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Supervisor, Client Operations

Supervisor, Client Operations

Inmar IntelligenceHeadquarters, Winston Salem, NC
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Under the minimal supervision of a manager or director, the Supervisor, PFM Accounts manages the daily operation of the assigned client service team and ensures the team delivers accurate, timely s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Virtual Client Support Specialist

Virtual Client Support Specialist

AO Globe Life - Rachel EichingerSalem, OR, US
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AO Globe Life Location : 100% Remote (U.Full-Time Compensation : $90,000–$120,000 / year (Commission-Based) Additional Compensation : 3% Equity | Monthly & Quarterly Bonuses Overview AO Globe ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Flexible and Remote- Client Service Rep

Flexible and Remote- Client Service Rep

Global EliteSalem, Oregon, United States, 97301
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Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here’s your chance to be your own boss, create your schedule, and live the life you’ve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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LPN Urgent Care 35 Hours Per Week

LPN Urgent Care 35 Hours Per Week

HealthEcareers - ClientSalem, OR
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Participates with the Health Care Team in delivering quality and customer focused care to patients in a manner which reflects Kaiser Permanentes organizational and nursing mission, vision and value...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Manager

Client Manager

SELECTEMP Employment ServicesSalem, Oregon
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Are you ready to unlock your potential and embark on an empowering journey with a company that celebrates the entrepreneurial spirit and embraces a growth mindset? We are thrilled to be adding a .J...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Customer Success Agent II (Seattle, WA)

Customer Success Agent II (Seattle, WA)

CoinbaseSalem, OR, United States
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Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Coinbase is hiring : Base Creator Success Manager, US in Salem

Coinbase is hiring : Base Creator Success Manager, US in Salem

MediabistroSalem, OR, United States
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Base is planning to bring a million developers and a billion users onchain.We need your help to make that happen.Integral to that effort is the Base App - a consumer‑facing “everything” app that em...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Nursing Facility Client Care Surveyor (NFCCS) (Client Care Surveyor / Multiple Positions / Locations)

Nursing Facility Client Care Surveyor (NFCCS) (Client Care Surveyor / Multiple Positions / Locations)

State of OregonSalem, OR, US
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Nursing Facility Client Care Surveyor (NFCCS).The Oregon Department of Human Services is proud to be an Equal Opportunity Employer. We are guided by our Equity North Star and our vision for a positi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Manager

Manager

Panera BreadSalem, OR, United States
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Come Join Panera Bread– an award-winning leader in the restaurant industry and employer of choice for 2022 and 2023!.A comprehensive benefit package including health, dental and vision.We offer Dai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Senior Analyst, Client Analytics

Senior Analyst, Client Analytics

EvolentSalem, OR, United States
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Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned

Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned

EYSalem, OR, United States
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At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Customer Success Agent

Customer Success Agent

BrinksSalem, OR, United States
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About Brink's : The Brink’s Company (NYSE : BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial insti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR

J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR

JPMorgan ChaseSalem, OR, US
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Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Automotive Service Manager / Assistant Manager

Automotive Service Manager / Assistant Manager

MidasSalem, OR, US
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Automotive Management Group is looking for an organized, detail oriented professional to manage the work flow of a busy Automotive Repair Shop. Here is why you should consider working for AMG Enterp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Success Manager

Client Success Manager

VirtualVocationsSalem, Oregon, United States
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A company is looking for a Client Success Manager to work with mid-to-large enterprise accounts and drive successful client experiences. Key Responsibilities Develop campaign performance strategie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Representative

Client Services Representative

VCASalem, OR
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At VCA Salem Animal Hospital, we provide the highest level of customer support to our treasured "pet parents.A successful candidate will understand the importance of exceptional service and have ve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Specialist

Client Service Specialist

Umpqua BankSalem, Oregon
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As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Bran...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalNorth Lancaster OR
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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
Annual Reports Client Service Representative

Annual Reports Client Service Representative

Corporation Service CompanySalem, OR, United States
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Client Service Representative - Annual Reports.Monday - Friday, 9 : 00am-6 : 00pm.Are you passionate about delivering exceptional service? Us too. We’re hiring a Client Service Representative for our An...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR

J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR

JPMorgan Chase Bank, N.A.Salem, OR, United States
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Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Supervisor, Client Operations

Supervisor, Client Operations

Inmar IntelligenceHeadquarters, Winston Salem, NC
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Under the minimal supervision of a manager or director, the Supervisor, PFM Accounts manages the daily operation of the assigned client service team and ensures the team delivers accurate, timely service to clients based on client specific service requirements and their Service Level Agreement (SLA).

The Supervisor develops and monitors processes to ensure the delivery of consistent high quality cost efficient service, trains and leads associates ensuring that their day to day activities are in alignment with client deliverables, and works effectively across the PFM organization to efficiently and effectively problem solve operational issues prior to those issues impacting clients.

This is hybrid located out of the Corporate Headquarters in Winston Salem, NC

Primary Accountabilities :

  • Leadership :

Hire and develop high performing associate teams

  • Encourage associates to make decisions in the best interest of Inmar and the PFM client
  • Coach and motivate associates to continue areas of development
  • Lead by example
  • Ensure all new associates and temporary workforce are trained within company policy and procedure guidelines before gaining access to systems
  • Listen and work to effectively resolve client issues that are brought to the attention of the Inmar account team
  • Quickly address associate issues when clients raise problems or areas where the team is falling short, with regard to unmet deliverables
  • Strategic :
  • Understand client’s business goals and key deliverables outside day-to-day service requirements

  • Support the CDM / CDD (sales team) as necessary to ensure those key goals / deliverables are met, for example, supporting the CDM / CDD with Business Review preparation
  • Build a trusted relationship with client contacts and seek to understand if the operations team members are delivery accurate and timely service as outlined in client contract
  • Influence
  • Serve as lead and / or facilitator for projects

  • Recommend and implement best practices for transaction processing such as business rules, tolerance settings, transaction tagging
  • Take a solution-based approach when addressing manager / director with issues
  • Develop efficiencies within team and present these ideas to manager / director
  • Work with team members to establish business rules that can be used each time these common scenarios arise
  • Operational
  • Effectively adjust workload balance based on changing day-to-day priorities as dictated by client demands

  • Clearly understand the standard deliverables of service and the unique deliverables for each client
  • Develop processes and procedures to maintain and monitor open balances at acceptable levels
  • Continuously look for ways to implement more efficient processes, leveraging technology and developing best practices to adopt within the department. Share recommendations with manager and implement upon approval.
  • Distribute workload to other team members, as assigned by supervisor / manager
  • Administrative
  • Ensure accurate and timely responses to client inquiries

  • Escalate issues to immediate manager and above as necessary to ensure issues don’t evolve into a deterioration of service to the client
  • Ensure associates attend annual HIPAA and Security Awareness training Provide daily / weekly reporting to supervisor / manager as determined based on job specific duties
  • Work closely with HIPAA Privacy Officer when encountering potential Privacy Breaches
  • Maintain HIPAA (Health Insurance Portability and Accountability Act) compliance in all client communication
  • Perform special projects and other duties as assigned by management.
  • Additional Responsibilities :

  • Performs other duties as assigned
  • Complies with all policies and standards
  • Required Qualifications :

  • 4-6 years At least four years of relevant experience involving customer service, computer usage, data entry and data analysis and a Bachelor’s degree in Business Administration, Accounting, or a related field or an equivalent combination of training and experience required to complete the essential functions / job responsibilities of the position
  • required

  • Ability to reconcile bank statements and subsidiary systems
  • Ability to analyze transactions, detect and avoid errors
  • Ability to perform detailed work with numerical data and to make mathematical computations rapidly and accurately
  • Ability to prepare and analyze complex financial reports and records
  • Ability to create documents requiring accuracy and confidential handling
  • Ability to maintain detailed, accurate records and files
  • Ability to organize tasks and time to ensure timely completion of all projects
  • Ability to proceed independently and carry out assignments to completion with minimal instruction
  • Ability to use good judgment in recognizing scope of authority
  • Ability to facilitate communications and problem solve
  • Ability to establish and maintain good working relationships internally and with clients
  • Ability to travel independently
  • Knowledge of generally accepted accounting principles
  • Knowledge of accounting procedures on automated systems
  • Intermediate-level proficiency using MS Excel and MS Word
  • Knowledge of computer systems and report generation (AS / 400 knowledge preferred)
  • Knowledge of servicing business accounts
  • Physical Demands

    The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

  • Use Hands to Handle Objects - Regularly
  • Reach with Hands or Arms - Regularly
  • Talk or Hear and Read Instructions - Regularly
  • Stand, Kneel, or Stoop and Lift 20 Pounds - Occasionally
  • View Items at a Close Range - Regularly
  • Rarely : Job requires this activity up to 25% of the time

    Occasionally : Job requires this activity between 25% - 50% of the time

    Frequently : Job requires this activity between 50% - 75% of the time

    Constantly : Job requires this activity more than 75% of the time

    As an Inmar Associate, you :

  • Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
  • Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
  • Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.
  • Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
  • Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.
  • LI-BA1

    At Inmar, we put people first and that means empowering our associates to thrive at every stage of life and career. Our comprehensive and competitive benefits package is thoughtfully designed to support a wide range of lifestyles and life stages.

    Eligible associates have access to :

    Medical, Dental, and Vision insurance

    Basic and Supplemental Life Insurance options

    401(k) retirement plans with company match

    Health Spending Accounts (HSA / FSA)

    We also offer :

    Flexible time off and 11 paid holidays

    Family-building benefits, including Maternity, Adoption, and Parental Leave

    Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning

    Wellness and Mental Health counseling services

    Concierge and work / life support resources

    Adoption Assistance Reimbursement

    Perks and discount programs

    Please note that eligibility for some benefits may depend on your job classification and length of employment. Benefits are subject to change and may be governed by specific plan or program terms.

    We are an Equal Opportunity Employer, including disability / vets.

    This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.