Resident Associate

🏢 Summary: Leasing & Resident Manager role focused on leading residential leasing operations, resident relations, sales, and marketing initiatives to achieve occupancy, revenue, and resident satisfaction goals. The position includes team leadership, operational oversight, financial reconciliation, and implementation of data-driven leasing strategies. The role also offers comprehensive employee benefits, professional development support, and flexible work-related benefits. 🗂️ Requirements: 5+ years of relevant experience, 2+ years in residential property management, 3+ years in a supervisory role, Experience leading teams in quota-driven environments, Experience coaching and training team members, Ability to develop data-driven revenue strategies, Accounting and collections management experience, Data analysis and trend interpretation skills, Proficiency with word processing, spreadsheet, and database software, Valid driver's license, Personal vehicle availability, Availability for weekend and evening work, Ability to travel up to 25% 📃 Skills: Leasing, Marketing, Sales, Accounting, Collections, Spreadsheet, Database, Wordprocessing, Compliance, Analytics 🏢 Description: At Corvias, you'll join a team wholeheartedly invested in their work. In return, we offer support intended to strengthen your professional, financial, emotional, and physical wellbeing. Your wellbeing is not just a priority, it's at the heart of the Corvias employment experience. Who We Are At Corvias, we're experts at developing solutions through partnership. Our mission is to be personally committed to solving our partners' most difficult, systematic challenges by reimagining what is possible and realizing more resilient communities together. We believe a culture of caring, purposeful, diverse and courageous humans who want to make a difference for our partners will help us achieve that mission. How You'll Contribute to the Team: The Leasing & Resident Manager is responsible for designing and implementing sales, marketing, operational, and administrative programs that achieve and maintain occupancy, resident satisfaction, retention, and revenue goals. This role is expected to lead by example and take a hands-on approach to the day-to-day management of leasing operations. Primary Responsibilities Include: - Assume a proactive role in increasing the efficiency of leasing operations and ensuring procedures and processes meet business requirements and create a positive experience for prospects and residents. - Assist in the pursuit, identification, and deployment of sales and marketing strategies to increase income, decrease expenses, and add to the overall value of the program. - Present the community as a place that provides high quality of living by ensuring the tour path, common areas, model and available units are ready for showing at all times through personal inspection and effective partnering with cross-functional colleagues. - Oversee day-to-day leasing functions, ensuring all operations comply with company standards, fair housing regulations, and other relevant laws. - Develop, execute and manage local marketing strategies, ensuring the alignment with program and company standards. - Oversee the day-to-day resident relations functions and ensure a positive resident experience. - Oversee the analysis, processing, and reconciling of all housing-related resident financial transactions, identifying variances and resolving discrepancies as needed. - Assume a proactive role in enhancing the resident experience by personally resolving complex or sensitive resident concerns, questions, and requests, and addressing chronic resident noncompliance with community policies. - Design and deploy resident information and engagement campaigns aimed at increasing resident satisfaction as measured by survey responses and community ranking. - Assist in the pursuit, identification, and deployment of strategies to increase income, decrease expenses, and add to the overall value of the community. - Create accountability and ownership among team members; communicate clear expectations, supervise, and provide timely performance feedback. - Lead the training and development of team members through coaching, motivating, and mentoring on company culture, business goals, sales techniques, and leasing operations. - Develop and maintain win-win relationships with key partner stakeholders, respond to partner requests, and collaborate as necessary to ensure program effectiveness. - Perform all duties of a Leasing & Resident Associate as needed, and other duties as assigned. Role Specific Requirements Include: - 5+ years of relevant experience, with a minimum of 2 years in residential property management. A minimum of 3 years in a supervisory role required. - Proven ability to lead a team in a quota driven environment, including proven success coaching team members to improve performance, and training team members on lead generation, closing techniques, contract compliance, and customer complaint resolution. - Proven ability to maximize revenue through the design and delivery of data-driven strategies, including market positioning, strategic promotions, price optimization, and customer loyalty programs. - Proven ability to perform accounting functions, including managing delinquent accounts, implementing appropriate collections procedures, and verifying transactions against audit trail and ledgers. - Demonstrated ability to interpret and analyze data, identify trends, and use data to connect operational and administrative activities to overall business strategies. - Demonstrated ability to organize individual and team activities to ensure operations are highly productive and meet or exceed business goals. - Demonstrated ability to professionally interact and relate to individuals with diverse backgrounds, including the ability to effectively resolve escalated customer concerns involving complex or sensitive matters. - Computer proficiency, including working knowledge of word processing, spreadsheet, and database software. - Valid driver's license and use of personal vehicle required. - Ability to work weekend and evening hours, as needed. - Ability to travel up to 25% of time. Competencies: - Customer Focus - Prioritizes and takes action on the needs of both internal and external customers. Designs and delivers products and services with the customer experience top of mind. - Teamwork and Collaboration - Capable of working well with others both on the team and cross-functionally to achieve individual goals, team goals, department goals, and/or organizational goals. Values diverse perspectives and working with others as a way to achieve the best output possible. - Problem Solving and Decision Making - Uses critical thinking to evaluate problems, gather information, understand causes, and identify best possible solutions. Invests time in planning, discovery, and reflection to drive better decisions and more efficient implementations. - Resilience - Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. - Creativity and Innovation - Thinks beyond the confines of traditional models to recognize opportunities and find new and better ways of doing things. Encourages experimentation and accepts failure as a driver of innovation. Exceptional Benefits for Exceptional Team Members As a company striving to be the best place to work, we want to ensure an environment of collaboration, inclusion and learning exists throughout all teams, locations and divisions. To support our team members, we offer a benefits package that is generous and flexible enough to meet you where you are today and tomorrow. Corvias employees are eligible for: - A choice between two benefit-rich medical, dental and vision plans - 401(k) with immediate 100% vesting and up to a 4% contribution match - Generous paid time off that increases throughout your career - 12 paid holidays - Paid time off to volunteer - 100% paid life and AD&D insurance - Company paid short-term and long-term disability coverage - Parental Leave - Military Leave - Flexible Spending Accounts (Health and Dependent Care) - Complimentary Employee Assistance Program - Tuition reimbursement to support growth and development Equal Opportunity Employer/Veterans/Disabled Corvias Corporate Services, LLC (the "Company") does not discriminate in employment or applications for employment based on an applicant's sex, race, color, religion, sexual orientation, national origin, ancestry, service in the armed forces of the United States, disability, or any other protected classification as outlined by Federal, State or local laws.

🏢 Summary: Leadership role responsible for overseeing all facilities, maintenance, and vendor operations at a residential community near Ft. Meade, ensuring high-quality service delivery and operational excellence. The position drives preventative and emergency maintenance programs, capital projects, budgeting, compliance, and team performance. This role requires strong technical expertise in building systems combined with financial and operational management experience. 🗂️ Requirements: 7+ years progressive facilities or maintenance experience, 5+ years in leadership role, Inventory management and purchasing experience, Advanced knowledge of full-cycle maintenance programs, Experience with mechanical, electrical, plumbing, construction, masonry systems, Knowledge of HVAC, OSHA, EPA compliance, Budget development and financial management experience (operations, CapEx, payroll), Ability to analyze operational and financial data, Vendor management and contract negotiation experience, Computer proficiency (word processing, Excel, databases), Valid driver's license, Ability to travel up to 25%, Reside within commutable distance to Ft. Meade, MD or relocate 📃 Skills: HVAC, OSHA, EPA, Excel, Budgeting, CapEx, Payroll, Inventory, Procurement, Maintenance, Electrical, Plumbing, Construction, Masonry, Databases 🏢 Description: Who We Are At Corvias, we're experts at developing solutions through partnership. Our mission is to be personally committed to solving our partners' most difficult, systematic challenges by reimagining what is possible and realizing more resilient communities together. We believe a culture of caring, purposeful, diverse and courageous humans who want to make a difference for our partners will help us achieve that mission. How You'll Contribute to the Team: The Director of Facilities leads local maintenance, facilities, and vendor operations at the assigned location and works in partnership with the Operations Director in the development and implementation of the community management plan. Leading teams through the provision of high-quality services that meet resident needs and create a superior living experience is at the forefront of this role. The candidate selected would have to already live within a daily commutable distance to Ft. Meade, MD, or be willing to relocate within a daily commutable distance to the base. Relocation assistance is available. Primary Responsibilities Include: - Serve as a hands-on leader, directing all aspects of facilities management including preventative, predictive, planned, and emergency maintenance programs and related administrative services. - Champion a resident-first approach and ensure team members provide effective and responsive customer service through active listening, empathy, and problem solving. - Serve as a primary point of contact for the partner; develop and maintain strong working relationships with stakeholders, respond to partner requests, and collaborate as necessary to ensure program effectiveness. - Drive operational consistency through the implementation, monitoring, and management of standard operating procedures, policies, and workflows. - Ensure staff and vendors follow health, safety and building code regulations for the installation, local municipality and State. - Maintain day-to-day operational awareness of each neighborhood and regularly travel throughout the community to maintain hands-on knowledge and demonstrate leadership presence. - Develop and implement strategies for effective work order management, including associated emergency, predictive, and preventative maintenance plans, and daily plans to deliver a high level of curb appeal, cleanliness, and property appearance. - Monitor the status of rent ready inventory; take steps to ensure units are available within specified timeframes and meet quality standards. - Communicate and update internal and external stakeholders on all current and upcoming Capital Projects. - Develop and maintain the facilities management budget; perform ongoing analysis of financial performance, maintain a thorough understanding of trends and drivers, and make recommendations on opportunities to improve profitability. - Implement materials management approaches that optimize warehousing, inventory tracking, and stock levels. - Oversee vendor relationships; negotiate agreements that deliver maximum value, minimal total cost, reduce risk, and control scope changes; collaborate with national purchasing associates for services and materials that are negotiated nationally. - Coordinate, prepare, and review ad hoc and regularly scheduled reports; ensure all requisite information is accurate and available within required timeframes. - Lead the recruitment and retention of diverse teams of professionals; create accountability and ownership among team members through communication of clear expectations, supervision, and provision of timely performance feedback. - Identify opportunities to grow the team through training and development utilizing hands-on and classroom curriculum. - Model the highest standards of business professionalism; lead the training and development of team members through coaching, motivating, and mentoring on company culture, business goals, and superior customer service. - Participate in conference calls scheduled by the RVP, Facilities. - Other duties as assigned. Role Specific Requirements Include: - 7+ years of progressive related experience, including 5+ years in a leadership role. Inventory management and purchasing experience required. - Advanced knowledge of full-cycle maintenance, including preventative, predictive, planned, and make ready programs is required. - Knowledge and experience in mechanical systems, electrical, plumbing, construction, and masonry required; HVAC, OSHA, EPA compliance, or trade skills/licenses a strong plus. - Demonstrated ability to interpret and analyze data, identify trends, and use data to connect operational and administrative activities to overall business strategies. - Financial experience developing and executing operations, CapEx, and payroll budgets; financial acumen necessary to identify challenges that could impact NOI, and to negotiate and maintain contractual relationships with vendors. - Proven ability to develop, inspire, and lead high-performing and high-impact teams, including the ability to partner with colleagues to champion cross-functional initiatives. - Computer proficiency, including working knowledge of word processing, Excel, and database applications; familiarity with property management software a plus. - Degree, certification, or coursework in facilities management, property management, business management or similar a plus. - Valid driver's license is required and ability to travel up to 25% of the time. Exceptional Benefits for Exceptional Team Members The salary range for this position is estimated to be $150,000 to $165,000 per year, depending on experience, skills, qualifications, and work location. This position is eligible for a discretionary target incentive of up to 17.5% of the base salary. Corvias employees are eligible for: - A choice between two benefit-rich medical, dental and vision plans - 401(k) with immediate 100% vesting and contribution match - Generous paid time off that increases throughout your career - 12 paid holidays - Paid time off to volunteer - Tuition reimbursement to support growth and development - 100% paid life and AD&D insurance - Short-term and long-term disability coverage - Maternity leave - Paternity Leave - Military Leave - Flexible Spending Accounts (Health and Dependent Care) - Complimentary Employee Assistance Program

🏢 Summary: Construction Superintendent I role supporting multifamily field operations, subcontractor coordination, safety compliance, inspections, and project execution. The position focuses on assisting senior field leadership to deliver projects on schedule, within scope, and according to quality and safety standards. Offers competitive compensation, bonus eligibility, and comprehensive benefits. 🗂️ Requirements: 3+ years of construction field experience, Commercial or multi-family construction experience, Knowledge of construction sequencing and subcontractor coordination, Understanding of OSHA standards and construction safety practices, Proficiency with Microsoft Office, Ability to read and interpret construction documents and specifications, Strong organizational and communication skills, Valid driver's license, Ability to travel as required 📃 Skills: OSHA, Procore, Bluebeam, Microsoft, Construction, Scheduling, Inspections, Documentation, Coordination 🏢 Description: At Corvias, you'll join a team wholeheartedly invested in their work. In return, we offer support intended to strengthen your professional, financial, emotional, and physical wellbeing. Your wellbeing is not just a priority, it's at the heart of the Corvias employment experience. At Corvias, we're experts at developing solutions through partnership. Our mission is to be personally committed to solving our partners' most difficult, systematic challenges by reimagining what is possible and realizing more resilient communities together. How You'll Contribute to the Team: The Superintendent I, Multifamily supports on-site construction activities by partnering with Senior Superintendents, General Superintendents, and Project Management. This role assists in ensuring projects are executed safely, on schedule, within scope, and in compliance with standards, contract documents, and applicable codes. The Superintendent I serves as an emerging field leader—supporting subcontractor coordination, daily planning, inspections, and safety enforcement while developing independent jobsite leadership capability. Primary Responsibilities Include: - Support Senior and General Superintendents in day-to-day field execution and subcontractor coordination. - Assist with short-interval planning, daily work sequencing, and logistics coordination. - Promote and enforce Zero Tolerance Safety Standard on site. - Monitor work to ensure compliance with drawings, specifications, quality standards, and safety requirements. - Coordinate inspections, testing, and documentation for assigned scopes of work. - Communicate schedule, safety, and quality concerns to field leadership in a timely manner. - Support punch list completion, closeout documentation, and turnover activities. - Maintain professional relationships with subcontractors, inspectors, and project stakeholders. - Other duties as assigned. Role Specific Requirements Include: - Bachelor's degree in Construction Management, Engineering, or related field preferred but not required. - 3+ years of construction field experience preferred; commercial or multi-family experience strongly preferred. - Working knowledge of construction sequencing, subcontractor coordination, and schedule fundamentals. - Basic understanding of OSHA standards and construction safety practices. - Proficiency in Microsoft Office; experience with Procore, Bluebeam, or similar tools preferred. - Ability to read and interpret construction documents and specifications. - Strong organizational, communication, and coordination skills. - Self-motivated with the ability to manage multiple priorities in a field environment. - Valid driver's license required; ability to travel as business needs require. Competencies: - Customer Focus - Influence - Teamwork and Collaboration - Problem Solving and Decision Making - Planning and Results Orientation - Resilience Exceptional Benefits for Exceptional Team Members: - Salary range estimated at $75,000 to $95,000 per year. - Eligible for discretionary target incentive up to 10% of base salary. - Medical, dental and vision plans. - 401(k) with immediate vesting and up to 4% contribution match. - Generous paid time off and 12 paid holidays. - Paid volunteer time off. - Company-paid life, AD&D, short-term and long-term disability insurance. - Parental Leave and Military Leave. - Flexible Spending Accounts. - Employee Assistance Program. - Tuition reimbursement. Equal Opportunity Employer/Veterans/Disabled.

🏢 Summary: Entry-level multifamily construction superintendent role supporting on-site project execution, subcontractor coordination, safety compliance, inspections, and project closeout activities. The position focuses on ensuring construction projects are completed safely, on schedule, and according to specifications while developing field leadership capabilities. Offers competitive compensation, incentive eligibility, and comprehensive benefits. 🗂️ Requirements: 3+ years of construction field experience, Commercial or multi-family construction experience, Knowledge of construction sequencing and subcontractor coordination, Understanding of OSHA standards and construction safety practices, Proficiency in Microsoft Office, Ability to read and interpret construction documents and specifications, Strong organizational and communication skills, Ability to manage multiple priorities in a field environment, Valid driver's license, Ability to travel as business needs require 📃 Skills: Construction, OSHA, Microsoft, Procore, Bluebeam, Scheduling, Inspection, Documentation, Safety, Coordination 🏢 Description: At Corvias, you'll join a team wholeheartedly invested in their work. In return, we offer support intended to strengthen your professional, financial, emotional, and physical wellbeing. Your wellbeing is not just a priority, it's at the heart of the Corvias employment experience.At Corvias, we're experts at developing solutions through partnership. Our mission is to be personally committed to solving our partners' most difficult, systematic challenges by reimagining what is possible and realizing more resilient communities together. We believe a culture of caring, purposeful, diverse and courageous humans who want to make a difference for our partners will help us achieve that mission. How You'll Contribute to the Team: The Superintendent I, Multifamily supports on-site construction activities by partnering with Senior Superintendents, General Superintendents, and Project Management. This role assists in ensuring projects are executed safely, on schedule, within scope, and in compliance with Corvias standards, contract documents, and applicable codes. The Superintendent I serves as an emerging field leader—supporting subcontractor coordination, daily planning, inspections, and safety enforcement while developing independent jobsite leadership capability. Primary Responsibilities Include: Support Senior and General Superintendents in day-to-day field execution and subcontractor coordination. Assist with short-interval planning, daily work sequencing, and logistics coordination. Promote and enforce Corvias' Zero Tolerance Safety Standard on site. Monitor work to ensure compliance with drawings, specifications, quality standards, and safety requirements. Coordinate inspections, testing, and documentation for assigned scopes of work. Communicate schedule, safety, and quality concerns to field leadership in a timely manner. Support punch list completion, closeout documentation, and turnover activities. Maintain professional relationships with subcontractors, inspectors, and project stakeholders. Other duties as assigned. Role Specific Requirements Include: Bachelor's degree in Construction Management, Engineering, or related field preferred but not required. 3+ years of construction field experience preferred; commercial or multi-family experience strongly preferred. Working knowledge of construction sequencing, subcontractor coordination, and schedule fundamentals. Basic understanding of OSHA standards and construction safety practices. Proficiency in Microsoft Office; experience with Procore, Bluebeam, or similar tools preferred. Ability to read and interpret construction documents and specifications. Strong organizational, communication, and coordination skills. Self-motivated with the ability to manage multiple priorities in a field environment. Valid driver's license required; ability to travel as business needs require. Competencies: Customer Focus - Prioritizes and takes action on the needs of both internal and external customers. Designs and delivers products and services with the customer experience top of mind. Influence - Impacts others' thinking, decisions, or behavior through inclusive practices and relationship building. Drives action through influence, often without authority. Teamwork and Collaboration - Capable of working well with others both on the team and cross-functionally to achieve individual goals, team goals, department goals, and/or organizational goals. Values diverse perspectives and working with others as a way to achieve the best output possible. Problem Solving and Decision Making - Uses critical thinking to evaluate problems, gather information, understand causes, and identify best possible solutions. Invests time in planning, discovery, and reflection to drive better decisions and more efficient implementations. Planning and Results Orientation - Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Resilience - Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Exceptional Benefits for Exceptional Team Members As a company striving to be the best place to work, we want to ensure an environment of collaboration, inclusion and learning exists throughout all teams, locations and divisions. To support our team members, we offer a benefits package that is generous and flexible enough to meet you where you are today and tomorrow. The salary range for this position is estimated to be $75,000 to $95,000 per year, depending on experience, skills, qualifications, and work location. This position is eligible for a discretionary target incentive of up to 10% of the base salary. Corvias employees are eligible for: A choice between two benefit-rich medical, dental and vision plans 401(k) with immediate 100% vesting and up to a 4% contribution match Generous paid time off that increases throughout your career 12 paid holidays Paid time off to volunteer 100% paid life and AD&D insurance Company paid short-term and long-term disability coverage Parental Leave Military Leave Flexible Spending Accounts (Health and Dependent Care) Complimentary Employee Assistance Program Tuition reimbursement to support growth and development Equal Opportunity Employer/Veterans/Disabled Corvias Corporate Services, LLC (the "Company") does not discriminate in employment or applications for employment based on an applicant's sex, race, color, religion, sexual orientation, national origin, ancestry, service in the armed forces of the United States, disability, or any other protected classification as outlined by Federal, State or local laws Learn more about Corvias' External Recruiting Policy. Thank you for your interest.

🏢 Summary: Service Operations Associate I role supporting ultra-high-net-worth client operations in a wealth management environment. The position focuses on processing financial transactions, custodial coordination, CRM documentation, and operational support for Relationship Managers and Wealth Advisors. The role offers career growth within service operations and includes comprehensive employee benefits. 🗂️ Requirements: 2–4 years of related experience, Financial services industry experience, High school diploma, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to manage transactional processing accurately, Experience working in an office environment, Strong written communication skills, Strong verbal communication skills 📃 Skills: Excel, Outlook, Word, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary operational lead and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans with per pay period match and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: The offer is for a Client Services Associate responsible for delivering on-site office and mailroom support, including mail processing, shipping and receiving, office supply management, and front desk backup. The role focuses on providing high-level customer service while ensuring business service center operations run smoothly. It combines operational, administrative, and light facility support duties in a client-facing environment. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Experience with MS Office Suite, Ability to operate multi-function devices (MFDs), Ability to use computer-based systems for mail tracking and job functions, Ability to validate packing slips and select appropriate packing materials, Ability to lift 40 lbs or more frequently, Ability to work assigned hours set by manager, Strong organizational and time management skills, Ability to work independently and follow policies and procedures 📃 Skills: MSOffice, MFD, MailProcessing, Shipping, Receiving, CopyPrint, ComputerSystems, ChainOfCustodySoftware 🏢 Description: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees upon receipt of inbound deliveries. Distributes mail/packages to company personnel. Acts as point of contact for company personnel on mail/package inquiries. Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper). Submit work orders for certain requests. Service and replenish the barista, pantry, conference, kitchen, or meetings areas. Will perform meeting room and conference room set ups. May perform building occupant moves within assigned facilities. Will perform light maintenance and cleaning duties as assigned. Maintains the Business Service Center area in a neat and orderly fashion. Monitors level of office supplies on the floor, and replenishing and orders accordingly. Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Working knowledge of MFD equipment. Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. Possesses ability to work independently and capable of completing projects. Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 1+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Excellent organizational and time management skills. Analytical abilities and aptitude in problem-solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer-based systems required for functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Approximately 50% of the time this position requires the below physical demands. Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning & Development: We promote a work culture of learning so that you can develop to be the best at what you do. We Recognize Talent: We offer a variety of recognition programs for all levels of employees. Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

🏢 Summary: The offer is for a Client Services Associate focused on asset management, shipping/receiving operations, and on-site hardware lifecycle support. The role involves tracking, tagging, auditing, and securely handling hardware assets while maintaining accurate inventory records and supporting office equipment and customer service needs. It combines warehouse logistics, data management, and technical asset handling responsibilities in a service-oriented environment. 🗂️ Requirements: High School Diploma or equivalent, Minimum 1 year experience in warehouse, shipping and receiving, Knowledge of shipping and receiving procedures, Ability to inspect and reconcile shipments with documentation, Experience maintaining and updating asset records or databases, Ability to safely wipe data from desktops and laptops, Proficiency in MS Office Suite, Ability to operate MFD equipment, Ability to lift 40 lbs or more frequently, Ability to work assigned hours, including nights and weekends if required 📃 Skills: AssetManagement, InventoryManagement, Shipping, Receiving, DataWiping, MSOffice, Database, MFD, HardwareHandling, Reporting 🏢 Description: Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate/Asset Management role includes receiving, sorting, and classifying hardware assets; inspecting incoming hardware; shipping and receiving products; maintaining accurate records of all hardware assets; ensuring proper storage and handling of hardware assets and supplies; replenishing and organizing office supplies; ensuring copy/print machines are functional and stocked; serving as backup to reception/concierge; and providing light maintenance and cleaning. This position delivers prompt, courteous, and efficient service while maintaining a professional image. Duties and Responsibilities: - Accept and deliver orders, visually inspect shipments for damage, and reconcile with shipping documentation. - Tag assets and update asset data repositories accurately. - Maintain secure storage and proper organization of assets in a controlled environment. - Perform on-site asset pickup and delivery and maintain accurate inventory of assets and associated hardware. - Oversee and audit asset entries in the database to ensure proper tracking and compliance. - Submit monthly touch count reports to ensure up-to-date asset management. - Collaborate with cross-functional teams to streamline operations and provide customer service. - Adhere to company policies, procedures, and security measures. - Safely wipe data from desktops or laptops planned for disposal. - Provide customer service via phone, email, or in-person interactions. - Travel to assigned locations as required and work outside regular business hours when needed. - Maintain high attention to detail and accuracy in all tasks. Competencies: - Strong verbal and written communication skills. - Excellent customer service skills. - PC skills with MS Office Suite experience. - Ability to manage multiple tasks. - Organizational skills. - Working knowledge of MFD equipment. - Knowledge of shipping/receiving procedures. - Ability to determine correct packing methods and validate packing slips. Qualifications and Education Requirements: - High School Diploma (or equivalent) required. - 1+ years prior work experience in warehouse, shipping and receiving preferred. - Ability to work assigned hours. - Excellent organizational and time management skills. - Analytical and problem-solving abilities. - Written and verbal communication skills. - Ability to learn computer-based systems required for the position. - Professional appearance and adherence to policies and procedures. Physical Demands: - Fine and gross motor skills to grasp, lift, and move packages using wheeled carts (up to 60 lbs capacity). - Ability to walk, bend, kneel, stand, or sit for extended periods. - Manual dexterity for operating office machinery. - Ability to lift or move 40 lbs or greater frequently. Travel: None or negligible. What We Offer: Career Growth opportunities. Learning & Development programs. Employee recognition programs. Comprehensive benefits including Medical, Dental, Vision, HSA, 401k with matching, Paid Time Off, insurance options, education discounts, and additional voluntary benefits. Note: Benefit offerings may vary for positions under 30 hours per week.

🏢 Summary: Field-based Account Liaison role focused on building referral partnerships, educating healthcare providers and families about hospice and palliative care services, and supporting business growth across Dallas County. The position involves community outreach, referral coordination, and collaboration with clinical teams to expand access to person-centered hospice care. 🗂️ Requirements: Minimum 2 years of healthcare sales, business development, or marketing experience, Hospice or home health experience preferred, Ability to build relationships with healthcare providers and referral partners, Strong communication and interpersonal skills, Ability to educate diverse audiences about hospice services, Proficiency with Microsoft Office, Experience with electronic medical record systems, Valid driver's license, Reliable transportation, Ability to maintain HIPAA compliance 📃 Skills: Microsoft, EMR, HIPAA 🏢 Description: At Arc Hospice & Palliative Care, we are united by a mission to bring comfort, dignity, and compassionate support to every patient and family we serve. Join a team where your work has purpose, and your growth is supported. Arc Hospice & Palliative Care is dedicated to compassionate, community-rooted end-of-life care. As an Account Liaison, you'll represent Arc Hospice & Palliative Care with purpose and compassion, building trusted relationships with referral partners, supporting families, and expanding access to care across Dallas County with focus on Nursing Homes and other facilities. Every life follows a unique arc and your outreach helps ensure each one is met with comfort, dignity, and respect. Overview The Account Liaison is responsible for building and maintaining relationships with referral sources to promote awareness of Arc Hospice & Palliative Care services. This field-based role generates new business opportunities, supports referral conversion, and serves as a key representative of Arc within the community. The Liaison collaborates closely with operational and clinical leaders to ensure alignment between referral needs and service capabilities. This is a performance-driven role focused on consistent outreach, education, and engagement across the assigned territory. Key Responsibilities • Represent Arc Hospice & Palliative Care in the community with professionalism and compassion. • Develop and maintain strong relationships with physicians, hospitals, nursing homes, assisted living facilities, senior communities, and other referral partners. • Meet with patients and families to review hospice philosophy, explain services, answer questions, and obtain signed consents for care. • Educate healthcare providers and community members on hospice and palliative care services. • Conduct in-services, presentations, and community outreach events to raise awareness. • Support referral generation and facilitate timely communication with the intake and clinical teams. • Identify opportunities for partnership or collaboration to enhance access to care. • Track outreach activities and maintain accurate records in accordance with company documentation standards. • Maintain awareness of competitor activity and market trends in the assigned territory. • Participate in team meetings and contribute to ongoing strategy and planning discussions. • Support the company's mission to deliver high-quality, person-centered care. • Maintain confidentiality and adhere to all HIPAA regulations. • Perform other duties as assigned. Qualifications • Bachelor's degree preferred. • Minimum of two (2) years of experience in healthcare sales, business development, or marketing; hospice or home health experience strongly preferred. • Strong interpersonal, communication, and relationship-building skills. • Ability to educate diverse audiences about hospice services with clarity and empathy. • Highly organized, self-directed, and goal-oriented. • Proficient with Microsoft Office and electronic medical record systems. • Valid driver's license and reliable transportation required. • Demonstrated empathy, sensitivity, and ability to support patients and families from diverse backgrounds. • Demonstrates a strong commitment to delivering high-quality, person-centered care that reflects Arc Hospice & Palliative Care's mission, values, and standards of dignity, respect, compassion, and integrity. Compensation $75,000 USD Arc Hospice & Palliative Care is an Equal Opportunity Employer and welcomes applicants from all backgrounds to join us in delivering compassionate, inclusive care.

🏢 Summary: The Client Services Associate delivers on-site mailroom, shipping/receiving, office support, and front desk coverage while ensuring high service standards. The role includes handling inbound/outbound mail, maintaining office equipment and supplies, supporting meetings, and performing light maintenance. This position requires strong organizational skills, customer service focus, and proficiency with office systems and equipment. 🗂️ Requirements: High School Diploma or equivalent, Knowledge of shipping and receiving procedures, Working knowledge of multi-function devices (MFD), Proficiency in MS Office Suite, Ability to operate office machinery, Ability to lift 40 lbs or more frequently, Ability to manage multiple tasks simultaneously, Strong organizational and time management skills, Ability to work assigned hours, Professional appearance and adherence to policies 📃 Skills: MSOffice, MFD, Shipping, Receiving, DataEntry, Inventory, Copying, Printing, Packaging, ComputerSystems 🏢 Description: Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), ensuring copy/print machines are functional and stocked, serving as backup to the front office (reception/concierge), and providing light maintenance/cleaning. This position offers the highest level of service to all employees while maintaining a professional image by providing prompt, courteous, and efficient service. Duties and Responsibilities: - Provides 5-star customer service to all employees. - Receives inbound mail/packages, sorts incoming mail, and inputs into chain of custody software. - Manages outgoing mail/package transactions. - Performs shipping and receiving duties. - Notifies employees upon receipt of inbound deliveries. - Distributes mail/packages to personnel. - Acts as point of contact for mail/package inquiries. - Performs daily key operations of multi-function devices (ensuring functionality and replenishing toner/paper). - Submits work orders as required. - Services and replenishes pantry, conference, kitchen, and meeting areas. - Performs meeting and conference room setups. - Assists with building occupant moves. - Performs light maintenance and cleaning duties. - Maintains Business Service Center area in a neat and orderly fashion. - Monitors and replenishes office supplies. - Assists with copy/print orders and equipment monitoring. - Trains backup staff on policies and procedures. - Provides reception/concierge coverage as needed. Competencies: - Strong verbal and written communication skills. - Excellent customer service skills. - PC skills with MS Office Suite experience. - Ability to handle multiple tasks simultaneously. - Good organizational skills. - Working knowledge of MFD equipment. - Knowledge of shipping/receiving procedures. - Ability to validate packing slips and select proper packing materials. Qualifications and Education Requirements: - High School Diploma (or equivalent) required. - 1+ years prior work experience preferred. - Excellent organizational and time management skills. - Analytical and problem-solving abilities. - Current knowledge or ability to learn required computer-based systems. - Professional appearance and attitude. - Adherence to company policies and procedures. Physical Demands: - Ability to grasp, lift, and move packages using a wheeled cart (up to 60 lbs capacity). - Ability to lift or move 40 lbs or more frequently. - Ability to walk, bend, kneel, stand, and sit for extended periods. - Manual dexterity for operating office machinery. Travel: None or negligible. Pay Range: $18.50—$19.50 USD What We Offer: - Career growth opportunities. - Learning and development programs. - Employee recognition programs. - Comprehensive benefits including Medical, Dental, Vision, HSA, 401k with matching, Life Insurance, Disability coverage, Paid Time Off, and additional supplemental benefits.