<p>We are looking for a detail-oriented Medical Billing Specialist to support healthcare claims and reimbursement activities in Bloomington, Minnesota. This role focuses on preparing, submitting, and tracking billing for a range of home and community-based services while helping ensure claims are accurate, timely, and fully supported by required documentation. The ideal candidate brings strong knowledge of medical billing workflows, payer requirements, and follow-up practices that improve cash flow and resolve claim issues efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Examine service records, authorizations, care plans, and supporting documents to confirm claims are ready for submission to Minnesota Medical Assistance and other applicable payers.</p><p>• Process and track claims for home care and related community-based services using payer portals, clearinghouses, and revenue cycle platforms.</p><p>• Investigate unpaid, denied, rejected, underpaid, or recouped claims and take appropriate action to secure correct reimbursement.</p><p>• Conduct account reviews for aged receivables, including outstanding balances over 30 days, and document follow-up activity in assigned tracking tools.</p><p>• Analyze remittance information to identify payment variances, denials, adjustments, spend-down impacts, and reimbursement discrepancies.</p><p>• Resolve billing exceptions by correcting claim details and submitting original, replacement, corrected, or voided claims in line with payer rules.</p><p>• Review unbilled service lines regularly to ensure eligible charges are captured and submitted without unnecessary delay.</p><p>• Respond to billing-related questions from internal teams and external partners, including payers, case managers, coordinators, and other stakeholders.</p><p>• Maintain compliance with state and federal billing standards, documentation expectations, coding requirements, confidentiality obligations, and fraud prevention guidelines.</p><p>• Escalate high-risk account concerns, authorization mismatches, documentation deficiencies, database inaccuracies, and payer-related barriers to leadership when needed.</p>
<p>We are seeking a dedicated Customer Experience Specialist to join our growing team. The successful candidate will be responsible for handling customer interactions, resolving inquiries and complaints, and ensuring the highest level of customer satisfaction.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries, handling and resolving customer complaints.</li><li>Maintain a record of customer interactions, comments, and complaints.</li><li>Follow-up on customer interactions.</li><li>Communicate and coordinate with internal departments.</li><li>Deliver excellent customer support and assist in the upgrade of our customer experience.</li><li>Handle incoming calls and emails with professionalism and active listening.</li><li>Provide accurate, appropriate, and immediate responses to all customer inquiries.</li><li>Analyze customer's needs and problem-solve as needed.</li><li>Learn about our product range and services to assist customers effectively.</li><li>Process orders, applications, and requests seamlessly.</li></ul>
<p>We are looking for a SAP Customer Service Representative to join a busy team in Blaine, Minnesota. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys helping customers, resolving issues, and keeping communication moving smoothly across multiple departments. In this role, you will support customers with questions about orders, products, and services while helping ensure a positive experience from initial contact through resolution.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer questions regarding orders, transactions, products, and service-related concerns through phone and email communication.</p><p>• Will be assigned a specific territory that includes global support of many of the organization's largest clients</p><p>• Investigate and resolve customer complaints or disputes with professionalism, sound judgment, and a focus on positive outcomes.</p><p>• Partner with teams across engineering, procurement, production, quality, sales, and shipping to help keep orders on track and customers informed.</p><p>• Provide frontline support for product and service issues, including basic technical guidance and coordination with internal resources when needed.</p><p>• Follow up with customers and internal stakeholders to confirm order details, pricing information, shipment methods, and delivery expectations.</p><p>• Maintain accurate records, update documentation, and complete data entry and order entry tasks with a high level of accuracy.</p><p>• Use Microsoft Office applications, including Word, Excel, and Outlook, to manage correspondence, track information, and organize daily work.</p><p>• Balance multiple priorities in a fast-paced environment while delivering clear, courteous, and timely communication.</p><p>• Assist with inbound and outbound calls, appointment scheduling, and issue resolution to support overall customer service operations.</p>
<p>We are searching for a professional call center representative to work closely with other team members to provide outstanding service to our customers by answering questions, handling complaints, and troubleshooting problems with benefit products and services. The call center representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to clients to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response. To be a successful call center representative, you should be customer-focused, detail oriented, and efficient. You should be polite, reliable, knowledgeable, and adaptable.</p><p><strong>Call Center Representative Responsibilities:</strong></p><ul><li>Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services.</li><li>Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued.</li><li>Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.</li><li>Building lasting relationships with clients and other call center team members based on trust and reliability.</li><li>Utilizing software, databases, scripts, and tools appropriately.</li><li>Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service.</li><li>Making recommendations for products or services that may better suit client needs.</li><li>Taking part in training and other learning opportunities to expand knowledge of company and position.</li><li>Adhering to all company policies and procedures.</li></ul>
<p>We are looking for an organized Customer Service Coordinator to support daily operations and deliver responsive service to both internal teams and external customers. This contract to hire position is ideal for someone who can balance administrative tasks, document processing, and customer communication while maintaining accuracy and consistency. The role requires strong coordination skills, confidence handling service issues, and comfort working with digital tools in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for incoming questions and requests, providing attentive and timely support to staff, clients, and partners.</p><p>• Handle challenging customer interactions with patience and sound judgment, working to resolve concerns and create positive outcomes.</p><p>• Manage a variety of office support duties such as preparing mail, scanning records, processing documents, entering data, and maintaining organized digital files.</p><p>• Review and complete forms within company systems, ensuring information is accurate, current, and properly recorded.</p><p>• Assist with accounts receivable activities by checking service authorizations for completeness, identifying discrepancies, and coordinating follow-up corrections.</p><p>• Support scheduling, calendar coordination, and related administrative activities to help maintain efficient team workflows.</p><p>• Use tools such as Adobe, DocuSign, CRM platforms, and Microsoft Excel to track information, prepare documentation, and support daily operations.</p><p>• Follow company policies, regulatory expectations, and established procedures while maintaining confidentiality and consistent documentation standards</p>
<p>We are looking for a Spanish Bilingual Technical Customer Service Representative to join a manufacturing team in White Bear Lake, Minnesota. This contract opportunity with permanent potential is ideal for someone who enjoys helping customers, solving product-related questions, and communicating technical information in a clear and supportive way. The role focuses on guiding customers toward the right tooling solutions while working closely with internal partners and external contacts to deliver excellent service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries by phone and email, providing timely support and helpful solutions related to tooling products and services.</p><p>• Evaluate customer applications, specifications, and prints to identify product recommendations that align with operational needs.</p><p>• Explain technical tooling information in a way that is easy for customers to understand, helping them make informed decisions.</p><p>• Process customer orders and complete accurate data entry while maintaining organized records and clear communication throughout the order cycle.</p><p>• Partner with co-workers, sales representatives, designers, and distribution contacts to address customer needs and support successful outcomes.</p><p>• Handle both inbound and outbound customer communication to resolve questions, follow up on requests, and strengthen ongoing relationships.</p><p>• Use digital tools and Microsoft Office applications to manage correspondence, track activity, and support daily customer service operations.</p><p>• Take on additional customer support or administrative tasks as needed to meet team goals and department priorities.</p>
<p>We are looking for a Customer Service Representative to support during a busy season. This long-term contract opportunity is ideal for someone who enjoys helping customers, managing order details, and handling a high volume of phone interactions in a fast-paced environment. The person in this role will serve as a key point of contact for customer inquiries while ensuring accurate documentation and responsive service. Responsibilities:</p><ul><li>Respond to incoming customer calls and provide timely, attentive assistance for product, order, and service-related questions.</li><li>Place outbound calls as needed to follow up on customer requests, clarify order information, and resolve outstanding issues.</li><li>Enter customer orders into the system with a high level of accuracy and verify details before processing.</li><li>Assist customers with updates on order status, account information, and general service inquiries.</li><li>Maintain clear and complete records of customer interactions, requests, and resolutions in company systems.</li><li>Work across service and operational teams to address concerns, correct order issues, and support smooth customer experiences.</li><li>Use their system to review information and complete daily tasks efficiently.</li></ul>
<p>We're partnering with a well-established, third-generation family-owned organization that has built a strong reputation for exceptional customer service, long-term employee retention, and lasting relationships within the Twin Cities community. This is an excellent opportunity for someone seeking a stable, long-term career with a company that values teamwork, reliability, and delivering an outstanding customer experience.</p><p><br></p><p>In this role, you'll serve as the central point of coordination between customers and field technicians, helping ensure service appointments run smoothly while providing exceptional support throughout every customer interaction. If you enjoy staying organized, juggling multiple priorities, and being part of a collaborative office environment where your work truly makes a difference, we'd love to connect with you.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Enter and maintain accurate customer and account details in company systems to keep service records current and complete.</p><p>• Coordinate installation and service appointments while organizing technician schedules for efficient daily routing.</p><p>• Welcome visitors, assist with front counter interactions, and provide support for in-person customer needs and product inquiries.</p><p>• Build working knowledge of the company’s water treatment products and services to respond clearly to customer questions.</p><p>• Manage incoming sales and service leads, ensuring timely follow-up and proper assignment to the appropriate team members.</p><p>• Handle phone and email communications effectively, resolving customer concerns or directing requests to the right department.</p><p>• Support ongoing account maintenance by updating information, tracking requests, and helping ensure smooth service delivery.</p>
<p>We are seeking a dedicated Customer Service Representative to join our growing team. The successful candidate will be responsible for handling customer interactions, resolving inquiries and complaints, and ensuring the highest level of customer satisfaction.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries, handling and resolving customer complaints.</li><li>Maintain a record of customer interactions, comments, and complaints.</li><li>Follow-up on customer interactions.</li><li>Communicate and coordinate with internal departments.</li><li>Deliver excellent customer support and assist in the upgrade of our customer experience.</li><li>Handle incoming calls and emails with professionalism and active listening.</li><li>Provide accurate, appropriate, and immediate responses to all customer inquiries.</li><li>Analyze customer's needs and problem-solve as needed.</li><li>Learn about our product range and services to assist customers effectively.</li><li>Process orders, applications, and requests seamlessly.</li></ul><p><br></p>
<p>We are seeking motivated and customer-focused <strong>Inside Sales Support Specialists</strong> to join our growing Medicare sales team. In this role, you will guide prospective and current members through the Medicare sales process, helping them select the health plan that best meets their needs while delivering an exceptional customer experience.</p><p><br></p><ul><li>Assist prospective and current members throughout the Medicare sales process</li><li>Recommend health plan options based on each individual's needs</li><li>Meet and exceed individual sales and performance goals</li><li>Handle inbound and outbound customer interactions in a contact center environment</li><li>Ensure all sales activities are compliant with health insurance regulations and company policies</li><li>Accurately document customer interactions and maintain detailed records</li><li>Build rapport with prospects while providing outstanding customer service</li><li>Collaborate with team members to achieve departmental goals</li></ul><p><br></p>
<p><strong>Position Description</strong></p><p>We are seeking a customer-focused professional to join a Benefits Administration team supporting members and employer groups with benefit-related inquiries. This role combines customer service, call center support, and administrative responsibilities while helping individuals navigate benefit plans, enrollment changes, account updates, and general benefit-related questions. The ideal candidate is a strong communicator who enjoys problem-solving, learning complex information, and delivering a high-quality customer experience in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to inbound customer inquiries regarding benefits, enrollment, coverage, and account updates.</li><li>Assist customers with benefit-related questions, plan changes, and administrative requests.</li><li>Research and resolve customer concerns while providing accurate and timely information.</li><li>Document customer interactions and maintain accurate records within company systems.</li><li>Navigate multiple platforms and CRM systems to access and update account information.</li><li>Process benefit-related transactions and administrative requests.</li><li>Deliver exceptional customer service while handling sensitive or complex conversations.</li><li>Partner with team members to ensure service levels and customer satisfaction goals are met.</li><li>Adapt to changing processes, systems, and business needs during peak enrollment periods.</li></ul><p><br></p>
<p><strong>Position Overview</strong></p><p>We are seeking a Benefits Call Center Specialist to join a customer-focused team supporting individuals with benefits-related questions, account updates, enrollment assistance, and general service inquiries. This role combines customer service, administrative support, and benefits processing responsibilities in a fast-paced, professional environment. The ideal candidate enjoys helping others, solving problems, and delivering exceptional customer service while navigating multiple systems and managing a variety of customer interactions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to inbound calls regarding benefits, enrollment, coverage, and account-related inquiries.</li><li>Assist customers with account updates, benefit changes, and administrative requests.</li><li>Research and resolve customer concerns while providing accurate and timely information.</li><li>Document customer interactions and maintain accurate records within company systems.</li><li>Navigate multiple software programs and databases simultaneously.</li><li>Process benefits-related transactions with a high level of accuracy.</li><li>Deliver a positive customer experience during every interaction.</li><li>Handle sensitive conversations with professionalism, empathy, and discretion.</li><li>Collaborate with team members to resolve issues and support department goals.</li><li>Adapt to changing systems, processes, and business needs.</li></ul><p><br></p>
<p>Robert Half is partnering with a healthcare facility in search of a Patient Care Coordinator to support a their team in Burnsville, Minnesota. This role will start in a contract capacity, but has the potential to turn into a contract-to-hire position for the right fit. In this role, you will be focused on creating a smooth experience for patients by coordinating the scheduling of follow-up visits and testing, interacting directly with patients both in person and by phone. The ideal candidate will be organized, compassionate, and comfortable managing scheduling and records in a fast-paced clinical environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist patients with questions, check-in support, and general guidance during their visit.</p><p>• Coordinate follow-up patient appointments and testing for specialty clinic appointments, managing the calendar of 1-2 main specialty practitioners daily.</p><p>• Maintain and update patient medical documentation with a high level of accuracy and confidentiality.</p><p>• Communicate with patients regarding upcoming visits, appointment changes, and required information before services are provided.</p><p>• Review patient information during intake to help ensure records are complete and current.</p><p>• Work closely with clinical and administrative staff to support timely patient care and resolve scheduling issues.</p><p>• Monitor calendars and adjust appointments as needed to accommodate provider availability and patient needs.</p>
<p>We are looking for a Prior Authorization Specialist to support front-end revenue cycle operations for a long-term contract opportunity. This is a fully remote role but you must reside in Minnesota or Wisconsin. In this role, you will help secure timely coverage approvals, verify benefits, and clarify financial responsibility before services are delivered. This position works in a remote environment with collaborative team huddles and may support specialty areas such as cardiology, imaging, surgery, or other high-acuity service lines.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate scheduled patient services and payer guidelines to determine when pre-service authorization or benefit validation is required.</p><p>• Obtain initial and follow-up approvals from insurance carriers to help prevent delays, denials, or gaps in coverage prior to treatment.</p><p>• Confirm medical, pharmacy, and plan benefits while identifying patient out-of-pocket responsibility and documenting accurate estimates when applicable.</p><p>• Review account details in the electronic medical record, update authorization status, and maintain complete documentation to support billing readiness.</p><p>• Interpret commercial, Medicare, and Medicaid coverage rules to ensure each case is processed in alignment with payer-specific requirements.</p><p>• Coordinate with internal teams and participate in daily remote huddles to resolve authorization issues and maintain productivity in a high-volume setting.</p><p>• Provide guidance to newer team members on authorization workflows, payer expectations, and front-end revenue cycle practices when needed.</p><p>• Support assigned specialty work queues based on business demand and complete additional related tasks as requested</p>
<p>We are looking for a detail-oriented team member to support patient financial clearance and prior authorization activities. This Long-term Contract position focuses on reviewing scheduled services, confirming coverage requirements, and helping secure approvals before care is delivered whenever possible. The person in this role will work closely with clinical and operational partners in a fast-paced environment that values accuracy, communication, and consistent follow-through.</p><p><br></p><p>Responsibilities:</p><p>• Examine upcoming patient service details to determine whether insurance authorization or other financial clearance steps are required before treatment.</p><p>• Obtain initial and follow-up approvals from payers within required timelines to help prevent delays in care and reimbursement issues.</p><p>• Verify insurance coverage, interpret plan benefits, and document financial clearance outcomes with a high level of accuracy.</p><p>• Partner with clinical staff to review supporting documentation needed for authorization requests and resolve missing or incomplete information.</p><p>• Monitor accounts, work queues, and payer responses to address denials, notifications, and authorization-related issues promptly.</p><p>• Communicate with internal teams regularly in a remote setting, including team huddles and coordination across specialty-focused work groups such as cardiology, imaging, surgery, and specialty services.</p><p>• Provide guidance to less experienced team members when needed on revenue cycle practices, payer expectations, and policies that affect front-end clearance activities.</p>
<p>We are looking for a detail-oriented individual to support front-end revenue cycle activities as a Financial Clearance Representative Associate focused on prior authorization. This Long-term Contract position plays an important role in helping patients and providers prepare for services by confirming coverage, securing approvals, and clarifying financial responsibility before care is delivered. The person in this role will work remotely during regular business hours, Monday through Friday, and collaborate with specialized teams that support areas such as cardiology, imaging, surgery, and specialty services.</p><p><br></p><p>Responsibilities:</p><p>• Assess scheduled patient services to determine authorization needs, review payer guidelines, and take the necessary steps to obtain approval before the date of service whenever possible.</p><p>• Verify insurance coverage and interpret plan benefits to confirm eligibility, service requirements, and expected patient cost obligations.</p><p>• Secure initial and follow-up authorizations within required timelines, while tracking status updates and addressing payer requests for additional information.</p><p>• Review clinical documentation and coordinate with care teams to gather the records needed to support authorization and financial clearance activities.</p><p>• Communicate denials, pending issues, or missing information promptly so accounts can be resolved before treatment and avoid delays in care.</p><p>• Prepare patient financial responsibility estimates and document benefit details accurately within the appropriate work queues and electronic systems.</p><p>• Maintain productivity and quality standards while managing a high-volume workload across assigned specialty areas in a remote team environment.</p><p>• Provide guidance to team members when needed on payer rules, revenue cycle questions, and policies that affect authorization workflows</p>
<p>We are looking for a personable and organized Medical Receptionist to support a busy specialty clinic team in Minneapolis, Minnesota. This opportunity is ideal for someone who enjoys creating a welcoming patient experience while keeping front desk operations accurate and efficient. In this role, you will coordinate patient-facing administrative tasks, support scheduling needs, and help ensure smooth communication between patients, providers, and clinic staff.</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and visitors upon arrival, complete appointment check-in for clinic and radiology visits, and provide a welcoming first point of contact.</p><p>• Guide patients through required forms and intake documents, answering routine questions to help them complete paperwork correctly.</p><p>• Collect and verify demographic, insurance, and eligibility details, then enter information accurately into the practice management system to support timely claims processing.</p><p>• Receive co-payments and other patient balances, record transactions properly, and follow established front desk payment procedures.</p><p>• Prepare daily appointment materials and maintain accurate charts to keep providers and staff organized throughout the day.</p><p>• Arrange follow-up visits and other future appointments while helping patients understand next steps in their care.</p><p>• Introduce patients to the online portal, assist with enrollment, and explain how to use available self-service features.</p><p>• Coordinate interpreter services when needed and respond to patient or visitor questions, directions, and general concerns in a courteous manner.</p><p>• Maintain front office organization by keeping the lobby presentable, monitoring basic supplies, and updating provider referral information in NextGen for accurate records.</p><p>• Partner with clinical and administrative staff to support steady patient flow and continuity of care across the clinic.</p>
The Dental Coding Content Specialist will function as a Dental Coding Subject Matter Expert (SME) responsible for developing, maintaining, and updating dental coding content used in coding products. This role focuses on researching, writing, and editing coding guidance related to dental procedures, documentation requirements, reimbursement, and annual code updates. Rather than performing production coding, the specialist will create and maintain coding reference content that is reviewed by a peer SME prior to publication. The specialist will work within a customizable electronic content management system to update code descriptions, coding guidance, documentation tips, reimbursement information, and editorial content that will ultimately be published in electronic and print coding resources. Responsibilities Serve as a Dental Coding Subject Matter Expert (SME) for dental coding content, documentation, and reimbursement guidance. Research, write, edit, and maintain coding content related to CDT, CPT, HCPCS Level II, and ICD-10-CM codes as applicable. Update coding content annually by: Adding new codes, Revising existing codes, Removing deleted or invalid codes, Incorporating editorial revisions Develop clear procedural descriptions using Optum editorial standards and terminology. Create and update: Code descriptions, Documentation tips, Coding tips, Billing and reimbursement guidance, Narrative instructional content Crosswalk dental (CDT) codes to applicable CPT codes when procedures overlap or require medical billing. Maintain knowledge of current coding regulations, payer policies, and annual code set revisions. Enter and maintain coding content within Optum's proprietary content management system (similar to Excel-based data entry), ensuring accuracy and consistency. Review supporting documentation, PDFs, and reference materials to validate coding updates. Participate in a collaborative peer-review process where all work is reviewed by another Dental Coding SME prior to publication. Demonstrate strong written communication skills and attention to detail while producing technical content for electronic applications, printed publications, and data files. Prioritize assignments and meet project deadlines while maintaining high-quality standards.
<p>We are looking for a dedicated Patient Services Registration Specialist to join the Emergency and Acute Psych Services department in Minneapolis, Minnesota. In this long-term contract role, you will assist with patient arrivals and registrations, ensuring accurate documentation and a smooth process for all involved. This position requires a second shift schedule of 3:30 PM - 12:00 AM, with a schedule that includes 32-40 hours per week, every other weekend, and some holiday coverage.</p><p><br></p><p>Responsibilities:</p><p>• Register patients promptly and accurately using the Epic operating system for Emergency and Acute Psych Services.</p><p>• Collect and verify patient information, including insurance details, demographic updates, and necessary documentation.</p><p>• Obtain required signatures and ensure all documents are scanned and filed appropriately.</p><p>• Facilitate the collection of co-pays and other payment responsibilities as part of the registration process.</p><p>• Provide exceptional customer service to patients and their families, maintaining a patient-centered approach.</p><p>• Address inquiries about auto, workers’ compensation, and other specific visit types with professionalism.</p><p>• Ensure compliance with ethical standards and departmental policies while handling sensitive information.</p><p>• Collaborate with team members to maintain an organized and efficient registration process.</p><p>• Assist with clerical duties, such as photocopying and scanning documents, to support operational needs.</p><p>• Adapt to a dynamic work environment, including evening and weekend shifts, as required.</p>
<p>We are looking for a detail-oriented Patient Services Registrar to support emergency department registration operations in Minneapolis, Minnesota, specifically for 2nd shift from 3:30 pm to midnight. This is a contract position offering 32-40 hours per week on an evening schedule that includes 3-4 weekdays, every other weekend, and holiday coverage based on staffing needs. The person in this role will help create a smooth arrival experience for patients by managing registration tasks accurately, handling sensitive information professionally, and delivering service with compassion in a fast-paced healthcare setting.</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and complete intake and registration activities for emergency and acute psychiatric services with accuracy and professionalism.</p><p>• Enter and maintain patient information in Epic, ensuring records remain current, complete, and aligned with department standards.</p><p>• Review identification, consent forms, and related documents, then collect signatures and scan or file materials appropriately.</p><p>• Confirm insurance coverage and gather billing-related details, including information tied to motor vehicle claims, workers’ compensation, and other visit types.</p><p>• Process co-pay collections and carry out all front-end registration duties required to prepare each patient encounter correctly.</p><p>• Communicate clearly with patients, families, and internal teams to support a service-focused and respectful registration experience.</p><p>• Protect confidential information and perform all duties in accordance with high ethical standards and healthcare privacy expectations.</p>
<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>