<p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
<p>We are seeking a Change & Communications Manager to lead organizational change management, stakeholder engagement, and communication strategies for enterprise-wide transformation initiatives. This role will help drive employee readiness, adoption, and engagement by translating complex business and technology changes into clear, actionable communications.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and execute change management and communication strategies that support business transformation, process improvement, and technology initiatives.</li><li>Assess organizational impacts, stakeholder readiness, and potential adoption risks associated with change initiatives.</li><li>Create a variety of communication materials, including executive communications, presentations, FAQs, toolkits, training resources, and employee updates.</li><li>Partner with cross-functional leaders and teams to support organizational readiness and successful change adoption.</li><li>Facilitate stakeholder engagement activities, workshops, feedback sessions, and change-related forums.</li><li>Support leadership teams with communication planning, coaching, and change advocate programs.</li><li>Measure adoption and communication effectiveness, using feedback and insights to refine strategies and improve engagement.</li></ul>
<p><strong>Position Overview:</strong></p><p>We are seeking an experienced <strong>Community Manager</strong> to oversee the daily operations of an affordable housing property or portfolio. The ideal candidate will have strong knowledge of affordable housing programs, property management operations, resident relations, leasing, compliance, and staff supervision. This role requires a hands-on professional who can maintain high occupancy, ensure regulatory compliance, and support a positive resident experience. Based on general knowledge.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage day-to-day property operations for an affordable housing community, including leasing, rent collections, maintenance coordination, and resident services. Based on general knowledge.</li><li>Ensure compliance with affordable housing regulations and programs such as LIHTC, HUD, Section 8, and other applicable local, state, and federal requirements. Based on general knowledge.</li><li>Supervise onsite staff, including leasing, maintenance, and administrative team members. Based on general knowledge.</li><li>Monitor occupancy, delinquency, and budget performance, and implement strategies to meet operational goals. Based on general knowledge.</li><li>Conduct resident relations activities, respond to concerns, and help resolve escalated issues professionally and promptly. Based on general knowledge.</li><li>Oversee recertifications, file audits, inspections, and reporting to ensure compliance standards are met. Based on general knowledge.</li><li>Coordinate with vendors, contractors, and internal teams to maintain property standards and address capital or repair needs. Based on general knowledge.</li><li>Prepare reports related to property performance, compliance, and resident matters. Based on general knowledge.</li></ul>
<p>We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.</p><p>• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.</p><p>• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.</p><p>• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.</p><p>• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.</p><p>• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.</p><p>• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.</p><p>• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health</p>
<p>We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-related services and community-based assistance in San Mateo, California. This is a Contract position suited for someone who can balance client support, administrative coordination, and timely documentation in a service-focused environment. The person in this role will help guide clients through available resources, respond to urgent needs with professionalism, and work closely with partners to promote housing stability and positive outcomes. This is a great opportunity to give back to the community! The duration of project is about 3 months and requires onsite work in San Mateo. Hours are 8:30am - 5:00pm Monday to Friday.</p><p><br></p><p>Responsibilities:</p><p>• Welcome clients through intake, screening, and needs assessment activities to identify immediate concerns and potential housing alternatives.</p><p>• Provide responsive support during urgent situations, create practical service plans, and help clients take steps toward stable housing.</p><p>• Link individuals with rental support, utility assistance, public benefits, and local programs that address housing and basic needs.</p><p>• Build relationships with property contacts and community providers to expand housing options and assist with placement efforts.</p><p>• Represent client needs through referrals, coordination, and problem-solving with external agencies and service partners.</p><p>• Maintain organized case files, complete required records, and protect sensitive information in accordance with confidentiality standards.</p><p>• Enter program data accurately, monitor client progress, and contribute information used for reports and service evaluation.</p><p>• Partner with colleagues and community organizations to improve coordination of care and strengthen overall client support.</p><p>• Carry out daily work in alignment with agency expectations and applicable local, state, and federal guidelines.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You'll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>