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Client coordinator • concord ca

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Client Success Coordinator

Client Success Coordinator

InVision CommunicationsWalnut Creek, California, United States, 94596
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We're an experiential marketing agency that specializes in creating dynamic brand experiences that make an impact, and we believe these experiences are important moments that can happen anywhere — ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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merchandise coordinator

merchandise coordinator

TJXPleasant Hill, CA, US
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Responsible for executing receiving and merchandising standards while ensuring associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Coordinator - 000061

Client Service Coordinator - 000061

Banfield Pet HospitalConcord CA
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If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. SUMMARY OF JOB PURPOSE AND FU...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Manager

Client Manager

Marsh McLennanWalnut Creek, CA, US
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Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Analyst

Client Analyst

VirtualVocationsConcord, California, United States
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A company is looking for a Client Analyst I to support consumers using benefits software and services.Key Responsibilities : Process various types of Qualified Medical Child Support Orders (QMCSO)...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Site Coordinator

Site Coordinator

HOUSING CONSORTIUM OF THE EAST BAYConcord, CA, US
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Classification Exempt / Nonexempt.The site Coordinator provides site-specific property administrative support, site management support, and property access coverage. Property Administrative Support.Su...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Manager

Client Manager

US012 Marsh & McLennan Agency LLCTreat,Walnut Creek
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Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Manger

Client Manger

Marsh McLennan CompaniesTreat,Walnut Creek
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We are seeking a talented individual to join our Client Management team at Marsh McLennan.This role will be based in California. This is a hybrid role that has a requirement of working at least thre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Private Client Advisor II

Private Client Advisor II

Bank of AmericaWalnut Creek, CA, US
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Job Opportunities At Bank of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsibl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Coordinator

Client Coordinator

EPIC BrokersConcord, CA, US
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Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed peo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Coordinator - Employee Benefits

Client Coordinator - Employee Benefits

EPIC Insurance Brokers & ConsultantsWillow Pass Road Suite , Concord, CA
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The Client Coordinator provides support to Employee Benefits Leadership, Service Teams and clients.They deliver administrative support, communications, and technology resources with customer servic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Intake & Care Coordinator

Client Intake & Care Coordinator

ComForCareOrinda, CA
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We are currently seeking a Client Intake & Care Coordinator for our office in Orinda.Employer matching contributions.Client Intake & Care Coordinator. This position is responsible for managing clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Billing Coordinator

Billing Coordinator

EMCORMartinez, California, USA
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Contra Costa Electric(CCE) is a wholly-owned subsidiary of EMCOR Group Inc.EMCOR is the worlds leading provider of mechanical and electrical construction and facilities services including planning ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Coordinator - Employee Benefits

Client Coordinator - Employee Benefits

EPICConcord, CA, US
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There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Client Services & Support Coordinator

Client Services & Support Coordinator

Coleman Information Technology GrouPleasant Hill, CA, US
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Client Services & Support Coordinator.We’re looking for a motivated and detail-oriented.Client Services & Support Coordinator. This role supports clients and internal teams by ensuring smoot...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Manager

Client Manager

Marsh & McLennan Companies, Inc.Walnut Creek, United States
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Managing renewals and new business.Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of ie. Solicits and follows up for renewa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Veterinary Client Service Coordinator, SAGE Concord

Veterinary Client Service Coordinator, SAGE Concord

Ethos Veterinary HealthConcord, CA, US
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Client Service Coordinator- Concord.Our SAGE Concord location opened a brand-new state-of-the-art facility in the summer of 2022! It is the largest Specialty and Emergency Hospital in the East Bay ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Orientation Coordinator

Orientation Coordinator

Hillendale Home CarePleasant Hill, CA, US
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Best of the East Bay - Best Home Health Services, Diablo Magazine.Best of Oakland - Best Home Care Services for Seniors, Oakland Magazine. Top Home Care Agency, CommunityVotes Santa Rosa.Best of the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Client Specialist Key

Client Specialist Key

KnitWell GroupWalnut Creek, CA, US
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Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
ER Client Intake Coordinator

ER Client Intake Coordinator

Ethos Veterinary Health LLCConcord, CA
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Client Intake Coordinator – Emergency Department (Swing Shift).Full-Time | Wednesday–Saturday | 4 : 00 PM – 2 : 00 AM.SAGE Concord is proud to be the East Bay’s premier state-of-the-art Specialty and E...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Success Coordinator

Client Success Coordinator

InVision CommunicationsWalnut Creek, California, United States, 94596
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About Invision

We're an experiential marketing agency that specializes in creating dynamic brand experiences that make an impact, and we believe these experiences are important moments that can happen anywhere — whether onsite at an event, online, at the top of a billboard or in any other channel of a campaign.

Audiences are overwhelmed with other brands competing for their attention, so it takes a true expert to break through and make those moments an experience. That's where we come in… employee-owners with a diverse skillset and history of doing darn-good, results-driven, award-winning work.

With offices in SF Bay Area, New York and Chicago, our client partners include some of the most recognizable brands in the world. We help brands own every moment, wherever they take place.

Job Details

  • Job Title : Client Success Coordinator
  • Supervision Received : Associate Director, CS / CS Manager Support
  • Exemption Status : Non-Exempt

Job Summary

The Client Success Coordinator oversees the administration of client projects by facilitating the project management process and maintaining project information in InVision's database. The Client Success Coordinator also provides administrative support to the account management team, Director of Client Success and participates in the proposal process as required.

Tasks / Responsibilities

The general duties and responsibilities of the position are as follows :

Proposal Process

  • Serve as Proposal Coordinator on client proposals responsible for scheduling meetings, creating and maintaining Proposal Workbook and coordinating the completion of all proposal deliverables as needed

    • Process Administration

  • Maintain and update client information in InVision's database
  • Maintain unassigned and assigned client list in database and intranet
  • Open, maintain and update project information in InVision's database
  • Meet with Account Managers regularly to review updated “open” job list
  • Work with Account Managers to ensure that all forecast information is accurate and up to date in InVision's database
  • Ensure client and contact information is updated in InVision's CRM database on regular basis
  • Work with Account Managers and Accounting to generate client invoices in accordance with internal policies and client agreements
  • Work with Account Managers, Accounting and clients to secure client purchase orders and client payments
  • Collaborate with Account Managers and Accounting on account receivable aging report bi-weekly
  • Work with client's accounts payable division to resolve invoicing issues
  • Track all open jobs and payments by client and review with Director of Sales on a regular basis
  • Work with Producers and Account Managers to ensure all information needed to close jobs are ready and facilitate closing of jobs
  • Ensure all scopes of work, budgets and purchase orders are correct and, in the database,
  • Verify all archived proposal and project elements are in database as described in the archiving checklist
  • Close jobs in Project Management database

    • Office Responsibilities

  • Assist account team with general administrative requests including travel arrangements, expense reports, cell phone bills and Amex reports
  • Administer team meetings by managing agendas, taking and distributing minutes and arranging catering when needed
  • Purchase and send client gifts as requested by Account Managers
  • Provide backup to the other departments and performing administrative tasks as required
  • Miscellaneous errands, shopping, shipping, etc.
  • Special projects assigned by Associate Director, CS / CS Manager Support

    • Skills, Knowledge & Abilities

  • Familiarity with standard accounting practices
  • Excellent organizational skills and attention to detail
  • Ability to multi-task
  • Ability to work well under pressure in a fast paced, dynamic environment
  • Ability to work independently as well as part of a team
  • Excellent communication skills
  • Excellent working knowledge in Office Suite
  • Excellent working knowledge CRM software
  • Passion for providing excellent service and quality

    • Hours

  • The normal office hours are 8 : 30 a.m. to 5 : 30 p.m., Monday through Friday (40 hours per week). However, due to the nature and the scope of this position, days and hours may fluctuate. Must have a valid driver's license.

    • Physical Requirements

  • Ability to perform job duties that may include an average amount of lifting (+ or – 25lbs.), sitting, bending, stooping and standing is required. This is a hybrid role, with an expectation to work from our Walnut Creek, New York, or Chicago office at least two days per week.

    • Travel Requirements

  • Minimal travel is associated with this position. Travel for InVision related business is reimbursable at the amount allotted under state & federal guidelines.

    • Education / Experience :

  • This position requires four years of previous work experience and some familiarity with the event production industry.

    • Salary :

  • The hourly range for this role is from $21.63 per hour to $27.40 per hour. Specific pricing for the role may vary within the above range based on factors including geographic location, candidate experience, and skills. This role may also be eligible for additional compensation. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, which if any, depends on various factors, including, without limitation, individual and organizational performance. In addition, employees are eligible for benefits including paid time off, medical, dental and retirement.

    • The above statements are meant to describe the general routine nature of work performed by people being assigned to this classification. This should not be construed as a contract or an all-inclusive list of job requirements. Invision management reserves the right to alter the job description and / or position classification based upon business necessity and company profitability.

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