field_job_employment_type

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

city

state

<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 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:

Client Success Manager

<h3>Job Description</h3>
Job Description
Telephonic Client Manager
Do you enjoy building solid customer relationships resulting in growth?
Do you enjoy collaborating cross-functionally to deliver on common goals?
About the Role
As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content. You will initiate contact with and sell to both prospects and existing customers. You will be responsible for assessing their needs and creating a pipeline of new business opportunities and retention.
Responsibilities
*Initiating and answering inbound and outbound sales contact directly with prospective/existing customers
*Achieving and exceeding where possible your monthly sales and KPI target
*Accepting orders, closing sales, and maintaining customer records on CRM
* Recording sales prospecting activity in computer-based tracking systems
* Working with moderately complex territory assigned accounts, products, services, sales or account management processes
* Contacting clients with moderate authority and opportunity to set and negotiate service terms
* Continuing to build knowledge of business and the market or account needs
Requirements
* Be able to adapt information and style to the audience
* Be able to develop competence by performing structured work assignments
* Have general understanding of sales methodology and a proven track record in achieving sales quotas
* Have a Bachelor’s or equivalent experience
* Be able to apply broad knowledge of products and solutions.
* Display excellent experience in telesales and selling subscription product
Work in a way that works for you
We promote a healthy work/life balance across the organization, with various flexible and remote working options available to employees
Working with Us
LexisNexis Legal &amp; Professional is proud to be an equal-opportunity employer. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Together, we are building a diverse and inclusive workplace.
Working for you
We believe in a healthy work/life balance. We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer: - Comprehensive, multi-carrier health plan benefits - Disability insurance - Dependent care and commuter spending accounts - Life and accident insurance - Retirement benefits (salary investment plan/employer stock purchase plan) - Modern family benefits, including adoption and surrogacy
About our Team
LexisNexis is a data and analytics company with 10,500 colleagues serving customers in more than 150 countries. We’re one of the largest information and analytics companies on the planet. We design solutions that help our customers increase productivity, improve decision-making and outcomes, and be more successful.
Company DescriptionLexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business. 
<h3>Company Description</h3>
LexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business.

Client Retention Manager

<h3>Job Description</h3>
Job Description Description:
This position is located at our Lakewood Ranch location.
 
Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.
Essential Functions:
<ul>
<li>Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.</li>
<li>Receives, posts, pays out funds, balances and proofs customer accounts.</li>
<li>Opens new accounts for checking, savings, business accounts, IRA, etc.</li>
<li>Identifies customer needs and recommends specific products and/or services by use of CNA process.</li>
<li>Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.</li>
<li>Maintains and balances cash drawer.</li>
<li>Accepts and posts credit card and loan payments and payoffs.</li>
<li>Performs account research and problem solving as needed.</li>
<li>Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.</li>
<li>Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.</li>
<li>Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.</li>
<li>Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.</li>
<li>Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.</li>
</ul>
Secondary Functions:
<ul>
<li>Makes tele-consulting as necessary.</li>
<li>Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.</li>
<li>Contributes to the team effort by performing other job-related duties as assigned.</li>
</ul>
Requirements:
Standards:
<ul>
<li>Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. *</li>
<li>Embraces the “ASK” program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. *</li>
<li>Demonstrates proficiency with ERB process through audit of the CNA folders. *</li>
<li>Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. *</li>
<li>Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.</li>
<li>Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.</li>
<li>Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.</li>
<li>Maintains regular attendance and punctuality as evidenced by attendance records.</li>
<li>Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.</li>
</ul>
Physical Demands:
<ul>
<li>Talking—Ability to express or exchange ideas by means of the spoken word.</li>
<li>Hearing—Ability to receive detailed information through oral communication.</li>
<li>Seeing—Ability to view a computer screen for an extended period of time and/or identify individuals visually.</li>
<li>Standing—Ability to stand on feet for long periods of time.</li>
<li>Walking—Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.</li>
<li>Finger dexterity—Ability to work with fingers for handling coins or other small objects and use a keyboard.</li>
<li>Reaching—Ability to extend hand/arms in any direction to move/handle objects.</li>
<li>Lifting—Ability to lift and/or move up to 25 pounds.</li>
</ul>
Knowledge, Skills and Abilities:
<ul>
<li>High school diploma or equivalent required.</li>
<li>Minimum 1 year customer service or cash handling experience/skills required.</li>
<li>Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.</li>
<li>Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.</li>
<li>Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.</li>
<li>Basic computer skills and the ability to learn industry-related software are required.</li>
</ul>
 
 An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities 
 
PM19
 
PI6aaea096c9ee-25405-36630480

Financial Center Client Services Representative

<h3>Job Description</h3>
Job Description
 
Job purpose
 
The mission of Hope the Mission (HTM) is to prevent, reduce, and eliminate poverty, hunger, and homelessness. HTM's Interim Housing programs provide a safe, low-barrier, and supportive 24-hour shelter for adult individuals experiencing homelessness. Clients receive shelter, food, and direct client centered services. Working under the supervision of the Program Manager the Client Service Monitor fulfills the mission of the Hope The Mission by successfully providing supervision and support to the individuals at Thrive Grove Navigation Center.
 
Duties and responsibilities
 
<ul>
<li>
One position is for Part-time Graveyard
</li>
<li>
One position is for Part-time Swing
</li>
<li>
Ensure the safety of participants and guests by providing on-site client supervision
</li>
<li>
Ensure client compliance with program rules, policies, and procedures
</li>
<li>
Distribution of necessary supplies including handing out bedding, clothing, and hygiene items as needed
</li>
<li>
Assist with sanitation of client belongings in hot box and new bed assignment upon intake
</li>
<li>
Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
</li>
<li>
Work in partnership with on-site security
</li>
<li>
Respond to emergency situations as appropriate
</li>
<li>
Notify emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
</li>
<li>
Complete written reports and incident logs of daily activities 
</li>
<li>
Answer telephone and take messages for clients and staff as needed
</li>
<li>
Resolve client issues as needed using de-escalation and crisis intervention techniques to help clients work through conflict with trauma informed methodology
</li>
<li>
Monitor facility and report any maintenance concerns as needed
</li>
<li>
Assist with the serving of daily meals
</li>
<li>
Ensure cleanliness of the facility, including sweeping, mopping, vacuuming, washing and other cleaning duties as deemed necessary
</li>
<li>
Restock supplies in need of replenishment
</li>
<li>
Assist with participants with laundry and upkeep of the machines.
</li>
<li>
Ensure clients are following proper hygiene practices 
</li>
<li>
Work with clients to improve their independent living skills
</li>
<li>
Clean restrooms, dormitory areas, offices, and common areas
</li>
</ul>
 
Other duties include
 
<ul>
<li>
Monitor medication cabinet and review medication records if needed
</li>
<li>
Attend and participate in Team Meetings, Trainings, Supervisions, etc., etc.
</li>
<li>
Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS) as required
</li>
<li>
Establish and/or maintain good rapport and working arrangements with co-workers, including the management team and other staff
</li>
<li>
Facilitate and supervise regularly scheduled resident house meetings
</li>
<li>
Create and maintain a shelter environment that is safe 
</li>
<li>
Uphold all HTM, City of Thousand Oaks and Many Mansions rules, regulations, and policies
</li>
<li>
Other duties as assigned
</li>
</ul>
 
Qualifications
 
<ul>
<li>
Understand and support the mission statement of Hope The Mission
</li>
<li>
High school diploma or GED
</li>
<li>
1-2 years' experience working with the homeless or similar population preferred, but not required 
</li>
<li>
Must possess solid proficiency of Microsoft Office/Google Suite
</li>
<li>
Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
</li>
<li>
Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
</li>
<li>
Must possess excellent problem-solving skills
</li>
<li>
Ability to interact with others professionally
</li>
<li>
Knowledge of Housing First, Harm Reduction, and Trauma Informed principles
</li>
<li>
Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
</li>
<li>
Valid CPR/First Aid certification or ability to obtain within 30 days of hire
</li>
<li>
Must be TB and Drug Test cleared prior to onboarding
</li>
<li>
Background check
</li>
</ul>
 
Working conditions
 
<ul>
<li>
Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
</li>
<li>
Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
</li>
<li>
Ability to work in proximity with service animals and emotional support animals
</li>
<li>
Ability to operate a computer, fax, and telephone
</li>
<li>
Ability to lift up to 25 lbs. 
</li>
<li>
Some night and weekend hours required
</li>
</ul>
 
PHYSICAL DEMANDS, ENVIRONMENTAL CONDITIONS, EQUIPMENT
 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Employee is required to: Walk and climb stairs; stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis; Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead; Handle, finger, grasp and feel objects and equipment; Reach with hands and arms; Be mobile by moving oneself from place to place quickly and easily; Repeat various motions with the wrists, hands, and fingers; Be able to perform visual activities for (including, but not limited to) administrative and clerical tasks; Ability to lift up to 25 lbs. Communicate, receive and exchange ideas, information by means of the spoken and written word; Drive vehicle in and around Ventura County; Be able to enter various buildings that may require climbing stairs. Be periodically subjected to outside environmental conditions. Employee may work in proximity to service animals and emotional support animals; Use a desktop and/or laptop computer; copy, postage, and fax machines. Complete all required forms in personal writing.
 
Work Environment:
 
The employee may be in contact with individuals and families in crisis who may be ill, using alcohol and drugs, and who may not be attentive to basic personal hygiene, health and safety practices. The employee may experience a number of unpleasant sensory demands associated with the clients use of alcohol and drugs, and lack of personal hygiene. The employee must be ready to respond quickly and effectively to many types of situations, including crisis situations and potentially hostile situations. The noise level in the work environment is usually moderate in an office setting. Sometimes work may become stressful when working under pressure.
 
 
<ul>
<li>
EEO: HTM (Hope The Mission) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HTM complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, placement, promotion, recall, transfer, leaves of absence, compensation and training.
</li>
</ul>
 
HTM will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if HTM is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the California Department of Fair Employment and Housing’s Fair Chance Act webpage.
 1 for Graveyard, 1 for Swing

Part Time - Client Services Monitor

<h3>Job Description</h3>
Job Description
About 52 Launch
52 Launch is the leading partner to consumer products inventors seeking to create, refine, and manufacture their product ideas. Our comprehensive A-Z approach includes industrial design, marketing strategy, prototyping, and manufacturing with the goal of bringing to market the client's product. We then offer ongoing inventory production, freight, warehousing, fulfillment and marketing services to support the long term growth of the client’s product business. We focus on building strong partnerships with our clients, providing personalized solutions, and leveraging our extensive network to deliver high-quality results quickly and efficiently.
Position Description: Client Manager
To achieve success in this role the Client Manager needs strong attention to detail, outstanding ability to communicate with clarity and brevity, masterful organizational skills, and a passion for helping inventors build great products and great businesses.
The Client Manager position at 52 Launch combines project management and client relationship activities, serving as the overall point of contact for clients as they engage with various teams to complete their product development process. In this role the Client Manager will collaborate with all departments of 52 Launch to ensure client’s goals and expectations are understood and acted upon.
The Client Manager at 52 Launch supports a large volume of clients and must quickly build rapport while serving each client efficiently. Typical days include extensive amounts of direct client communication (email, phone, video) and use of project management systems to understand project status and upcoming milestones.
Qualifications
<ul>
<li>
REQUIRED: 5+ years with direct responsibility for owning B2B client relationships
</li>
<li>
REQUIRED: Experience managing complex projects using sophisticated project management platforms (Asana, Wrike, ClickUp, Salesforce, etc.)
</li>
<li>
REQUIRED: Basic familiarity with physical product development processes such as industrial design, manufacturing, etc.
</li>
<li>
Demonstrated ability to be highly organized and manage schedules of colleagues
</li>
<li>
Ability to work in rapidly changing environments including dealing with customer discontent, project scope changes, etc.
</li>
<li>
Experience interacting with contracts and leveraging them to achieve client outcomes
</li>
<li>
Great people skills and ability to build personal relationships
</li>
<li>
Skilled at google slides and other digital tools to create and modify collateral.
</li>
</ul>
Responsibilities
<ul>
<li>
Support and lead clients as they participate in a 12+ month product development process. Ensure clients achieve success in that process: placing production orders and reporting high level of satisfaction throughout.
</li>
<li>
Coordinate with colleagues in Design, Production, and Marketing departments to have them provide details directly to clients as needed.
</li>
<li>
Be the client’s advocate with internal teams to ensure mutual alignment at all times
</li>
<li>
Track overall project milestones and ensure all internal and external parties are prepared and on track to meet deliverables on time.
</li>
<li>
Identify and act upon process improvement opportunities to increase efficiency, speed, and quality of the product development process
</li>
</ul>
Benefits
<ul>
<li>
Competitive compensation package with significant bonus plan based on individual and company performance
</li>
<li>
Comprehensive health and benefits plans
</li>
<li>
High growth business environment with opportunities to move up
</li>
<li>
Combination of both in-office and work-from-home environments
</li>
<li>
Unlimited time off - accomplish your goals and you can set your schedule
</li>
<li>
Other perks: Dogs allowed in office, multiple company parties, and more
</li>
</ul>
Company Description52 Launch is a rapidly growing product development company for home inventors and small businesses that seek to create, refine, and manufacture their DTC product ideas. Our comprehensive A-Z approach to product development sets us part, including everything from initial concept to go-to-market launch planning. We focus on building strong partnerships with our clients, providing personalized solutions, and leveraging our extensive network of manufacturers and other expert resources to deliver high-quality results quickly and efficiently. 
<h3>Company Description</h3>
52 Launch is a rapidly growing product development company for home inventors and small businesses that seek to create, refine, and manufacture their DTC product ideas. Our comprehensive A-Z approach to product development sets us part, including everything from initial concept to go-to-market launch planning. We focus on building strong partnerships with our clients, providing personalized solutions, and leveraging our extensive network of manufacturers and other expert resources to deliver high-quality results quickly and efficiently.

Client Manager

<h3>Job Description</h3>
Job Description
Organizational Overview 
Founded in 2004, Cognitive &amp; Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold:
<ul>
<li>To create lasting, positive change for our clients through personalized, evidence-based treatment plans.</li>
<li>To train and empower professionals locally, nationally, and globally to deliver top-tier care.</li>
</ul>
At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments.
Position Overview
CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions.
Responsibilities 
Client &amp; Visitor Support:
<ul>
<li>Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors.</li>
<li>Ensure the front desk is covered at all times.</li>
<li>Monitor practice voicemail, track issues, and resolve inquiries.</li>
<li>Assist clients, visitors, and clinicians with ad hoc requests.</li>
</ul>
Administrative Support:
<ul>
<li>Open or close, and maintain the office.</li>
<li>Assist with onboarding and offboarding tasks.</li>
<li>Provide basic AV/IT support and assist with in-person trainings.</li>
<li>Set up and coordinate refreshments for staff and large meetings.</li>
<li>Manage the setup of chairs, tables, AV equipment, and catering.</li>
<li>Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes.</li>
<li>Process medical record requests.</li>
</ul>
Facility &amp; Equipment Management:
<ul>
<li>Manage supply inventory, ordering, and distribution across three facilities.</li>
<li>Open packages and store supplies appropriately.</li>
<li>Coordinate with vendors to resolve equipment issues and track maintenance.</li>
<li>Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable.</li>
<li>Coordinate repairs, vendor interactions, and landlord communications.</li>
<li>Collect and distribute mail.</li>
</ul>
Company Volunteer &amp; Community Engagement Activities:
<ul>
<li>Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics.</li>
<li>Support with marketing and social media projects.</li>
</ul>
Program &amp; Project Management:
<ul>
<li>Drive administrative workflows for assigned programs.</li>
<li>Coordinate program communications, ensuring effective dissemination of information.</li>
<li>Gather and communicate program needs to marketing and outreach teams.</li>
<li>Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items.</li>
<li>Manage onboarding and offboarding processes for program staff and trainees.</li>
<li>Maintain and organize program documents, materials, and supplies.</li>
<li>Track and maintain program data.</li>
<li>Assist Program Directors and Coordinators with administrative tasks as needed.</li>
<li>Ensure compliance with HIPAA regulations.</li>
<li>Provide support to the Administrative Manager and Executive Director as required.</li>
</ul>
General Support: 
<ul>
<li>Provide assistance with administrative tasks and special projects as needed.</li>
<li>Other duties as assigned.</li>
</ul>
Working Conditions:
With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include:
<ul>
<li>Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials.</li>
<li>Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds.</li>
<li>Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately.</li>
<li>Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment.</li>
</ul>
Communication Requirements:
<ul>
<li>Effectively review, summarize, and communicate key information to support problem-solving and decision-making.</li>
<li>Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism.</li>
</ul>
Complexity and Independent Action:
<ul>
<li>Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions.</li>
<li>Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role.</li>
</ul>
Travel
<ul>
<li>Occasional travel may be required to support off-site meetings or operational needs.</li>
</ul>
Qualifications
<ul>
<li>Minimum of 2 years of healthcare and administrative experience.</li>
<li>Excellent organizational and time management skills.</li>
<li>Strong analytical and problem-solving abilities with attention to detail.</li>
<li>Ability to manage multiple tasks in a fast-paced, evolving environment.</li>
<li>Excellent written and verbal communication skills.</li>
<li>Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms.</li>
<li>Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals.</li>
<li>Initiative, follow-through, and a strong work ethic.</li>
<li>Proactive problem-solving approach with sound decision-making capabilities.</li>
<li>Highly resourceful team player with the ability to work independently.</li>
<li>Ability to accept and apply constructive feedback.</li>
<li>Demonstrates the highest level of discretion and confidentiality.</li>
<li>5 days a week on-site, with evening hours expected.</li>
</ul>
Why Join CBC?
At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families.
Here’s why you’ll love being part of CBC:
Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being
<ul>
<li>80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year.</li>
<li>16 hours of personal time off each year after 90 days of service.</li>
<li>Paid holidays, including a floating cultural holiday.</li>
<li>40 hours of paid sick and safe leave annually.</li>
</ul>
Professional Development:
<ul>
<li>Access to professional development funds managed by the finance team.</li>
</ul>
Health and Wellness:
<ul>
<li>Comprehensive insurance programs</li>
<li>Long-term disability benefits and salary continuation</li>
<li>Lactation accommodations for new parents</li>
<li>Employee Assistance Program (EAP) for confidential support</li>
<li>Flexible Spending Accounts (FSA)</li>
<li>Health Savings Accounts (HSA)</li>
<li>Life Insurance </li>
</ul>
Retirement and Financial Security:
<ul>
<li>Employer-sponsored retirement plan options with up to 3.5% employer matching.</li>
</ul>
Work-Life Balance:
<ul>
<li>Supportive workplace policies, including grievance and open-door communication.</li>
</ul>
Additional Benefits:
<ul>
<li>Transportation Benefit Plan (Pre-tax commuter and parking benefits)</li>
<li>Bereavement leave for immediate family members.</li>
<li>Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan)</li>
<li>Paid leave for jury duty and voting.</li>
<li>Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters.</li>
<li>Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations.</li>
<li>Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness.</li>
</ul>
If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you.
Take the next step in your career and help transform lives with CBC. Apply today!
Cognitive &amp; Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.

Client Services Coordinator

<h3>Job Description</h3>
Job Description
Join Hope The Mission: Where Compassion Meets Action!
Are you passionate about making a difference and eager to contribute to a meaningful cause? 
At Hope The Mission, Our mission is to prevent, reduce, and eliminate poverty, hunger, and homelessness. We do this by offering immediate assistance and long-term solutions to community members.
See below info regarding details about this position's requirements as well as an overview of our full-time employee benefits:
Amazing Benefits are provided for all eligible staff! 
<ul>
<li>
Employer-paid employee health benefits:(including teledoc).: Available to Part-Time Eligible and Full Time Employees!
</li>
<li>
Dental, Vision &amp; Life Insurance: Available to Part-Time Eligible and Full Time Employees!
</li>
<li>
Five additional voluntary insurance packages: Available to Part Time Eligible and Full-Time Employees!
</li>
<li>
Generous Paid Time Off: Enjoy a healthy work-life balance with paid time off for Full-time Employees including vacation, floating holidays, company-paid holidays, and sick leave!
</li>
<li>
Professional Development: We are committed to your growth with opportunities for training, workshops, and career development!
</li>
<li>
Employee Assistance Programs!
</li>
</ul>
 
 
 
Job purpose
 
The mission of Hope the Mission (HTM) is to prevent, reduce, and eliminate poverty, hunger, and homelessness. HTM's Interim Housing programs provide a safe, low-barrier, and supportive 24-hour shelter for adult individuals experiencing homelessness. Clients receive shelter, food, and direct client centered services. Working under the supervision of the Program Manager the Client Service Monitor fulfills the mission of the Hope The Mission by successfully providing supervision and support to the individuals at Thrive Grove Navigation Center.
 
Duties and responsibilities
 
<ul>
<li>
Ensure the safety of participants and guests by providing on-site client supervision
</li>
<li>
Ensure client compliance with program rules, policies, and procedures
</li>
<li>
Distribution of necessary supplies including handing out bedding, clothing, and hygiene items as needed
</li>
<li>
Assist with sanitation of client belongings in hot box and new bed assignment upon intake
</li>
<li>
Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
</li>
<li>
Work in partnership with on-site security
</li>
<li>
Respond to emergency situations as appropriate
</li>
<li>
Notify emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
</li>
<li>
Complete written reports and incident logs of daily activities 
</li>
<li>
Answer telephone and take messages for clients and staff as needed
</li>
<li>
Resolve client issues as needed using de-escalation and crisis intervention techniques to help clients work through conflict with trauma informed methodology
</li>
<li>
Monitor facility and report any maintenance concerns as needed
</li>
<li>
Assist with the serving of daily meals
</li>
<li>
Ensure cleanliness of the facility, including sweeping, mopping, vacuuming, washing and other cleaning duties as deemed necessary
</li>
<li>
Restock supplies in need of replenishment
</li>
<li>
Assist with participants with laundry and upkeep of the machines.
</li>
<li>
Ensure clients are following proper hygiene practices 
</li>
<li>
Work with clients to improve their independent living skills
</li>
<li>
Clean restrooms, dormitory areas, offices, and common areas
</li>
</ul>
 
Other duties include
 
<ul>
<li>
Monitor medication cabinet and review medication records if needed
</li>
<li>
Attend and participate in Team Meetings, Trainings, Supervisions, etc., etc.
</li>
<li>
Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS) as required
</li>
<li>
Establish and/or maintain good rapport and working arrangements with co-workers, including the management team and other staff
</li>
<li>
Facilitate and supervise regularly scheduled resident house meetings
</li>
<li>
Create and maintain a shelter environment that is safe 
</li>
<li>
Uphold all HTM, City of Thousand Oaks and Many Mansions rules, regulations, and policies
</li>
<li>
Other duties as assigned
</li>
</ul>
 
Qualifications
 
<ul>
<li>
Understand and support the mission statement of Hope The Mission
</li>
<li>
High school diploma or GED
</li>
<li>
1-2 years' experience working with the homeless or similar population preferred, but not required 
</li>
<li>
Must possess solid proficiency of Microsoft Office/Google Suite
</li>
<li>
Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
</li>
<li>
Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
</li>
<li>
Must possess excellent problem-solving skills
</li>
<li>
Ability to interact with others professionally
</li>
<li>
Knowledge of Housing First, Harm Reduction, and Trauma Informed principles
</li>
<li>
Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
</li>
<li>
Valid CPR/First Aid certification or ability to obtain within 30 days of hire
</li>
<li>
Must be TB and Drug Test cleared prior to onboarding
</li>
<li>
Background check
</li>
</ul>
 
Working conditions
 
<ul>
<li>
Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
</li>
<li>
Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
</li>
<li>
Ability to work in proximity with service animals and emotional support animals
</li>
<li>
Ability to operate a computer, fax, and telephone
</li>
<li>
Ability to lift up to 25 lbs. 
</li>
<li>
Some night and weekend hours required
</li>
</ul>
 
PHYSICAL DEMANDS, ENVIRONMENTAL CONDITIONS, EQUIPMENT
 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Employee is required to: Walk and climb stairs; stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis; Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead; Handle, finger, grasp and feel objects and equipment; Reach with hands and arms; Be mobile by moving oneself from place to place quickly and easily; Repeat various motions with the wrists, hands, and fingers; Be able to perform visual activities for (including, but not limited to) administrative and clerical tasks; Ability to lift up to 25 lbs. Communicate, receive and exchange ideas, information by means of the spoken and written word; Drive vehicle in and around Ventura County; Be able to enter various buildings that may require climbing stairs. Be periodically subjected to outside environmental conditions. Employee may work in proximity to service animals and emotional support animals; Use a desktop and/or laptop computer; copy, postage, and fax machines. Complete all required forms in personal writing.
 
Work Environment:
 
The employee may be in contact with individuals and families in crisis who may be ill, using alcohol and drugs, and who may not be attentive to basic personal hygiene, health and safety practices. The employee may experience a number of unpleasant sensory demands associated with the clients use of alcohol and drugs, and lack of personal hygiene. The employee must be ready to respond quickly and effectively to many types of situations, including crisis situations and potentially hostile situations. The noise level in the work environment is usually moderate in an office setting. Sometimes work may become stressful when working under pressure.
 
 
<ul>
<li>
EEO: HTM (Hope The Mission) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HTM complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, placement, promotion, recall, transfer, leaves of absence, compensation and training.
</li>
</ul>
 
HTM will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if HTM is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the California Department of Fair Employment and Housing’s Fair Chance Act webpage.
 Swing, Friday to Sunday: 3:30 - 12:00

<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 Enterprise Account Client Manager to support a large healthcare insurance client in Overland, Kansas.&nbsp; The Enterprise Account Client Manager (EACM) is responsible for the day-to-day operational management of an assigned client portfolio within Enterprise Accounts.
RESPONSIBILITIES:
<ul>
<li>Act as the primary client contact for the assigned Enterprise Account. Responsible for regular face-to-face client interaction and proactive resolution of any operational issues at assigned client base; maintain ongoing and proactive client contact, including site visits, meeting attendance, timely response and follow-up, phone calls, lunches, and other special events</li>
<li>Utilizing enterprise, branch, and corporate resources, define, address, and resolve all client issues, including personnel or staffing concerns or requests, service issues or requests, execution of company programs, officer performance issues, or other service-related items</li>
<li>Ensure all post requirements are current and complete at assigned portfolio, including current post orders, training and licensing compliance, staff training, vehicle policy compliance, uniform and appearance standards being met, and other staff and client relations policies being administered according to company standards</li>
<li>Ensure staff at assigned portfolio accounts meets all client and company standards, that policies regarding coaching and discipline are followed consistently, employee complaints are promptly reported, investigated, and resolved, and compliance with all employee relations policies is followed consistently</li>
<li>Assist the Enterprise Account Portfolio Manager and Vice President of Enterprise Accounts, Ops in coaching, developing, and training site staff to meet branch needs. Includes oversight in company policy execution by branch staff, assistance in completing projects as directed by portfolio leadership</li>
<li>Directly responsible, with the Enterprise Account Portfolio Manager and Vice President of Enterprise Accounts, Ops for new account startups and transitions, ensuring staffing levels are met, training and uniform issues are addressed, and physically participating in startup activities to ensure a smooth transition</li>
<li>Attend and actively participate in management meetings within region and at corporate</li>
<li>Observe operations and make suggestions for improved efficiency as appropriate, including providing ideas and plans for growth and improvements within the assigned portfolio, branch, or companywide</li>
<li>Frequent travel to sites within territory, depending on the needs of the business, up to 70% of the time to manage site operations and personnel inspections</li>
<li>Maintain compliance with client requirements</li>
<li>Review background submissions and submit applicants for badging</li>
<li>Monitor SIDA and airport compliance, where applicable</li>
<li>Ensure all required client training is being completed</li>
<li>Maintain site-specific post orders/read files</li>
<li>Review scheduling activity report (SAR) weekly to avoid invoicing errors</li>
<li>Manage Remote CCTV Audit and client guard tour systems</li>
<li>Facilitate service issue action plans as needed</li>
</ul>
QUALIFICATIONS:
<ul>
<li>High school diploma or equivalent, or a minimum of five (5) years of work history in any field</li>
<li>A minimum of three (3) years of security management experience</li>
<li>Demonstrated ability to take initiative, successfully handle and prioritize multiple competing assignments and effectively manage deadlines</li>
<li>Highly proficient and fully functional in all Microsoft Office applications and able to effectively utilize all available office management technology</li>
<li>Professional, articulate, and able to use good independent judgment and discretion</li>
<li>Proven ability to maintain correspondence, discussions, and materials in strictest confidence</li>
<li>Professional, articulate, and able to use good independent judgment and discretion</li>
<li>Outstanding oral and written communication skills</li>
<li>Ability to successfully interact at all levels of the organization, including with clients</li>
</ul>
PREFERRED QUALIFICATIONS:
<ul>
<li>Bachelor's Degree in Criminal Justice, Business, or another related field</li>
<li>Prior experience in law enforcement and/or military</li>
</ul>
COMPENSATION &amp; BENEFITS: 
<ul>
<li>Pay Rate: $66,996 per year</li>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal day</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>
#LI-CW1
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 2025-1432035

National Client Manager

<h3>Job Description</h3>
Job Description
Job Description: Account Manager
This position is responsible for the daily management of assigned customers, in collaboration with the Account Executive. The Account Manager is the key point of contact for customers, sales, operations, and accounting, relating to their accounts. As a key member of our client services team, this position is focused on delivering exceptional customer experiences.
Duties:
· Provide excellent customer service and communication as the primary contact through all stages of order intake, planning, manufacturing, shipping/fulfillment, and invoicing.
· Engage customers to gather all necessary specifications and translate client expectations into detailed instructions, for expedient turnaround of estimates, production, and delivery.
· Source promotional products, branded apparel and other outsourced materials and services.
· Consult with customers regarding workflow, process improvements, and file preparation, to benefit both the customer and the company.
· Ensure job instructions are correctly entered and all work is properly scheduled in production.
· Facilitate the delivery, review, and approval of proofs and first articles by customers.
· Review entered orders for accuracy, monitor progress of jobs throughout production, and ensure the final product meets all customer requirements, expectations, and company standards.
· Communicate with customers throughout production keeping them informed on status of jobs, solicit additional information as required, and coordinate job changes.
· Review job cost reports and verify pricing for invoicing.
· Assist sales in the RFP process supplying estimates and determining how to efficiently exceed customer expectations.
· Coordinate the resolution of customer or manufacturing issues/concerns. Make recommendations to Account Executives and management on appropriate responses to issues that are in the best interest of the customer and the company.
· Develop and maintain a strong working knowledge of the company’s service offerings, processes, and procedures.
· Performs other related duties and participates in special projects as assigned by the Plant Manager/GM.
Required Skills and Experience:
· Positive and professional team player with strong integrity.
· Excellent organizational skills with ability to multi-task, work to deadlines, and prioritize workload.
· Able to consistently apply applicable policies and follow procedures.
· Preferred: +1 years of experience in commercial printing, mailing, fulfillment, branded promotional items/apparel, marketing, and events management.
· Excellent oral and written communication skills, with an ability to communicate effectively across all departments, and with clients.
· Strong working knowledge of MS Office Suite. Experience with EPMS, a plus.

59,624 Client Services Manager Jobs