<p>We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided. </p>
<p>We are looking for a skilled Application Support Analyst to join our team in Buffalo, New York. This role involves managing and supporting business applications, ensuring their optimal performance, and collaborating with vendors on hosted platforms. The ideal candidate will have a solid technical background, strong problem-solving skills, and the ability to work effectively in a fast-paced environment.</p>
We are looking for an Application Support Engineer to provide hands-on support for enterprise Windows environments and help maintain secure, reliable technology operations in Jacksonville, Florida. This role focuses on endpoint administration, identity services, and security tools across both on-premises and cloud platforms. The ideal candidate brings strong troubleshooting ability, works well across technical teams, and is committed to improving system performance, compliance, and user support.<br><br>Responsibilities:<br>• Oversee the deployment, configuration, and ongoing support of Windows 10 and Windows 11 endpoints across the organization.<br>• Administer Microsoft Intune to manage device policies, software updates, patching schedules, and compliance standards.<br>• Support Azure-based services with an emphasis on identity management, endpoint administration, and platform security.<br>• Maintain both on-premises Active Directory and Azure AD / Entra ID, including user access, directory synchronization, and account lifecycle processes.<br>• Contribute to security operations by supporting endpoint protection, identity safeguards, and access governance measures.<br>• Manage and support network access control solutions such as Portnox or comparable platforms.<br>• Configure and monitor Azure security and compliance capabilities, including Conditional Access, Defender, security baselines, and policy controls.<br>• Troubleshoot basic network and connectivity issues affecting user access, endpoint communication, and general infrastructure services.<br>• Serve as an advanced escalation resource for technical support issues, delivering effective resolution for complex end-user problems.<br>• Partner with IT, Security, and Infrastructure teams to refine documentation, strengthen operational practices, and improve the overall security posture.
We are looking for a dynamic and experienced Customer Success Consultant (Pre-Sales) to join our team on a long-term contract basis. Based in Grapevine, Texas, this role is pivotal in driving sales performance while fostering strong, lasting relationships with customers and partners. The ideal candidate will act as a strategic advisor, ensuring seamless adoption, retention, and growth of our solutions.<br><br>Responsibilities:<br>• Develop and implement sales strategies to achieve regional growth and exceed sales targets.<br>• Build and maintain strong relationships with partners, providing training and support to enable effective solution selling.<br>• Collaborate with customers and partners to design tailored solutions, conduct product demonstrations, and deliver proofs of concept.<br>• Drive customer success by ensuring adoption, value realization, and long-term satisfaction with our products.<br>• Identify new sales opportunities and expand market presence by cultivating new channels and partnerships.<br>• Maintain accurate sales pipeline data and forecasts using company tools to support operational excellence.<br>• Represent the company at industry events, webinars, and regional campaigns to promote our solutions and value proposition.<br>• Stay updated on industry trends, product developments, and customer needs to provide thought leadership and strategic insights.<br>• Support marketing efforts by contributing to regional campaigns and sharing expertise in partner enablement initiatives.<br>• Actively collaborate with internal teams to document agreements, strategies, and customer feedback for continuous improvement.
<p>The Early Career Help Desk Technician provides first‑level technical support to end users by resolving common hardware, software, and access issues. This role is ideal for individuals beginning their IT career who are eager to learn, grow technical skills, and build experience in a professional support environment. The technician will work closely with IT team members to ensure timely issue resolution and a positive user experience.</p><p><br></p><p>Key Responsibilities</p><ul><li>Provide Tier 1 technical support for desktops, laptops, mobile devices, and peripherals</li><li>Respond to tickets, emails, and phone requests in a timely and professional manner</li><li>Troubleshoot basic hardware, software, and connectivity issues</li><li>Assist with user account setup, password resets, and access requests</li><li>Support Windows and/or macOS operating systems and common business applications</li><li>Document issues, troubleshooting steps, and resolutions in the ticketing system</li><li>Escalate complex issues to Tier 2 or specialized IT teams as needed</li><li>Assist with onboarding/offboarding tasks and workstation setup</li><li>Follow IT procedures, security policies, and service standards</li></ul>
<p>Are you passionate about making a positive impact in your community? We are working with a large nonprofit organization seeking a Bilingual (Spanish) Help Line Call Center Agent and be a vital connection for individuals seeking support, information, and resources. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming calls and provide compassionate assistance to clients in need.</li><li>Assess caller needs promptly and connect them with appropriate support services or resources.</li><li>Maintain accurate records of all interactions and ensure confidentiality of sensitive information.</li><li>Input and manage data related to client cases and referrals efficiently.</li><li>Participate in ongoing training to remain knowledgeable about available support programs.</li><li>Collaborate with team members and external partners to meet organizational goals.</li></ul><p><br></p>
<p>We are seeking a knowledgeable and proactive MAC Support Technician to join our IT team. The ideal candidate will have extensive experience with Tanium, JAMF, and enterprise-level MAC environments. The MAC Support Technician will be responsible for managing and supporting our fleet of Apple devices, ensuring their optimal performance and security.</p><p> </p><p>Key Responsibilities:</p><ul><li>Provide technical support for MAC users, addressing hardware, software, and network issues efficiently.</li><li>Manage and deploy MAC devices using JAMF Pro, including configuration, maintenance, and troubleshooting.</li><li>Utilize Tanium for endpoint management, security, and compliance monitoring.</li><li>Maintain and optimize enterprise MAC environments, ensuring seamless integration and operation.</li><li>Perform routine updates, patch management, and system maintenance to ensure the reliability and security of MAC devices.</li><li>Collaborate with the IT team to develop and implement policies and procedures for MAC management.</li><li>Conduct training sessions and provide guidance to end-users on MAC functionalities and best practices.</li><li>Document support activities, configurations, and procedures accurately.</li><li>Stay updated with the latest industry trends and best practices in MAC support and management.</li></ul><p><br></p>
We are looking for an End User Support specialist to provide on-site technical assistance in Lehigh Acres, Florida. This Long-term Contract opportunity is ideal for someone who enjoys solving day-to-day technology issues, supporting a wide range of user devices, and delivering responsive service in a fast-moving environment. The person in this role will help maintain productivity by resolving desktop, mobile, network, and conference room technology problems efficiently.<br><br>Responsibilities:<br>• Deliver in-person support for employees by diagnosing and resolving issues involving computers, software applications, printers, and other end-user equipment.<br>• Investigate and correct problems across Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, to keep users working effectively.<br>• Perform foundational network support tasks such as reviewing IP configurations, addressing connectivity problems, assisting with wireless access, and resetting Windows-based workstations when needed.<br>• Provide technical assistance for Apple hardware and iOS devices, while also offering limited troubleshooting support for Android-based mobile technology.<br>• Set up, test, and troubleshoot conference room audio-visual equipment, including display systems, projectors, sound components, and collaboration tools.<br>• Respond to service requests and support tickets with a sense of urgency, prioritizing issues based on business impact and user needs.<br>• Assist users with mobile applications and peripheral devices, ensuring reliable functionality across a variety of hardware and software environments.
<p><strong>Help Desk Support, Tier II</strong></p><p>On-site | Austin, TX | Contract</p><p><br></p><p>We are looking to hire a Tier II Help Desk Support professional to deliver advanced technical assistance for employees across Austin, Texas. This contract position is ideal for someone who can take ownership of escalated support issues, resolve complex endpoint and access-related problems, and maintain a high standard of service in a manufacturing environment. The role combines hands-on troubleshooting with strong communication, documentation, and collaboration across technical teams. You will help keep daily operations running smoothly by improving issue resolution, supporting end users, and contributing to a reliable IT support experience.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Act as the next level of support for issues that require deeper technical investigation beyond the initial service desk response.</p><p>• Diagnose and resolve problems involving desktops, laptops, operating systems, business applications, network connectivity, and user access.</p><p>• Handle incidents and service requests according to established response targets while balancing urgency, impact, and user needs.</p><p>• Work closely with engineering teams, senior support resources, and external vendors to drive complex issues through to resolution.</p><p>• Configure, deploy, and maintain endpoint devices across Windows, macOS, and mobile environments, including remediation of device-related issues.</p><p>• Support core workplace technologies such as Microsoft 365, identity platforms including Azure AD and Entra ID, and collaboration tools used across the business.</p><p>• Create and maintain clear support documentation, including ticket updates, solution records, and knowledge articles for recurring issues.</p><p>• Identify patterns in support demand and recommend practical improvements, process refinements, or automation opportunities to strengthen service delivery.</p><p>• Assist with user onboarding and offboarding activities, including account access setup, permissions changes, and device preparation.</p><p>• Provide day-to-day guidance to entry-level support staff and promote adherence to IT security standards, service procedures, and documentation practices.</p>
<p>Looking for a flexible, part-time role where you can put your communication skills to work? Join a fast-paced, friendly team as a <strong>Call Center Agent</strong> and make an impact with every call!</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><ul><li>Handle inbound and/or outbound calls with professionalism and a positive attitude</li><li>Assist customers by answering questions, providing information, and resolving issues</li><li>Accurately document calls and update systems</li><li>Follow call scripts and quality guidelines while still being personable</li><li>Work collaboratively with a supportive team</li></ul><p><br></p>
We are looking for a dedicated Medical Customer Service Representative to join our team on a contract basis in Carmichael, California. In this role, you will provide essential support to patients and medical staff by ensuring smooth communication and high-quality service delivery. This is a permanent position offering valuable experience in a fast-paced outpatient setting.<br><br>Responsibilities:<br>• Respond promptly to patient inquiries, providing accurate information and exceptional service.<br>• Assist with scheduling appointments and managing patient calendars efficiently.<br>• Verify medical insurance details and update patient records accordingly.<br>• Handle inbound calls related to billing, scheduling, and general patient concerns.<br>• Maintain and organize medical charts, ensuring data accuracy and confidentiality.<br>• Perform reminder calls for upcoming appointments to enhance patient compliance.<br>• Utilize electronic practice management systems to streamline office operations.<br>• Collaborate with medical staff to optimize clinic workflows and patient experience.<br>• Ensure compliance with all relevant medical office policies and procedures.<br>• Operate standard office equipment and software to support daily administrative tasks.
<p>Our client is looking for a motivated and detail-oriented Senior Customer Service Lead to oversee a team of customer service representatives and enhance overall client satisfaction. Based in Hoffman Estates, Illinois, this role is pivotal in managing customer accounts, improving operational workflows, and ensuring seamless order-to-cash processes. The ideal candidate will thrive in a collaborative environment, driving efficiency while mentoring team members to deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and coordinate customer order processing, delivery schedules, and sales orders while ensuring smooth transitions to fulfillment and accounting teams.</p><p>• Establish and enforce response-time service level agreements (SLAs) for customer inquiries, coaching team members to meet accuracy and speed benchmarks.</p><p>• Analyze customer order patterns and inventory signals to proactively secure orders and avoid service disruptions.</p><p>• Collaborate with sales teams to forecast demand and provide actionable input during Monthly Sales & Inventory planning meetings.</p><p>• Streamline workflows for quotes, pricing, inventory availability, and delivery timelines, ensuring documentation of standard procedures for consistency.</p><p>• Mentor customer service representatives through regular one-on-one meetings, performance evaluations, and cross-training initiatives to build team expertise.</p><p>• Drive process improvements that enhance inventory management and order accuracy, contributing to overall operational efficiency.</p><p>• Partner with stakeholders to ensure customer insights are effectively translated into supply chain strategies and actionable volume signals.</p><p>• Maintain and update department standard operating procedures (SOPs) to reflect best practices and efficiency goals.</p><p>• Perform additional tasks and projects as assigned to support the department's objectives.</p><p><br></p><p>Hybrid schedule (Mon–Thurs onsite, Fridays remote)</p><p>Compensation: $70k–$85k + 10% bonus (based on company performance) </p><p>Benefits: medical, dental and vision insurance, voluntary life insurance, 401k with up to 5% match, 15 days PTO, 4 personal days and 9 holidays.</p><p><br></p>
<p>We are looking for a Sales Development Representative to join a growing team in a contract-to-permanent capacity. In this role, you will serve as an early point of contact for prospective clients, introducing solution-driven business planning tools and creating meaningful opportunities for the sales organization. This position is ideal for someone who enjoys outbound outreach, building executive-level relationships, and contributing to a fast-paced B2B SaaS sales environment.</p><p><br></p><p>Responsibilities:</p><p>• Initiate outreach to prospective enterprise customers and create a strong first impression through thoughtful, consultative conversations.</p><p>• Develop and advance sales opportunities by engaging decision-makers, identifying business needs, and securing introductory meetings for the sales team.</p><p>• Use account-based prospecting methods to target key organizations, personalize outreach, and improve engagement with high-value accounts.</p><p>• Partner closely with field sales representatives to align on territory strategy, messaging, and next-step actions for priority prospects.</p><p>• Lead conversations that focus on business value, helping prospects understand how planning, forecasting, budgeting, and modeling solutions can support their goals.</p><p>• Maintain consistent activity levels across calls, follow-ups, and pipeline development efforts to achieve weekly and monthly performance targets.</p><p>• Track outreach progress, lead status, and sales activity accurately within Salesforce and related sales tools.</p><p>• Support demand generation efforts through outbound sales and business development initiatives across B2B SaaS accounts.</p>
<p>We are looking for a Customer Service Representative to join a wholesale distribution team in Livermore, CA on a contract basis with the potential for a permanent position. This role is ideal for someone who thrives in a fast-paced sales environment, enjoys building customer relationships, and can balance accuracy with responsiveness. The position supports both customers and field sales partners by preparing pricing, managing orders, and identifying opportunities to expand business through value-added solutions.</p><p><br></p><p>Customer Service Representative Responsibilities:</p><p>• Prepare accurate, detailed customer quotations using internal systems and supplier portals to support timely sales activity.</p><p>• Enter, review, and manage customer orders with close attention to pricing, margins, and order accuracy.</p><p>• Maintain current customer records in company systems, ensuring information is complete and up to date.</p><p>• Engage with incoming leads and existing accounts to uncover additional sales potential and promote value-added offerings.</p><p>• Partner with engineering and outside sales teams to support solution-based opportunities and customer needs.</p><p>• Respond to customer inquiries professionally during scheduled business hours, providing dependable and timely service.</p><p>• Resolve order-related issues such as shipment discrepancies, delays, and product concerns while keeping customers informed.</p><p>• Assist with urgent order follow-up and expediting requests when timelines require additional coordination.</p><p>• Build knowledge of product lines, internal workflows, and system processes through ongoing training and daily application.</p><p>• Contribute to additional projects and operational tasks as assigned to support the broader sales function.</p><p><br></p><p>If you are interested in this Customer Service Representative position, please submit your resume today.</p>
<p>We are looking for a motivated and results-driven Inside Sales Representative to join our team in Bakersfield, California. This position involves building strong relationships with industry contacts, identifying new business opportunities, and driving revenue growth in the real estate and property sector. If you are passionate about sales, networking, and delivering exceptional service, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Cultivate and maintain strong referral partnerships with real estate agents, mortgage brokers, builders, and other industry contacts.</p><p>• Identify and pursue new business opportunities through targeted outreach, networking events, and community engagement.</p><p>• Educate partners on title, escrow, and underwriting processes to position the company as a trusted resource in the industry.</p><p>• Develop and execute strategic sales plans to achieve or exceed monthly and quarterly revenue targets.</p><p>• Track sales activities, manage pipelines, and monitor opportunities using company-provided tools and systems.</p><p>• Collaborate with internal teams, including escrow, title, and operations, to ensure a seamless client experience and high customer retention.</p><p>• Stay informed about local market trends, competitor activities, and changes in real estate or lending regulations.</p><p>• Represent the company at industry events, open houses, broker tours, and relevant associations to enhance visibility and build connections.</p>
<p>Our client is a specialized provider of custom crating, packaging, and logistics solutions for fragile, high-value, oversized, and complex items. They support clients across industries such as manufacturing, technology, healthcare, and fine art, managing both domestic and international shipments with a strong emphasis on safety, compliance, and seamless end-to-end service.</p><p><br></p><p>They are seeking an <strong>Inside Sales Representative</strong> to strengthen client relationships, develop tailored shipping and packaging solutions, and support ongoing business growth. This role is ideal for a customer-focused sales professional who can understand client needs, coordinate customized service solutions, and help drive revenue through responsive, consultative support.</p><p><br></p><p>Key Responsibilities</p><ul><li>Answer incoming calls and provide professional, friendly customer support</li><li>Take accurate messages and direct client inquiries to the appropriate team members</li><li>Follow up with current and prospective clients to share information about services and solutions</li><li>Prepare quotes, support order processing, and assist in closing sales</li><li>Reach out to a provided list of registered or previously engaged clients to identify upcoming shipping needs</li><li>Maintain timely, organized email communication, including follow-ups and resolution of open items</li><li>Accurately track customer interactions and sales activity in internal systems</li></ul>
We are looking for a motivated Inside Sales Representative to join our team in Greenville, South Carolina. In this role, you will serve as a key connection between borrowers and financial institutions, focusing on building relationships and driving loan transactions. This is a Contract to permanent position, offering an excellent opportunity to grow within a dynamic credit union environment.<br><br>Responsibilities:<br>• Build and maintain strong relationships with clients to encourage repeat business and referrals.<br>• Conduct outreach to potential borrowers to promote loan services and identify new opportunities.<br>• Guide clients through the loan application and approval process, ensuring a smooth and transparent experience.<br>• Negotiate loan terms and ensure compliance with financial regulations and company policies.<br>• Develop and implement strategies to achieve and exceed sales targets.<br>• Collaborate with internal teams to streamline processes and improve overall client satisfaction.<br>• Monitor market trends and competitor activities to remain competitive and identify growth opportunities.<br>• Provide timely and accurate reports on sales performance and client interactions.<br>• Educate clients on available loan products and services to meet their financial needs.
We are looking for an Inside Sales Representative to join a growing team in Cypress, California in a contract-to-permanent position. This role is suited for someone who enjoys building customer relationships, identifying revenue opportunities, and supporting sales growth through proactive outreach. The ideal candidate brings a strong background in inside sales and a sharp understanding of retail buying patterns, with the ability to turn leads into long-term business.<br><br>Responsibilities:<br>• Develop and maintain relationships with customers through consistent phone, email, and virtual outreach to expand account activity.<br>• Identify opportunities to grow revenue by promoting relevant products, upselling effectively, and encouraging repeat business.<br>• Partner with retail buyers and customer contacts to understand purchasing needs, timelines, and product preferences.<br>• Track sales activity, maintain accurate account information, and follow up on quotes, orders, and open opportunities.<br>• Work toward annual sales objectives by managing a pipeline of prospects and prioritizing high-value accounts.<br>• Collaborate with internal teams to ensure smooth order processing, product availability, and timely customer support.
<p>Do you thrive in fast‑paced call center environments and enjoy coaching others to succeed? We’re partnering with a growing organization in the Harrisburg area that’s seeking a <strong>Call Center Lead</strong> to guide daily operations and support frontline customer service staff.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><ul><li>Serving as a go‑to resource for Customer Service Representatives</li><li>Providing real‑time support, coaching, and call assistance</li><li>Monitoring calls and performance metrics</li><li>Assisting with scheduling, training, and quality standards</li><li>Escalating and resolving complex customer issues</li><li>Helping keep morale high and the floor running smoothly</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a personable and results-driven Client Advisor / Sales Specialist to support customers in Honolulu, Hawaii as they explore flooring and home improvement solutions. In this role, you will build strong client relationships, provide thoughtful product guidance, and help turn showroom visits and inquiries into successful sales. This opportunity is ideal for someone who enjoys a consultative sales environment, stays organized through every stage of the order process, and works well across teams. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling Erica Huggins at 808.452.0256.</p><p><br></p><p>Responsibilities:</p><p>• Welcome showroom visitors with a detail-oriented, customer-focused approach and help them identify products that match their needs and preferences.</p><p>• Lead customers through a structured consultative sales experience, offering recommendations and answering questions to support confident purchasing decisions.</p><p>• Expand sales activity through regular outreach, timely follow-up on inquiries, and continued engagement with past customers to encourage repeat business and referrals.</p><p>• Oversee customer orders from initial selection through completion, ensuring details are accurate and progress stays on schedule.</p><p>• Develop new business opportunities by cultivating referral sources, connecting through networking efforts, and responding to incoming leads.</p><p>• Partner with internal teams such as production and operations to coordinate service delivery and maintain a smooth customer experience.</p><p>• Maintain strong knowledge of available products and help keep showroom presentations organized, current, and appealing to visitors.</p><p>• Use company sales tools and systems to document leads, monitor follow-up activity, and track progress toward sales goals.</p>
<p>Client Services Administrator </p><p><br></p><p>Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Meet and greet clients, providing a welcoming and polished first impression</p><p>Answer client and internal phone calls promptly and courteously</p><p>Oversee office operations, ensuring a smooth and efficient workplace</p><p>Schedule, set up, and coordinate client meetings and appointments</p><p>Order office supplies and proactively maintain inventory levels</p><p>Monitor and ensure that all office equipment is fully operable and well stocked</p><p>Collect and process client fees on a monthly basis</p><p>Enter client orders into our internal system with accuracy and attention to detail</p><p>Process account changes and updates at client request</p><p>Handle other general administrative duties as needed to support the team</p><p><br></p><p>Why Join Our Team?</p><p><br></p><p>Direct hire, full-time opportunity with a well-established wealth management firm</p><p>Excellent benefits package, including a robust PTO/Vacation allowance</p><p><br></p><p>How to Apply: Please submit your resume via this job posting and call our office directly to schedule a personal interview at 423-265-5561.</p><p><br></p><p>We look forward to hearing from you—apply today to take the next step in your administrative career!</p>
<p>Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p><br></p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p><br></p><p><strong>For quickest consideration, please send a message to Jennifer Fukumae on Linkedin!</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning & Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations & Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance & Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>
<p>We are seeking a results-driven <strong>Client Solutions Manager</strong> to support growth within our <strong>Technology Contract Talent</strong> practice. This role is responsible for developing client relationships, driving business development, and delivering talent solutions that help organizations address critical technology skills gaps and project demands. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Build and expand relationships with hiring managers and key decision-makers across client organizations. Based on general knowledge.</li><li>Generate new business opportunities for contract talent solutions within the technology space. Based on general knowledge.</li><li>Consult with clients on workforce needs, project priorities, and staffing strategies. Based on general knowledge.</li><li>Partner closely with recruiting teams to align talent pipelines with client demand. Based on general knowledge.</li><li>Present tailored contract staffing solutions for initiatives involving security, AI, data, software development, cloud, and IT operations. </li><li>Manage the full client engagement lifecycle, from prospecting and business development through job order intake and ongoing account management. Based on general knowledge.</li><li>Maintain a high level of market activity and develop a strong network within the local technology community. Based on general knowledge.</li></ul><p><br></p>
We are looking for a detail-oriented IT Manufacturing Support specialist to join our team in Pittsburg, Kansas. This long-term contract position is ideal for candidates with a solid foundation in Tier 1 technical support and a proactive approach to problem-solving. Prior experience in a manufacturing environment is highly desirable.<br><br>Responsibilities:<br>• Provide Tier 1 technical support, addressing basic hardware, software, and system issues.<br>• Assist with password resets, account setups, and other Active Directory-related tasks.<br>• Monitor and resolve service desk tickets promptly and efficiently.<br>• Perform basic troubleshooting for Microsoft Windows 10 and other standard operating systems.<br>• Install and configure hardware and software as needed to support end-users.<br>• Maintain detailed records of support activities using a ticketing system.<br>• Collaborate with team members to ensure timely resolution of technical issues.<br>• Deliver support tailored to a manufacturing environment, ensuring minimal disruption to operations.
We are looking for a detail-oriented Facilities Call Center Specialist to join our team in Menlo Park, California. In this long-term contract position, you will play a vital role in ensuring smooth operations by managing communications, dispatching personnel, and maintaining accurate records. If you have strong organizational skills and thrive in high-pressure situations, we encourage you to apply.<br><br>Responsibilities:<br>• Monitor radio communications to address potential safety concerns and dispatch additional personnel as required.<br>• Utilize the Enterprise Asset Management System to manage work orders and dispatch appropriate teams based on the nature of requests.<br>• Communicate with emergency callers to gather critical information and ensure accurate documentation in the system.<br>• Maintain detailed logs and records to ensure all work processes are executed thoroughly and efficiently.<br>• Determine appropriate departments, such as facilities or security, to respond to different situations.<br>• Prepare daily and weekly reports using software tools like Microsoft Word and Excel.<br>• Brief incoming personnel on relevant updates or incidents to ensure a seamless transition between shifts.<br>• Oversee workflow processes to ensure emergency and non-emergency operations are carried out professionally and promptly.<br>• Collaborate with supervisors, shift commanders, and other responders to coordinate effective solutions.