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<h3>Job Description</h3>
Job Description
Starting Salary $ 71,500 Reports To:&nbsp;Client Services Manager
Purpose and Scope: The Client Services Assistant Manager, in partnership with the Client Services Manager, provides direction and support to staff to ensure efficient operations, achievement of Balanced Scorecard results and courteous service to clients.&nbsp;
Essential Functions:&nbsp;
<ul>
<li>Selects, directs, and evaluates service center staff;</li>
<li>Resolves complex issues related to driver’s licensing, vehicle and vessel registration/titling, and property, business and tangible tax payments;</li>
<li>Ensures understanding of client service standards; creates and maintains an atmosphere conducive to service expectations. Intervenes in escalated client situations;</li>
<li>Meets with service center staff to identify opportunities for improvement and related remedial measures. Provides coaching and documentation as appropriate;</li>
<li>Drives daily service center performance to ensure a pro-active approach to accuracy, service and efficiency;</li>
<li>Ensures compliance with applicable procedures, statutes, laws and codes;</li>
<li>Assists with achievement of Balanced Scorecard results.</li>
<li>Ensures proper operating supply levels.</li>
<li>Ensures correction and/or appropriate voiding of transactions, as necessary.</li>
<li>Assists with safety and security provisions for service center staff and assets, including cash and inventory.</li>
<li>Participates in annual planning, and monitors status of plans to ensure completion.</li>
<li>Ensures timely and accurate reporting of staff timekeeping data.</li>
<li>Meets daily with Center management team and staff to communicate organizational information.</li>
<li>Communicates regularly with manager.</li>
<li>Demonstrates support for organizational initiatives.</li>
</ul>
Qualifications and Experience:&nbsp;
<ul>
<li>Bachelor’s degree with course work emphasis in Business Administration, Management, Public Administration or closely related field; supplemented by two (2) years progressively responsible lead worker experience that provides broad knowledge of management functions, with demonstrated communication skills; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Must possess and maintain valid state of Florida driver’s license.</li>
<li>In accordance with Florida Statute 322, selected applicant must possess a valid Class E or higher driver's license; not learner's license and be at least 21 years of age.&nbsp; Selected applicants must have no cancellations, suspensions, or revocations of the driving privilege for a minimum of three (3) years prior to employment and must also maintain a driving record with no more than three (3) chargeable motor vehicle crash or any violation defined in Chapter 316, Florida Statutes during any consecutive (3) year period of employment.</li>
<li>Applicants being considered for employment will be required to submit to a fingerprint-based background investigation, which will include a check of the criminal history records of the FBI.&nbsp; Driver Licenses Examiners must meet the background standards outlined in Florida Statute 435.04, and Federal Regulations 384.228 and 1572.103.&nbsp; This includes, but is not limited to, not having any criminal convictions for alcohol or drug-related offenses within 10 years prior to employment and maintaining this throughout employment.</li>
</ul>
Critical Competencies for Success:
Leadership
<ul>
<li>Is mission/vision focused.</li>
<li>Maintains focus on results and goals.</li>
<li>Manages change.</li>
<li>Builds consensus.</li>
</ul>
Relationship Management
<ul>
<li>Values and models teamwork.</li>
<li>Committed to the highest standards of customer service and business ethics.</li>
<li>Fosters trusting relationships with internal and external clients.</li>
<li>Creates and maintains an environment conducive to service expectations and employee engagement.</li>
</ul>
Effective Communication
<ul>
<li>Demonstrates strong written and verbal communication skills.</li>
<li>Practices active listening.</li>
<li>Provides actionable, diplomatic feedback to team members.</li>
<li>Willingly shares knowledge to ensure growth and development of team members.</li>
<li>Facilitates team meetings.</li>
</ul>
Business Acumen
<ul>
<li>Manages business operations for assigned service center;</li>
<li>Monitors key business indicators and makes adjustments, as necessary;</li>
<li>Achieves Balanced Scorecard results;</li>
<li>Gathers data to make reasoned, responsible decisions using critical thinking.</li>
</ul>
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Client Services Assistant Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Shift: Thursday - Sunday 9AM-7PM
 
Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma-informed approach. You’ll play a key role in coordinating client care, including scheduling appointments, assisting with walk-in intakes, and addressing client concerns.
 
As part of our mission to help individuals recover from substance use disorders, you’ll thrive in a supportive, engaging, and fulfilling work environment where your contributions are valued.
 
Along the way, we’ll invest in your well-being through a benefits package for full-time employees that includes:
<ul>
<li>Subsidized medical, dental, and vision insurance</li>
<li>Health savings account</li>
<li>Short and long-term disability insurance</li>
<li>Life insurance</li>
<li>Paid sick, vacation, and holiday time</li>
<li>401K retirement plan with match</li>
<li>Tuition and Continuing Medical Education reimbursement up to 100%</li>
<li>Employee assistance program to support your mental health and wellness</li>
<li>Ongoing professional development </li>
</ul>
 
We’re looking for someone who:
<ul>
<li>Enjoys a consistent schedule.</li>
<li>Is excited to work in an outpatient setting, much like a doctor’s office. </li>
<li>Remains friendly, helpful, and courteous when interacting with clients, including those who are chemically dependent.</li>
</ul>
 
Responsibilities:
<ul>
<li>Greets and attends to clients in person and over the phone</li>
<li>Answers all phone calls in a professional and courteous manner</li>
<li>Manages the patient flow of a high volume of clients in a fast-paced environment</li>
<li>May place outbound calls to schedule follow-up appointments, or to engage clients in treatment </li>
<li>Creates new client profiles and enters demographic information in electronic health record</li>
<li>Schedules appointments using electronic scheduling system</li>
<li>Completes accurate documentation of client visits in their electronic health record</li>
<li>Maintains a welcoming lobby and reception area by ensuring areas remain clean and organized.</li>
<li>Coordinates intakes on a walk-in basis, including assisting clients with completion of required documentation and scheduling with an available provider and counselor to complete intake process Verifies insurance eligibility through various insurance portals, setting up billing episodes in electronic health record</li>
<li>Establishes client payment plans and financial contracts, collects and posts payments</li>
<li>Ensures confidentiality of all client and employee information</li>
<li>Assists in the de-escalation of clients using a trauma-informed approach</li>
<li>Triages client issues to secure most appropriate solution Introduces clients to the</li>
<li>Recovery Connect engagement app and help them navigate it as needed</li>
<li>Completes end of day tasks, including reconciling deposit and payment records</li>
<li>Verifies cash in cash box at the beginning of shift and reconciles cash count at the end of the day</li>
<li>Uses appropriate incident reporting procedures when documenting unsafe or problematic incidents involving clients, clients and/or staff</li>
<li>Participates in in-service/education regarding</li>
<li>Quality Improvement or required job-focused education</li>
<li>Helps maintain inventory and assist in ordering clinic supplies</li>
<li>Performs general office duties, such as document preparation, scanning, faxing</li>
</ul>
Requirements:
<ul>
<li>High School Diploma/GED</li>
<li>1+ years of experience in customer service is required</li>
<li>1+ years of front desk experience, preferably at hospital front desk or multi-physician practice is required</li>
<li>Hospital front desk or multi-physician front desk experience preferred</li>
<li>For employees in the following states (TX/OH/MN/IN/WI): </li>
<li>Motor Vehicle Valid state-issued driver’s license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview</li>
</ul>
Skills:
<ul>
<li>Ability to communicate clearly and effectively between all organizational levels and with outside providers</li>
<li>Basic computer knowledge, including ability to navigate in electronic health records</li>
<li>Culturally competent and sensitive to client and employee needs</li>
<li>Demonstrated ability in medication administration accuracy and ability to maintain accurate client records</li>
<li>Excellent organizational skills, accuracy, and attention to detail</li>
<li>Problem solving, conflict resolution, time management, and strong customer service skills</li>
<li>Strong team player comfortable working in a fast-paced setting</li>
<li>Ability to maintain confidentiality to ensure compliance with HIPAA and 42 CFR</li>
<li>Flexible with the ability to work in a continuously changing environment</li>
<li>Ability to work flexible hours including nights, weekends, and holidays</li>
<li>Employees will be required to travel to the bank for cash deposits and must pass an MVR check for employment in the following states: (TX/OH/MN/IN/WI)</li>
</ul>
Tools and Equipment:
<ul>
<li>Frequent use of a telephone, computer, printer, fax machine and copier</li>
<li>Frequent use of the internet and various web browser software, and Microsoft Office products, including Outlook, Word, Excel, and PowerPoint</li>
<li>Frequent use of electronic health record</li>
</ul>
 
Physical Working Conditions and Office Setting Description:
<ul>
<li>Prolonged sitting, standing, frequent bending, stooping, or stretching associated with an office environment</li>
<li>Frequent and prolonged typing and operation of computer, keyboard, and telephones</li>
<li>Some lifting may be required: Employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds</li>
</ul>
 
#CLSTF
 
About Community Medical Services
Community Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. Headquartered in Arizona with more than 70 treatment clinics in 14 states, CMS is dedicated to meeting the challenges presented by the growing opioid epidemic in communities where treatment is lacking.
 
Our Commitment
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability status, sexual orientation, gender identity, age, protected veteran status or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
 
Other Conditions
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Client Services Coordinator

<h3>Job Description</h3>
Job Description
Organizational Overview 
Founded in 2004, Cognitive &amp; Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold:
<ul>
<li>To create lasting, positive change for our clients through personalized, evidence-based treatment plans.</li>
<li>To train and empower professionals locally, nationally, and globally to deliver top-tier care.</li>
</ul>
At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments.

Position Overview
CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions.
Responsibilities 
Client &amp; Visitor Support:
<ul>
<li>Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors.</li>
<li>Ensure the front desk is covered at all times.</li>
<li>Monitor practice voicemail, track issues, and resolve inquiries.</li>
<li>Assist clients, visitors, and clinicians with ad hoc requests.</li>
</ul>
Administrative Support:
<ul>
<li>Open or close, and maintain the office.</li>
<li>Assist with onboarding and offboarding tasks.</li>
<li>Provide basic AV/IT support and assist with in-person trainings.</li>
<li>Set up and coordinate refreshments for staff and large meetings.</li>
<li>Manage the setup of chairs, tables, AV equipment, and catering.</li>
<li>Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes.</li>
<li>Process medical record requests.</li>
</ul>
Facility &amp; Equipment Management:
<ul>
<li>Manage supply inventory, ordering, and distribution across three facilities.</li>
<li>Open packages and store supplies appropriately.</li>
<li>Coordinate with vendors to resolve equipment issues and track maintenance.</li>
<li>Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable.</li>
<li>Coordinate repairs, vendor interactions, and landlord communications.</li>
<li>Collect and distribute mail.</li>
</ul>
Company Volunteer &amp; Community Engagement Activities:
<ul>
<li>Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics.</li>
<li>Support with marketing and social media projects.</li>
</ul>
Program &amp; Project Management:
<ul>
<li>Drive administrative workflows for assigned programs.</li>
<li>Coordinate program communications, ensuring effective dissemination of information.</li>
<li>Gather and communicate program needs to marketing and outreach teams.</li>
<li>Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items.</li>
<li>Manage onboarding and offboarding processes for program staff and trainees.</li>
<li>Maintain and organize program documents, materials, and supplies.</li>
<li>Track and maintain program data.</li>
<li>Assist Program Directors and Coordinators with administrative tasks as needed.</li>
<li>Ensure compliance with HIPAA regulations.</li>
<li>Provide support to the Administrative Manager and Executive Director as required.</li>
</ul>
General Support: 
<ul>
<li>Provide assistance with administrative tasks and special projects as needed.</li>
<li>Other duties as assigned.</li>
</ul>
Working Conditions:
With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include:
<ul>
<li>Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials.</li>
<li>Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds.</li>
<li>Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately.</li>
<li>Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment.</li>
</ul>
Communication Requirements:
<ul>
<li>Effectively review, summarize, and communicate key information to support problem-solving and decision-making.</li>
<li>Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism.</li>
</ul>
Complexity and Independent Action:
<ul>
<li>Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions.</li>
<li>Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role.</li>
</ul>
Travel
<ul>
<li>Occasional travel may be required to support off-site meetings or operational needs.</li>
</ul>
Qualifications
<ul>
<li>Minimum of 2 years of healthcare and administrative experience.</li>
<li>Excellent organizational and time management skills.</li>
<li>Strong analytical and problem-solving abilities with attention to detail.</li>
<li>Ability to manage multiple tasks in a fast-paced, evolving environment.</li>
<li>Excellent written and verbal communication skills.</li>
<li>Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms.</li>
<li>Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals.</li>
<li>Initiative, follow-through, and a strong work ethic.</li>
<li>Proactive problem-solving approach with sound decision-making capabilities.</li>
<li>Highly resourceful team player with the ability to work independently.</li>
<li>Ability to accept and apply constructive feedback.</li>
<li>Demonstrates the highest level of discretion and confidentiality.</li>
<li>5 days a week on-site, with evening hours expected.</li>
</ul>
Why Join CBC?
At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families.
Here’s why you’ll love being part of CBC:
Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being
<ul>
<li>80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year.</li>
<li>16 hours of personal time off each year after 90 days of service.</li>
<li>Paid holidays, including a floating cultural holiday.</li>
<li>40 hours of paid sick and safe leave annually.</li>
</ul>
Professional Development:
<ul>
<li>Access to professional development funds managed by the finance team.</li>
</ul>
Health and Wellness:
<ul>
<li>Comprehensive insurance programs</li>
<li>Long-term disability benefits and salary continuation</li>
<li>Lactation accommodations for new parents</li>
<li>Employee Assistance Program (EAP) for confidential support</li>
<li>Flexible Spending Accounts (FSA)</li>
<li>Health Savings Accounts (HSA)</li>
<li>Life Insurance </li>
</ul>
Retirement and Financial Security:
<ul>
<li>Employer-sponsored retirement plan options with up to 3.5% employer matching.</li>
</ul>
Work-Life Balance:
<ul>
<li>Supportive workplace policies, including grievance and open-door communication.</li>
</ul>
Additional Benefits:
<ul>
<li>Transportation Benefit Plan (Pre-tax commuter and parking benefits)</li>
<li>Bereavement leave for immediate family members.</li>
<li>Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan)</li>
<li>Paid leave for jury duty and voting.</li>
<li>Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters.</li>
<li>Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations.</li>
<li>Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness.</li>
</ul>
If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you.
Take the next step in your career and help transform lives with CBC. Apply today!
Cognitive &amp; Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.

<h3>Job Description</h3>
Job Description
Position Summary
The mission of Hope the Mission (HOTV) is to prevent, reduce, and eliminate poverty, hunger, and homelessness by offering immediate assistance and long-term solutions HOTV's Tiny Homes provides a safe, low-barrier, and supportive 24-hour residence to persons experiencing homelessness. Participants receive shelter, food, and case management services to support their trajectory towards obtaining permanent housing. Working under the supervision of the Tiny Homes Manager, the Client Services Monitor fulfills the mission of the Hope of Valley Rescue Mission by successfully providing supervision and support to the residents of the Tiny Homes Program.
Primary Duties and Responsibilities
● Ensure the safety of participants and guests by providing on-site participant supervision
● Ensure participant compliance with program rules, policies, and procedures
● Distribution of necessary supplies including handing out bedding, clothing and hygiene items as needed
● Assist with sanitation of participant belongings in hot box and new bed assignment upon intake
● Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
● Work in partnership with on-site security
● Conduct daily wellness checks to screen participants for COVID symptoms and ensure their wellbeing
● Respond to emergency situations as appropriate
● Request emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
● Complete written reports and incident logs of daily activities
● Answer telephone and take messages for participants and staff
● Resolve participant issues as needed using de-escalation and crisis intervention techniques to help participants work through conflict
● Assist with the serving of daily meals
● Replenish supplies in the restrooms, offices and dining area
● Assist with maintenance of resident laundry schedule
● Ensure participants are following proper hygiene practices
● Work with participants to improve their independent living skills
● Ensure general cleanliness and maintenance of the facility including, but not limited to: cleaning and sanitizing offices, restrooms, hygiene trailers, living spaces, tiny home units, sweeping, mopping, vacuuming and other janitorial services. Clean and disinfect restrooms and showers after each use, without exception
● Ensure that trash is changed, taken out daily, and prepare trash receptacles for weekly pick-up
● Monitor and report to supervisor any maintenance concerns as needed
● Self-identify potentially unsafe systems/processes/situations and takes initiative to report to manager/supervisor
● Take on non-routine cleaning and special projects as needed
● Pack out participant belongings and place them in storage
 
Other Duties
● Monitor medication cabinet and review medication records
● Attend and participate in team Meetings, trainings, case conferencing, etc.
● Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS)
● Establish and maintain good rapport and working arrangements with co-workers, including the management team and other staff
● Facilitate and supervise regularly scheduled resident house meetings
● Create and maintain a shelter environment that is safe
● Uphold all HOTV and LAHSA Rules, Regulations, and Policies
● Work with collaboration with security guard to ensure safety of participants, staff, volunteers and visitors on the property
● Observe and adhere to department guidelines concerning absences and reports in accordance with departmental procedures
● Assist with facilitating life skills activities and community engagement events for participants
● Other duties as assigned by supervisors
 
Qualifications
● Understand and support the mission statement of Hope of the Valley Rescue Mission
● High school diploma or GED
● 1-2 years experience working with the homeless or similar population preferred
● Must possess solid proficiency of Microsoft Office Suite
● Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
● Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
● Must possess excellent problem-solving skills
● Ability to interact with others professionally
● Knowledge of Housing First, Harm Reduction, and Trauma Informed principles preferred
● Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
● Valid CPR/First Aid certification or ability to obtain within 30 days of hire
● Must be TB-cleared prior to hiring
● A criminal background check is required
● A drug-test is required
● A CA driver's license or valid or of identification is required
 
Other Requirements
● Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
● Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
● Ability to work in proximity with service animals and emotional support animals
● Ability to operate a computer, fax, and telephone
● Ability to lift up to 25 lbs.
● Some night and weekend hours required
 
Employment Classifications
● FLSA Status: Non-Exempt
● Payroll Status: Hourly
● Work Schedule: Full Time
 
PHYSICAL DEMANDS, ENVIRONMENTAL CONDITIONS, EQUIPMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Employee is required to: Walk and climb stairs; stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis; Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead; Handle, finger, grasp and feel objects and equipment; Reach with hands and arms; Be mobile by moving oneself from place to place quickly and easily; Repeat various motions with the wrists, hands, and fingers; Be able to perform visual activities for (including, but not limited to) administrative and clerical tasks; Ability to lift up to 25 lbs. Communicate, receive and exchange ideas, information by means of the spoken and written word; Drive vehicle in and around Los Angeles County; Be able to enter various buildings that may require climbing stairs. Be periodically subjected to outside environmental conditions. Employee may work in proximity to service animals and emotional support animals; Use a desktop and/or laptop computer; copy, postage, and fax machines. Complete all required forms in personal writing.
Work Environment:
The employee may be in contact with individuals and families in crisis who may be ill, using alcohol and drugs, and who may not be attentive to basic personal hygiene, health and safety practices. The employee may experience a number of unpleasant sensory demands associated with the clients use of alcohol and drugs, and lack of personal hygiene. The employee must be ready to respond quickly and effectively to many types of situations, including crisis situations and potentially hostile situations. The noise level in the work environment is usually moderate in an office setting. Sometimes work may become stressful when working under pressure.
◊ EEO: HOTV (Hope of the Valley) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HOTV complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment
◊ HOTV will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if HOTV is concerned about a conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the California Department of Fair Employment and Housing’s Fair Chance Act webpage.
 
 Morning, 8:00am - 4:30pm

Client Services Monitor

<h3>Job Description</h3>
Job Title: Client Services Representative
Job Location: Southfield, MI-48033
Another Job Location:- Memphis, TN
 
<ul>
<li>Job Duration: 6 months contractDuties: Local candidates only to Southfield, MI. Hybrid role onsite 3 days per week and WFH 2 days per week. Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire.</li>
<li>Strictly temporary for now but opportunity for extension or conversion may occur (not guaranteed)</li>
<li>Laptop provided</li>
<li>Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in their seat logged in at 9 AM) Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period.</li>
</ul>
 
The Client Services Representative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the Southfield, MI office. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc.
 
These 4 Client Service Reps will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc.
The typical call volume per Client Service Rep is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day.
 
Training will last 1-2 weeks. The CSR's will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. Instead, they will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios. Performance Monitoring Management will randomly listen in on calls in order to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all of the necessary steps were taken i.e. verifying the caller's identify before proceeding, etc.), documentation / accuracy, call time, etc. Manager stated that their department focuses more on quality rather than quantity.
 
<ul>
<li>Job Duties:Responsible for answering inbound calls from clients, while providing exceptional customer service</li>
<li>Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.</li>
<li>Document call activity using Clients' proprietary system (they will be expected to document while on the phone with the customer)</li>
<li>Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services</li>
<li>Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices</li>
<li>Coordinates problem resolution with appropriate departments</li>
<li>Informs customers of standard procedures or resolution of problem</li>
<li>Follows up, either verbally or in writing, to ensure customer satisfaction</li>
<li>Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies</li>
</ul>
 
<ul>
<li>Skills:Must possess 2-3 years of recent customer service experience, ideally from a call center.</li>
<li>Must have the ability to type and be on the phone at the same time.</li>
<li>Ability to navigate through numerous systems at once</li>
<li>Experience using dual monitors</li>
<li>Proficient user with Microsoft Word, Outlook, and basic Excel</li>
<li>Ability to type at least 40 WPM</li>
<li>Exceptional customer service skills; easy to understand</li>
<li>Excellent verbal and written communication skills; ability to use proper grammar and spelling</li>
<li>Experience within the banking or financial services industry is preferred but not required</li>
</ul>
 
Education: Minimum of a High School Diploma or equivalent

Client Services Representative

<h3>Job Description</h3>
Job Description
Overview
Our Pharmacy group focuses on providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute care hospitals, and other specialized care centers nationwide. If your passion is service excellence and top-quality care come join our team and apply today!

* Primarily in office role, with some WFH offered * 20% travel required
 
Responsibilities
<ul>
<li>Deploys advanced, consultative, and strategic approach to account management. This includes the successful implementation and promotion of various corporate initiatives</li>
<li>Supports Client Services team with tasks involving customer success, including report development, incident tracking and presentation building.</li>
<li>Working directly with key internal partners, the Account Manager achieves timely responses on all issues along with setting proper expectations for clients</li>
<li>Manages their client base through the company’s CRM software
<ul>
<li>This includes the tracking and management of activities, tasks, contacts, and other material events with clients. </li>
<li>It will also document the up-selling of products and solutions, and how those relate to the overall retention strategy</li>
</ul>
</li>
<li>On a quarterly or semi-annual basis, is responsible for the preparation and participation in a Book of Business Review with Management</li>
<li>Collaborates and assists the Client Services team in serving the account</li>
<li>Frequently prepares quarterly business review materials, facilitates client engagement calls, conducts routine client-facing telephonic training and oversees the implementation of new facilities. The Corporate Account Manager will also provide educational materials to facilitate compliance with procedures, tools, and resources</li>
<li>Works with other disciplines (credit/collections, contracting, and marketing) to assure that corporate billing and receivables standards are achieved</li>
<li>May attend corporate/networking events and conferences</li>
<li>Establishes productive, professional relationships with key personnel in partner accounts</li>
<li>Performs other tasks as assigned</li>
</ul>
 

 
Qualifications
<ul>
<li>Bachelor’s Degree in business or related field preferred</li>
<li>Previous experience in a client management, customer service, or client support role; previous experience in a client support role within a healthcare setting or other business-to-business setting desired</li>
<li>Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem-solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team required</li>
<li>SalesForce and Axiom experience; previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing desired</li>
<li>Customer service orientation, adaptability, interpersonal/communication orientation, planning/organizing, results oriented, problem solver, training and development focused; effective decision-maker; commitment to process improvement; innovative; organizational/job knowledge required</li>
</ul>

Account Manager / Client Services

<h3>Job Description</h3>
Job DescriptionBenaiah Consulting Group has been engaged to help one of the most progressive-minded, forward-thinking CPA firms we've worked with over the last five years build out what is already a highly successful Client Accounting Advisory Services (CAAS) division. This firm combines the resources, reputation and legacy of a three-decade-old leader in their market, coupled with the energy, flexibility and vision of a start-up mindset. Why This Role Stands Out
Our client is a well-established, people-first CPA firm with a growing CAS (Client Accounting Services) practice that’s ready for its next leap forward. With almost $2M in current annual revenue, a dedicated client base, and firmwide support, they’re looking for a leader who can transform this practice into a true Business Advisory Group that will be a cornerstone of strategic growth for the firm over the next decade.
This is not just another accounting leadership role.
It’s a chance to build something lasting.
For the right candidate, the path doesn’t stop at Director — it leads directly to partnership.
What You’ll Do
<ul>
<li>
Lead, mentor, and inspire a team of 11+ professionals, raising the bar for performance and growth.
</li>
<li>
Redesign processes for scalability and profitability, moving from hourly billing to value-based/fixed-fee engagements and MRR for their monthly clients.
</li>
<li>
Drive adoption of accounting technology and AI tools, proactively delivering solutions before clients even ask.
</li>
<li>
Partner with business owners ranging from start-up/pre-investment entities to $25M+ growth-focused businesses translating financials into real-world strategies and actionable insights.
</li>
<li>
Manage a range of engagements from outsourced accounting to monthly close/review to high-value advisory.
</li>
<li>
Collaborate with firm leadership to expand offerings, grow client relationships, and increase market visibility.
</li>
</ul>
What We’re Looking For
<ul>
<li>
Proven leadership in public accounting, outsourced accounting, or advisory services.
</li>
<li>
Strong people manager who can coach, inspire, and empower teams to achieve at their highest level
</li>
<li>
Comfortable with technology, AI, and driving change in accounting workflows.
</li>
<li>
A client-facing professional who thrives on relationships and delivering strategy, not just reports.
</li>
<li>
Tax and/or multidisciplinary experience in small to mid-sized firms is highly valued.
</li>
<li>
CPA or equivalent designation preferred.
</li>
</ul>
What’s In It For You
<ul>
<li>
Competitive Base: $140K–$160K+ based on experience.
</li>
<li>
Performance Incentives: Compensation tied to practice growth and profitability
</li>
<li>
Partnership Path: Genuine opportunity for the right candidate.
</li>
<li>
Culture That Cares: A people-first firm where leadership matters and your voice is heard.
</li>
</ul>
If you’re ready to take your CAS expertise to a new level — leading with autonomy, building trusted client relationships, and scaling a practice with strong support — this is the kind of opportunity that doesn’t come around often

Director-Client Accounting Services

<h3>Job Description</h3>
Job Description
 
Catholic Charities of Los Angeles, Inc. is one of California’s leading human services providers. Our mission is to promote dignity and self-sufficiency by providing life-changing services to individuals and families facing crisis. The San Pedro Region, serving the greater Long Beach area, provides emergency food, shelter, utilities, transportation, and case management services to homeless and low-income households. The Region operates three community centers (two of which function as food pantries) and a family shelter that supports pregnant women, the elderly, and families experiencing homelessness.
Position Summary
The Client Services Regional Coordinator functions as a Case Manager within the San Pedro Region, providing direct services to homeless families through either the Long Beach Community Center or the Elizabeth Ann Seton Residence Family Shelter. This is a fast-paced position that requires a quick learner who is dedicated, ethical, and able to manage a complex caseload with professionalism and efficiency. The ideal candidate must be flexible and available to work occasional evenings, weekends, and overtime to meet program needs.
Key Responsibilities
<ul>
<li>Provide intensive housing-focused case management to homeless families, addressing barriers such as domestic violence, substance use, mental health, and lack of income or social supports.</li>
<li>Carry a caseload of up to 20 families at various stages of housing readiness.</li>
<li>Conduct intake assessments and eligibility screenings for housing programs.</li>
<li>Develop and implement Individual Housing Stability Plans based on client strengths and barriers.</li>
<li>Maintain accurate, timely case notes in DAP format in HMIS and CaseWorthy.</li>
<li>Conduct follow-ups to ensure progress toward housing goals.</li>
<li>Assist families in navigating services including interim housing, Time-Limited Subsidies (TLS), Housing Navigation, and Section 8.</li>
<li>Complete housing applications, assist with documentation, and advocate on behalf of families.</li>
<li>Support general operations of the community center or shelter, ensuring quality service delivery.</li>
</ul>
Required Qualifications
<ul>
<li>Bachelor’s degree in Social Work, Human Services, or a related field.</li>
<li>Three to five years of case management experience in a nonprofit, housing, or social services setting.</li>
<li>Demonstrated ability to work in high-intensity, fast-paced environments.</li>
<li>Strong understanding of the homeless services delivery system, including the McKinney-Vento Act.</li>
<li>Experience working with diverse and high-barrier populations, including those with mental illness or substance use challenges.</li>
<li>Familiarity with Problem Solving/Diversion strategies.</li>
<li>Strong written and verbal communication skills.</li>
<li>Proficient in Microsoft Office (Word, Excel, Outlook), Clarity, HMIS, and data entry systems.</li>
<li>Must have a valid driver’s license and reliable transportation.</li>
</ul>
Preferred Qualifications
<ul>
<li>Prior experience completing Section 8 or similar housing paperwork.</li>
<li>Bilingual (English/Spanish) strongly preferred.</li>
<li>Familiarity with Case Worthy is a plus.</li>
</ul>

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