Customer Service Supervisor Jobs in San Mateo, CA

Cloud Space Engagement Work model: Work from office 100% Contract: 1 year **CANDIDATES WILLING TO RELOCATE FROM ANY PART OF USA TO SUNNYVALE CAN APPLY ** About the Role As part of the Service Delivery team, you will be supporting a major cloud service provider's sales organization. We are seeking a detail-oriented Engagement Analyst to manage the planning, coordination, and execution of customer engagements at Cloud Space. This role requires working 5 days from the office and close collaboration with sales leaders, clients, and internal teams to ensure efficient execution and optimal client experiences. Responsibilities Plan and coordinate all aspects of engagements at Cloud Space. Conduct initial planning calls to ascertain client and sales team requirements. Develop agendas based on client use cases and customer needs, utilizing documentation provided by the Cloud Space team. Gather logistical information (e.g., dietary restrictions, headcount, room setup) from sales teams and communicate it to site teams. Source appropriate discussion leaders for each agenda topic. Conduct speaker preparation and pre-engagement calls to ensure speaker and sales team alignment. Update agendas in Cloud Space tooling for proper tracking. Leverage templates to create and share meeting slide content (e.g., meeting slide decks). Ensure smooth execution during client engagements. Send post-event surveys and document insights shared by account teams. Track and report performance metrics. Collaborate effectively with various departments. Complete necessary training for process updates or new product introductions. Deliver demonstrations during client engagements. Minimum Qualifications A Bachelor's degree with 5-7 years of experience in event management or customer engagement delivery from SaaS/IaaS/PaaS domain Experience in Cloud sales, conference outreach coordination, logistical coordination and stakeholder management. Excellent planning and organizing skills. Excellent written, verbal, and presentation skills, including comfort presenting to executive and C-level audiences. Preferred Qualifications Excellent organizational and time-management skills. Strong communication and interpersonal skills. Ability to work effectively under pressure and manage multiple projects simultaneously. Experience collaborating with cross-functional teams. Familiarity with cloud computing concepts. Experience delivering presentations or demonstrations. Expertise in Agile & Scrum Methodologies Work model: Work from office 100% Location: Sunnyvale, CA Contract: 1 year

We are an established, family owned wealth management firm located in the Bay Area with an extensive 30 year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families, business owners, and high net worth individuals. Currently serving 300 households, we help them to reach their financial and life goals, with an emphasis on providing excellent service and having deep client relationships. Clients choose us for our expertise and our commitment to remaining a local firm, and they stay with us because of the outstanding service and trusted, high-quality advice they receive. We are a small team with two primary advisors. We've had a history of tenure in our employees and want to be sure we find someone who wants to be with us and in this role for an extended period. We are looking for an experienced Client Service Associate. The role is diverse and will include client-specific, account-specific, and general business functions. In addition to having working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to problem solve, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible. The right person for this role will be thoughtful, love to help others, and excited to own and enhance the client experience. Responsibilities Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as needed Answer, screen, and route phone calls, assisting directly or taking messages as appropriate Meet and greet visitors to the office, with a high degree of customer service Research information needed for client meetings; prepare documents, notes, reports, and presentation materials as requested Prepare investment and account paperwork and manage the transfer of assets Process various client service items, including withdrawals, beneficiary changes, etc. Follow up with clients verbally and in writing to obtain required information Compile physical and digital documentation for clients and prospects; download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping Manage RMD process Handle all inbound and outbound mail for the office, quickly processing time sensitive documents Maintain client records in database, including documentation of phone calls and conversations Assist with marketing initiatives; birthday cards for clients, quarterly performance reporting, annual client gifts, planning workshops and events, and support social media efforts, with an opportunity to take initiative and find new and unique ways for client appreciation General office and building management; order supplies, prepare conference room, coordinate with vendors, etc. Maintain compliance records such as advisor continuing education, gift logs, correspondence logs, etc. Ad-hoc project assistance for advisors and others Increased responsibilities over time as your knowledge of the business expands Other duties as assigned Qualifications Minimum of 5 years of progressive client service and operations experience in wealth management, financial planning or banking Bachelor's degree highly preferred; may consider non-degreed candidates with more than 5+ years experience Excellent follow-through and communication regarding status of open items Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Able to work independently with limited direct supervision CRM Software experience required; Redtail knowledge highly preferred Industry-specific software/platform experience preferred; our accounts are held at NFS/Fidelity (Wealthscape), and we use eMoney and OneView (Albridge) systems for reporting and analysis Advanced Technology Skills and use of MS Office (Outlook, Word, PowerPoint, Excel, Teams) Compensation & Benefits Base compensation of $80,000-$95,000, depending on experience Bonus potential based on firm and individual performance 401k with up to 3% match PTO and paid holidays Remote work flexibility on Fridays after training period

Omega CRM is a Merkle & Dentsu company, leader in development of Customer Experience services, with +20 years of experience in the use of Technology applied to Marketing and providing a unique Customer Relationship with mainly focus on Innovation, is looking for Salesforce Service Lead. Main responsibilities: Provide support in Pre-sales tasks for assigned accounts: Solution design, estimation, planning, and assumptions. Share with the service team the client's vision, goals, and expectations. When there's a dedicated team, allocate and supervise their tasks, managing assignments, vacations, and absences during the service. Manage service progress to ensure deadlines, scope, and budget are met. Facilitate change requests to ensure all parties are informed about schedule and budget impacts. Provide visibility of service progress to the client and the Client Lead. Lead follow-up meetings. Alert operations management about potential deviations. Supervise all incoming and outgoing service documentation. Lead the resolution of problems arising from service evolution. Pursue customer satisfaction regarding the service. Ensure service objectives are met. Subsequently evaluate the service and identify successful and unsuccessful elements. Responsible for sending customer satisfaction surveys regarding the service. Identify potential Up & Cross Selling opportunities for the account. Mandatory Skills: At least 4 years of experience as a Salesforce Consultant or similar role. Experience working with Agile methodologies. Strong communication and presentation skills. Intermediate-High Level of English (reading, writing, listening, and speaking). What do we offer: Permanent contract. Flexible Schedule. We make it easy. Balance your professional and personal life. Certifications plan. Improve your skills and get the official certificate from our main partners. Home Office. You decide and we support you. Flexible retribution (public transport ticket, Ticket restaurant, etc.). Health insurance. OMEGA in action. Our commitment to a better society is not just an intention. Professional development: Evolve, grow and get where you want to go. About us: We are a digital global company whose mission is to accelerate the business experience (BX) of its customers. Our 360 solutions allow business transformation and acceleration by means of technology and data applied to Customer #OmnichannelExperiences in fields such as #CustomerServices, #eCommerce, #Analytics, or #Marketing. We target companies from different fields such as: #Retail, #LifeandSciences, #Manufacturing, #Education, #NonProfit, #NGO, etc. We are one of the top 3 partners of #Salesforce in Europe. Our team is composed of more than 570 people of 24 nationalities based in Spain and France, who have wide knowledge and experience that understands business processes and technology while enjoying what they do. Key to our success is the knowledge of our people. We are an innovation and Outstanding Knowledge award-winning Salesforce Consulting Partner. Our priority is the well-being of the team. We foster a collaborative culture, involved and supported by our company values: #Talent, #flexibility, #commitment, and #innovation. We bring them to everything we do. #TogetherWeGrow #J-18808-Ljbffr

Client: Financial Services Organization Role: Client Services Associate Salary: $80,000 - $95,000/annually + Benefits Job Description: You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with clients to provide holistic and well-rounded care. This is an excellent opportunity to grow within the financial services industry while offering potential for upward mobility across various career paths. Successful candidates will have strong client service and interpersonal skills, thriving in a team environment with competing deadlines. Key Responsibilities: Act as a key point of contact for client issues and concerns Manage account maintenance for new and existing clients, including gathering client-specific information, preparing and obtaining necessary documentation, communicating with custodians, and ensuring compliance with regulatory requirements Execute money transfers, help facilitate trades, and handle ad hoc client requests Work collaboratively with investment, accounting, and operational departments to meet clients' needs Generate and substantiate reports for meetings Gather, input, and maintain key client data in the CRM (Salesforce) Organize, track, and lead team projects, ensuring successful completion Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field 4+ years of experience in client service or administrative roles within the financial services industry for the senior title Excellent communication and interpersonal skills (client-facing role) Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred Series 65 certification is a plus Why Join Us? Competitive compensation structure 401(k) Plan with employer matching Employer health savings account Medical and vision insurance Continuing education support We invest heavily in our people, offering a supportive and dynamic environment where employees are excited to grow and thrive. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows $85,000-$95,000+ Bonus potential )

Instrumental helps the world's most admired electronics brands build better hardware -- delivering 3mo payback periods and improving the most critical manufacturing metrics. We drive the digital transformation of quality, inspection, and testing with data analysis & AI products. Hardware engineering, manufacturing operations, and quality teams leverage Instrumental's manufacturing platform to accelerate development time, improve yields, and reduce field failures. We're looking for a Customer Success Executive (CSE) who thrives in the space between strategy and execution. This is not a behind-the-scenes role-you'll be in the thick of it, guiding enterprise customers through high-impact decisions, uncovering new opportunities, and expanding our footprint within organizations like Cisco or Bose. You'll need to be sharp, adaptable, and persistent, knowing when to push and when to listen. Success in this role comes from understanding the people behind the business-building trust, influencing decisions, and creating partnerships that drive real impact. And while you'll drive business growth, you won't be above jumping in wherever needed to make sure customers succeed. This is an opportunity to own key customer relationships, drive real business outcomes, and work with some of the most innovative teams in manufacturing. The right person will find satisfaction not just in the wins, but in the challenge of earning them-understanding the nuances of each customer, navigating complexity, and making an undeniable impact. At Instrumental, we know that the best customer partnerships are built on trust, insight, and the ability to lead with both confidence and empathy. If you're someone who thrives in environments where relationships, strategy, and execution intersect-and you want to be part of a team that values your ability to build, connect, and drive meaningful change-we'd love to hear from you. What You'll Do: Cultivate and expand relationships with enterprise manufacturing leaders, earning their trust and influencing key decisions. Identify opportunities for growth within existing accounts and thoughtfully lead customers toward solutions that make a meaningful impact. Serve as a strategic partner, balancing advocacy for the customer with a deep understanding of how to move the business forward. Work cross-functionally with Sales, Product, and Engineering to ensure seamless execution and continued success. Be hands-on when needed-whether troubleshooting a customer issue or making sure they feel supported in high-stakes moments. Who You Are: A natural relationship builder with the confidence to challenge assumptions and the tact to do so effectively. Someone who has direct experience with hardware development or manufacturing businesses and a deep understanding of how to transform movement in specific KPIs such as yield, throughput, and quality to business and operational value. Adept at navigating large, complex organizations, understanding both formal structures and the unspoken dynamics that drive decisions. Comfortable with strong personalities-whether it's a direct, no-nonsense VP or a skeptical engineering lead, you know how to engage, guide, and win trust. Unafraid to push for results while keeping relationships strong-your approach is persistent but never abrasive. Energized by solving problems and making things happen, whether through influence, creative thinking, or sheer determination. Highly attuned to the nuances of communication-you know when to be direct, when to be diplomatic, and how to make people feel heard while still moving things forward. This position requires access to items and data that are developed under U.S. government contracts and subject to dissemination controls that limit access to U.S. citizens only. We're a growing team that works collaboratively, supports each other, and is energized by having impact. We value passion and the ability to learn - you're encouraged to apply even if your experience doesn't match the job description precisely! The following is a representative annual base salary range for this position within the Bay Area: $117-155k. This position is additionally eligible for substantial variable incentives. In addition, job level and salary opportunities are evaluated through our interview process - we review the experience, knowledge, skills, and abilities of each applicant. Instrumental is proud to offer a highly-rated variety of benefits, including health, vision, dental, commuter plans, and parental leave.

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Pleasanton, CA is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator for your personal client base and the financial advisers assigned to you. Minimum Requirements: Bachelor's degree preferred Previous client interaction in an office environment 5+ years of Financial Industry Experience Preferred CFP Preferred Life & Health paired with either a Series 65 or Series 7 & 66 combination This position requires that you possess the following skills: Analytical Self-Motivated Self-Directed Strong Interpersonal Communication Skills Highly Organizational Advanced Computer Skills Responsibilities Private Wealth Manager: Licenses - Maintain in good standing all required licenses to act as a PWM at E.A. Buck. Rules - Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators. E&O - Maintain active E&O insurance. Fiduciary - Act as a fiduciary for all fee-based clients. Attendance - Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market. EPIC Planning - Learn and stay abreast of best practices pertaining to EPIC Planning. EPIC Products - Learn and stay abreast of all products and investments that are core to the EPIC process. Communication - Aim to return all client emails and calls and internal communication within 2 hours or by EOD. Tools - Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience. Tax - Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings. Client Meetings - Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience. Documentation - Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication. Goals - Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals. Service - WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm. Education - Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly. New Business Processor: Check and collect incoming requests from the in-tray and the new business tray. Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness. Enter and update new business information into the internal tracking system. Application preparation and new business processing for your assigned advisors. Scan & upload documents into client files in Citrix. Assist Advisors with application preparation and new business processing. Submit documents in their entirety to the Broker/Dealer for review and approval. Submit vendor documents to the vendor for review and approval. Ensure all Broker/Dealer and vendor outstanding requirements are satisfied. Confirm source of funds are received. Process urgent client servicing items, ex. Withdrawal requests, rebalancing/ reallocation instructions, account closure, etc. Salesforce tracking daily on pending new business. All new business applications accompanied by a check must be processed within 24 hours, check must be placed in the safe. Client Coordinator: Participate in daily check-in meetings, HIVE meetings, and WIG meetings. Aim to return all client calls and e-mails within 2 hours. Enter and update client and business information into our CRM. Prepare client review summaries (“recaps”) for upcoming meetings and transfer to Advisor two weeks before their scheduled appointment. Recaps to be prepped based on Advisor planning level (Basic vs Full) Check in with Advisors daily Call unbooked clients, with a minimum target of 80% of clients tied to a booked appointment. Call unbooked members, with a minimum target of 75% of members with their next appointment booked. Call unbooked DISCOs, with a minimum target of 70% of DISCOs with their next appointment booked. Assist Advisors with account servicing forms. Record notes from every Registered Representatives and client conversation in Salesforce. Act as back up to other administrative staff during lunch hour, vacation, sick days and transition periods. Salary: $70K-$80K Monthly commission (uncapped) Benefits: 401k with automatic 3% contribution from company Pre-paid insurance (health, vision, dental, pharmaceutical) Paid holidays PTO Hours: Monday-Friday, 8am-5pm (in-office) Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

The Multiple Myeloma Research Foundation (MMRF) is the largest nonprofit in the world solely focused on accelerating a cure for each and every multiple myeloma patient. We drive the development and delivery of next-generation therapies, leverage data to identify optimal and more personalized treatment approaches and empower myeloma patients and the broader community with information and resources to extend their lives. Central to our mission is our commitment to advancing health equity so that all myeloma patients can benefit from the scientific and clinical advances we pursue. Since our inception, the MMRF has committed over $500 million for research, opened nearly 100 clinical trials, and helped bring 15+ FDA-approved therapies to market, which have tripled the life expectancy of myeloma patients. To learn more, visit **************** MMRF Core Values: At the MMRF our core values define both who we are and how we work together as an organization. We believe in investing in our team and building a culture that will help us pursue our highest level mission to accelerate a cure for each and every multiple myeloma patient. Our five core values are expressed below: Prioritize Patients - Patients are at the center of everything we do. Every decision we make is grounded in the needs and best interests of the patients we serve. Drive Innovation - We are committed to pursuing big, bold ideas. Taking risks, trying new approaches, and challenging the status quo are necessary to speed new discoveries. Deliver Solutions - Taking on complicated challenges is what sets us apart. To deliver results, we must be decisive, take action, and act with urgency on behalf of the myeloma community. Do It Together - We know that together, we are stronger. We work cross-functionally with the entire community to achieve our mission and are invested in the success of others. Build Trust - We build trust-based relationships. We advocate for each and every myeloma patient by committing to diversity, equity, and inclusion and treating others with respect. Position Overview: Manager, MMRF Team for Cures (Walk/Run - West Coast) is a key role on the peer-to-peer fundraising team. The Manager is responsible for providing leadership and deploying peer-to-peer fundraising best practices to drive the successful implementation of the MMRF's Walk/Run program in their assigned region(s), while ensuring financial goals are met. The Manager, MMRF Team for Cures (Walk/Run) reports to the Director, MMRF Team for Cures. This position is remote-based and the candidate must reside on the West Coast (San Francisco Bay Area, Greater Los Angeles Area, or Scottsdale/Phoenix AZ) with the ability to travel. This is a revenue-generating role on a team that values relationship-building, strong communication skills, innovation, project management skills, and accountability. The ideal candidate is a seasoned peer-to-peer fundraising professional with at least two seasons overseeing a regional walk/run program or similar. The candidate is a quick-on-their feet relationship builder and fundraiser, who demonstrates strong business acumen, professionalism, and possesses leadership and coaching qualities. In this role, the Sr. Manager will be part of a team responsible for reaching and exceeding fundraising goals to support the MMRF's mission. The candidate will help to develop, execute, and optimize the peer-to-peer fundraising program, with a focus on walk/run events and volunteer-participant engagement-driving the development of a local volunteer committee, securing local corporate partnerships, and helping support the development of wrap-around/third party fundraising events to benefit team fundraising. You must know how to provide tailored fundraising support and coaching to staff, participants, and volunteers, as well as promote ongoing customer-service centered outreach to ensure participants are engaged in fundraising, volunteerism, and community-building. Key responsibilities for this role include conducting personalized outreach to acquire and retain Walk/Run participants, developing localized plans for cultivation and stewardship of participants, promoting and marketing your event to local businesses and key groups, driving innovation to motivate and engage fundraisers. As part of our collaborative, supportive team environment, you will be asked to travel to predetermined peer-to-peer fundraising events outside of your assigned region. We are seeking a candidate that is knowledgeable about peer-to-peer fundraising best practices-ready to implement these best practices to grow a walk/run program through the acquisition, activation, cultivation, and stewardship of participants. Essential Functions: Leadership Inform, monitor, and achieve event revenue and participation goals Recruit, train, coach, and manage staff to achieve revenue and team goals If assigned direct reports, teach and empower on how to effectively boost revenue in their assigned markets, providing tactical influence and support. Utilize data to drive positive outcomes and affect growth Event Management and Development Assist in the development of recruitment strategies for participants and team captains, driving implementation Establish, build, and empower local volunteer committees Secure corporate partnerships Create event plans including budgets, timelines, and logistics Fundraising and Revenue Growth Educate walk/run participants on peer-to-peer fundraising techniques Generate excitement and enthusiasm in the community for fundraising events Manage key relationships to optimize revenue Identify and engage community and corporate leaders to drive local engagement and fundraising Marketing and Communications Collaborate with partner agencies to ensure the successful launch of our experiential fundraising events, from website launch to event day. Assist in the development of fundraising communications. Create any graphics or promotional collateral, if needed Relationship Management Cultivate relationships with participants, sponsors, and volunteers Manage vendor relationships Maintain constituent information in Salesforce Represent the organization at public events and media opportunities Qualifications: Required: 2.5+ years experience in a peer-to-peer fundraising program 3+ years direct walk or run program fundraising experience Strategic planning and revenue growth expertise Proven track record of exceeding goals Strong communication and team leadership skills Excellent writing skills Event coordination and large-scale fundraising success Budget management and contract knowledge Excellent customer service and CRM proficiency Project management and multitasking abilities Willingness to travel (3xs to mandatory company meeting + predetermined event weekends) Goal-oriented with ability to motivate and empower others Proven ability to motivate others to reach common goals Local experiential fundraising marketing experience Volunteer management experience Corporate sponsorship prospecting, recruitment, and cultivation experience Fundraising platform (Classy, Donor Drive, etc.), Salesforce, and Concur knowledge Project management skills Canva proficiency Microsoft proficiency (Teams, Excel, PowerPoint) Preferred: Bachelor's degree Public speaking experience Technical proficiency EEO Statement The Multiple Myeloma Research Foundation (MMRF) is an equal opportunity employer and does not discriminate against any candidate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, military and veteran status, sexual orientation, or any other factor protected by federal, state, or local law. The MMRF does not sponsor/facilitate any type of work authorization for this role. All applicants must currently have original valid unrestricted authorization to accept new employment in any role in the U.S. with any employer. There is also no future employer-provided sponsorship for this role to obtain or extend authorization to work in the U.S.

US-CA-Palo Alto Type: Regular Full-Time # of Openings: 1 Oak Creek Apartments We are growing! Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. The company manages a combined portfolio of approximately 25 million square feet of office and industrial space and 36,000 apartment units. OPPORTUNITY: RESIDENT SERVICES MANAGER - PALO ALTO, CA **DAYS REQUIRED: TUESDAY - SATURDAY** Sares Regis Group is seeking an experienced customer service professional to work at our beautiful 759-unit community, Oak Creek Apartments! This is a great career opportunity in an ideal location! Essential Functions: Responsible for greeting prospects, guests and visitors as they arrive to our community Provide a personalized experience, with emphasis on care and convenience for our future and current residents Engage with residents, fostering an ongoing, positive relationship while confirming their expectations are being fulfilled Respond to resident complaints and concerns in a timely and professional manner, making sure every situation handled ends with gratification Act as the communication center providing residents community happenings daily, weekly, or monthly via the computer portal and postings. Plan, promote and deliver resident events and activities ensuring residents find value outside the walls of their apartment home Identify, communicate and implement opportunities to improve resident happiness and service. QUALIFICATIONS Must have 1-3 years of excellent customer service experience with ability to pass fair housing exam. Must have relevant experience. Ability to effectively communicate both written and verbal. Experience with file audits, customer service and resident engagement a must! Ability to work independently without direct supervision. Must have knowledge of operations software used at the property level; Outlook, Internet software, EXCEL, and WORD. Current driver's license and auto insurance. Able to work weekends and overtime as job requires. Salary is $32.00/hour. We offer a competitive compensation package that includes a 401(K) match, rental incentive and renewal compensation, bonuses, and rental discounts depending on location. Regular full-time employees who work between 30-40 hours a week are eligible for medical, dental, vision, other voluntary benefits and vacation accrual. Sick time accrual is provided in accordance with law. PLEASE APPLY ONLINE AT: SARES REGIS CAREERS WEBSITE EQUAL OPPORTUNITY EMPLOYER All positions contingent on completion of successful background screen and drug test. PM21 Compensation details: 32 Hourly Wage PI4b4950492a44-29***********1

The Customer Service Specialist role is dedicated to providing the highest quality of customer support by offering full time phone coverage, managing numerous daily activities, and participating in internal and external departmental projects. The role of Customer Service is critical to the daily operation of the organization. It is imperative that Customer Service employees are dependable, discreet, discerning and flexible. Key Responsibilities: Provide a high level of customer service • Act in accordance with company policy • Provide full time phone coverage (shift to be determined by management) • Suggest new programs and or projects to promote customer service • Determine appropriate action to take to resolve customer issues • Determine when it is appropriate to escalate customer issues to management • Work with Finance, Product Distribution and Customers to resolve disputes • Act as customer advocate in investigating and responding to complaints while suggesting necessary process improvements to avoid recurrence • Stay informed of current industry practices / trends • Participate in the development and maintenance of department defined quality standards and measures • Maintain effective and timely communication with team members as well as the supervisor regarding departmental issues • Support corporate values • Remain flexible to ever changing customer needs and requirements Order Management • Process customer orders accurately • Review inventory to determine appropriate customer order commitment. • Maintain follow up on customer order issues. • Interact with key customer purchasing personnel to advise of order status • Ensure adherence to appropriate laws, regulations and programs Administer customer return process • Act as a liaison between customer, third party provider and GNE to facilitate customer returns. • Ensure accurate posting of credits and debits in accordance to policy • Ensure timely turnaround of customer authorizations Support GNE Sales initiatives • Participating in the product launch process to ensure a positive outcome • Administer special programs Work as part of an effective team • Support team decisions • Respect diversity • Being flexible with assigned schedule • Have the ability to adapt to a constant changing environment • Ability to work through conflicting, delayed or ambiguous information • Actively Participate in various team initiatives; Lean Daily Management, etc. The successful candidate will demonstrate key competencies listed below critical to this role: • Decision Making - Thinks through problems clearly and logically; is decisive • Technical and Business Expertise - Applies emerging knowledge and trend; builds strong relationships; contributes expertise within and beyond assigned area • Communication - Listens well, expresses ideas fluently and logically, is open to input and feedback • Teamwork and Collaboration - Creates an atmosphere of openness and trust; collaborates, offers support and encouragement • Achieving Results - Is goal-directed and persistent; is accountable for meeting commitments, recognizes the contributions of peers

Job Title: Solutions Team Lead About Us: UnitX is building the world's best robotics product to accelerate human productivity in manufacturing. UnitX is a fast-moving startup with a team from Stanford and Google. Since inception, UnitX has shipped 500+ mission-critical systems across 115+ of the world's leading manufacturers' production lines. Every year, $2.8B dollar worth of products (think EV batteries) go through UnitX AI inspection system to ensure quality. As a Solutions Team Lead at UnitX, you will be a key contributor to the design, development, and deployment of defect inspection automation solutions tailored to meet the specific needs of our clients. You will collaborate closely with cross-functional teams, including sales, project management, and technical experts, to analyze requirements, design solutions, and oversee the implementation of defect inspection projects. You will report directly into the Co-Founder & CEO. What You'll Do: Lead the solution team to: Support the sales team to close deals by building solution proposals for vision inspection automation systems using UnitX technology. Support the service team to deploy systems by working on hardware & software integration & customization needs during the deployment phase. Travel to Customers: Go on-site to our customer and potential customer facilities to introduce what our system is capable of. Build and grow a high-performing solution team include Solution Architects (hardware focused) and Production Ops (software focused). Provide technical leadership and expertise in the development and implementation of vision inspection automation systems including motion, vision and software integrations. Ensure that the delivered solution is robust and reliable. Collaborate with customers and internal stakeholders to gather and analyze project requirements. Provide regular product feedback to the product engineering team for product improvements. Who You Are: 6+ years of experience working on manufacturing or machine vision automation systems. 3+ years of experience managing solution engineers & building solution team for manufacturing or machine vision automation companies. Bachelor's degree in Electrical Engineering, Mechanical Engineering, or related discipline. Travel up to 50% to customer sites Strong technical skills on automation system design and machine vision hardware and software. Knowledge of common control systems. Strong communication skills for collaborating with customers, internal stakeholders and solution team members. Our Perks: Competitive salary, equity, and 401k Full Medical, Dental, Vision Unlimited PTO Daily meals provided

LOOKING FOR SOMETHING NEW? For more than three decades, DKC has been at the forefront of communications agencies, attracting the best and the brightest talent from around the country. Currently, we are searching for a trailblazing Account Supervisor based in NY or SF who is ready to take their career to the next level. We're looking for a creative thinker and business strategist who has the media connections to move mountains; curiosity to work in exciting sectors and the right amount of energy and enthusiasm to help world-class teams take brands to new heights. Allow us to introduce ourselves: DKC is one of the country's most innovative independent communications agencies Our world-class media and tech division is home to industry heavyweights like Spotify, Etsy, Airbnb, OpenTable, BMW, Marvel Entertainment, JBL, Bloomberg and Twitch, and some of the hottest startups in tech We strongly believe in the mantra, work hard, play harder, WIN TOGETHER! With a vibrant and fast-paced atmosphere, DKC prides itself on offering a culture of fun, inclusivity and growth. From our employee committees focused on health & wellness, diversity and fun, to a hands-on-approach to training and career growth, DKC offers a wide range of options for career minded staff. Plus, we offer 401K match, cell phone reimbursement, an unlimited vacation and sick day policy, the latest technology for all digital natives and a welcoming environment that is all about perfecting the craft of communications. Now, a little about you: Smart, energetic, savvy account leader with sophisticated media relations expertise and digital chops looking to join one of our New York City or San Francisco offices. 4-10 years experience working at a PR agency and/or an in-house communications team A background in B2B, consumer, and corporate communications focused on the technology, enterprise technology, cloud infrastructure, creator economy, and AI sectors. Understands and can study data, distill insights and brings new ideas to the forefront Comfortable working in a fast-paced environment, both collaboratively and independently ) Has the motivation and attitude to mentor and manage a growing staff, while still looking for ways to improve, learn and hone their skills in strategy, media, digital and integrated marketing Can deliver excellent client service and account management, being a reliable point of contact for both the client, teams and media Will serve as the main day-to-day client lead across accounts, ensuring quality control with teams Able to foster new and significant media and industry relationships, while maintaining relationships with key media Ready to grow their career in new ways including business development, brand marketing and agency marketing Identifies, develops and executes strategic partnerships, campaigns and integrated communication plans Has a strong attention to detail Based in NY or SF The salary range for this role is commensurate with experience: $80k - $100k. At DKC, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are proud to be an equal opportunity employer and value diversity at our agency. We do not discriminate on the basis of race, religion, color, national origin, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status.

Deep learning Team Leader - Perception E-mail: ***************************** We are seeking an experienced and capable Deep learning Team Leader to join our R&D team. The TL will manage and guide a team of engineers focused on developing and integrating novel vision-based Perception algorithms for our autonomous driving system. In addition to leading the team, they will work hands-on to research and implement innovative features using state-of-the-art deep learning methods. This is a unique opportunity to work on cutting-edge deep vision methods, develop and innovate new ideas, and see them deployed on the road in our autonomous vehicles. Responsibilities: Manage and technically lead a team of deep learning engineers, overseeing technical, project management and personal aspects. Manage Perception projects allocated to the San Jose site. Work closely with technical leaders across the company, demonstrating flexibility and effective communication in a global, multi-time-zone environment. Plan, guide, and lead medium to long-term projects involving multiple engineers. See projects through from research to deployment. Supervise complex data pipelines, from the collection stage, through annotation, to models training. Design and optimize deep neural networks, involving innovative feature engineering. Take an End-to End responsibility over medium to long-term projects Devise and implement performance metrics. Communicate, present and visualize results. Align the algorithms with the product needs. Work together with HR to manage local recruitment processes (engage local recruits, interview, work with HR at HQ) Qualifications: M.Sc. or equivalent work track experience in CS, EE, Physics, or other quantitative field from a leading university. Ph.D. - Advantage A proven track record of at least 2 years in managing and technically leading a team of 3 or more engineers, overseeing projects from the brainstorming stage through to successful deployment. A proven track record of at least 5 years hands-on experience in developing deep learning algorithms. Experience and knowledge in computer vision and image manipulation algorithms, Object Detection, Segmentation and classification. In-depth, hands-on knowledge of deep learning fundamentals. Hands-on experience with deep learning frameworks such as PyTorch. Strong mathematical aptitude, with emphasis on probability, vector algebra, and geometry. Proficiency in Python programming. Experience in conducting long-term development and/or research projects, in either academia or industry. Proficiency in English, both written and spoken. Team player - fosters a positive and cooperative work environment by maintaining strong collaboration within the team and building productive relationships with other teams across the company People management skills Representative personality Eligible to work in the US Skills that are considered an advantage: Publications in top-tier journals or conferences on algorithms, computer vision, or deep learning Basic Proficiency in C++. Experience with Linux. Source control with git. Experience with Jira or similar task management software. Salary- annual range: 230-240 K

We are seeking a qualified Sales/Service Representative to join our team. The ideal candidate will meet or exceed customer needs while fulfilling the sales goals of our organization within a multi-state regional area. Responsible for sales/service activities and service calls for end users within region and OEM Support (public transportation OEM parts and accessibility add-ons*) and Account management. Responsibilities Applicant will be responsible for maintaining and servicing several OEM in the region including training and account management. Responsible to promote, sell, and secure new business while maintaining and managing existing accounts. Develop new business opportunities with customers served while ensuring our products specifications are written in current and future orders for bid. Provide accurate sales forecast and market data to Regional and National Manager. Position may require up to 80% travel to customer, sister companies, etc. Demonstrated competency in managing contracts and OEM customers. Must be self-motivated and able to manage a home office as well as be an effective time and territory manager - remote role* Strong mechanical aptitude and ability to communicate unique selling points to a broad audience including Engineering, Operations, Maintenance and Safety professional because of the custom engineered product offerings. Qualifications 3 years of relevant sales experience in the public transportation Sector, or equivalent, including project and account management preferred MUST have a service/sales background with a industrial/manufacturing organization High school diploma/equivalent required, college degree preferred. Experience using a CRM preferred. Strong Microsoft Office applications skills.

Community Focused. Care Driven. Join Southcoast Health, where your future is as promising as the care we provide. Our commitment to each other, our patients, and our community is more than a mission - it's our way of life, and you'll be at the heart of it. Southcoast Health is a not-for-profit, charitable health system with multiple hospitals, clinics, and facilities throughout Southeastern Massachusetts and Rhode Island. Nestled in local communities, Southcoast Health provides inclusive, ethical workplaces where our highly skilled caregivers offer world-class, comprehensive healthcare close to home. Find out for yourself why Southcoast Health has been voted ‘Best Place to Work' for 7 years in a row! We are searching for a talented Team Lead-Lab Processing Supervisor Hours: 40hrs Shift: Day shift with some weekend and holiday rotation may be required; Flexible start times 7:00am - 9:00am Location: St. Luke's Hospital - New Bedford, MA A career at Southcoast Health offers you: A culture of well-being that embraces, respects, and celebrates the rich diversity of one another and the communities we serve Competitive pay and comprehensive benefits package Generous Earned Time Off Package** Employee Wellbeing Program 403B Retirement Plan with company match Tuition assistance / Federal Loan Forgiveness programs Professional growth opportunities and customized leadership training **Available to regular status employees who are scheduled to work a minimum of 24 hours. Southcoast Health is an Equal Opportunity Employer. Compensation: Pay rate will be determined based on level of experience. Responsibilities Under the direction of the Manager, Laboratory Site or Designee, perform a wide variety of administrative, supervisory, educational, clinical, and other related duties within assigned laboratory section of Southcoast Hospitals Group. Responsible for the oversight of the laboratory assistants, specimen processors, and clerical staff to ensure efficient, effective, and quality services to pertinent patient care and customer service. Responsible for 24-hour accountability of all designated personnel and activities within assigned laboratory sections. Responsible for being on site to supervise staffing needs at critical demand times. Qualifications Associates Degree in Medical Laboratory Service with certification as MLT (ASCP) or a Baccalaureate Degree in Medical Technology or the equivalent Baccalaureate Degree in Physical, Chemical, or biological science in conjunction with certification as MLS (ASCP) or equivalent in the appropriate categorical or specialty certification is required. Minimum five (5) years of progressively responsible experience in Clinical Laboratory science is required. Laboratory experience in multiple disciplines is preferred. Current certification as MLT(ASCP), MLS(ASCP) or equivalent is required. Must be fully vaccinated against seasonal Influenza and the COVID 19 virus or to be exempt from the requirement for medical or personal reasons by signing a statement certifying you are choosing to be exempt from vaccination once hired. Pay Range USD $39.24 - USD $52.63 /Hr. Rotation Schedule Requirement Some weekends may be required. #J-18808-Ljbffr

Rivianis on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and operate comfortably in areas that are unknown. Our backgrounds are diverse, but our team shares a love of the outdoors and a desire to protect it for future generations. Equal Opportunity Rivian is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender, gender expression, gender identity, genetic information or characteristics, physical or mental disability, marital/domestic partner status, age, military/veteran status, medical condition, or any other characteristic protected by law. Rivian is committed to ensuring that our hiring process is accessible for persons with disabilities. If you have a disability or limitation, such as those covered by the Americans with Disabilities Act, that requires accommodations to assist you in the search and application process, please email us atcandidateaccommodations@rivian.com. Candidate Data Privacy Rivian may collect, use and disclose your personal information or personal data (within the meaning of the applicable data protection laws) when you apply for employment and/or participate in our recruitment processes (“Candidate Personal Data”). This data includes contact, demographic, communications, educational, professional, employment, social media/website, network/device, recruiting system usage/interaction, security and preference information. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. Rivian may transfer or store internationally your Candidate Personal Data, including to or in the United States, Canada, the United Kingdom, and the European Union and in the cloud, and this data may be subject to the laws and accessible to the courts, law enforcement and national security authorities of such jurisdictions. Please note that we are currently not accepting applications from third party application services. #J-18808-Ljbffr

Research Analytics Analyst The Analytics Analyst will work with Research Analysts and Investment Technology colleagues to create dashboards and data sources for the Research team. This role involves understanding the investment business context and collaborating with various stakeholders within the department and across the organization to build solutions that meet Research needs while aligning with Investment Technology standards. This position will report within Research Technology & Data Program Manager, matrix to the Investment Technology Analytics Manager, and be a dedicated member of the cross-functional EQ Tech Team. Responsibilities: • Create visualizations and dashboards for the Research team. • Agile planning with EQ Tech Team to balance strategic initiatives and ad hoc requests. • Quarterly planning with Investment Analytics team to align with firmwide initiatives. • Gathering data needs of the department, documenting and translating requirements. • Collaborating with colleagues on ideas and issues. • Designing models to combine accounting, fundamental, quantitative, benchmark data, proprietary data, etc. • Production dashboard development. • Peer reviews and quality assurance testing. • Incorporate proprietary quantitative data into shared investment tools. • Designing data sources for quantitative model output as needed. • Code and query support and technical peer reviews. • Maintaining data documentation. • Teaching Research to leverage Tableau to answer Analyst questions. • 5+ years in Investment Management, Finance, Banking, or related field with applied experience in the following technologies o Tableau o Python o Azure DevOps o SQL o Snowflake o Factset, Bloomberg o Optional others: Dash Enterprise for Plotly, Alteryx, Haver

Seasonal Reader for the Stanford GSB MBA Admissions Office Stanford Graduate School of Business Residing in Silicon Valley, the heart of innovation, Stanford GSB has built a global reputation based on its immersive and innovative management programs. We provide students a transformative leadership experience, push the boundaries of knowledge with faculty research, and offer a portfolio of entrepreneurial and non-degree programs that deliver global impact like no other. We strive to change lives, change organizations, and change the world. The MBA Admissions team is seeking a few seasonal readers to round out the team for the 2025-2026 academic year. In a highly selective admissions process, seasonal readers help the MBA Admissions Office evaluate candidates' application materials (e.g. academic transcripts, career history, letters of recommendation, personal essays, etc.) and recommend decisions based on our Evaluation Criteria, which include how candidates think, how they lead, and how they see the world. In a typical year, seasonal readers work up to 18 weeks per season within the three application rounds (early September through early November, early January through late February, and early April through early May). In a reader's first year, there will be a month-long intensive training program starting the last week of July and ending the last week of August, followed by 30-40 hours of reading per week during each application round. The reading season will last through early May 2026. All evaluation work is performed remotely. While seasonal readers do not need to be located in the San Francisco Bay Area, they must be available for periodic meetings held during standard business hours (9AM to 5PM) for the Pacific Standard Time Zone and have the ability to travel to the Stanford campus for a few days in early September every year. Pay range starts at $40/hour, depending on experience. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. Your primary responsibilities include: Holistically evaluate MBA candidates' applications according to our Evaluation Criteria Write decision recommendations with clear rationales To be successful in this position, you will bring: Bachelor's degree and at least three years of relevant experience or a combination of education and experience Experience in a field with exposure to pre-MBA and post-MBA roles, or experience and skill in Admissions Excellent oral and written communication skills Strong analytical and critical thinking skills to review and assess qualitative information Superb attention to detail Strong sense of confidentiality and ability to maintain it Demonstrated ability to respect and encourage diverse perspectives Absolute dependability and strong time management skills Ability to commit to the role for a minimum of 3 years, given the steep learning curve. Please do not apply if you are only able to work 1-2 years or if you have another full-time job commitment Commitment to work up to 40 hours/week in the following periods: mid-September through early November, early January through late February, the month of April. Hours worked do not need to occur during standard business hours, but weekly goals and deadlines must be met Proactive spirit for problem solving and innovation User knowledge of Google Workspace, particularly Google Docs, Google Sheets, and Google Slides In addition, our preferred requirements include: Advanced degree; MBA preferred Previous experience in Admissions or leadership assessment experience Ability to work evenings or weekends occasionally Experience with Slate is a plus Timeline: Mandatory training will start on 28 July 2025 and last through 29 August 2025. The reading season will begin in early September, including two on-campus meeting days, and last through early May 2026. To Apply: Please email your resume and cover letter to Chelsea Sun (******************) by April 15, 2025. Interviews will take place during April and May, with offers extended by June.

US-CA-Palo Alto Type: Regular Full-Time # of Openings: 1 Oak Creek Apartments We are growing! Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. The company manages a combined portfolio of approximately 25 million square feet of office and industrial space and 36,000 apartment units. OPPORTUNITY: RESIDENT SERVICES MANAGER - PALO ALTO, CA **DAYS REQUIRED: TUESDAY - SATURDAY** Sares Regis Group is seeking an experienced customer service professional to work at our beautiful 759-unit community, Oak Creek Apartments! This is a great career opportunity in an ideal location! Essential Functions: Responsible for greeting prospects, guests and visitors as they arrive to our community Provide a personalized experience, with emphasis on care and convenience for our future and current residents Engage with residents, fostering an ongoing, positive relationship while confirming their expectations are being fulfilled Respond to resident complaints and concerns in a timely and professional manner, making sure every situation handled ends with gratification Act as the communication center providing residents community happenings daily, weekly, or monthly via the computer portal and postings. Plan, promote and deliver resident events and activities ensuring resident's find value outside the walls of their apartment home Identify, communicate and implement opportunities to improve resident happiness and service. QUALIFICATIONS • Must have 1-3 years of excellent customer service experience with ability to pass fair housing exam. • Must have relevant experience. • Ability to effectively communicate both written and verbal. • Experience with file audits, customer service and resident engagement a must! • Ability to work independently without direct supervision. • Must have knowledge of operations software used at the property level; Outlook, Internet software, EXCEL, and WORD. • Current driver's license and auto insurance. • Able to work weekends and overtime as job requires. Salary is $32.00/hour. We offer a competitive compensation package that includes a 401(K) match, rental incentive and renewal compensation, bonuses, and rental discounts depending on location. Regular full-time employees who work between 30-40 hours a week are eligible for medical, dental, vision, other voluntary benefits and vacation accrual. Sick time accrual is provided in accordance with law. PLEASE APPLY ONLINE AT: SARES REGIS CAREERS WEBSITE EQUAL OPPORTUNITY EMPLOYER All positions contingent on completion of successful background screen and drug test. PM21 Compensation details: 32 Hourly Wage PIb8ea7e9d56d6-26***********1

We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to achieve this mission! We need an experienced professional who is ready to help us continue to grow. Our Experienced Client Service Associate - Financial Services will be setting up new accounts, scheduling meetings, answering the phones along with many other things, while overall being a critical piece to the client experience. Being the primary operations person within our firm, tasks will include client-specific, account-specific, and general business functions. Outside of experience, you will have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction. You're an administrative pro who wants to be more and do more. You're organized, tech savvy and able to work independently while thoroughly enjoying being part of a team. You're a go-getter when it comes to follow through and details rarely slip your grasp. You have an adept ability to prioritize and handle multiple tasks simultaneously and you take immense pride in your work. ESSENTIAL RESPONSIBILITIES: Process various client service items, including new accounts, withdrawals, beneficiary changes, etc. Prepare, organize, coordinate, and maintain all client paperwork Organize time: schedule appointments, maintain calendar, coordinate internally and externally, as needed Client meetings; prepare documents, notes, reports, and presentation materials as requested Follow up with clients verbally and in writing to obtain required information Maintain client records in database, including documentation of phone calls and conversations Generate various daily, weekly, monthly and annual reports Answer, screen, and route phone calls, assisting directly or taking messages as appropriate Communicate confidential client information professionally and discreetly Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client Perform general office management and upkeep (supplies, tidying, etc.) Communicate with the broker/dealer, advisory firm and product firm contacts Maintain records, logs, and blotters Perform various miscellaneous tasks as assigned QUALIFICATIONS: 2-5+ years of experience supporting a financial advisor or similar setting required CRM Software / Database experience required (Example: Redtail, Constant Contact, OneHub, Salesforce, Etc.) Industry-specific software experience highly preferred (Example: E-Money, RetireUp, NetX360, Envestnet, etc.) Advanced Technology Skills and use of MS Office (Outlook, Word, Power Point, Excel, Etc.) FINRA Securities licensing or willingness to obtain (Example: SIE, Series 7, 66, 65 and/or 63) Highly organized, with an absolute attention to detail Excellent follow-through and communication regarding status of open items Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner Editing and writing skills to initiate, compose, format, proofread and carefully edit various documents Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Ability to work independently and in a team environment Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; Final job offer is dependent on successful completion and approval by the broker/dealer firm