Director of Procurement - Sales and Client Relations

10514 Chappaqua, New York Paramount Services Group Inc.

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Are you a strategic leader who is strong when it comes to client relations? Paramount Services Group Inc. in Brooklyn, NY, a premier provider of commercial janitorial and maintenance services, is seeking a full-time Sales and Client Relations Director to oversee our sales operations and strengthen relationships with key clients. This role offers a base salary of $30,000 - $35,000, with a commission structure based on net profit , providing substantial earning potential . If you're looking for a leadership role in a flexible, growth-oriented company , this is your opportunity to make a significant impact. YOUR TYPICAL DAY In this procurement role, you will take charge of both our sales strategy and client management. A typical day may start with reviewing targets and performance, ensuring the sales team is on track to meet goals. As a Sales and Client Relations Director, you'll lead client meetings to discuss ongoing needs, ensuring our services are consistently aligned with their expectations. Additionally, you will manage relationships with vendors and suppliers, securing favorable terms for procurement while also identifying new business opportunities. Balancing client satisfaction with achieving sales targets is a key part of your responsibilities, allowing you to drive both revenue growth and long-term partnerships. QUALIFICATIONS Proven record of delivering results in sales, marketing, and procurement Leadership experience Ability to think strategically ABOUT PARAMOUNT SERVICES GROUP INC. Headquartered in Brooklyn, NY, Paramount Services Group Inc. offers professional maintenance, pest control, janitorial, and landscaping services. From medical facilities to daycare centers, we keep buildings and grounds in tip-top shape year-round. Our clients appreciate our commitment to delivering excellent results at competitive prices. At Paramount Services Group Inc., we don't just do the job faster-we also do it better! We're proud to be an inclusive, diverse company with a supportive working environment. We've learned that when every employee is treated with respect, they pull together to become an engaged, harmonious team. That's why we facilitate a laid-back, collegial atmosphere and provide our staff with flexibility and growth opportunities . If this sounds like a company you want to be a part of, connect with us today! Ready to apply? If you are ready to take on the role of Sales and Client Relations Director, we encourage you to apply through our 3-minute, mobile-friendly initial application. We look forward to meeting you! #J-18808-Ljbffr

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Director, Physician Relationship Management

11030 Manhasset, New York Northwell Health

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Job Description Directs the development, coordination, and administration of policies, services, and Physician and Community Outreach programs including referral development and follow up health care resources in the hospital. Job Responsibility Leads a Physician Relationship group by communicating with and developing staff members, and building consensus for programs and goals that support a business, function or geographic area. Develops and articulates a short-term strategic vision for areas of responsibility. Develops and designs strategic marketing goals and objectives and markets services. Initiates marketing of services/programs by disseminating information into the community and among health care providers via print, media, direct mail, and website venues. Presents marketing and relationship development outcomes to management to evaluate overall results and effectiveness of the strategic plan for program growth. Creates budget reports, report to senior management on findings, and provide justification and/or corrective action. Directs and implements clinical marketing and physician outreach campaign plans and establishes strong relationships with clinical staff, hospital leadership and referring physicians to understand objectives and opportunities. Develops targets/goals and evaluates effectiveness of efforts through use of monitoring tools and metrics. Presents marketing/communication outcomes to senior leadership to evaluate overall results and effectiveness. Builds, fosters and maintains business relationships with Health System referring physicians and tracks referrals to ensure patients are directed to proper Health System facilities. Develops and directs service line marketing staff to produce materials to create a cohesive image and message aligned with Health System standards. Oversees training service line specific systems to referring physicians in coordination with Health System and IT staff. Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions. Job Qualification Bachelor's Degree required, or equivalent combination of education and related experience. 8-12 years of relevant experience and 7+ years of leadership / management experience, required. *Additional Salary Detail The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).The salary range for this position is $105,400-$183,000/year Salary ranges shown on third-party job sites may not accurately reflect ranges provided by Northwell Health. Candidates should check Northwell Health Careers for accurate information and discuss salary/hourly details and our comprehensive benefits with a recruiter, if selected for an interview.

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Director, Physician Relationship Management

11030 Manhasset, New York Northwell Health

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**Req Number** 163293
Job Description
Directs the development, coordination, and administration of policies, services, and Physician and Community Outreach programs including referral development and follow up health care resources in the hospital.
Job Responsibility
+ Leads a Physician Relationship group by communicating with and developing staff members, and building consensus for programs and goals that support a business, function or geographic area.
+ Develops and articulates a short-term strategic vision for areas of responsibility. Develops and designs strategic marketing goals and objectives and markets services.
+ Initiates marketing of services/programs by disseminating information into the community and among health care providers via print, media, direct mail, and website venues.
+ Presents marketing and relationship development outcomes to management to evaluate overall results and effectiveness of the strategic plan for program growth.
+ Creates budget reports, report to senior management on findings, and provide justification and/or corrective action.
+ Directs and implements clinical marketing and physician outreach campaign plans and establishes strong relationships with clinical staff, hospital leadership and referring physicians to understand objectives and opportunities.
+ Develops targets/goals and evaluates effectiveness of efforts through use of monitoring tools and metrics.
+ Presents marketing/communication outcomes to senior leadership to evaluate overall results and effectiveness.
+ Builds, fosters and maintains business relationships with Health System referring physicians and tracks referrals to ensure patients are directed to proper Health System facilities.
+ Develops and directs service line marketing staff to produce materials to create a cohesive image and message aligned with Health System standards.
+ Oversees training service line specific systems to referring physicians in coordination with Health System and IT staff.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ Bachelor's Degree required, or equivalent combination of education and related experience.
+ 8-12 years of relevant experience and 7+ years of leadership / management experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $105,400-$183,000/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
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Director Global Procurement - Supplier Relationship Management

10591 Tarrytown, New York Regeneron Pharmaceuticals

Posted 3 days ago

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The Director, Global Procurement - Supplier Relationship Management (SRM) will be responsible for designing, implementing, and ensuring the success of the supplier relationship management framework across Global Procurement. The role will also be accountable to manage key enterprise suppliers working closely with the CPO and other stakeholders across Regeneron to manage strategies to deliver long term value creation. This leader will support Category teams to ensure optimal performance of the SRM Framework to drive innovation, manage risk, and enhance value delivery across the program. In addition the role will enable communication to suppliers and, within Global Procurement, and across Regeneron stakeholders related to SRM and other key Regeneron/Global Procurement priorities.

This role will require 4 days per week onsite at our Corporate HQ Campus in Sleepy Hollow, NY. This is not available as a fully remote / hybrid work.

As the Director, Global Procurement - SRM, a typical day may include:

  • Developing and leading SRM Strategy across Global Procurement, including design and execution of a comprehensive global SRM strategy, establishing ways of working and governance model across the enterprise.
  • Serve as the executive point of contact for key enterprise suppliers. Facilitate regular business reviews and strategic planning sessions to foster collaboration and innovation.
  • Drive supplier-enabled innovation initiatives and continuous improvement programs that enhance efficiency, quality, and cost-effectiveness.
  • Identify and mitigate supplier risks, ensuring business continuity and adherence to regulatory, legal, and ethical standards in all supplier relationships.
  • Leverage SRM technologies, analytics tools, and dashboards to gain insights, streamline processes, and support strategic decision-making.
  • Lead the development of SRM capability across Global Procurement, fostering a high-performance culture focused on collaboration, accountability, and strategic thinking.
  • Researching external data sources to understand industry trends, regulations and best practices to improve Regeneron's SRM program.
This role may be for you if you have:
  • Demonstrated knowledge of efficient global procurement organizations and processes within the biopharmaceutical industry to support the growth and evolution of the Global Procurement organization
  • Deep understanding of SRM best practices and their application in a complex, regulated, and global environment.
  • Strong negotiation, analytical, and strategic thinking skills.
  • Capability to build influential relationships with stakeholders and suppliers to drive results for Regeneron.
  • A successful record of leading cross-functional teams to drive results through supplier relationship management efforts.
  • High drive to operate with integrity, focus, and clarity in an environment of ambiguity to drive change and improvement.
  • Working knowledge with sourcing contracting tools, ERP's, and eRFx systems preferred. (Oracle, Zycus, Ariba, Other)
  • Ability to leverage standard business applications for communicating, presenting and analyzing (Word, Excel, Powerpoint)


To be considered for this role you must posses a Bachelor's degree in a relevant field of study plus 10 - 15 years progressive experience in procurement, preferably including substantial experience in Pharma/BioPharma. Experience successfully leading global teams, processes, and suppliers across a breadth of categories.

Does this sound like you? Apply now to take your first step towards living the Regeneron Way! We have an inclusive and diverse culture that provides comprehensive benefits, which often include (depending on location) health and wellness programs, fitness centers, equity awards, annual bonuses, and paid time off for eligible employees at all levels!

Regeneron is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion or belief (or lack thereof), sex, nationality, national or ethnic origin, civil status, age, citizenship status, membership of the Traveler community, sexual orientation, disability, genetic information, familial status, marital or registered civil partnership status, pregnancy or parental status, gender identity, gender reassignment, military or veteran status, or any other protected characteristic in accordance with applicable laws and regulations. The Company will also provide reasonable accommodation to the known disabilities or chronic illnesses of an otherwise qualified applicant for employment, unless the accommodation would impose undue hardship on the operation of the Company's business.

For roles in which the hired candidate will be working in the U.S., the salary ranges provided are shown in accordance with U.S. law and apply to U.S.-based positions. For roles which will be based in Japan and/or Canada, the salary ranges are shown in accordance with the applicable local law and currency. If you are outside the U.S, Japan or Canada, please speak with your recruiter about salaries and benefits in your location.

Please note that certain background checks will form part of the recruitment process. Background checks will be conducted in accordance with the law of the country where the position is based, including the type of background checks conducted. The purpose of carrying out such checks is for Regeneron to verify certain information regarding a candidate prior to the commencement of employment such as identity, right to work, educational qualifications etc.

Salary Range (annually)

$180,400.00 - $300,700.00
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Director Global Procurement - Supplier Relationship Management

10591 Tarrytown, New York Regeneron Pharmaceuticals

Posted 1 day ago

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Job Description

The Director, Global Procurement - Supplier Relationship Management (SRM) will be responsible for designing, implementing, and ensuring the success of the supplier relationship management framework across Global Procurement. The role will also be accountable to manage key enterprise suppliers working closely with the CPO and other stakeholders across Regeneron to manage strategies to deliver long term value creation. This leader will support Category teams to ensure optimal performance of the SRM Framework to drive innovation, manage risk, and enhance value delivery across the program. In addition the role will enable communication to suppliers and, within Global Procurement, and across Regeneron stakeholders related to SRM and other key Regeneron/Global Procurement priorities.
**_This role will require 4 days per week onsite at our Corporate HQ Campus in Sleepy Hollow, NY. This is not available as a fully remote / hybrid work._**
As the Director, Global Procurement - SRM, a typical day may include:
+ Developing and leading SRM Strategy across Global Procurement, including design and execution of a comprehensive global SRM strategy, establishing ways of working and governance model across the enterprise.
+ Serve as the executive point of contact for key enterprise suppliers. Facilitate regular business reviews and strategic planning sessions to foster collaboration and innovation.
+ Drive supplier-enabled innovation initiatives and continuous improvement programs that enhance efficiency, quality, and cost-effectiveness.
+ Identify and mitigate supplier risks, ensuring business continuity and adherence to regulatory, legal, and ethical standards in all supplier relationships.
+ Leverage SRM technologies, analytics tools, and dashboards to gain insights, streamline processes, and support strategic decision-making.
+ Lead the development of SRM capability across Global Procurement, fostering a high-performance culture focused on collaboration, accountability, and strategic thinking.
+ Researching external data sources to understand industry trends, regulations and best practices to improve Regeneron's SRM program.
This role may be for you if you have:
+ Demonstrated knowledge of efficient global procurement organizations and processes within the biopharmaceutical industry to support the growth and evolution of the Global Procurement organization
+ Deep understanding of SRM best practices and their application in a complex, regulated, and global environment.
+ Strong negotiation, analytical, and strategic thinking skills.
+ Capability to build influential relationships with stakeholders and suppliers to drive results for Regeneron.
+ A successful record of leading cross-functional teams to drive results through supplier relationship management efforts.
+ High drive to operate with integrity, focus, and clarity in an environment of ambiguity to drive change and improvement.
+ Working knowledge with sourcing contracting tools, ERP's, and eRFx systems preferred. (Oracle, Zycus, Ariba, Other)
+ Ability to leverage standard business applications for communicating, presenting and analyzing (Word, Excel, Powerpoint)
To be considered for this role you must posses a Bachelor's degree in a relevant field of study plus 10 - 15 years progressive experience in procurement, preferably including substantial experience in Pharma/BioPharma. Experience successfully leading global teams, processes, and suppliers across a breadth of categories.
Does this sound like you? Apply now to take your first step towards living the Regeneron Way! We have an inclusive and diverse culture that provides comprehensive benefits, which often include (depending on location) health and wellness programs, fitness centers, equity awards, annual bonuses, and paid time off for eligible employees at all levels!
Regeneron is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion or belief (or lack thereof), sex, nationality, national or ethnic origin, civil status, age, citizenship status, membership of the Traveler community, sexual orientation, disability, genetic information, familial status, marital or registered civil partnership status, pregnancy or parental status, gender identity, gender reassignment, military or veteran status, or any other protected characteristic in accordance with applicable laws and regulations. The Company will also provide reasonable accommodation to the known disabilities or chronic illnesses of an otherwise qualified applicant for employment, unless the accommodation would impose undue hardship on the operation of the Company's business.
For roles in which the hired candidate will be working in the U.S., the salary ranges provided are shown in accordance with U.S. law and apply to U.S.-based positions. For roles which will be based in Japan and/or Canada, the salary ranges are shown in accordance with the applicable local law and currency. If you are outside the U.S, Japan or Canada, please speak with your recruiter about salaries and benefits in your location.
Please note that certain background checks will form part of the recruitment process. Background checks will be conducted in accordance with the law of the country where the position is based, including the type of background checks conducted. The purpose of carrying out such checks is for Regeneron to verify certain information regarding a candidate prior to the commencement of employment such as identity, right to work, educational qualifications etc.
**Salary Range (annually)**
$180,400.00 - $300,700.00
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Payments Client Relationship Management Leader - Diversified Industries - Executive Director

07097 Jersey City, New Jersey JPMorgan Chase Bank, N.A.

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Permanent
Join Our Global Payments Corporate Sales team where you will lead industry-aligned professionals and drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.

As a Payments Client Manager (PCM) and industry leader in Global Payments Corporate Sales, you will take on a dual role supporting clients directly and managing a team of industry-aligned professionals. You will manage a portfolio of well-established client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize, and deepen those relationships. In addition to your portfolio responsibilities, you will lead and be accountable for a team of client managers and sales associates. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.

About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.

Job Responsibilities:

  • Achieve firm-wide business objectives, including the annual revenue plan at target margins, by maintaining and growing existing relationships and ensuring high levels of client satisfaction.
  • Execute sales and support strategies in collaboration with other lines of business, such as Global Payment Sales Managers, Product Sales Specialists, and Corporate Banking partners, to meet client-specific needs.
  • Act as the principal point of contact for internal partners and the primary contact for client relationships.
  • Enhance relationship management by developing strategies to strengthen client engagement and satisfaction.
  • Cultivate long-term relationships with key stakeholders to support strategic business objectives and drive mutual growth.
  • Serve as a trusted advisor to clients, providing strategic insights and recommendations while understanding industry nuances and client objectives.
  • Prepare and deliver quarterly business reviews and analysis on strategic client relationships, monitoring client health indicators and proactively addressing issues.
  • Accelerate mandated deal execution by partnering across the organization to document deal solutions, requirements, and conditions.
  • Drive deal realization by focusing on product and solutions activation to enhance client value and achieve business outcomes.
  • Manage client revenue by monitoring Client utilization and managing pricing events to optimize revenue and oversee credit facilities to maximize utilization.
  • Ensure compliance with Know Your Customer (KYC) requirements and provide necessary regulatory updates to clients.
  • Take responsibility for attracting, developing, and retaining top talent, fostering a skilled and motivated team.

Required Qualifications, Skills, and Capabilities:
  • 8+ years of experience in client management, sales, or a related role.
  • Experience working with large multi-dimensional clients (multiple products/regions/etc.).
  • Demonstrated experience leading a team of experienced professionals.
  • Strong understanding of payments products and payments industry dynamics.
  • Knowledge and expertise supporting Diversified Industries segment.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong client relationships.
  • Analytical mindset with the ability to identify growth opportunities and optimize processes.
  • Proficiency in CRM software and Microsoft Office Suite.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Chicago,IL $140,000.00 - $35,000.00 / year; Jersey City,NJ 142,500.00 - 250,000.00 / year

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Client Services Coordinator

06831 Greenwich, Connecticut Gainor Staffing

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Job Title: Client Services Coordinator (Temporary) Our client, a prominent international Real Estate firm with many famous landmarks in their portfolio, is seeking a Client Services Coordinator to join their team on a temporary basis in Greenwich, CT . Job Details Answer phones/emails and greet visitors Act as an overall hospitality and client service resource Perform regular lobby inspections Set up for events, including catering coordination Provide move-in and move-out support Assist with vendor management and invoice processing Pay Rate: $21 per hour Skills and Qualifications Bachelor’s degree required Demonstrated experience in client services and general administration Customer service oriented, approachable, and level-headed Tech savvy and experienced in Microsoft Office Suite Highest standard of professionalism and discretion Dedicated to detail, with excellent writing, communications, and organizational skills *Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law. #J-18808-Ljbffr

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Client Services Coordinator

10606 White Plains, New York COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP

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Organizational Overview Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold: To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions. Responsibilities Client & Visitor Support: Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors. Ensure the front desk is covered at all times. Monitor practice voicemail, track issues, and resolve inquiries. Assist clients, visitors, and clinicians with ad hoc requests. Administrative Support: Open or close, and maintain the office. Assist with onboarding and offboarding tasks. Provide basic AV/IT support and assist with in-person trainings. Set up and coordinate refreshments for staff and large meetings. Manage the setup of chairs, tables, AV equipment, and catering. Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes. Process medical record requests. Facility & Equipment Management: Manage supply inventory, ordering, and distribution across three facilities. Open packages and store supplies appropriately. Coordinate with vendors to resolve equipment issues and track maintenance. Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable. Coordinate repairs, vendor interactions, and landlord communications. Collect and distribute mail. Company Volunteer & Community Engagement Activities: Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics. Support with marketing and social media projects. Program & Project Management: Drive administrative workflows for assigned programs. Coordinate program communications, ensuring effective dissemination of information. Gather and communicate program needs to marketing and outreach teams. Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items. Manage onboarding and offboarding processes for program staff and trainees. Maintain and organize program documents, materials, and supplies. Track and maintain program data. Assist Program Directors and Coordinators with administrative tasks as needed. Ensure compliance with HIPAA regulations. Provide support to the Administrative Manager and Executive Director as required. General Support: Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions: With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements: Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity and Independent Action: Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Minimum of 2 years of healthcare and administrative experience. Excellent organizational and time management skills. Strong analytical and problem-solving abilities with attention to detail. Ability to manage multiple tasks in a fast-paced, evolving environment. Excellent written and verbal communication skills. Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms. Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Initiative, follow-through, and a strong work ethic. Proactive problem-solving approach with sound decision-making capabilities. Highly resourceful team player with the ability to work independently. Ability to accept and apply constructive feedback. Demonstrates the highest level of discretion and confidentiality. 5 days a week on-site, with evening hours expected. Why Join CBC? At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being 80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year. 16 hours of personal time off each year after 90 days of service. Paid holidays, including a floating cultural holiday. 40 hours of paid sick and safe leave annually. Professional Development: Access to professional development funds managed by the finance team. Health and Wellness: Comprehensive insurance programs Long-term disability benefits and salary continuation Lactation accommodations for new parents Employee Assistance Program (EAP) for confidential support Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Life Insurance Retirement and Financial Security: Employer-sponsored retirement plan options with up to 3.5% employer matching. Work-Life Balance: Supportive workplace policies, including grievance and open-door communication. Additional Benefits: Transportation Benefit Plan (Pre-tax commuter and parking benefits) Bereavement leave for immediate family members. Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan) Paid leave for jury duty and voting. Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters. Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations. Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr

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Client Services Associate

06831 Greenwich, Connecticut Kovitz

Posted 1 day ago

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POSITION OVERVIEW

Based in our Greenwich Office , The Client Service Associate will support a team of senior advisors working with new and existing clients. Ideal candidates will have strong communication skills, the ability to multi-task and experience in the financial services industry. Responsibilities include:

Client Relationships:

  • Work with senior advisors, trading and operations to coordinate all aspects of client onboarding and ongoing account support.
  • Answer phones, and route client requests appropriately.
  • Respond to client questions regarding accounts, policies, and procedures.
  • Process client requests (wires, checks, journals, etc.).

Data Management

  • Assist the team with all non-sales related functions (clerical/administrative work).
  • Maintain client communication in the contact management system.
  • Process client paperwork (including communicating directly with clients to obtain all information needed).
  • Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.

PREFFERED SKILLS & EXPERTISE:

  • Assist the team with all non-sales related functions (clerical/administrative work).
  • Maintain client communication in the contact management system
  • Process client paperwork (including communicating directly with clients to obtain all information needed)
  • Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.

Benefits include:

  • Medical, Dental & Vision
  • Disability & Life Insurance Programs
  • 401(k) with profit-sharing
  • Paid Time Off (PTO)
  • Parental Leave Program
  • HSA Incentive
  • Reimbursement for continuing education
  • Wellness Reimbursement Program

Assets: $ 32 billion

# of Employees: 402

Office Locations: Chicago, IL (HQ); Madison, WI; Northbrook, IL; Deerfield, IL; Orange County, CA; Pittsburgh, PA ; Harrisburg, PA; Sioux Falls, SD ; Ft Collins. CO; Scottsdale, AZ; Southfield, MI; Ann Arbor, MI;

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Client Services Coordinator

10606 White Plains, New York Cognitive & Behavioral Consultants

Posted 1 day ago

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Join to apply for the Client Services Coordinator role at Cognitive & Behavioral Consultants 4 months ago Be among the first 25 applicants Join to apply for the Client Services Coordinator role at Cognitive & Behavioral Consultants Get AI-powered advice on this job and more exclusive features. Organizational Founded In 2004, Cognitive & Behavioral Consultants (CBC) Is a Leading Mental Health Organization Committed To Helping Individuals And Families Thrive. CBC Specializes In Evidence-based Therapies, Providing High-quality Psychological Care To Children, Adolescents, Adults, Couples, And Families. Our Mission Is Twofold To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. Organizational Founded In 2004, Cognitive & Behavioral Consultants (CBC) Is a Leading Mental Health Organization Committed To Helping Individuals And Families Thrive. CBC Specializes In Evidence-based Therapies, Providing High-quality Psychological Care To Children, Adolescents, Adults, Couples, And Families. Our Mission Is Twofold To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions. Responsibilities Client & Visitor Support: Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors. Ensure the front desk is covered at all times. Monitor practice voicemail, track issues, and resolve inquiries. Assist clients, visitors, and clinicians with ad hoc requests. Administrative Support Open or close, and maintain the office. Assist with onboarding and offboarding tasks. Provide basic AV/IT support and assist with in-person trainings. Set up and coordinate refreshments for staff and large meetings. Manage the setup of chairs, tables, AV equipment, and catering. Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes. Process medical record requests. Facility & Equipment Management Manage supply inventory, ordering, and distribution across three facilities. Open packages and store supplies appropriately. Coordinate with vendors to resolve equipment issues and track maintenance. Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable. Coordinate repairs, vendor interactions, and landlord communications. Collect and distribute mail. Company Volunteer & Community Engagement Activities Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics. Support with marketing and social media projects. Program & Project Management Drive administrative workflows for assigned programs. Coordinate program communications, ensuring effective dissemination of information. Gather and communicate program needs to marketing and outreach teams. Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items. Manage onboarding and offboarding processes for program staff and trainees. Maintain and organize program documents, materials, and supplies. Track and maintain program data. Assist Program Directors and Coordinators with administrative tasks as needed. Ensure compliance with HIPAA regulations. Provide support to the Administrative Manager and Executive Director as required. General Support Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity And Independent Action Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Minimum of 2 years of healthcare and administrative experience. Excellent organizational and time management skills. Strong analytical and problem-solving abilities with attention to detail. Ability to manage multiple tasks in a fast-paced, evolving environment. Excellent written and verbal communication skills. Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms. Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Initiative, follow-through, and a strong work ethic. Proactive problem-solving approach with sound decision-making capabilities. Highly resourceful team player with the ability to work independently. Ability to accept and apply constructive feedback. Demonstrates the highest level of discretion and confidentiality. 5 days a week on-site, with evening hours expected. Why Join CBC? At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being 80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year. 16 hours of personal time off each year after 90 days of service. Paid holidays, including a floating cultural holiday. 40 hours of paid sick and safe leave annually. Professional Development Access to professional development funds managed by the finance team. Health And Wellness Comprehensive insurance programs Long-term disability benefits and salary continuation Lactation accommodations for new parents Employee Assistance Program (EAP) for confidential support Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Life Insurance Retirement And Financial Security Employer-sponsored retirement plan options with up to 3.5% employer matching. Work-Life Balance Supportive workplace policies, including grievance and open-door communication. Additional Benefits Transportation Benefit Plan (Pre-tax commuter and parking benefits) Bereavement leave for immediate family members. Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan) Paid leave for jury duty and voting. Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters. Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations. Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees. Seniority level Seniority level Entry level Employment type Employment type Part-time Job function Job function Business Development and Sales Industries Mental Health Care Referrals increase your chances of interviewing at Cognitive & Behavioral Consultants by 2x Sign in to set job alerts for “Client Services Coordinator” roles. 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