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Overview
The Client Engagement Manager (CEM) is responsible for the negotiation, creation, approval, and the implementation of national projects. These responsibilities include business development, project development, budget management, execution monitoring, issue resolution, reporting, and up-selling. The CEM must provide a high level of service to client, collaborate across CROSSMARK lines of business, and drive a culture of sales and service excellence.
Responsibilities
- Own and effectively manage all aspects of client and project-specific budgets, including working with clients to ensure on-time payments for work completed.
- Develop new clients at the national or regional level, partnering with Business Development to identify opportunities and grow pipeline.
- Responsible for establishing, growing and maintaining sound existing client relationships.
- Understand client needs and proactively provide updates, project results, insights, reporting, and additional knowledge to grow the relationship.
- Working with the VPMDs Division Managers, POD Business Units, and COMs to grow business and new projects with existing clients through intelligent, consultative selling.
- Create sales tools “strategy/decks/success stories” for use across all CROSSMARK business units.
- Responsible for developing insights into current and prospective clients, leveraging a variety of data sources.
- Work with project creation COE for the loading of all retail projects, all billing work, aging, tracking execution of all retail tasks, using Axis following established rules and guidelines.
- Responsible for implementation and maintenance of national projects within the set parameters of the contract or statement of work.
- Continually grow knowledge of the industry, market, client and customers to most effectively sell our services.
- Responsible for taking lead on development and implementation of corporate initiatives/special projects.
Qualifications
Performance Metrics
- Sales revenue target
- Customer service (NPS)
Knowledge, Skills and Abilities
- Strong interpersonal skills, understanding how to develop and maintain business relationships
- Critical thinking ability, connecting piece of information together across varied data sources
- Strong communication skills, both verbal and nonverbal, for writing, speaking, listening and presentations
- Basic analytical skills
- Negotiation skills
- Collaboration
- Consultative and insights-based selling skills
- Business and financial acumen
Education: Bachelor’s degree (B.A. in Business) preferred.
Experience: Four to six years of business experience, preferably in sales or business development.
Specific Skills: Intermediate Microsoft Office knowledge
Supervisory Responsibilities: NA
Working Conditions: Office Environment.
Travel Requirements: 5-10 overnights per year may be required
Language Skills: English is the primary language skill, however, bilingual skills may be required based on business necessity.
CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.
CROSSMARK
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Hybrid:
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Role/ Department:
Northern Trust provides global coverage for our clients, and trades in 70+ countries through our comprehensive FX capabilities. We are looking to hire an FX Trade Support Analyst, to join a dynamic and growing team. The successful candidate will assist in pricing client transactions, quoting market prices to both internal and external clients. You will be required to monitor currency balances, compile rate sheets, and observe the daily marketplace.
The key responsibilities of the role include:
- Trade input to trading system and other platforms.
- Resolution of complex transactions, where expertise is required to interpret policies, guidelines and / or processes.
- Handling of client queries and supporting the trading desk in all aspect of transactions.
- Representing the team on cross-function process or project deliverables.
- Assists in various trading activities including forward pricing and non-major currency pricing for foreign currencies, following the guidelines from the dealing desk.
- Monitor restricted currency and trade related documents. • Support desk in finalizing and implementing pricing agreements
- Liaise with various businesses of the bank to set up client tiers and pricing.
- Run various trends and analytics to support the desk in analysing trend, profitability, market direction and any other ad hoc reports required.
- Ensure custody & third-party abrogation requests are processed and requested
- Investigate trade issues; answer client queries and resolve any breaks due to on-boarding, regulatory breach or missing information.
- Manage sales pipelines and support the desk to manage client requests.
The successful candidate will benefit from having:
- Knowledge of foreign exchange markets and operations, usually acquired through previous experience (2 years minimum preferable).
- Excellent oral and written communication skills are required.
- Analytical and problem-solving skills are required.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Northern Trust Corporation
Company Description
Terminal Bar is located at the historic Union Station in Denver, CO. We offer a great selection of local beer, craft cocktails, wine, and delicious cuisine with a Southwestern flare. Enjoy beautiful views of the iconic train station in what was once the original ticket window in Union Station. We are welcoming to both travelers and locals alike, making Terminal Bar a community destination for all.
Role Description
This is a full-time Front of House Manager role, on-site at Terminal Bar in the heart of Downtown Denver. The Front of House Manager will be responsible for overseeing the daily operations of Terminal Bar, managing a staff of 30+, providing excellent customer service, and maximizing sales. The Front of House Manager will also be responsible for maintaining a welcoming, clean, and visually appealing atmosphere for all guests.
Qualifications
- Excellent Communication and Customer Service skills
- Experience in Food & Beverage and/or Hospitality industry
- Experience in Hiring & Managing staff
- Strong ability to drive Sales and increase revenue
- Knowledge of Toast POS software and cash handling procedures
- Strong leadership and problem-solving skills
- Certifictions in Food & Safety and TIPS Certification are a plus, but not required upon hiring
Terminal Bar
Fathom is a vibrant, forward-thinking company here for the curious, the creators, and the problem solvers, and we’re looking for people to join us who share our passion for making things better every day and help us continue to grow. If you aspire to make a meaningful impact in a fast-paced business and grow your career, this could be the opportunity you’ve been waiting for. You’ll be joining a team with a fantastic culture, where flexibility and work-life balance are among our core values.
The Channel Retention Manager is responsible for retaining Fathom’s small and medium-sized business (SMB) user channel through strategic messaging, content, and other initiatives. In this role, you will harness your analytical and creative expertise to reduce churn.
About you:
Key responsibilities:
Developing content and messaging to retain SMB channel users:
- Creating messaging and content campaigns that aim to increase retention and reduce churn amongst Fathom’s SMB subscribers.
- Offering specific guidance and assistance in implementing messaging and content campaigns as intended.
- Thinking creatively about messages, content, and initiatives aimed at retention and churn goals.
- Delivering decreases across churn metrics and increases across retention metrics for SMB channel.
- Ensuring content is high-quality and strategic by incorporating personal and peer review.
Leveraging data to track and improve effectiveness:
- Tracking results of past and ongoing initiatives to determine effectiveness and identifying areas of opportunity for improvement.
- Working closely with the data analysis team to understand and correctly interpret meaningful results and their implications across this user group.
- Incorporating results into new initiatives and leveraging results to revisit and reinvent existing initiatives.
Testing new initiatives and sharing results globally:
- Actively seeking out opportunities to try new initiatives that could increase retention and decrease churn.
- Testing hypotheses, tracking results, and sharing findings on a local and global level as appropriate.
KPIs:
- Quarterly SMB net upsell targets
- SMB retention/churn
- Peer and manager feedback
Other PIs:
- Net MRR movement
- SMB 3-month NRR
- Reduction in churn risk score
Skills and Experience:
Required:
- Bachelor’s degree from an accredited University or College.
- 2+ years customer-facing, relationship management, or customer success experience, preferably in the software industry.
- Exceptional written communication and content creation skills related to marketing or communication campaigns.
- Ability to apply an analytical approach to problem-solving.
- Strong project management and organizational skills.
What we will offer you:
We are a growing software company, and we deliver on what we say we do! We take the development of our people very seriously and we will work with you to carve out your success plan and an opportunity to accelerate your career and make a real difference.
If you join our team, you will soon discover that we excel at building strong, enduring relationships, including those with our employees. Employees receive the benefits below and much, much more:
- 30 days total paid time off
- Medical, dental & vision insurance
- 4% 401(k) company match
- Flexible work environment
Fathom is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status or any other characteristics protected by law.
Fathom
JCW Search is currently searching for an experienced Commercial Relationship Manager for our client, who is a $20B regional bank. The ideal candidate will have a book of business in the state of California, made up of C&I, CRE, and SBA Clients, along with at least 5 years of commercial lending experience.
This position is IN OFFICE and does not offer remote flexibility.
JCW
The Client Coordinator works with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. The Client Coordinator understands the needs, requirements, and preferences of all client types (patients, facilities, referral sources, caregivers, and staff) and optimizes staffing ratios. Through daily interaction with clients and caregivers, the Client Coordinator builds relationships with clientele to foster additional business opportunities.
Essential Duties and Responsibilities:
- Builds relationships with Maxim clients and active caregivers to understand their scheduling needs, requirements, and preferences
- Coordinates and confirms schedule with clients and active caregivers
- Records caregivers’ correspondence, needs, availability, and schedule in system of record
- Ensures all placements adhere to applicable compliance and contract requirements
- Partners with Business Development Manager, Clinicians, Recruiters, and Field Support staff to debrief on staffing shortages, client satisfaction, and business development opportunities
- Performs on-call as needed or assigned
- Assists with other duties as needed
Minimum Requirements:
- High School degree or equivalent required, some completed college coursework preferred
- One year work experience in a team environment
- Must meet all federal, state, and local requirements
- Proficiency in MS Office, Internet, and email
- Must be energetic, highly motivated, and able to work in a fast-paced environment
- Must be highly organized, detail oriented, and have exceptional planning and problem solving skills
- Excellent verbal and written communication skills
Wage/Salary Information:
$22 – $27 per hour, plus $2000 annual bonus potential
Benefits
At Maxim Healthcare Services, we firmly believe that our employees are the heartbeat of our organization and we are happy to offer the following benefits:
- Competitive pay & weekly paychecks
- Health, dental, vision, and life insurance
- 401(k) savings plan
- Awards and recognition programs
About Maxim Healthcare Services
Maxim Healthcare Services has been making a difference in the lives of our patients, caregivers, employees and communities for more than 30 years. We offer private duty nursing, skilled nursing, physical rehabilitation, companion care, respite care and behavioral care for individuals with chronic and acute illnesses and disabilities. Our commitment to quality customer service, compassionate patient care, and filling critical healthcare needs makes us a trusted partner wherever care is needed.
Maxim Healthcare Services is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
“Pursuant to the San Francisco Fair Chance Initiative, Maxim Healthcare will consider for employment qualified applicants with arrest and conviction records”
Maxim Healthcare Services (Home Care)
Event Registration Assistant – (Retail Trade Association)
The Choice, Inc. is seeking an Event Registration Assistant for our client, a large trade association headquartered in Washington, DC that represents the retail industry in full. This association advocates for policies that support and protect the retail industry by educating and informing marketing companies. As the worlds largest retail trade association, this company holds a strong commitment to helping the retail industry excel further. The Event registration assistant will assist in an upcoming conference for their members on January 14-16 2024.
This position is fully remote. They are looking for support through their big show, there might be extra hours and weekend work on the weekend of the event.
This role will provide administrative support for the upcoming event in New York City. The Event Registration Assistant will provide support to the Attendee Services Manager.
Some of the day-to-day operations in this role will include:
- Supporting and providing guidance to international retail team leaders that are bringing retailers to the event and providing accurate information.
- Assisting with the registration process, billing, housing, etc.
- Providing strong customer service skills to provide a consistent level of service and professional support for international attendees promptly.
Additional Skills and Qualifications:
- Excellent computer skills, including Microsoft Office
- Knowledge of the events industry preferred
- Ability to prioritize, detail oriented, and ability to handle multiple projects at a time
- Bachelor’s degree preferred
Candidates must be vaccinated against Covid-19.
The Choice, Inc.
Associate Director, Investor Services & Investor AML/KYC
West Orange, NJ (Hybrid) or Wilmington, DE (Hybrid)
Monday to Friday 9:00 a.m. to 6:00 p.m.
Candidates for this position must be eligible to work without sponsorship in the United States. Time on-site or time zone may be necessary based on business need.
Position Overview:
Our Fund Solutions group is seeking an Associate Director with 7-10 years of experience leading Investor Services and AML/KYC teams. This position will be responsible for leading a Global Investor Services and AML/KYC teams based in our US, India, and Cayman offices. The position will oversee the Investor Services and Investor Compliance activities for our client relationships and will interact with our clients and internal business partners to establish service level agreements and a global framework for executing all tasks to meet the expectations and goals of our service relationships.
Some of the things you will be doing:
The Associate Director of Investor Services and Investor AML/KYC will lead the operations and client objectives for all engaged client relationships ensuring superior and accurate execution of all service offerings. The position requirements include but are not limited to:
- Working alongside the Director, oversee the global Investor Services and AML/KYC teams, from US, India, and Cayman, to ensure high quality of client deliverables and efficient processes
- Manage external and internal client relationships including onboarding new AML/KYC clients, review client contracts and fund documents for compliance with client deliverables.
- Understand clients’ business to identify opportunities for additional fund services and cross selling of other CSC products.
- Develop Service Level Agreements and other workflow tracking tools to manage client engagements and internal business partners expectations that are clients of the operations team
- Establish workflows that define & optimize best practices, drive operation efficiency, streamline team activities across time zones and incorporate regulatory mandates by jurisdictions
- Serve as direct line manager and escalation point of contact for operation matters and challenges
- Staffing/resource allocation for the Investor Services and AML/KYC teams globally
- Travel to team offices at least annually to ensure continuity of operations in country
- Review staff work for accuracy, completeness, and compliance
- Coordinate deliverables with clients and internal teams
- Daily client and team member interaction
- Career development and talent management of team members
- Provide training to team members
- Manage/Own special projects as required
- Internal responsibilities (status reports, time tracking, etc.)
- Assists with the enhancement of investor and KYC portal features and functions
What technical skills, experience, and qualifications do you need?
- Bachelor’s degree in a relevant field, such as business, legal, accounting or finance; MBA preferred
- Proven inspirational leader and manager of people, with experience of managing and developing effective teams, managing and planning resources to achieve aggressive goals in a fast-paced and ever-changing environment
- Industry experience with a proven track record of streamlining and improving a service operation
- A history of exceptional industry forecasting and successful budget management that can determine ways to increase a service operation’s efficiency
- The ideal candidate will have experience leading global teams in multiple jurisdictions
- Robust analytical, problem-solving, and troubleshooting skills
- Project management experience a plus
- Proactive and dynamic personality
- Global compliance experience a plus
- Global Investor Services experience a plus
- Knowledge of Global Private Equity markets, regulatory and compliance mandates a plus
- Able to multitask and perform tasks under strict deadlines
- Experience delegating, training, and supervising multiple staff
Why work with CSC?
At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $120,000 to $165,000.
We’re always looking ahead, finding ways to improve and anticipate the future needs of our clients. Curiosity fuels our innovation, and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.
CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. Our more than 8,000 colleagues around the globe are empowered to bring the right solutions to market to meet client demand.
- CSC is a great place to work with smart and dedicated people. We’ve been voted a Top Workplace every year since 2006 and are a National Top Workplace in the U.S. for the second consecutive year and Best Place to Work in India.
- We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals.
- Employees are eligible for an annual success-sharing bonus or commission plans based on role and individual performance.
- CSC offers excellent benefits, including medical, dental, and life insurance, flexible spending and health savings accounts. We also offer you a 401(k) with 6% employer match, paid time off, tuition reimbursement, and more.
- Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus.
- We offer flexible schedules and remote options for available positions. It’s an exciting time for us in terms of growth and expansion.
- We strive to boost the power of our diversity by ensuring that all our colleagues feel a sense of belonging. Our Strategic Equality Alliance fosters a culture of inclusion regardless of race, ethnicity, religion, gender identity, or sexual orientation. It provides networking, learning, and development opportunities through our employee resource groups.
- CSC Gives Back, our philanthropic program, is committed to making the communities in which we live and work better off tomorrow than they are today.
CSC
As the Manager of Transaction Advisory Services at Rogers Group, you will play a crucial role in guiding our strategic decisions related to acquisitions, mergers, and divestitures. You will collaborate closely with our executive leadership team to assess potential investment opportunities, analyze financial data, and provide invaluable insights that drive our business growth. Your expertise will contribute to shaping the future of our company’s expansion and success.
Responsibilities:
· Evaluate potential acquisition targets and investment opportunities within the aggregate and construction industry, analyzing financial statements, tax returns, and bank statements to identify and assess earnings, cash flows, financial position, and overall performance.
- Collaborate with cross-functional teams to develop comprehensive financial models and forecasts to support decision-making processes.
- Prepare various analyses, review financial records, and conduct interviews with target management to analyze quality of earnings (EBITDA), quality of revenue, net working capital, and other financial results.
- Stay up-to-date with industry trends, market developments, and regulatory changes that may impact our transactions.
Qualifications:
- A minimum of 5 years of experience in transaction advisory services, mergers and acquisitions, or related financial roles, preferably within the aggregate and construction industry.
- CPA preferred not required
- Accounting undergraduate degree required
- Strong financial modeling skills and proficiency in using financial software and tools.
- Exceptional analytical and problem-solving abilities with a keen attention to detail.
- Excellent communication and interpersonal skills, with the ability to present complex financial data to non-financial stakeholders.
- Ability to handle multiple assignments and be flexible in a deadline driven environment.
Benefits:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Opportunity for professional development and growth within a thriving industry.
- Collaborative and inclusive work environment that values innovation and teamwork.
Rogers Group provides a safe drug free working environment, extensive benefits, a company vehicle, and strong compensation.
RGI EEO Statement
An Equal Opportunity Employer seeking candidates without regard to age, race, national origin, gender, disability, veteran status, gender identity, sexual orientation, or any other protected status. All applications are accepted online at www.rogersgroupinc.com
Rogers Group Inc.
Membership Coordinator
Responsibilities/Duties for Membership Coordinator:
- Maintain complete and current membership records and related data in the appropriate
- membership database
- Process and verify data for all new members before entering them into the appropriate database,
- checking the seniority list to determine position, position type and full time equivalent
- Enter all new member data and send new member information packet
- Process new member forms through payroll department at the end of the month
- Update member profiles for continuing members when information is provided.
- Process discrepancy reports, including adds, drops and name changes
- Make appropriate changes to Database as determined by the payroll discrepancy report
- Process quarterly synchronization of Seniority List within database
- Process member drops, notify staff and work with staff to win back drops
- Prepare monthly membership reports
- Track membership trends throughout the year
- Track any special incentives given to new members
- Follow established protocols and timelines
- Prepare and process all mailings
- Serve as liaison to the Credentials and Elections Committees
- Coordinate copier and office machine service and order copier supplies
- Perform other duties as assigned
- Answer incoming calls and greet visitors
- Open and distribute incoming mail
- Record incoming checks/cash in log
- Make bank deposits for accountant as needed
Qualifications for Membership Coordinator:
- Completed Bachelor’s degree
- Prior experience with database management programs a plus
- Detail-oriented with excellent organization skills
- Excellent telephone skills and customer service orientation
- Strong oral and written communication skills
- Ability to handle multiple projects and tasks simultaneously
- Ability to plan, prioritize tasks and solve problems
- Excellent computer skills, including Microsoft Office programs, membership databases, Outlook and the ability to quickly learn new programs as needed
- Minimum of two years office experience in an administrative position preferred
- Previous trade association experience a plus
We offer:
- Great work hours!
- Life Insurance
- Disability insurance
- Retirement plan
- Workers comp
- Fun office culture
- Great office location!
ROCS Grad Staffing