Manager, Client Service

🏢 Summary: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - 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 options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Entry-level Financial Planner role within a centralized Financial Planning Group, responsible for preparing comprehensive financial plans and analyses to support Wealth Management Teams. The position focuses on document analysis, data management, and use of financial planning software to deliver customized client plans. Ideal for candidates beginning their CFP® path and seeking to build technical expertise in financial planning. 🗂️ Requirements: Bachelor’s degree (Financial Planning, Business, Economics, Psychology, Finance or related), CFP® coursework started, Proficiency in MS Word, Excel, PowerPoint, Outlook, Experience with Salesforce and financial planning software, Strong analytical and organizational skills, Ability to manage multiple priorities and meet deadlines, Customer service orientation, Ability to travel up to 10%, Availability during standard business hours 📃 Skills: Excel, Word, PowerPoint, Outlook, Salesforce, eMoney, Morningstar, SS Analyzer, CRM, portfolio analysis, tax planning 🏢 Description: Job Summary: Financial planning is the foundation of the organization. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. Essential Job Functions: - Prepare financial plans for prospective clients and existing clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. - Work with the sales team and advisors to collect documents from clients to prepare the financial plan. - Use financial planning tools (eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. - Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. - Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations. - Keep current on financial planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. - Assist with creating and implementation of workflows and procedures to improve efficiency and enhance team processes. Required Knowledge, Skills and Abilities: - Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related). - Has begun CFP® coursework. - At least 1 year of financial industry related experience preferred. - Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. - Excellent verbal, written, analytical and organizational skills. - Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment. - Customer service orientation, coachable, and eager to learn. - Highly flexible and able to maintain confidentiality. - Ability to travel up to 10%. 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. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 10% of the 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 HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - 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 options and per pay period match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 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: 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: On-site Service Delivery Supervisor role overseeing lockbox processing operations, supervising teams across multiple projects, and ensuring daily service delivery, client satisfaction, and compliance with operational standards. The position combines hands-on operational management with staff leadership, performance monitoring, and continuous process improvement. Offers competitive compensation and comprehensive benefits. 🗂️ Requirements: 3+ years of related office experience, Previous management/supervisory experience overseeing 5–10 employees, Experience in hospitality services (preferred), Ability to manage daily lockbox processing operations, Exceptional computer skills, Ability to work independently with minimal direction, Ability to lift and move 40 lbs frequently, Manual dexterity to operate office equipment, Strong understanding of selling skills, Strong integrity and business ethics 📃 Skills: Lockbox, Metrics, Productivity, Quality, Office, DataEntry, Greenhouse, Computer, Reporting, Scheduling 🏢 Description: We have an excellent opportunity for an experienced Service Delivery Supervisor to oversee lockbox processing operations. SPS offers a competitive benefits package including paid time off, paid holidays, medical, dental, vision, legal and life insurance, transit program, referral bonuses, pet insurance, EAP, tuition discounts and a 401K with company match. Description: The Service Delivery Supervisor (SDS) is responsible for overseeing all areas of Lockbox Processing. This role provides leadership and functions as a working supervisor by guiding and directing lockbox activities. The position sits on-site with the client and may oversee multiple sites or projects. Responsibilities include daily service delivery, employee management, overall customer satisfaction, and adherence to company policies. The supervisor acts as the primary daily client contact in coordination with the Service Delivery Manager while overseeing all onsite supervisory functions. Overall, this position continuously offers the highest level of service to client and employees while maintaining a professional image by providing prompt, courteous, and efficient service. What You Will Do: - Lead and supervise daily lockbox processing activities to ensure operational efficiency - Ensure compliance with agreed-upon service levels - Monitor staff productivity and quality metrics - Organize and assist in control of assigned project work - Ensure standards and procedures are followed - Communicate effectively with team members and management - Support staffing and schedule planning - Train and mentor staff to ensure adherence to procedures and best practices - Analyze monthly metrics and implement improvements - Drive change and innovation to improve business processes - Participate in succession planning at the site Requirements: - 3+ years of related office experience (hospitality services experience preferred) - Previous supervisory experience managing 5–10 employees - Exceptional computer skills - Ability to work independently with minimal direction - Ability to perform physical duties including lifting and moving 40 lbs - Manual dexterity for operating office machinery and performing data entry - Strong understanding of selling skills - Strong integrity and solid business ethics Physical Demands: - Ability to grasp, lift, carry, or move packages using a wheeled cart (up to 60 lbs capacity) - Ability to walk, bend, kneel, stand, or sit for extended periods - Manual dexterity to operate office machinery and input data while on the phone - Specific vision abilities including close and distance vision, focus adjustment, and color differentiation Travel: None or negligible Compensation: The expected compensation is $27 per hour. Final offer depends on skills, experience, and job-related factors. Benefits: - Career growth opportunities - Learning and development programs - Employee recognition programs - Comprehensive benefits including Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. The Greenhouse applicant tracking system is used and does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy.

🏢 Summary: Part-time Employer Outreach & Career Services Specialist role focused on actively sourcing job opportunities and matching recent graduates with employers. The position combines alumni engagement, multi-channel outreach, and direct employer relationship building to drive strong placement outcomes. Success is measured by high engagement rates, effective use of CRM tools, and consistent job placements. 🗂️ Requirements: Minimum 2–3 years experience in Career Services, workforce development, university, or technical staffing environment, Hands-on experience with Handshake, Hands-on experience with HubSpot or similar CRM, Proficiency in Google Suite (Docs, Sheets, Drive, Meet), Ability to conduct multi-channel outreach (email, phone, text), Strong written and verbal communication skills, Experience sourcing employers and facilitating job placements 📃 Skills: Handshake, HubSpot, CRM, GoogleDocs, GoogleSheets, GoogleDrive, GoogleMeet, Email, Phone, Texting, DataTracking 🏢 Description: Title: Employer Outreach & Career Services Specialist Reports to: Program Manager Rate: $27 - $30/hour A massive part of this role isn't just getting alumni job-ready - it's actively bringing the jobs to them. As our Employer Outreach & Placement Specialist, you will serve as the crucial link between eager, qualified college graduates and companies looking for talent. You will spend your days hunting for open roles, building relationships with hiring managers, and advocating for our alumni pool. This isn't a passive advisory role; it's an active matchmaking position where you will source leads, pitch candidates, and open doors that accelerate our graduates' careers. You will actively engage with recent graduates and alumni via multi-channel outreach, schedule 1:1 coaching sessions, and bridge the gap between talent and opportunity by building relationships with potential employers. Key Responsibilities Alumni Engagement & Multi-Channel Outreach - Execute proactive outreach campaigns to recent graduates and alumni using email, phone, and text message to drive engagement with Career Services. - Maintain an active pipeline of unplaced alumni, consistently re-engaging them to understand their career goals and employment status. - Track and document all outreach efforts, touchpoints, and engagement metrics. Employer Outreach & Placement Services - Actively source and connect with potential employers to identify open roles, internships, and hiring needs that align with the alumni pool. - Act as a "matchmaker" by pitching qualified alumni directly to hiring managers and facilitating interviews. - Stay informed of industry hiring trends to provide relevant, actionable market insights to job seekers. Qualifications & Requirements Minimum Requirements: - Minimum 2–3 years of direct experience within a Career Services department, workforce development, university, or technical staffing environment. - Hands-on experience using Handshake, HubSpot (or a similar CRM), and Google Suite (Docs, Sheets, Drive, Meet). - Exceptional written, verbal, and interpersonal communication skills, including the ability to text and cold-call alumni and employers with professionalism. Preferred (Not Required): - Certified Professional Career Coach (CPCC), Certified Professional Resume Writer (CPRW), or equivalent certification. - Experience building and scaling employer partner networks. What Success Looks Like in This Role - High Engagement: Converting cold alumni outreach into active 1:1 coaching relationships. - Strong Placement Rates: Moving alumni from "searching" to "hired" through targeted employer connections. - Data Accuracy: Keeping HubSpot updated in real time, ensuring accurate tracking of alumni progress and communication histories.

🏢 Summary: The role focuses on managing and overseeing infrastructure and network changes to ensure safe execution and minimal impact on business operations. It involves evaluating, monitoring, and coordinating high-risk network changes while collaborating with infrastructure and application teams in a large-scale enterprise environment. The position also supports root-cause analysis, problem management, and continuous process improvement within network operations. 🗂️ Requirements: 5-7 years of experience in Network Engineering or Network Operations, Experience with enterprise-level network services, Experience with network change management and risk assessment, Knowledge of network protocols and TCP/IP communications, Experience with network vendor equipment configuration, Experience with root-cause analysis and problem management, Understanding of distributed and cloud platform architectures, Bachelor’s degree or equivalent experience 📃 Skills: Cisco, Nexus, Arista, Juniper, F5, Citrix, Checkpoint, PaloAlto, TCP/IP, IPv4, QoS, IPSEC, VPN, OSPF, EIGRP, BGP, DHCP, DNS, FTP, TFTP, IaaS, PaaS, SaaS, ECS, Andromeda, ServiceNow 🏢 Description: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Citi’s USCC & Wealth business is building a purpose-driven team to serve its globally diverse, digitally forward customers in top cities around the world. We’re looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients. Overview of the Role Citi’s USCC & Wealth Production Management organization serves the global suite of products providing a full range of innovative and comprehensive set of services. Our businesses also offer industry-leading advanced technology, a strong worldwide presence and a powerful global franchise. The USCC & Wealth Infrastructure Change Management team reviews all infrastructure changes submitted by our Foundational Services partners. This position will require the ability to understand the potential impact of documented changes on the overall availability of the network with a focus on ensuring safe change execution. Additionally, the position will monitor high-risk network change activities during execution and facilitate immediate notification for any unplanned impacts. This role will also partner with the Foundational Services teams to facilitate large scale project initiatives and assist with planning and execution. Responsibilities Evaluate network changes to identify changes that might conflict with other planned infrastructure or application changes. When applicable, propose modifications to timing or other details in the change record to mitigate risk and ensure the change is successful. Document decisions regarding network changes within change tracker. Ensure required controls and processes are in place to maintain business continuity during network changes. Work with both infrastructure and application teams to develop an agreed upon execution plan for higher risk changes. Participate in change monitoring and oversight during weekend implementation green zones. Collaborate with Network teams on large scale network initiatives (EOVS refresh, platform upgrades, and new build-outs). Track and perform root-cause analysis of application impacts caused by network changes. Participate in Problem Management reviews of network change caused major incidents. Review network change failure root-causes and collaborate with the Foundational Services teams to make process improvements. Participate in discussions regarding the ServiceNow SaaS Risk Calculator and make recommendations for improvements. Qualifications: 5-7 years of experience in a Network Engineering or Network Operations role. Understanding of network services used by large financial organizations. Proven track record of operational process improvements. Ability to work independently, multi-task, and take ownership. Ability to work in a matrix environment and partner with other technology teams. Ability to work under pressure and manage to tight deadlines. Able to effectively communicate with both management and technical personnel regarding network technology changes, and risks surrounding planned activities. Technical Skills: Familiarity with network vendor equipment configuration and operation (Cisco, Nexus, Arista, Juniper, F5, Citrix, Checkpoint, Palo Alto) Knowledge of enterprise TCP/IP communications (IPv4, QoS, IPSEC, VPN, etc.) Understanding of network protocols: (OSPF EIGRP BGP DHCP DNS FTP TFTP) Familiarity with various distributed platform architectures (IaaS, PaaS, SaaS) Knowledge of emerging container platforms (ECS/Andromeda/Bare Metal/Public Cloud) Education: Bachelor’s degree/University degree or equivalent experience We offer: By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as: Private Medical Care Program Life Insurance Program Pension Plan contribution (PPE Program) Employee Assistance Program Paid Parental Leave Program (maternity and paternity leave) Sport Card Holidays Allowance Sport and team recreation activities Special offers and discounts for employees Access to an array of learning and development resources A discretional annual performance related bonus A chance to make a difference with various affinity networks and charity initiatives Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Systems & Engineering ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location Full Time Salary Range: 241 750,00 zł - 411 650,00 zł ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------ This job opening is for an existing job vacancy. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.

🏢 Summary: The Client Success Manager role focuses on managing and supporting healthcare clients using EDI and revenue cycle management solutions, acting as the primary escalation point and ensuring successful onboarding, issue resolution, and retention. The position involves troubleshooting claims and data issues, collaborating cross-functionally, and maintaining accurate reporting in Salesforce. It requires strong expertise in healthcare EDI standards, billing processes, and client account management. 🗂️ Requirements: Bachelor's degree in healthcare administration, information technology, or equivalent experience, 2+ years of experience in account management or customer support within healthcare EDI, Deep understanding of EDI standards and protocols, Knowledge of healthcare billing and claims processes, Ability to manage client escalations and resolve transaction issues, Willingness to travel up to 20% 📃 Skills: EDI, Salesforce, Healthcare, Billing, Claims, RevenueCycle, Cloud, CRM 🏢 Description: About the Role We’re looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. The role serves as the primary escalation point for assigned clients, collaborates with Sales Account Management on communications and projects, oversees implementations and solutions, provides proactive support, resolves issues, and drives client retention. What You’ll Do Client Relationship Management - Build and maintain strong relationships with healthcare clients, understanding their specific business operations. - Serve as the primary escalation point for providers, addressing inquiries, concerns, and requests professionally. - Conduct proactive client outreach based on schedules outlined by Client Services leadership. Onboarding - Partner with the onboarding team to ensure a seamless transition for clients. - Partner with the Learning Experience team to ensure clients have access to necessary training resources. Transaction Support - Troubleshoot and resolve issues, including rejected claims and data discrepancies. - Assist clients in optimizing processes to enhance efficiency and reduce errors. Documentation and Reporting - Utilize Salesforce to maintain accurate records of client interactions and issue resolutions. Collaboration and Cross-Functional Teamwork - Collaborate with IT/Engineering, Sales, compliance, and client support teams to deliver comprehensive solutions and resolve issues. - Contribute to the development and improvement of internal systems, processes, and products. What You’ll Need - Bachelor’s degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. - 2+ years of related experience and/or training in account management or customer support within healthcare EDI. - Deep understanding of EDI standards, protocols, and healthcare industry practices. - Familiarity with healthcare billing and claims processes. Nice to Have - Familiarity with EDI software and systems. Travel Requirements - Up to 20% travel for client meetings, team gatherings, or company events. Pay Transparency Compensation may vary based on skills, experience, and location. Employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, and paid time off. Salary range: $55,000—$65,000 USD. EEO Note The company is an Equal Opportunity Employer and does not discriminate on the basis of legally protected characteristics.