-term potential.
</li>
</ul>

Client Relationship Manager

<h3>Job Description</h3>
Job Description
Position Summary: The Client Services Manager 2 supervises clinical center staff and daily Call Center/Utilization operations. This key individual coaches and develops team members in accordance with departmental goals and objectives while overseeing operational functions of department working units, including workflow management, staffing, systems, procedures, reporting and training.
Essential Functions: 1. Supervises Call Center and monitors performance, while providing feedback and establishing ongoing organizational goals. 2. Works closely with UAM team managers and supervisors to develop and oversee effective methods that improve utilization management. 3. Performs and collaborates in recruitment activities, as well as professional development and evaluation of personnel. 4. Identifies and implements quality programs and initiatives. 5. Manages and implements decisions regarding service and efficient delivery of patient care. 6. Monitors workflow to ensure prompt delivery and systems documentation. 7. Motivates team members to ensure efficient and effective operational outcomes, while providing guidance and feedback. 8. Monitors telephone queue compliance ensuring full corporate compliance with policies and procedures. 9. Maintains and monitors the crisis line budget. 10. Creates and reviews policies regarding the Call Center Department when needed. 11. Communicates with other supervisors to ensure effective teamwork.
Other Duties: * Complies with all guidelines established by the Centers for Medicare and Medicaid (CMS) and guidelines set forth by other regulatory agencies, where applicable. * And all other duties assigned by the manager and/or supervisor.
Education: * Master’s Degree in a Health related field. * Current, unrestricted license to practice.
Experience: * Minimum 2+ years of experience in a Health, Managed Care or related environment; Supervisory experience preferred.
Knowledge: * Knowledge in emergency call handling and telephonic necessity identification. * Proficient in data entry skills. * Personal computer experience should include working with Microsoft Word, Excel, Power Point and Outlook at the intermediate level at a minimum.
Skills: * Strong verbal and written communication skills. * Strong analytical skills with demonstrated ability to problem solve. * Professional verbal and written communication skills, with the ability to clearly articulate thoughts and ideas. * Organizational skills with the ability to handle multiple tasks and/or projects at one time. * Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time. * Problem solving skills with the ability to look for root causes and implement, workable solutions. * Interpersonal skills with the ability to work in a fast-paced environment and participate as an independent contributor with little supervision or as an active team member depending on the situation and needs. * Must have a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization. * Leadership skills with the ability to empower, engage, motivate, evaluate and manage team members and as a group.

Manager Client Services

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
Compensation &amp; Benefits: 
Salary is $65,000.00 annually
Benefits are offered to full-time employees
<ul>
<li>Medical/Dental/Vision coverage</li>
<li>Free employee life insurance</li>
<li>Paid employee training and development</li>
<li>401K</li>
<li>Employee assistance programs</li>
<li>Paid holidays and flexible PTO (Paid Time Off)</li>
<li>Great company culture and work/life balance</li>
</ul>
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1446937

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