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This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:
Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMDs, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
Utilizing websites and software to obtain client and product information
Responding to client service calls, emails and texts in a friendly and professional manner
Completing each service request and resolving client issues in a timely manner
Inputting detailed notes into CRM and keeping updated
Coordinating and following up on client transfers, contributions, distributions
Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
Updating client plans for upcoming review appointments and processing post-review follow up items
Maintaining professional communication with clients and other team members
Assisting in setting client appointments for advisors when needed
Cross training to assist with New Business processing
Meeting with clients to review plans, answer quest

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form . The EEOC "Know Your Rights" Poster is available here .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

Required Skills & Experience

Associates Degree preferred
Financial Industry experience required
2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date)

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Alliance For Children is the children’s advocacy center serving all of Tarrant County. Since 1992, over 68,000 children have benefitted from Alliance For Children’s teamed investigations and coordinated approach. Alliance For Children is a nonprofit organization that operates child-friendly centers located in Arlington, Fort Worth and Hurst. It is our mission to protect Tarrant County children from child abuse through teamed investigations, healing services, and community education.

Alliance For Children is a fully accredited member of the National Children’s Alliance ®, a membership association of over 700 Children’s Advocacy Centers and is a founding member of Children’s Advocacy Centers™ of Texas .

Please visit our website at for more information.

Summary:

The Client Relations Specialist acts as the initial contact person for all client and community inquiries to Alliance For Children. The Client Relations Specialist supervises children in the lobby, obtains family demographic information, and provides a trauma-informed, supportive environment within the center lobby. In addition, the Client Relations Specialist interacts with center volunteers and interns, and is responsible for database entry, associated monthly/quarterly reporting as well as maintenance of the physical facility.

• Acting as initial liaison with families entering the center, including greeting, gathering demographic information as needed, providing educational information, and managing families’ needs during visit.
• Developing and cultivating relationships with Alliance For Children volunteers and interns, creating meaningful opportunities and experiences within the agency.
• Providing administrative support at the center by sorting mail for all personnel housed at center, answering and directing all incoming calls to appropriate professionals, scheduling/coordinating room assignments for appointments and meetings, maintaining and updating voicemail system.
• Completing job/center related monthly reports.
• Maintaining a safe, clean and welcoming environment within the lobby at all times.
• Entering and maintaining case information in the Alliance For Children database system.
• Other job duties as requested by immediate supervisor, Director of Administration or Chief Executive Officer.

• High school diploma required.
• Bachelor’s degree preferred.
• Two years’ experience working in social services field and/or non-profit organization required.
• Work experience beyond the minimum two-year requirement may be substituted for the college degree preference.
• Strong interpersonal and communication skills.
• Knowledge of Tarrant County resources.
• Sensitivity to and awareness of unique needs of minority cultures and diverse ethnic groups.
• Bilingual English/Spanish preferred.
• Volunteer support experience preferred.
• Competent in various Microsoft programs.
• Experience with children required.
• Must have valid driver's license and proof of liability insurance if driving for agency purposes.
• Must successfully complete annual criminal and civil background checks.
• Able to maintain confidentiality and present in a positive, professional manner at all times.
• Able to maintain composure and professionalism under pressure of deadlines.
• Regular and reliable attendance.
• Personal qualities of integrity, credibility, and dedication to the mission of Alliance For Children.
• Must be able to travel to/work from all Alliance For Children centers on occasion for lobby coverage needs.

• Able to sit, walk, stand, bend, squat, kneel and twist on an intermittent and sometimes continuous basis. Able to grasp, push, pull objects such as files, file cabinet drawers and reach overhead.
• Able to operate a telephone.
• Able to lift up to 25 lbs. (usually office supply boxes). Moderate independent travel by private auto required.

The mission of Alliance For Children is to protect Tarrant County children from child abuse through teamed investigations, healing services, and community education.

Agency Perks:

• Mental health focused environment.
• Meaningful assistance programs like personal & professional development.
• 403b with agency contribution.
• Generous vacation and wellness leave.
• 13 paid holidays.
• Agency currently pays 100% of employee-only medical.
• Encouragement of work/life balance.
• Relaxed dress code when appropriate.
• Center perks and celebrations regularly available and encouraged.

Alliance For Children provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law.

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Bommarito Performance Systems provides industry-leading services, information, and destination location facilities for all athletes and fitness enthusiasts and those in need of medical and/or rehabilitative care at all levels and ages. This revolutionary multidisciplinary approach is distinguished by combining all of the most educated and successful specialists in every aspect of the sports performance, general fitness, nutritional, and medical fields. This organization is also dedicated to present the world's leading scientifically based information system to all professionals in the sports performance and fitness industry.

Bommarito Performance Systems is currently accepting resumes for our Sales and Marketing Representative at our North Miami & Davie, Florida locations.

• Meet new sales targets monthly
• Handle high level service accounts (Players/Agents: NFL, NBA, MLB, NHL) with a high level of service
• Call existing accounts to maintain client/business relationship
• Maintain accurate and up to date records of sales and prospecting activities
• Follow up promptly on all leads and inquiries
• Create and execute new marketing material to reach potential new clients
• Able to delegate tasks efficiently to other sales reps or interns

Entry level and experienced salespeople needed. Compensation dependent on level of experience with sales and management.

The ideal candidate should have a high level of energy and enthusiasm and the ability to juggle multiple projects. They must be passionate about sports and fitness and be proactive in taking initiative on problem-solving situations. The candidate should be highly organized, focused on details, an excellent communicator and a team player. This is a full time job.

You are a professional who is dedicated to outstanding customer satisfaction, a savvy software user who easily adopts new programs and processes, and a multitasker with attention to detail.

As part of the customer service team, you work out of the Anton Paar USA Western Regional Office in Torrance, CA. You interact with external and internal customers on every aspect of the pre-sales workflow. You will report to the Director of Client Relations in Ashland, VA. The salary range for this position is $23.20 - $6.25 per hour and depends on related experience. Anton Paar USA offers full benefits and a profit sharing contribution to your 401k retirement savings. We offer a 10,000 anniversary bonus every five years plus additional bonus opportunities.

We are focused on selling and supporting Anton Paar's range of high-precision measuring instruments for physical, chemical, mechanical, and structural properties. A highly diverse, dynamic, and financially sound company, we have grown every year since our start in 1986. Our exceptionally high investment in R&D fuels industry-leading solutions throughout a vast range of the industrial and academic landscape, impacting nearly every product you use in daily life.

Anton Paar USA is a for-profit sales and service organization in the Anton Paar Group, privately owned by the charitable Santner Foundation with its headquarters in Graz, Austria.

Responsibilities include:

• Issuing price quotations, invoices, and optimizing shipping methods
• Creating and maintaining electronic records in CRM and ERP
• Processing orders from customers and web-shop
• CRM key user status, including training, problem resolution, and liaison to world headquarters (Graz, Austria)

Skills and qualifications you will need:

• Strong customer service skills
• Excellent time management, organizational, and prioritizing skills
• Associate's or Bachelor's degree in Business Administration or 3 years of experience in a professional environment client relations role
• Ownership of assigned cases and detail-oriented mindset

Life at Anton Paar is more than just work, with an employee-led In Motion Program organizing active social events during and outside working hours. We offer unique and rewarding positions with competitive salaries, an excellent benefits package, and opportunities for professional growth. We provide a drug free workplace and require pre-employment drug tests.

Anton Paar USA, Inc. considers all qualified candidates for this position.

This position is not eligible for current or future work authorization or visa sponsorship.

• Competitive pay & weekly paychecks
• Health, dental, vision, and life insurance
• 401(k) savings plan with company matching
• Employee discount program; partnered with hundreds of vendors nationwide
• Awards and recognition program
• Opportunity for career advancement
• Comprehensive training and mentorship program

• Maintains the confidentiality of program participants
• Completes the consumer admissions/intakes as directed by the management team
• Ensures clients hours/services are authorized by the Payor Source and communicated to the client and client directed worker/Direct Service Worker
• Manages referrals by maintaining communication with clients and Case Managers throughout the process
• Provides timely updates to Case Managers as directed by the Account Manager or Office Operations Leader
• Assists the office operations team with time reporting issues and concerns
• Performs all procedures in an accurate and timely manner as directed by the management team
• Notifies the Operations Leader and Payor Source of any concerns relating to each client including allegations of fraud, misuse of services and/or other relevant issues

• Completes quarterly customer service calls
• Attends client service planning meetings as instructed by the Account Manager or Operations Leader
• Maintains the consumer record
• Assists the Field Support Team with contacting employees regarding annual worker requirements
• Assists the Field Support team with onboarding their preferred respite providers by making connect calls, and tracking candidates in the funnel

• High School degree or equivalent required, some completed college coursework, preferred
• Must meet all federal, state, and local requirements
• Must be energetic, self-motivated, have excellent time management skills, compassionate and able to adapt in a continuously changing environment
• Must be organized, detail oriented, and have exceptional planning and problem-solving skills
• Excellent communication skills
• Computer proficiency, including Microsoft Office Suite (Word, Excel, Teams)
• Proficiency in the Spanish language is preferred
• Proficiency in the English language is required

Health and Wellness
Medical/Prescription, Dental, Vision, Health Advocacy (company paid if enrolled Medical) and Health Advocate Employee Assistance Program

Retirement and Financial Security:
Employee Assistance Program, Health Savings Account, 401(k) + Company Match, Profit Sharing, Short and Long Term Disability, Primary Caregiver Leave, Parental Leave, Life and Basic Accidental Death & Dismemberment Insurance, Voluntary Group Life Insurance and Supplemental Accidental Insurance, Hospital Expense Protection Plan, Critical Illness Insurance, Dependent Care Flexible Spending Account, Home and Auto Insurance discounts, Pet Insurance and Legal benefits

Lifestyle Benefits:
Paid Time Off and Company Paid Holidays, Transportation Benefits, Educational Assistance Program, College Partnership Program and Employee Discount Program

As our Client Relations Specialist, you'll be the first voice clients hear when taking that important step toward protecting their family's future. Your natural ability to connect with people, listen deeply, and build trust will make you successful in this role.What You Need to Succeed in This Position: You're known for your ability to make people feel heard and understood You naturally build rapport in conversations You're highly organized and follow through on commitments You can balance empathy with efficiency You're resilient and maintain composure in challenging conversations You value relationships over transactions Youre naturally curious and have a genuine desire to help people Ideal Background Experience (any of the following): Financial services client relations Professional services client development High-end retail or luxury sales Medical practice patient coordination Real estate client services Private banking or wealth management support Insurance client services Hospitality guest relations Required Skills: Exceptional active listening abilities Strong emotional intelligence Clear and professional communication Problem-solving mindset Attention to detailTechnical Requirements: Proficient in Microsoft Office Suite (especially Excel, Word, and Outlook) Experience with CRM systems and client databases Comfortable learning and adapting to new software platforms Strong calendar management skills Ability to manage multiple scheduling platforms Experience generating and managing reports Skilled at organizing and maintaining digital files Proficient at managing multiple email communications Comfortable with video conferencing platformsExperience Requirements: 2+ years of experience in consultative sales or client relations Proven track record of building long-term client relationships Experience in service-based sales (financial services, professional services preferred) Demonstrated success in consultation or appointment setting History of achieving conversion goals while maintaining high service standardsNote: While sales experience and customer service are valuable, we prioritize candidates who focus on building relationships rather than traditional "hard selling" techniques.How to ApplyIf youre detail-oriented and motivated by purpose, people, and getting things done rightwed love to hear from you.1. Send an email to Subject line must read: "Creating Connections - (Your Name)"3. In your email, share:A brief story about a time you turned a challenging conversation into a positive outcomeWhy you believe you'd excel at helping families take their first step toward estate planningYour experience with customer service or client relations4. Include your resume as a PDF attachment named: "LastName_FirstName_Client_Specialist"Note: Applications that don't follow these specific instructions will not be considered.Compensation: $26-$30/hour depending on experience Performance-based bonuses Retirement plan Paid time off Weekly team meetings Monthly lunch & learns Staff trainingLocation: Folsom, California in person onlyHours: Monday Thursday 8:30 - 5:00; Fridays 8:30 noon
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