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<h3>Job Description</h3>
Job Description
A Client Manager will be responsible for managing new and current accounts. This role will work closely with clients to add additional account revenue by adding new programs. The position will manage accounts in conjunction with the Sales team and be a key piece in a team-driven culture. This position requires high energy and strong interpersonal skills, as communication within the team and with clients is crucial.
We value the impact and connection that come from regular in-person collaboration. While the ideal candidate can work from our Lake Worth or New London officeswith anticipated travel up to 10%, we are also accepting applications from remote candidates who are not located within a reasonable commuting distance.We are unable to offer work sponsorship for this role.
Who we are:
Source1 is the leading data and technology company specializing in hospitality procurement. As a Buyers Edge Platform brand, Source1 goes beyond conventional solutions, offering innovative procurement strategies, flexible supply chain management, and tailored strategic services. Our commitment to hospitality success is reflected in providing our members with exclusive access to nationally contracted pricing on essential everyday supplies and services, dedicated account management, and seamlessly integrated data and technology solutions. At Source1, our customized solutions are designed to not only add significant value but also unlock unparalleled savings potential for hospitality operators.
Your impact:
<ul>
<li>Minimum of 50 daily client outreaches (calls, emails, campaigns, etc.)</li>
<li>Establish and deepen client relationships by understanding their business objectives and providing exemplary support as their primary contact within Source1</li>
<li>Conduct weekly, monthly, and quarterly meetings with clients on updates, information, concerns, and new opportunities</li>
<li>Serve as the client's voice within Source1 </li>
<li>Keep organized for both the internal team, as well as the needs of the clients</li>
<li>Proactively anticipate customer needs and identify any potential issues. Create recommendations and facilitate action for resolution</li>
<li>Identify opportunities for potential upsell </li>
<li>Organize and conduct onboarding of clients</li>
<li>Work together with VP of Client Relations to build and maintain client relationships</li>
<li>Keep all applicable people in the loop</li>
<li>Organize, schedule, prepare and conduct business reviews on a quarterly basis</li>
<li>Maintain timely follow-up for any client requests</li>
<li>Log all activities, communication, and client data updated internal and external within the CRM systems and databases</li>
<li>Market new programs and services to clients</li>
<li>Provide frequent updates on project progress</li>
<li>Must be comfortable being the point person for the client and internal departments</li>
<li>Have a full understanding of Source1 interaction with Platform brands</li>
<li>Work with other departments in driving additional revenue through direct manufacturer programs</li>
<li>Be available to travel to visit clients face to face</li>
<li>Facilitate customer portals</li>
</ul>
About you:
<ul>
<li>4-year Bachelors' or Associate's degree preferred</li>
<li>Hospitality experience is a plus</li>
<li>Customer service and sales calling experience</li>
<li>Microsoft Office (Excel, Word, Outlook, Teams, PowerPoint) proficiency</li>
<li>Valid, unrestricted driver's license with the ability to rent a car</li>
<li>Salesforce or other CRM experience</li>
<li>Strong interpersonal and verbal and written communication skills</li>
<li>A strong sense of urgency</li>
<li>Strong ability to adapt to change</li>
<li>Bilingual Required, must be able to speak Spanish.</li>
</ul>
<ul>
<li>Ability to travel up to 10% of the time</li>
</ul>
Not sure you meet every qualification? Studies show that diverse applicants often hesitate to apply unless they check every box. At Buyers Edge Platform, we value authenticity and inclusion—if you're excited about the role, we encourage you to apply. You might be exactly who we're looking for!
What's in this for you: 
<ul>
<li>Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) with company match.</li>
<li>Grow with us. Enjoy strong training, development, and competitive pay.</li>
<li>Work-life balance. Our flexible PTO policy lets you take time when you need it—no accrual required.</li>
</ul>
We welcome all.
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Client Manager

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
Salary from 59K
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 2025-1425059

<h3>Job Description</h3>
Job Description
About us
We are a growing property management company, celebrating our 40th year of service, overseeing state-of-the-art and luxury residential buildings across the Boston metro area. We are actively seeking a Client Services Representative to join the MMC Team!
Our Client Services team members are the first point of contact for client inquiries and deliver outstanding solutions-based service. Team members develop strong working relationships with clients (internal and external) and learn to understand what our clients need and how we can help them.
Client Services work with our property managers to ensure that common questions and concerns are handled in a timely manner by providing support, research, and issue resolution. This position is critical to the overall client experience.
Duties include but are not limited to:
<ul>
<li>Working with Microsoft Office Applications such as Outlook, Word, and Excel.</li>
<li>Performing general clerical duties (photocopying, scanning, mailing, and filing).</li>
<li>Answering and making telephone calls.</li>
<li>Reviewing and processing voicemail requests.</li>
<li>Drafting and responding to emails.</li>
<li>Resolving common property management issues or escalating to a manager/supervisor, as needed.</li>
<li>Entering data and preparing reports with accuracy.</li>
</ul>
Qualifications/Requirements:
<ul>
<li>Five (5) years of work experience in a customer service role.</li>
<li>Experience in a property management-related field is preferred.</li>
<li>Ability to follow instructions and effectively communicate both written and verbally.</li>
<li>Must be reliable, responsible, honest, and ethical.</li>
<li>Must be resourceful in fulfilling client requests.</li>
<li>Strong interpersonal skills with the ability to communicate clearly and request more information when needed.</li>
<li>Must be able to pass a background check.</li>
<li>Proficiency in Microsoft Office Suite (Outlook, Excel, Word) is required, experience with Yardi is a plus.</li>
<li>Bachelor’s degree, preferred.</li>
</ul>
Benefits:
<ul>
<li>$25.00 to $27.00 per hour, commensurate with experience.</li>
<li>Health Insurance eligible on first day of employment</li>
<li>Dental Insurance company paid, eligible on first day of employment</li>
<li>Vision Insurance</li>
<li>Life and AD&amp;D (company paid)</li>
<li>Voluntary Life and AD&amp;D</li>
<li>401(k) Profit Sharing Plan with Company Match through Cuna Mutual</li>
<li>Competitive Paid Time Off Package</li>
<li>Employee Assistance Program (EAP) available 24 hours a day on weekdays and weekends to employees and family members</li>
<li>Employee Referral Bonus Program</li>
<li>11 Paid Holidays</li>
</ul>
Mediate Management Company is an equal opportunity employer, and does not discriminate based upon an individual’s race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, military service ad veteran status, national origin, age, disability, genetic information (including family medical history), political affiliation, or other non-merit based factors protected by federal, state and local laws. These protections extend to all terms and conditions of employment and management practices and decisions, including recruitment and hiring, appraisal systems, promotions, trainings, and career development.
We sincerely appreciate your interest in employment with Mediate Management Company, Inc. Please rest assured that your application materials have been received. Due to the high volume of response, we are unable to individually acknowledge the receipt of every application or phone call regarding the process. We carefully screen all applications and select candidates whose qualifications best meet our needs. You will be contacted if you are selected to continue in the recruitment process.

Client Services Representative

<h3>Job Description</h3>
Job Description
The Client Relations Manager will serve as the primary point of contact and the overall relationship manager for a number of PAC and advocacy technology and website services clients. The Client Relations Manager will oversee all post-sale activities associated with the client and will be responsible for ensuring that client projects are delivered on time and within budget. The Account Manager will also be responsible for managing client expectations, communicating project status information, increasing customer satisfaction, ensuring customer retention, engaging in proactive communication, identifying and pursuing up sell opportunities, and resolving product/business issues experienced by the clients. 
Responsibilities
<ul>
<li>Serve as the primary point of contact and overall relationship manager for assigned customers.</li>
<li>Measure and monitor ongoing customer satisfaction and identify and deliver programs to increase satisfaction when necessary.</li>
<li>Provide strategic guidance to customers on the implementation of their PAC and/or advocacy programs.</li>
<li>Counsel clients on PAC and/or advocacy best practices for achieving legislative, membership and/or communications goals.</li>
<li>Write newsletters, calls to action, or web content for clients as needed.</li>
<li>Serve as the project manager for the setup and launch of the client’s PAC and/or advocacy software suite.</li>
<li>Train clients on the proper use of the PAC and/or advocacy software to meet their program goals and objectives.</li>
<li>Serve as the liaison between the customer and the internal technical teams and translate general business requirements into high level technical specifications.</li>
<li>Document custom technical product requirements originating from clients and test those custom features once deployed by the development team.</li>
<li>Identify and pursue upsell opportunities.</li>
<li>Attend events and conferences as a representative of the company and the department.</li>
</ul>
Salary Range: $60k-$72k per year
Requirements
<ul>
<li>BA/BS in political science, communications, business, international affairs or related field.</li>
<li>2-5 years of relevant work experience.</li>
<li>Proven track record in the area of customer relationship management.</li>
<li>Professional and interpersonal skills required to develop and foster positive relationships.</li>
<li>Project management proficiency.</li>
<li>Technical proficiency in the areas of web based applications.</li>
<li>Basic HTML knowledge.</li>
<li>Outstanding communication skills (both verbal and written).</li>
<li>Excellent analytical and organizational skills.</li>
<li>Strong problem solving skills.</li>
<li>Ability to research issues quickly and thoroughly and develop succinct messaging based on research.</li>
<li>Ability to work independently and with minimal supervision, as well as a part of a team.</li>
<li>Proficiency in Microsoft software suite and tools.</li>
<li>General knowledge of the legislative process and interest in politics.</li>
</ul>
Benefits
All positions are Full-Time, with competitive compensation, medical benefits, paid vacation, 401k plan and stock options. Casual dress code and a non-corporate atmosphere make this a fun place to work and learn in a team environment. Please visit our website at <a href="http://www.aristotle.com" target="_blank">www.aristotle.com</a>.

Client Relations Manager

<h3>Job Description</h3>
Job Description
Client Success Manager - Inspired Closets
Company Overview
 At Inspired Closets, we're more than just a custom closet and home organization company- we're creators of personalized, transformative spaces. With over 35 years of expertise, we craft functional, beautiful solutions that elevate our clients' lives and homes. Join us in our mission to inspire and delight through exceptional design and service. 
Position Overview 
We're looking for a dynamic and detail-oriented Client Success Manager to be the heartbeat of our post-sale client experience. You'll manage project timelines, coordinate with clients and teams, and ensure seamless execution from design to installation, delivering exceptional results with precision. With your proactive oversight, you'll keep everything in sync, turning client expectations into stunning realities. 
Key Responsibilities 
<ol>
<li>Client Relationship Management
<ul>
<li>Act as the trusted point of contact for clients after their sale, guiding them with confidence and care. </li>
<li>Engage with clients regularly to understand their needs, preferences, and vision for their project. </li>
<li>Keep clients in the loop with proactive updates on project progress, installation timelines, and any changes. </li>
</ul>
</li>
<li>Project Status Updates
<ul>
<li>Deliver clear, timely updates on key milestones-design approval, production, and installation-so clients always know what's next. </li>
<li>Address delays or adjustments transparently, maintaining trust and setting realistic expectations. </li>
</ul>
</li>
<li>Issue Resolution 
<ul>
<li>Tackle challenges head-on, resolving client concerns with empathy and efficiency. </li>
<li>Partner with design, production, and installation teams to troubleshoot and find solutions that delight our clients. </li>
<li>Balance client happiness with business goals, ensuring a win-win outcome every time. </li>
</ul>
</li>
<li>Installation Coordination
<ul>
<li>Collaborate with clients to schedule installation dates, streamlining logistics for a seamless experience. </li>
<li>Bridge the gap between production and installation, ensuring a smooth handoff. </li>
<li>Confirm details and handle last-minute tweaks with poise and precision. </li>
</ul>
</li>
<li>Quality Assurance
<ul>
<li>Follow up post-installation to confirm clients are thrilled with their new space. </li>
<li>Maintain accurate project records in our CRM platform with an eye for detail. </li>
<li>Gather client feedback to fuel continuous improvement and elevate our service. </li>
</ul>
</li>
<li>Client Retention
<ul>
<li>Nurture long-term relationships through exceptional, personalized service. </li>
<li>Anticipate client needs and address concerns before they arise, showcasing our commitment to care. </li>
<li>Spot opportunities to enhance their experience with additional services or upgrades. </li>
</ul>
</li>
</ol>
Qualifications
<ul>
<li>Experience
<ul>
<li>Proven background in client communications, account management, or customer service. </li>
<li>Familiarity with project management processes is a plus, but a passion for learning is what counts. </li>
</ul>
</li>
<li>Skills
<ul>
<li>Outstanding verbal and written communication skills-clear, warm, and professional. </li>
<li>A knack for juggling multiple clients and projects without missing a beat. </li>
<li>Sharp problem-solving and conflict resolution skills to turn challenges into opportunities. </li>
<li>A detail-obsessed, organized mindset that keeps everything on track. </li>
<li>On occasion, be able to deliver materials to job sites. Company transportation will be provided. </li>
</ul>
</li>
</ul>
Location &amp; Pay Range
<ul>
<li>This position will be located at our Deerfield Beach facility. </li>
<li>The pay range is $60,000 - $75,000 annual salary, based on experience. </li>
</ul>
Why Inspired Closets?
At Inspired Closets, we're driven by excellence, craftsmanship, and a deep commitment to personalized solutions. Our goal? To leave every client with a space-and an experience-that exceeds their expectations. As part of our team, you'll play a key role in making that happen.
 Job Posted by ApplicantPro

Client Success Manager

<h3>Job Description</h3>
Job DescriptionCompany Description 
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Description 
This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Essential Responsibilities
<ul>
<li>Support Advisors and Partners in daily operations, mastering team processes and procedures.</li>
<li>Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.</li>
<li>Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.</li>
<li>Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.</li>
<li>Coordinate with centralized operations to implement best practices and enhance service delivery.</li>
<li>Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.</li>
<li>Maintain accurate client records, process billing, transfers, and journals, and review cash reports.</li>
<li>Research and resolve complex financial scenarios as they arise.</li>
<li>Participate in professional development opportunities, team meetings, and internal training programs.</li>
<li>Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.</li>
<li>Perform additional administrative tasks as needed to support team operations.</li>
</ul>
Qualifications 
<ul>
<li>Bachelor's degree in finance, personal financial planning, accounting, or a related field</li>
<li>CPA designation preferred&nbsp;</li>
<li>minimum of 2 or more&nbsp;years of relevant work experience, RIA (registered investment advisory) firm experience a plus OR 1-2 years of public accounting experience</li>
<li>Must be authorized to work in the United States&nbsp;&nbsp;</li>
</ul>
 Additional Information 
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:&nbsp;
<ul>
<li>This is a full-time, exempt, salary position</li>
<li>Salary range $80,000&nbsp;– $90,000 based on experience</li>
<li>Paid holidays</li>
<li>Paid time off (PTO)</li>
<li>Employer cost-shared medical and dental insurance</li>
<li>Employer-paid short-term disability, long-term disability, AD&amp;D insurance, and basic life insurance</li>
<li>401k Match – 50% of employee contributions up to 6% of compensation</li>
<li>Discretionary annual profit-sharing bonus</li>
<li>Paid parental leave</li>
<li>Professional development reimbursement</li>
<li>Paid volunteer time off (VTO)</li>
<li>Employee referral incentive bonus program</li>
<li>Onsite wellness programs &amp; rewards</li>
<li>Employee engagement activities</li>
</ul>
Moneta is a fiduciary fee-only&nbsp;Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.&nbsp; We also do not allow outside business activities, insurance commissions and/or trails.&nbsp;

Client Service Manager

<h3>Job Description</h3>
Job Description
Title: Director, Client Accounting Services (CAS) 
Department: Client Accounting Services (CAS) 
Supervises: Senior Managers and below
Role Type: Full-time
Location: New York, NY (Hybrid)
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
We are looking for a growth-oriented and strategic Director to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.
RESPONSIBILITIES:
<ul>
<li>Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.</li>
<li>Develop tailored proposals, pricing models, and engagement scopes to win new business.</li>
<li>Build and maintain a strong personal and professional brand within the market and community.</li>
<li>Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.</li>
<li>Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.</li>
<li>Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor.</li>
<li>Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.</li>
<li>Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts.</li>
<li>Ensure timely, accurate, and value-added reporting and insights for all client deliverables.</li>
<li>Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.</li>
<li>Implement efficient and scalable workflows, leveraging cloud-based technology and automation.</li>
<li>Maintain quality control over deliverables and ensure compliance with applicable accounting standards.</li>
<li>Contribute to overall firm leadership, including internal initiatives, training, and process improvements.</li>
</ul>
QUALIFICATIONS:
Education:
<ul>
<li>Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.</li>
<li>CPA highly preferred. </li>
</ul>
Experience:
<ul>
<li>10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services.</li>
<li>Proven ability to generate new business, grow client accounts, and build long-term relationships.</li>
<li>Strong financial acumen and advisory experience with small to mid-sized businesses.</li>
<li>Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).</li>
<li>Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.</li>
<li>Strong leadership presence and ability to mentor and grow a dynamic team.</li>
</ul>
Compensation:
<ul>
<li>Competitive compensation in the range of $150,000 to $220,000 based on the individual's experience level. </li>
</ul>
Anchin provides comprehensive benefits, which you can view here. 
Attributes:
<ul>
<li>Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency.</li>
<li>Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner.</li>
<li>Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously.</li>
<li>Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.</li>
<li>Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.</li>
<li>Action Oriented: Proactively seeks out new and challenging work.</li>
<li>Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.</li>
</ul>
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at <a href="mailto:recruit@anchin.com" target="_blank">recruit@anchin.com</a>

Director, Client Accounting Services

<h3>Job Description</h3>
Job Description
Performs experienced professional level technical work as a member of the Retirement Services call center staff. Key responsibilities include entering, updating, and maintaining data regarding calls, entering, tracking, and closing distribution and other applications for benefits, providing information regarding status upon request, and related work as apparent or assigned. Work is performed under the moderate supervision of the Client Services Manager. 
This position will be performed in a telecommuting work environment within the state of Georgia, and requires occasional in-office workdays for training and development. The employee's telecommuting work site location will contain a designated and approved workspace at the employee's home address. 
Employee is required to have and maintain a high-speed, broadband internet connection at their work site that is sufficient to enable fast, consistent service to the membership. A minimum download speed of 25 Mbps is required. To ensure a consistent speed at this level, a 40MB internet connection is recommended. You may check your download speed at <a href="http://www.speedtest.net" target="_blank">www.speedtest.net</a>.
Key Responsibilities: 
<ul>
<li>Enters 457(b) and 401(a) distribution applications and other requests into the Access database; verifies accuracy and completeness of applications and communicates with plan participants, jurisdictions and other entities to obtain additional information; closes out all calls, participant inquiries, distribution and other requests in Call Center/Access database upon completion of action.</li>
<li>Maintains and updates the document imaging system for all distributions and hardships.</li>
<li>Provides and exhibits outstanding customer service, teamwork, and organizational commitment.</li>
<li>Communicates with participants and jurisdictions as necessary by phone and email.</li>
<li>Sets up and maintains filing systems; verifies information, makes and prepares appropriate copies for and stores files as required.</li>
<li>Explains technical procedures, regulations, laws or rules to members of the public or internal clients; communicates frequently with plan participants regarding the status of outstanding requests; maintains associated records.</li>
<li>Prepares and completes a variety of documents including correspondence, forms, reports, spreadsheets, etc. where a knowledge of format and presentation is necessary; answers routine correspondence independently.</li>
<li>Operates a variety of moderately complex office equipment and database programs.</li>
<li>Supports the overall organization by executing the directives set forth by the Association.</li>
</ul>
Education and Experience Requirements: 
<ul>
<li>Bachelor's degree with coursework in business administration, finance, or related field and</li>
<li>Moderate (minimum 2-3 years) experience in retirement plan administration and customer service, or</li>
<li>equivalent combination of education and experience.</li>
</ul>
Physical Requirements
<ul>
<li>This work requires the occasional exertion of up to 15 pounds of force.</li>
<li>Work regularly requires speaking or hearing, using hands to finger, handle or feel and reaching with hands and arms, frequently requires sitting and repetitive motions and occasionally requires standing, walking, stooping, kneeling, crouching or crawling, tasting or smelling, pushing or pulling and lifting.</li>
<li>Work has standard vision requirements; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels.</li>
<li>Work requires preparing and analyzing written or computer data</li>
<li>Work is occasionally in a moderately noisy location (e.g. business office, light traffic).</li>
</ul>
 
Notice: ACCG employees must have a primary residence within the state of Georgia. In addition, employment candidates are subject to a background screening in compliance with established ACCG background check procedures.

Client Services Intake Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Key Accountabilities
The Client Success Manager (CSM) is responsible for building trust-based relationships with Iron Oak’s clients. The CSM drives long-term customer satisfaction and retention by acting as a strategic advisor, problem solver, and business advocate. This role ensures clients receive the full value of our services and that their evolving needs are met through consistent communication, proactive engagement, and partnership-focused service delivery. 
Essential Knowledge, Skills, and Competencies
Purpose Driven
<ul>
<li>Champion the voice of the client internally and ensure their goals are translated into actionable internal strategies. </li>
<li>Demonstrate a strong commitment to driving client outcomes and success metrics. </li>
<li>Proactively identify issues before they become problems and advocate for client needs. </li>
</ul>
Relationship-Focused
<ul>
<li>Develop deep client relationships rooted in trust and clear communication. </li>
<li>Tailor communication styles to fit the strategic level of client stakeholders. </li>
<li>Drive regular strategic business reviews to uncover opportunities and ensure satisfaction. </li>
</ul>
Execution-Oriented
<ul>
<li>Own and manage client onboarding, offboarding, and lifecycle success milestones. </li>
<li>Collaborate cross-functionally with Service Desk, Sales, and Technical teams to align solutions with client goals. </li>
<li>Maintain detailed documentation and ensure ConnectWise CRM is up to date. </li>
</ul>
Experience &amp; Education
<ul>
<li>5+ years of customer success, client management, or account management experience in a technology or service business. </li>
<li>MSP or IT services experience strongly preferred. </li>
<li>Bachelor’s degree preferred. </li>
</ul>
Technical &amp; Tool Proficiency
<ul>
<li>Proficiency in using ConnectWise Manage or similar CRM/ticketing tools. </li>
<li>Strong working knowledge of Microsoft Office suite and general IT service environments. </li>
<li>Comfort discussing cybersecurity, cloud services, and general IT operations. </li>
</ul>
Other Requirements
<ul>
<li>Reliable transportation and valid insurance for occasional travel to client sites. </li>
<li>Exceptional written and verbal communication skills. </li>
<li>High emotional intelligence, professionalism, and accountability. </li>
</ul>
Traits for Success
<ul>
<li>Strategic thinker and natural relationship builder. </li>
<li>Client-first mindset with proactive follow-through. </li>
<li>Collaborative, self-motivated, and driven by impact. </li>
</ul>
Benefits
<ul>
<li>Health, dental, and vision plans (FSA/HSA options). </li>
<li>100% employer-paid life and disability insurance. </li>
<li>Parental leave and EAP support. </li>
<li>Paid certifications and professional development. </li>
<li>Open PTO policy. </li>
<li>Weekly team breakfast. </li>
<li>Career growth opportunities in a dynamic MSP. </li>
</ul>
Requirements:

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