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<h3>Job Description</h3>
Job Description
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Allentown, PA Senior Living Office.
If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
The Client Services Manager will:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Manage your Client Services Manager caseload while proactively growing it</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li>
<li>Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications for a Client Services Manager:
<ul>
<li>Prior medical office or home care experience preferred</li>
<li>4 year College degree (preferred)</li>
<li>Prior supervisory experience strongly preferred</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
BAYADA Offers:
<ul>
<li>BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li>
<li>Comprehensive salary</li>
<li>Medical / Dental / Prescription / Vision</li>
<li>Paid time off</li>
<li>Tuition reimbursement</li>
<li>401k with company match</li>
</ul>
#LIRX
#JoinBAYADA-RX
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Client Services Manager, Home Health

<h3>Job Description</h3>
Job DescriptionDescription:
Pay Range: $18-20/hr
Schedule: 6:00 AM - 1:00 PM Monday - Friday 
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 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>
Notice to Wisconsin Employees:
<ul>
<li>All new hires must provide proof of MMR (Measles, Mumps, and Rubella) and Varicella (Chickenpox) vaccinations.</li>
<li>In addition, new hires should have a current flu vaccination or be willing to receive one.</li>
<li>Medical or religious exemptions for the flu vaccine are permitted. CMS will provide exemption forms, which must be completed and submitted prior to the start date.</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 Coordinat

<h3>Job Description</h3>
Job Description
 
Job purpose
 
The mission of Hope the Mission (HTM) is to prevent, reduce, and eliminate poverty, hunger, and homelessness. HTM's Interim Housing programs provide a safe, low-barrier, and supportive 24-hour shelter for adult individuals experiencing homelessness. Clients receive shelter, food, and direct client centered services. Working under the supervision of the Program Manager the Client Service Monitor fulfills the mission of the Hope The Mission by successfully providing supervision and support to the individuals at Thrive Grove Navigation Center.
 
Duties and responsibilities
 
<ul>
<li>
Ensure the safety of participants and guests by providing on-site client supervision
</li>
<li>
Ensure client compliance with program rules, policies, and procedures
</li>
<li>
Distribution of necessary supplies including handing out bedding, clothing, and hygiene items as needed
</li>
<li>
Assist with sanitation of client belongings in hot box and new bed assignment upon intake
</li>
<li>
Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
</li>
<li>
Work in partnership with on-site security
</li>
<li>
Respond to emergency situations as appropriate
</li>
<li>
Notify emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
</li>
<li>
Complete written reports and incident logs of daily activities 
</li>
<li>
Answer telephone and take messages for clients and staff as needed
</li>
<li>
Resolve client issues as needed using de-escalation and crisis intervention techniques to help clients work through conflict with trauma informed methodology
</li>
<li>
Monitor facility and report any maintenance concerns as needed
</li>
<li>
Assist with the serving of daily meals
</li>
<li>
Ensure cleanliness of the facility, including sweeping, mopping, vacuuming, washing and other cleaning duties as deemed necessary
</li>
<li>
Restock supplies in need of replenishment
</li>
<li>
Assist with participants with laundry and upkeep of the machines.
</li>
<li>
Ensure clients are following proper hygiene practices 
</li>
<li>
Work with clients to improve their independent living skills
</li>
<li>
Clean restrooms, dormitory areas, offices, and common areas
</li>
</ul>
 
Other duties include
 
<ul>
<li>
Monitor medication cabinet and review medication records if needed
</li>
<li>
Attend and participate in Team Meetings, Trainings, Supervisions, etc., etc.
</li>
<li>
Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS) as required
</li>
<li>
Establish and/or maintain good rapport and working arrangements with co-workers, including the management team and other staff
</li>
<li>
Facilitate and supervise regularly scheduled resident house meetings
</li>
<li>
Create and maintain a shelter environment that is safe 
</li>
<li>
Uphold all HTM, City of Thousand Oaks and Many Mansions rules, regulations, and policies
</li>
<li>
Other duties as assigned
</li>
</ul>
 
Qualifications
 
<ul>
<li>
Understand and support the mission statement of Hope The Mission
</li>
<li>
High school diploma or GED
</li>
<li>
1-2 years' experience working with the homeless or similar population preferred, but not required 
</li>
<li>
Must possess solid proficiency of Microsoft Office/Google Suite
</li>
<li>
Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
</li>
<li>
Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
</li>
<li>
Must possess excellent problem-solving skills
</li>
<li>
Ability to interact with others professionally
</li>
<li>
Knowledge of Housing First, Harm Reduction, and Trauma Informed principles
</li>
<li>
Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
</li>
<li>
Valid CPR/First Aid certification or ability to obtain within 30 days of hire
</li>
<li>
Must be TB and Drug Test cleared prior to onboarding
</li>
<li>
Background check
</li>
</ul>
 
Working conditions
 
<ul>
<li>
Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
</li>
<li>
Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
</li>
<li>
Ability to work in proximity with service animals and emotional support animals
</li>
<li>
Ability to operate a computer, fax, and telephone
</li>
<li>
Ability to lift up to 25 lbs. 
</li>
<li>
Some night and weekend hours required
</li>
</ul>
 
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 Ventura 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.
 
 
<ul>
<li>
EEO: HTM (Hope The Mission) 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, HTM 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, including recruiting, placement, promotion, recall, transfer, leaves of absence, compensation and training.
</li>
</ul>
 
HTM 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 HTM is concerned about 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.
 Graveyard shift

Client Services Monitor - Graveyard

<h3>Job Description</h3>
Job Description
The Client Services Specialist is the primary point of contact for clients seeking services at the Youth and Family Services, Behavioral Health Outpatient Offices. They complete pre-intake screenings and collect client demographics. The Client Services Specialist coordinates the flow of client services, case assignments, insurance benefit checks, review chart information and ensure completion of releases of information. 
essential duties
Administrative Tasks 
<ol>
<li>Answer and transfer telephone calls to the appropriate employees.</li>
<li>Fulfill client record requests, with support from the Business Manager and Clinical Managers.</li>
<li>Utilize online insurance eligibility tools to verify client insurance coverage and communicate benefits to client or guarantor.</li>
<li>Collect payment from clients and/or account guarantor for services rendered.</li>
<li>Ensure office supplies remain stocked and main areas are presentable.</li>
<li>Support the Business Manager with day-to-day tasks.</li>
</ol>
Coordination of Services 
<ol>
<li>Screen telephone calls and determine if the caller is eligible for any services.</li>
<li>Provide appropriate referrals to callers who are not eligible for any services.</li>
<li>Collect client demographic information and the reason for the referral, from the caller.</li>
<li>Enter accurate client data into Credible, the Electronic Medical Record.</li>
<li>Manage a master calendar for scheduling intakes and ongoing appointments.</li>
<li>Provide new clients with all required pre-assessment paperwork.</li>
<li>Coordinate the schedules for multiple Counselors and Therapists and notify them of new clients and/or any adjustments to schedules.</li>
<li>Provide high quality, consistent and culturally responsive services.</li>
</ol>
Other Duties 
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. 

job requirements 
a. Education and Experience 
<ul>
<li>High School Diploma or General Certificate of Education (GED). </li>
<li>A minimum of 2 years of relevant working experience. </li>
<li>Demonstrated knowledge of MS365 Power Platform.</li>
</ul>
b. Additional Requirements
<ul>
<li>Must satisfactorily pass criminal history check. </li>
<li>Must satisfactorily pass tuberculosis (TB) test. </li>
<li>Must have reliable transportation and a valid Washington State driver's license (or be able to obtain one by date of employment). </li>
<li>Employees and volunteers who operate their own or Friends of Youth vehicles on Friends of Youth business, must have a safe driving record as defined by Friends of Youth. </li>
<li>Employees and volunteers who operate their own vehicle(s) on Friends of Youth business must carry auto liability insurance that complies with the requirements of Friends of Youth. </li>
<li>Must successfully complete the following health certification requirements within 30 days of employment: CPR, First Aid and Bloodborne Pathogens. </li>
</ul>
c. Knowledge, Skills and Abilities
<ul>
<li>Able to engage with diverse populations in a culturally responsive manner. </li>
<li>Demonstrate a commitment to the values of diversity, equity, and inclusion by honoring and celebrating diverse characteristics and expressions of personal identity. </li>
<li>Strong commitment to Friends of Youth’s mission, vision, and values. </li>
<li>Excellent verbal and written communication skills. </li>
<li>Able to communicate effectively with a wide range of professionals. </li>
<li>Able to manage and organize multiple tasks and competing priorities. </li>
<li>Able to maintain strong personal and professional boundaries. </li>
<li>Exceptional attention to details when entering client information into Electronic Medical Record. </li>
<li>Demonstrate flexibility in work setting. </li>
<li>Proficient skill set with Microsoft Office programs. </li>
</ul>
d. Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
While performing the duties of this job, the employee is regularly required to sit for long periods of time. In this position, you must be able to regularly lift and/or move up to 50 pounds and be able to access program locations, including the need to use stairs.

Client Services Specialist - YFS

<h3>Job Description</h3>
Job DescriptionDescription:
Job Summary: The Client Services Manager oversees the day-to-day activities of the client services team efficiently, monitoring the day-to day activities of the team, and to build quality relationships with the team, sales reps and with customers (both referrals and patients).
 
Essential Functions
<ul>
<li>Manage the day-to-day activities of the team.</li>
<li>Responsible for monitoring and leading team to achieve organization’s objectives and increase revenue.</li>
<li>Responsible for providing guidance, instruction, training, and leadership skills to inspire the team to perform at their optimum.</li>
<li>Motivate the team to achieve revenue goals.</li>
<li>Develop and implement the timeline required to achieve targets.</li>
<li>Monitor team performance and report metrics.</li>
<li>Determine training needs and provide team coaching as necessary.</li>
<li>Solicit team members’ feedback and work to resolve any issues or conflicts.</li>
<li>Conduct monthly 1:1 with each team member and maintain applicable documentation.</li>
<li>Conduct daily huddles and weekly meetings in accordance with company rhythms as directed by supervisor.</li>
<li>Identify and resolve issues in process to increase efficiency.</li>
<li>Participate in Leadership meetings and Quarterly planning meetings.</li>
<li>Work closely with other team leaders to identify and resolve issues.</li>
<li>Update/maintain training materials as policies and processes are revised.</li>
<li>Participate in traditional and e-learning programs.</li>
<li>Work effectively with other company employees, managers, and departments.</li>
<li>Perform all job functions with Company Mission, Vision, and Goal Statements in mind.</li>
<li>Perform other duties as assigned.</li>
</ul>
Supervisory Functions:
Must demonstrate proficient ability to directly supervise Client Services Specialist personnel in a manner consistent with Company policies and applicable laws. Supervisor responsibilities include training employees, planning, assigning, and directing work, performance evaluations, and complaint resolution.
Requirements:
Education, Certificate and Licensure
High school diploma or general education degree (GED); three years related experience and/or training; or equivalent combination of education and experience
 
Physical Demands
<ul>
<li>Ability to sit for extended periods of time.</li>
<li>Strong visual, hearing, and speaking abilities are essential for reading documents, participating in meetings, and handling phone calls.</li>
</ul>
Other Requirements
<ul>
<li>Strong leadership and team management skills.</li>
<li>Must possess excellent verbal communication skills with the ability to multi-task and work independently.</li>
<li>Knowledge of insurance guidelines and DME experience a plus</li>
<li>Must demonstrate proficient ability and practical knowledge of computers, software, and other office equipment.</li>
<li>Additionally, the applicant is expected to demonstrate the ability to quickly acquire knowledge of departmental program structure (Mission, Vision, and Goal Statements) and department policies and procedures.</li>
<li>Must have the ability to demonstrate effective time management skills while working independently with minimal supervision.</li>
<li>Must demonstrate proficient ability to understand, apply, and interpret an extensive array of information, variables, and instruction where only limited standardization exists to define problems, collect data, establish facts, and draw valid conclusions.</li>
<li>Must demonstrate proficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.</li>
</ul>

Client Services Specialist Team Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
 While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
 We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
 Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
 Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
 In-Office: This is a 100% in-office role based at our Meridian, ID / Rochester, NY / Schaumburg, IL location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
 Position Overview
 This Client Services Manager role will support the Verticals segment. You will play a pivotal role in ensuring client satisfaction and retention. You will develop strategies to effectively address issues, proactively service highly complex clients and prepare and lead a team of Account Managers.
 Your success in this role is driven by your proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective.
 As a Client Services Manager, you will work with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. 
Responsibilities
<ul>
<li>Develop strategies and initiatives to enhance and maintain client satisfaction and retention.</li>
<li>Lead and manage a team of Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk.</li>
<li>Facilitate continuous learning opportunities to expand the knowledge base of your staff.</li>
<li>Offer proactive development opportunities aligned with corporate goals and values.</li>
<li>Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization’s values.</li>
<li>Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment.</li>
<li>Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one.</li>
<li>Generate creative solutions and innovative ideas to increase employee engagement and retention.</li>
<li>Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation.</li>
<li>Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances.</li>
<li>This job requires up to 25% travel for internal and/or client-facing meetings</li>
</ul>
Education and Experience
<ul>
<li>Bachelors degree or equivalent education and experience required</li>
<li>2+ years of previous leadership experience in a customer service/customer relationship role</li>
<li>Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs)</li>
<li>Experience with leading other leaders preferred</li>
<li>Previous experience in HCM/Direct Payroll Industry</li>
<li>Experience working with payroll, HCM, or HRIS software</li>
<li>Excellent knowledge of MS Office, including MS Excel</li>
<li>Strong interpersonal skills</li>
</ul>
Physical requirements: Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
 Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
 We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
 We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact <a href="mailto:accessibility@paylocity.com" target="_blank">accessibility@paylocity.com</a>. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
 The pay range for this position is $74k-100k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via <a href="http://www.paylocity.com/careers" target="_blank">www.paylocity.com/careers</a>.
Requirements:

Manager Client Services Ops - Verticals

<h3>Job Description</h3>
Job Description
Federal Retirement Authority is a leading financial services firm committed to providing innovative retirement planning and insurance solutions to clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients &amp; prospects.
 
If this sounds like you, apply today!
Compensation:
$25 - $27 hourly
Responsibilities:
<ul>
<li>Complete and process new business applications.</li>
<li>Receive incoming client service calls in a friendly, warm manner.</li>
<li>Process &amp; Follow-up on client service work.</li>
<li>Update &amp; review database/CRM to reflect account status regarding new business and/or service.</li>
<li>Maintain an organized, compliant, and efficient filing system.</li>
<li>Follow-up on pending business and contact individual clients with updates.</li>
<li>Assist Advisors with pre-appointment requirements.</li>
<li>Prepare, manage, and track the new business pipeline.</li>
<li>Assist Advisors with client support and mailings, educational workshops, and client events as needed.</li>
<li>Act as phone back-up to other members of the team.</li>
<li>Maintain current Advisor's licenses and appointments with agencies and companies.</li>
</ul>
Qualifications:
<ul>
<li>Must possess exemplary problem-solving, communication, and time management skills</li>
</ul>
<ul>
<li>Prefer 3-5 years of experience in an insurance or financial services firm.</li>
<li>Professional appearance required.</li>
<li>Excellent writing skills.</li>
<li>Google Suite (Docs, Excel, etc).</li>
<li>Calendar management.</li>
</ul>
About Company 
Federal Retirement Authority is a leading financial services firm committed to providing personalized retirement planning and insurance solutions to clients.

Financial Services Client Relations Manager

<h3>Job Description</h3>
Job Description
Job Description
Client Service Specialist
The Client Service Specialist reports to the Client Service Manager and ensures our offices in Northern California, Southern California, and Nevada run efficiently, while building trusting relationships with clients. The Client Service Specialist is the first point of contact for our clients and works in person at the office answering phone calls, confirming scheduled appointments, resolving issues, updating client information, and dispatching technicians. The Client Service Specialist maximizes technician time and mileage when dispatching. As needed, the Client Service Specialist will update clients on any changes. The Client Service Specialist ensures customer satisfaction by following up with clients after their services have been performed.
Remote Work Available:
<ul>
<li>NONE</li>
</ul>
Supervisory Responsibilities
<ul>
<li>None</li>
</ul>
Duties and Responsibilities
<ul>
<li>Adheres to all standard telephone measurements set in place. Uses proper telephone etiquette.</li>
<li>Answers email and phone inquiries by clarifying desired information; researches, locates, and provides information all while maintaining HIPAA.</li>
<li>Answers phones, looks up results, enters orders and results in LIMS, answers clinic questions as capable and appropriate or refers questions to Laboratory Manager as needed.</li>
<li>Ability to supervise and train staff, including organizing, prioritizing, and scheduling work assignments.</li>
<li>Diagnoses, responds, and troubleshoots with high levels of customer service when responding to breakdowns, unforeseen changes to “en route” deliveries, driver call offs, customer delays, etc.</li>
<li>Assists with day to day operations in a timely manner.</li>
<li>Understands individual client needs and builds rapport with all client contacts.</li>
<li>Communicates with clients by way of phone calls, email, or site visits frequently.</li>
<li>Fielding and assisting with client requests with utmost urgency and accuracy.</li>
<li>Acts as a liaison between our contingent employees and client companies.</li>
<li>Assists with employee needs and inquiries in a timely manner.</li>
<li>Handles contingent employee concerns, complaints, and/or needs and facilitates a resolution.</li>
<li>Assists with onboarding of new facilities and clients.</li>
<li>Performs blood draws at sites as needed</li>
<li>Schedules regular maintenance on all vehicles.</li>
<li>Establishes efficient routes and transportation schedules.</li>
<li>Monitors Drivers to ensure adherence to schedules and proper driving practices.</li>
<li>Monitors employee check outs and daily emails to ensure that the technicians are following the best practices when it comes to work related tasks, client satisfaction, and handling any issues that may arise.</li>
<li>May assist with training, coaching, and the development of coworkers and students.</li>
<li>Performs other duties as assigned.</li>
<li>Must take all assigned Human Resources trainings and classes.</li>
<li>Responsible for attending all department and staff meetings.</li>
</ul>
Education and Experience
<ul>
<li>High School Diploma or GED.</li>
<li>1 year experience in a Phlebotomy or Medical Assistant role, required.</li>
<li>Certified Phlebotomy Technician I license, required.</li>
</ul>
Knowledge, Skills and Abilities Required
<ul>
<li>Record maintenance skills.</li>
<li>Ability to provide excellent customer service.</li>
<li>Ability to communicate effectively, both verbally and written.</li>
<li>Ability to independently tackle tasks.</li>
<li>Ability to quickly address and resolve issues.</li>
<li>Ability to maintain calendars and schedule appointments.</li>
<li>Ability to understand and follow specific instructions and procedures.</li>
<li>Ability to prepare and print routine correspondence, labels, and/or other basic written material.</li>
<li>Word processing and/or data entry skills.</li>
<li>Skill in the use of operating basic office equipment.</li>
</ul>
Physical Requirements
<ul>
<li>Work is normally performed in a typical interior/office work environment.</li>
<li>Work may require prolong periods of driving and sitting in a vehicle.</li>
<li>Prolonged periods of sitting and a desk and working on a computer.</li>
<li>Prolonged periods of standing at a copy machine.</li>
<li>Must be able to lift up to 25 pounds.</li>
</ul>
 3:00pm - 11:30pm Monday - Friday

Client Services Specialist

<h3>Job Description</h3>
Job DescriptionSalary: Depending on Experience 
Little Land Pediatric Therapy is seeking a highly organized and family-centered Client Services &amp; Scheduling Manager to lead our scheduling and patient coordination functions. This role ensures that families receive a seamless experience from intake through ongoing therapy by overseeing scheduling operations, patient onboarding, evaluation and plan of care coordination, and communication with clinical teams.
 
The Manager will also supervise scheduling staff, oversee patient access processes, and collaborate closely with clinical and administrative leaders to optimize scheduling efficiency and client satisfaction.
 
 
Key Responsibilities
 
Scheduling &amp; Patient Coordination
<ul>
<li>Oversee the scheduling of evaluations, recurring therapy sessions, and make-up visits across OT, PT, ST, and ABA.</li>
<li>Manage patient onboarding, intake, and plan of care coordination.</li>
<li>Ensure accuracy and efficiency in scheduling while balancing therapist caseloads and family needs.</li>
<li>Monitor appointment cancellations, no-shows, and reschedules to improve patient retention and utilization.</li>
</ul>
 
 
Client Services &amp; Family Support
<ul>
<li>Serve as the primary point of contact for escalated family scheduling concerns.</li>
<li>Ensure consistent, family-centered communication across scheduling staff.</li>
<li>Manage incoming referrals from physicians, pediatricians, schools, and community partners.</li>
<li>Partner with the Client Relations team to maintain positive family engagement throughout care.</li>
</ul>
 
 
Team Leadership &amp; Development
<ul>
<li>Supervise and train scheduling coordinators and support staff.</li>
<li>Provide staff development with emphasis on service excellence and EMR/scheduling accuracy.</li>
<li>Foster a collaborative, positive team culture focused on both efficiency and family satisfaction.</li>
</ul>
 
 
Process Improvement &amp; Collaboration
<ul>
<li>Work with Clinical Leadership to ensure scheduling aligns with treatment recommendations and compliance standards.</li>
<li>Partner with Marketing and Client Relations teams to support growth initiatives.</li>
<li>Develop and monitor scheduling metrics such as waitlist management, utilization, and cancellations.</li>
</ul>
 
 
Qualifications
<ul>
<li>Education &amp; Experience: 
<ul>
<li>Bachelors degree in Healthcare Administration, Business, or related field preferred.</li>
<li>3+ years of experience in healthcare scheduling, patient coordination, or administrative leadership.</li>
<li>Familiarity with pediatric therapy administration preferred. </li>
</ul>
</li>
<li>Skills &amp; Competencies: 
<ul>
<li>Strong leadership and team management skills.</li>
<li>Excellent communication and conflict resolution skills.</li>
<li>Highly organized, detail-oriented, and adaptable.</li>
<li>Proficiency with EMR/scheduling systems, Microsoft Office.</li>
<li>Commitment to providing family-centered care. </li>
</ul>
</li>
</ul>
 
 
Compensation &amp; Benefits
<ul>
<li>Salary: Competitive, commensurate with experience.</li>
<li>Benefits: Health insurance, paid time off, retirement contributions, and professional development.</li>
<li>Other: Opportunities to grow into higher-level leadership roles within a mission-driven organization.</li>
</ul>
 
 
Why Join Us?
At Little Land and Recess Pediatric Therapy, we believe in providing high-quality, family-centered therapy experiences. As the Client Services &amp; Scheduling Manager, you will play a vital leadership role in ensuring seamless patient access, strong client relations, and smooth day-to-day operations that support both families and clinical teams.

Client Services & Scheduling Manager (Pediatric Therapy)

<h3>Job Description</h3>
Job Description
WealthBuilders Investments is a growing full-service faith driven wealth management company (RIA) registered investment advisor. We are looking to hire a senior financial assistant to support our advisor team and clients.
We are expanding our business and the services we offer to investors, leaders, entrepreneurs, and retirees. Our firm strives to educate investors on how to align their financial resources for impact, purpose, and generational legacy.
If you are interested in working as part of dynamic team that helps people invest their finances using conservative values all across the United States, please reach out to us!
Candidates will carry the following skills:
 • Financial services industry and customer service/sales experience. Mandatory that you have background in the financial services industry. • Work with advisors to provide first class customer service and experience to clients. Able to function as a self-starter and autonomy in the workday • Ability to multitask and handle several projects at one time. • Team Player. • Offer creative ideas and solutions. • Must be able to sustain confidentiality. • Exceptional organizational skills. • Detail-oriented. • Proficient in Microsoft Office and Excel. • Desire to have fun, grow, and belong • Proficient in working with technology.
 Five years or more experience in the financial advisory industry required for this position as senior financial assistant/operations manager. Ideal candidate has worked with clients and financial advisors in a client service support role. Tasks include working directly with clients and advisors to open new accounts, complete investment subscription documents, facilitate money movements, schedule client meetings, prepare financial reports for meetings.
Team member will oversee and implement office systems, organizational efforts to provide support to financial advisors. This is position with the firm requires high level of customer service skills, attention to detail, and ability to prioritize.
$65,000-$90,000 Salary plus bonus potential based on experience.
Company DescriptionDynamic faith driven investment management company with a team &amp; family focus. 
<h3>Company Description</h3>
Dynamic faith driven investment management company with a team &amp; family focus.

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