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<h3>Job Description</h3>
Job DescriptionOverview
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 comprehensive benefits for most full-time positions, including medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, perks, and more.
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 $66,000 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 2025-1423599

Client Manager

<h3>Job Description</h3>
Job Description
OUR IMPACT
For over 50 years, Samaritan House has been leading the fight against poverty in San Mateo County. We’re the only organization that delivers the full breadth of essential services and personalized support to the working poor. By ensuring our clients are fed, clothed, healthy, and housed, we help them create their own stability and remain an active, successful part of our community. After all, an enduring community is only possible when every person has the resources they need to live.
OUR CULTURE
We’re passionate about providing our employees with a supportive work environment and experiences that help them grow. We offer excellent opportunities for individuals with proven strong, creative, results-driven leadership skills and stellar work ethics. We welcome candidates who love working with people of diverse backgrounds and want to make a difference by fostering community care for our neighbors in need.
YOUR IMPACT
Under the direct supervision of the Client Services Supervisor, Client Services Case Manager - Engagement Specialist are responsible for providing exemplary service to Samaritan House clients within our Client Services Department. Ideal candidates are direct service social workers who will identify those in need; help people of all life stages with diverse backgrounds cope with and solve everyday problems; advocate for and develop plans to improve clients’ well-being; research and refer clients to community resources; respond to clients in crisis situations; and collaborate and work effectively within a variety of diverse public and private organizations.
This position includes a strong focus on follow-up care, financial assistance, and community outreach. Engagement Specialist will support clients through every stage of their service engagement—including processing paperwork after appointments with the Homelessness Prevention Case Manager (HPCM), coordinating with partner agencies such as HIF and SVdP, and conducting proactive outreach to low-income housing sites, senior centers, and similar community spaces. Engagement Specialist also ensure accurate tracking of client outcomes through 6-month and exit matrix assessments.
JOB QUALIFICATIONS
Please note our preferred and in some cases required qualifications for this position:
EDUCATION:
· Bachelor’s degree in social work, psychology, or a related field required. Equivalent work experience may substitute in some instances.
EXPERIENCE: Minimum 2 years of experience in the following:
· Case management with a clear understanding of best practices.
· Working with the public and community-based organizations.
· Inter-agency collaboration experience.
GENERAL REQUIREMENT:
<ul>
<li>Bilingual/bicultural proficiency in English and Spanish preferred.</li>
<li>Strong crisis and conflict management experience.</li>
<li>Excellent analytical, oral, and written communication skills.</li>
<li>Proven ability to maintain confidentiality and professional boundaries.</li>
<li>Sound judgment with tact and diplomacy in both routine and high-stress situations; able to remain composed and professional during escalations.</li>
<li>High ethical standards with integrity, transparency, and compassion in all interactions.</li>
<li>Proficient in Microsoft Office Suite and quick to learn data management systems (e.g., Clarity, CORE, HMIS).</li>
<li>Accurate data entry; strong organizational, time management, and multitasking skills; adaptable in a fast-paced environment.</li>
<li>Strong emotional intelligence and resilience.</li>
<li>Familiarity with the local service landscape for economically challenged individuals.</li>
<li>Effective interpersonal skills; able to work independently and collaboratively.</li>
<li>Reliable in meeting deadlines and completing tasks in a timely manner.</li>
<li>Committed to serving diverse populations with respect and cultural sensitivity.</li>
<li>Solutions-oriented with creativity, initiative, and the ability to de-escalate issues; self-starter.</li>
<li>Ability to follow agency policies and align work with regulatory requirements and best practices.</li>
<li>Flexible schedule, including availability for evenings and weekends as needed.</li>
<li>Valid driver’s license with clean driving record; able to travel to various agency sites as assigned.</li>
</ul>
PHYSICAL REQUIREMENTS AND BACKGROUND CHECK
References will be conducted by Samaritan House prior to employment. All employees will undergo formal criminal record background checks. You must have the physical, visual and auditory ability to perform the essential functions of the job, ensure a safe/secure work environment and respond to any emergencies with or without reasonable accommodations. Work involves occasional travel. Regular and repeated use of motor coordination and hand motions for computer data entry and writing. Extended periods of sitting. Must be able to focus on single or multiple subject matters for extended periods of time. Candidate should have the physical ability to occasionally lift and/or move items (approximately 20 lbs.). Occasional sitting, walking, carrying, reaching, speaking, listening for extended periods of time. This position will require the usage of a mobile device or other assigned equipment, which will be provided.
ESSENTIAL FUNCTIONS OF THE JOB
<ul>
<li>Provide compassionate, professional, and high-quality service to clients.</li>
<li>Conduct client intakes and assessments to determine eligibility and immediate needs.</li>
<li>Develop individualized, client-centered case plans with achievable goals.</li>
<li>Support clients in achieving their case goals by providing follow-up, resources, and accountability.</li>
<li>Identify and address emergency needs, including income, housing, food, medical, and transportation.</li>
<li>Serve as backup Client Service Registrar as needed.</li>
<li>Offer short- and intermediate-term crisis intervention and support.</li>
<li>Advocate for clients and act as liaison with internal programs and external agencies.</li>
<li>Assist clients with completing forms, documentation, translation, and general navigation support.</li>
<li>Manage client case files with attention to compliance, accuracy, and timely closure.</li>
<li>Enter and maintain accurate data in Clarity, CORE, HMIS, and other relevant databases.</li>
<li>Follow up on paperwork after Homelessness Prevention Case Manager (HPCM) visits to ensure necessary documentation is submitted.</li>
<li>Conduct post-HPCM visits to collect signatures and complete financial assistance paperwork (including check request documentation, when applicable).</li>
<li>Refer clients to Housing Industry Foundation (HIF) and Saint Vincent de Paul (SVdP), and conduct financial assistance intakes for both programs.</li>
<li>Accept, respond to, and follow up on partner referrals for currently enrolled clients.</li>
<li>Conduct proactive outreach to low-income housing units, affordable housing complexes, senior centers, libraries, and community centers to connect with residents and offer support.</li>
<li>Complete 6-month follow-up matrix assessments and exit matrices for all applicable clients to evaluate progress and close out cases appropriately.</li>
<li>Participate in case conferencing to coordinate care across internal and external teams.</li>
<li>Generate and submit regular reports (weekly, monthly, quarterly, and annual) as assigned.</li>
<li>Participate in regular team meetings, supervision, training, and inter-agency collaborations.</li>
<li>Maintain compliance with agency policies, procedures, and all regulatory standards.</li>
<li>Handle and escalate client concerns or incidents appropriately and in a timely manner.</li>
<li>Submit incident reports within 24 hours and debrief with a supervisor.</li>
<li>Represent Samaritan House with professionalism and positively in all settings.</li>
<li>Provide support and mentoring to peers, volunteers, and interns when appropriate.</li>
<li>Perform other duties as assigned.</li>
</ul>
Company DescriptionFor over 50 years, Samaritan House has been leading the fight against poverty in San Mateo County. We’re the only organization that delivers the full breadth of essential services and personalized support to the working poor. By ensuring our clients are fed, clothed, healthy, and housed, we help them create their own stability and remain an active, successful part of our community. After all, an enduring community is only possible when every person has the resources they need to live. 
<h3>Company Description</h3>
For over 50 years, Samaritan House has been leading the fight against poverty in San Mateo County. We’re the only organization that delivers the full breadth of essential services and personalized support to the working poor. By ensuring our clients are fed, clothed, healthy, and housed, we help them create their own stability and remain an active, successful part of our community. After all, an enduring community is only possible when every person has the resources they need to live.

Client Services Case Manager - Engagement Specialist

<h3>Job Description</h3>
Job Description
Full job description
This is an excellent opportunity for those interested in the law / legal field, receiving training and exposure to the field of federal law, and assisting in global talent migration. Ideal applicants should be able to work full-time 40 hours every week in the office. Legal experience is not required, but having prior customer service experience will be valuable.
Job Responsibilities
<ul>
<li>Finalize, scan, bind, and ship legal packages. Sorting and delivering incoming mail, and collecting and sending outgoing mail.</li>
<li>Answering telephone calls and emails from customers and clients, and directing them to relevant staff.</li>
<li>Interacting with clients and handling clients’ queries and complaints in a timely manner.</li>
<li>Place USCIS service request calls.</li>
<li>Handle premium processing forms.</li>
<li>Answer client messages in the case management system (CMS), subject to attorney approval.</li>
<li>Mail notices to clients as requested.</li>
<li>Prepare cover letter and mailing duplicate RFE pkg to USCIS.</li>
<li>Other Admirative duties as assigned.</li>
</ul>
Requirements
<ul>
<li>BA or MA degree are preferred.</li>
<li>Excellent English writing skills.</li>
<li>Strong attention to detail.</li>
<li>Outstanding client service skills.</li>
<li>A high degree of self-motivation and ability to work independently under tight deadlines.</li>
<li>Demonstrated professional demeanor.</li>
<li>Excellent multitasking and time management skills.</li>
<li>Mandarin-speaking candidates preferred</li>
</ul>
Benefits
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Paid time off</li>
<li>Vision insurance</li>
</ul>

Client Success Manager- Legal Customer Services

<h3>Job Description</h3>
Job Description
Job Title: Client Services Associate
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.
Job Overview:
The Client Services Associate (Copy and Print) provides exceptional office and mail services, delivering operational functions in the following areas:
<ul>
<li>Processing high volume copying, printing, finishing, and reprographics orders on site. This position fulfills jobs for document duplication, printing, finishing, binding, lamination, and other processing. This position will also troubleshoot equipment and ensure supplies are at satisfactory levels.</li>
<li>Processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.</li>
</ul>
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.
Typical Work Schedule: Monday to Friday, 9:00am-6:00pm
Duties and Responsibilities:
<ul>
<li>Provides 5-star customer service to all employees (in all forms of communication).</li>
<li>Copy, Print &amp; Scanning Services: Operates advanced reprographic and scanning equipment to fulfill high-volume print and digital imaging requests. Performs finishing work such as binding, cutting, and padding. Ensures quality and accuracy of all output.</li>
<li>Equipment Maintenance: Performs routine maintenance on copy/print devices including loading paper, changing toner and cartridges, and troubleshooting minor issues to maintain uptime.</li>
<li>Digital &amp; Physical Workflow: Manages both hard copy and electronic job submissions, handles color calibration and image adjustments, and prepares orders for delivery or distribution.</li>
<li>Mailroom Support (as needed): Assists with receiving, sorting, and distributing inbound/outbound mail and packages. Maintains tracking records and provides status updates on deliveries.</li>
<li>Facility &amp; Admin Support: Monitors and replenishes office supplies, supports pantry and meeting room setups, performs light cleaning, and assists with employee moves or space arrangements.</li>
<li>Customer Service &amp; Teamwork: Builds strong professional relationships with employees and internal teams, trains backup staff, and takes initiative to improve workflows or assist during downtime.</li>
</ul>
Competencies:
<ul>
<li>Strong verbal and written communication skills.</li>
<li>Excellent customer service skills.</li>
<li>PC skills MS Office Suite experience.</li>
<li>Ability to handle multiple tasks simultaneously.</li>
<li>Good organizational skills.</li>
<li>Working knowledge of MFD equipment.</li>
<li>Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.</li>
<li>Possesses ability to work independently and capable of completing projects.</li>
<li>Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.</li>
</ul>
Qualifications and Education Requirements:
<ul>
<li>High School Diploma (or equivalent) required.</li>
<li>1+ years prior work experience preferred.</li>
<li>Ability to work assigned work hours determined by manager.</li>
<li>Excellent organizational and time management skills.</li>
<li>Analytical abilities and aptitude in problem-solving.</li>
<li>Superb written and verbal communication skills.</li>
<li>Current knowledge or ability to learn computer-based systems required for functions of position.</li>
<li>Required to maintain an overall professional appearance and attitude.</li>
<li>Adhere to all policies and procedures required.</li>
</ul>
Physical Demands:
<ul>
<li>Approximately 50% of the time this position requires the below physical demands.</li>
</ul>
<ul>
<ul>
<li>Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.</li>
<li>Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.</li>
<li>Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).</li>
<li>Ability to lift or move 40 lbs. or greater frequently.</li>
</ul>
</ul>
Travel: None or Negligible
Other Duties:
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.
Pay Range$17—$18 USD
WHAT WE OFFER
<ul>
<li>Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!</li>
<li>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!</li>
<li>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!</li>
<li>Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off.
<ul>
<li>Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.</li>
</ul>
</li>
</ul>
About SPS
 is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.
SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.
Colorado only:We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. 
SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.
To view our privacy policy, click on the link below: Data Privacy Statement
Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Client Services Associate (Reprographics)

<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.

Client Services Assistant

<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 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
 
The Lead Client Services Ops provides operational initiative, guidance and support across a Client Services Team of Account Managers, enabling outstanding client satisfaction. This is done by (1) monitoring team performance (quantitative and qualitative), (2) providing ongoing learning opportunities that continually share and build knowledge (3) working directly with clients on escalated issues (4) identifying and facilitating process improvements and (5) coordinating work across the team, including workload management and client assignments. The Lead exercises independent judgment in many situations to achieve and sustain client satisfaction. Supervises a team of approximately 6-10 Account Managers to ensure service levels are met or exceeded, as well as the day-to-day performance of their jobs.
 
The Lead works with a group of Leads to prioritize and coordinate work for the maximum impact.
 
Primary Responsibilities
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Client Services Expectations
<ul>
<li>Dependability/Follow-up: Timely responsiveness &amp; proactive follow-up</li>
<li>Problem solve: Troubleshoot and problem solve leveraging knowledge, resources, qualitative and quantitative information</li>
<li>Communication: Provide professional &amp; appropriate internal/ external communication as well as progress updates to all stakeholders</li>
<li>Guidance: Provide clients guidance on HR and Payroll best practices, organizational change management, and Paylocity product fit</li>
<li>Implement and optimize products: Ability to implement ancillary products and optimize the primary HCM set up</li>
<li>Influence: Ability to influence outcomes with primary decision makers, negotiate contracts, and provide insight into HR industry best practices</li>
</ul>
Team Lead Responsibilities
<ul>
<li>Metrics, Reporting and Analysis: Leverage formal and informal metrics to identify trends, monitor team &amp; individual effectiveness and assess intervention results. Identify and advocate for necessary metrics and reporting. Develop tracking for metrics not yet developed. Use metrics to create a culture of continual improvement and to create focus where needed for purposes of learning, coaching, intervention and operational improvements.</li>
<li>Performance Management: Continually assesses and build knowledge (technical, business, soft skills) through real time teaching, one one-on-one discussions, team meetings and through the performance management process. Takes initiative and develops opportunities for the Account Managers to share and build knowledge and skills. Prioritizes learning objectives based on the highest impact to the clients and to Paylocity. Facilitates coaching, training and mentoring of AMs. Assesses client movement and prepares and supports impacted AMs to facilitate ongoing outstanding client service.</li>
<li>Client Focus: Proactively and reactively monitors and assesses client interactions and intervenes when needed in providing coaching and feedback. Acts as first level escalation and directly engages clients and takes action and ownership to resolve issues. Proactively identifies situations (AM turnover, lack of knowledge, etc.) that may disrupt outstanding service and takes steps to minimize impact. Ability to negotiate, influence, consult and resolve objections with C-Suite decision makers</li>
<li>Operational Tools &amp; Processes: Plan, lead and execute on cross-team work focused on increasing operational effectiveness. Represent the Service Center in key initiatives across Operations. Seeks out and facilitates opportunities to improve efficiency and effectiveness through better tools and processes.</li>
<li>Workload Coordination &amp; Assessment: Continually schedules, monitors and adjusts workload across the team to ensure priorities are met and availability and responsiveness goals are achieved. Considers client need with Account Manager capability and capacity and aligns clients with the intent to provide the most consistent positive client interactions. Coordinate cross team communication and resources for maximum team effectiveness, taking advantage of opportunities to create efficiencies.</li>
</ul>
Requirements
<ul>
<li>Bachelor’s Degree and/or equivalent experience in a client-facing role.</li>
<li>2 years of payroll and/or call center experience</li>
<li>Successful experience in handling escalations and at-risk client retention efforts</li>
<li>Project management experience</li>
<li>Proficient in Microsoft Outlook, Word, Excel</li>
<li>Operations experience</li>
</ul>
Preferred Requirements
<ul>
<li>1+ years supervisory experience</li>
<li>HRIS experience</li>
<li>Experience leading training initiatives</li>
<li>Experience using reporting and metrics as a key part of the job</li>
<li>Minimum 3 years’ experience in payroll, benefits and/or HR administration</li>
<li>Ability to present HR Data effectively</li>
</ul>
Physical requirements
<ul>
<li>Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.</li>
<li>Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.</li>
</ul>
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 $53,600 - $76,600/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:

Lead Client Services Ops - Growth

<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 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
The Lead Client Services Ops provides operational initiative, guidance and support across a Client Services Team of Account Managers, enabling outstanding client satisfaction. This is done by (1) monitoring team performance (quantitative and qualitative), (2) providing ongoing learning opportunities that continually share and build knowledge (3) working directly with clients on escalated issues (4) identifying and facilitating process improvements and (5) coordinating work across the team, including workload management and client assignments. The Lead exercises independent judgment in many situations to achieve and sustain client satisfaction. Supervises a team of approximately 6-10 Account Managers to ensure service levels are met or exceeded, as well as the day-to-day performance of their jobs.
 
The Lead works with a group of Leads to prioritize and coordinate work for the maximum impact.
 Primary Responsibilities:
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Services Expectations
<ul>
<li>Dependability/Follow-up: Timely responsiveness &amp; proactive follow-up</li>
<li>Problem solve: Troubleshoot and problem solve leveraging knowledge, resources, qualitative and quantitative information</li>
<li>Communication: Provide professional &amp; appropriate internal/ external communication as well as progress updates to all stakeholders</li>
<li>Guidance: Provide clients guidance on HR and Payroll best practices, organizational change management, and Paylocity product fit</li>
<li>Implement and optimize products: Ability to implement ancillary products and optimize the primary HCM set up</li>
<li>Influence: Ability to influence outcomes with primary decision makers, negotiate contracts, and provide insight into HR industry best practices</li>
</ul>
Team Lead Responsibilities
<ul>
<li>Metrics, Reporting and Analysis: Leverage formal and informal metrics to identify trends, monitor team &amp; individual effectiveness and assess intervention results. Identify and advocate for necessary metrics and reporting. Develop tracking for metrics not yet developed. Use metrics to create a culture of continual improvement and to create focus where needed for purposes of learning, coaching, intervention and operational improvements.</li>
<li>Performance Management: Continually assesses and build knowledge (technical, business, soft skills) through real time teaching, one one-on-one discussions, team meetings and through the performance management process. Takes initiative and develops opportunities for the Account Managers to share and build knowledge and skills. Prioritizes learning objectives based on the highest impact to the clients and to Paylocity. Facilitates coaching, training and mentoring of AMs. Assesses client movement and prepares and supports impacted AMs to facilitate ongoing outstanding client service.</li>
<li>Client Focus: Proactively and reactively monitors and assesses client interactions and intervenes when needed in providing coaching and feedback. Acts as first level escalation and directly engages clients and takes action and ownership to resolve issues. Proactively identifies situations (AM turnover, lack of knowledge, etc.) that may disrupt outstanding service and takes steps to minimize impact. Ability to negotiate, influence, consult and resolve objections with C-Suite decision makers</li>
<li>Operational Tools &amp; Processes: Plan, lead and execute on cross-team work focused on increasing operational effectiveness. Represent the Service Center in key initiatives across Operations. Seeks out and facilitates opportunities to improve efficiency and effectiveness through better tools and processes.</li>
<li>Workload Coordination &amp; Assessment: Continually schedules, monitors and adjusts workload across the team to ensure priorities are met and availability and responsiveness goals are achieved. Considers client need with Account Manager capability and capacity and aligns clients with the intent to provide the most consistent positive client interactions. Coordinate cross team communication and resources for maximum team effectiveness, taking advantage of opportunities to create efficiencies.</li>
</ul>
Requirements
<ul>
<li>Bachelor’s Degree and/or equivalent experience in a client-facing role.</li>
<li>2 years of payroll and/or call center experience</li>
<li>Successful experience in handling escalations and at-risk client retention efforts</li>
<li>Project management experience</li>
<li>Proficient in Microsoft Outlook, Word, Excel</li>
<li>Operations experience</li>
</ul>
Preferred Requirements
<ul>
<li>1+ years supervisory experience</li>
<li>HRIS experience</li>
<li>Experience leading training initiatives</li>
<li>Experience using reporting and metrics as a key part of the job</li>
<li>Minimum 3 years’ experience in payroll, benefits and/or HR administration</li>
<li>Ability to present HR Data effectively</li>
</ul>
Physical requirements
<ul>
<li>Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.</li>
<li>Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.</li>
</ul>
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 $60,900 - $87,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers 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:

Lead Client Services Ops - Majors

<h3>Job Description</h3>
Job DescriptionDescription:
 Shift: Monday, Wednesday, Friday: 5:30am- 1:30pm One Saturday a month 8:00am - 10:00am
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 part-time employees that includes:
<ul>
<li>Paid sick</li>
<li>401K retirement plan with match</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- Part time

<h3>Job Description</h3>
Job DescriptionTop 20 firm with balance + Partner track! This Jobot Job is hosted by: Ruby Voight Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $120,000 - $200,000 per year 
A bit about us:
 We are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents! We believe in employee's each having their own voices and ideas - we want you to be able to build a long term career with us! What that means for you, is that we expect you to enjoy a work life balance that promotes a fulfilling career, personal health, well being and family life! Although we are large, we operate each branch as an individual entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint! If you are a Tax Manager with at least 5 years of experience within public accounting (or a mix within industry accounting) and a focus on Private Client Services icluding UHNWIs, trust, gifts ,and estates, then please read on…. 
Why join us?
 Do you want to work with some of the nations best Clients AND enjoy a GREAT work/life balance? We do too! 
<ul>
<li> Competitive Pay!</li>
<li> Medical, Dental and Vision Benefits</li>
<li> Paid Holidays</li>
<li> Paid Vacation</li>
<li> Great Company Culture</li>
<li> Flexible Hours</li>
<li> ESOP!</li>
<li> Fun Company Activities</li>
<li> Large net but regional focus = growth opportunity but smaller company-feel</li>
</ul>
 
Job Details
 Qualifications: 
<ul>
<li> BS/BA in accounting or related field</li>
<li> CPA preferred (or EA, JD)</li>
<li> 5+ years of experience in Public Accounting, 1+ in management </li>
<li> Private Client Services experience</li>
</ul>
 Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 
<h3>Company Description</h3>
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Tax Manager - Private Client Services HNW

<h3>Job Description</h3>
Job Description
Join an Award-Winning Digital Agency in Murfreesboro, TN
JLB is an award-winning digital marketing and web design company dedicated to helping businesses thrive online. We’re looking for a skilled, people-first Digital Project Manager to join our team and serve as a strategic liaison between our clients and production teams. If you thrive in a fast-paced agency setting, love helping clients succeed, and are confident navigating the digital marketing landscape, this role was made for you.
Summary
This role is ideal for someone who enjoys client interaction, organization, and problem-solving, and who can manage multiple digital marketing projects with a calm, proactive, and confident demeanor. You’ll be onboarding clients, managing design retainer requests, and overseeing SEO and digital campaigns, ensuring work moves smoothly from kickoff through delivery.
This is not a hands-on execution role, but rather a client-facing project coordination role where your communication skills, understanding of digital strategy, and ability to manage expectations are key.
Responsibilities:
<ul>
<li>
Facilitate onboarding of new digital marketing clients and guide them through services such as SEO, Google Ads, and Google Business Profile optimization.
</li>
<li>
Serve as the primary point of contact for ongoing client communication, acting as the bridge between clients and internal production teams.
</li>
<li>
Manage and organize design retainer requests, ensuring deliverables are clear, on-brand, and assigned appropriately.
</li>
<li>
Track project progress using task management systems and proactively communicate status updates.
</li>
<li>
Troubleshoot issues, resolve client concerns, and keep conversations productive: even under pressure.
</li>
<li>
Collaborate with SEO specialists, content writers, designers, and developers to ensure aligned execution on campaigns and deliverables.
</li>
<li>
Participate in team meetings, report on account health, and help identify opportunities for upsell or service improvement.
</li>
<li>
Assist with occasional website project management (content collection, page structure planning, feedback consolidation).
</li>
<li>
Maintain records in CRM and project tracking tools.
</li>
<li>
Other duties as assigned.
</li>
</ul>
What We’re Looking For:
<ul>
<li>
3+ years of digital project management or account management experience, preferably in an agency or creative environment.
</li>
<li>
Strong understanding of Google Ads, Google Analytics, Google Business Profile, and SEO best practices.
</li>
<li>
Proven ability to manage client relationships and communicate with clarity and confidence
</li>
<li>
Strong organizational skills with the ability to juggle multiple projects and priorities at once.
</li>
<li>
Comfortable using tools like WordPress, Zoho, HubSpot, Salesforce, Trello/Asana, Google Workspace, or similar platforms.
</li>
<li>
Working knowledge of HTML, CSS, or PHP is a plus but not required.
</li>
<li>
Ability to write and speak professionally, clearly, and with personality.
</li>
<li>
Thick skin and calm under pressure: you’re not afraid to take the lead on challenging conversations with professionalism and poise.
</li>
</ul>
Why JLB?
<ul>
<li>
Award-winning work environment with a collaborative, supportive team.
</li>
<li>
A chance to work on high-impact projects for a wide variety of industries.
</li>
<li>
Opportunities for growth and professional development.
</li>
</ul>

66,133 Client Services Manager Jobs