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<h3>Job Description</h3>
Job Description
Client Services Specialist I - San Jose, CA 
WESTPAK exists to make lives better. From the products we test, which are used by global consumers, to the people and communities we invest in, our purpose is to improve the lives of those around us. For over 35 years, Westpak has been a trusted testing partner for a diverse industry. Sustaining that level of consistency requires a core ingredient: our great people. From the tenured employees who value the lasting bonds and share their wealth of knowledge, to our new employees who bring in new perspectives and opportunities, we continue to evolve our employee-owned company with stewardship and integrity while continuing to make lives better.
We offer a competitive compensation package that includes ESOP shares, 401 (k) match, Health Benefits, various Supplemental health packages, and pet insurance for your furry loved ones. 
As an Equal Opportunity Employer, WESTPAK is committed to a diverse workforce.
Job Summary
Reporting to the Manager of Client Services, the Client Services Specialist I is accountable for maintaining day-to-day client relations and ensuring world-class proposal fulfillment. The team member serves as a resource to existing customers, prospects, and all employees. The chosen candidate will be aligned with and support the overall goals and objectives of the entire company. As well as actively provide input and support throughout the company. 
Essential Duties and Responsibilities (Other duties may be assigned as needed)
<ul>
<li>Provide a high level of interactive and responsive customer service throughout the quote and during the testing stage. Utilizing phone, in person and via email to provide pricing and testing information</li>
<li>Support the full cycle end-to-end process of quote writing
<ol>
<li>Understanding the client scope, needs, and requirements</li>
<li>Provide technical guidance and troubleshoot to guide clients to relevant testing support.</li>
<li>Take and process client orders, provide schedule information, and follow up as required.</li>
<li>Prepare accurate and complete quotes &amp; revisions within the required time metric.</li>
<li>Provide a high level of interactive and responsive customer service throughout the quote and during the testing stage. </li>
<li>Complete required quote “follow-up” calls on a daily, weekly, and monthly basis to stimulate repeat business and loyalty</li>
<li>Provide technical inquiries into client testing opportunities, supporting both external and internal inquiries. </li>
</ol>
</li>
<li>Accurately complete Salesforce entries.
<ol>
<li>Ensure customer entries into CRM are complete within the required time frame</li>
<li>Capture all client communication accurately into CRM. </li>
<li>Provide accurate and up-to-date documentation with client contacts to reflect the current state of the process.</li>
</ol>
</li>
<li>Adhere to standard procedures or processes regarding quote writing </li>
<li>The above statements are intended to describe the general nature and level of the work being performed by the employee assigned to this position. There are no exhaustive lists of all duties and responsibilities. knowledge, skills, abilities, physical job demands and working conditions associated with this position.</li>
</ul>
Qualification Requirements
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. 
Requirements for Eligibility
<ul>
<li>B.S. Degree in a related field or equivalent industry experience. </li>
<li>3-5 years of technical experience in packaging, testing, or a related industry.</li>
<li>1-3 years of strong customer service and sales experience.</li>
<li>Ability to read and interpret documents such as protocols, industry specifications, and procedures.</li>
<li>Excellent verbal &amp; written English language skills are required.</li>
<li>Possess a strong work ethic and a high level of professionalism.</li>
<li>Proficient in the Microsoft Office suite and general computer literacy.</li>
<li>Math skills: Ability to calculate to help understand integrals and more complex testing (Fast Fourier Transform, Shock Response Spectrum, etc.), as well as advanced algebra, statistics, and geometry.</li>
<li>Previous experience with CRM software preferred. </li>
<li>Intermediate Math, analysis, and computation skills</li>
</ul>
Personal/Professional Attributes: 
<ul>
<li>Fast learner and ability to communicate clearly.</li>
<li>Demonstrates strong accountability.</li>
<li>High focus on customer service, and willing to go above and beyond to get the job done.</li>
<li>Organized and impeccable follow-through skills.</li>
<li>Work collaboratively with colleagues.</li>
<li>Critical analysis mindset, constantly thinking outside the box.</li>
<li>Ability to find innovative solutions to complex problems.</li>
<li>It is the responsibility of every Westpak employee to contribute to a positive work environment through cooperative and professional interactions with co-workers, customers, and vendors. </li>
</ul>
Core Values
<ol>
<li>Trusted- Uncompromising Quality and Integrity </li>
<li>Forward Focus- Committed to the success of our Team, our customers, and our Company</li>
<li>Wow Your Customers- Exceed their expectations, no excuses!</li>
<li>Unique &amp; Amazing Culture- Work hard, play hard, own it!</li>
<li>Stewardship- Safeguarding our People, Profit, and Future</li>
<li> </li>
</ol>
Currently anticipated starting salary range- $29-31 an hour with company-wide bonus incentive and Employee Stock Ownership Participation. 
Principals only. We are not accepting any resumes or support from outside vendors. Please refrain from unsolicited marketing for the role. Thank you

Client Services Specialist

<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>
Position Type: RegularYour opportunity 
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Client Service Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
As the lead interface between plan sponsor and Schwab, the Client Service Manager will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will have an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.
Responsibilities will include, but not be limited to:
<ul>
<li>Lead approximately 10-15 client relationships.</li>
<li>Understand your plans to ensure administration is completed in accordance with plan provisions.</li>
<li>Collaborate with business partners to delegate and lead client issues to successful resolution is key in your position.</li>
<li>Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a precise client experience is a major part of your role</li>
<li>Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.</li>
<li>Support Sales efforts, as needed.</li>
<li>Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.</li>
<li>Execute client and regulatory changes.</li>
<li>Effectively and authentically communicate Schwab’s value to clients.</li>
<li>Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.</li>
<li>Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at within the industry to stay ambitious.</li>
</ul>
What you have 
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
<ul>
<li>5+ years of experience working with employer sponsored Retirement Plans.</li>
<li>Bachelor's degree or equivalent experience.</li>
<li>Validated understanding of ERISA, industry rules and regulations, and Non-Qualified plan design.</li>
<li>Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.</li>
<li>Ability to work independently with minimal oversight by your manager.</li>
<li>Excellent written and oral communication skills.</li>
<li>Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.</li>
<li>Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager.</li>
<li>Ability to effectively run plans with varying level of complexity.</li>
<li>Time management skills and ability to handle multiple assignments at a given time.</li>
<li>Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others</li>
<li>Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients</li>
<li>Meet deadlines within a fast-paced environment.</li>
<li>Collaborate effectively in teams and influence outcomes</li>
<li>Demonstrate confidence, accountability, and teamwork with each interaction</li>
<li>Flexibility to travel for client visits and sales presentation</li>
</ul>
Preferred Qualifications
<ul>
<li>ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.</li>
</ul>
 What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
<ul>
<li>401(k) with company match and Employee stock purchase plan</li>
<li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li>
<li>Paid parental leave and family building benefits</li>
<li>Tuition reimbursement</li>
<li>Health, dental, and vision insurance</li>
</ul>

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