General Staff Jobs

About Cresset

Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset’s inception in 2017, the firm has grown to over 450 team members in more than 20 offices throughout the United States.

Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking needs for high-net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience. This is mainly an operations role (70% operations and 30% client interaction).

Primary Responsibilities:

• Serve as a primary lead for client onboarding, investment implementation, and private banking services
• Create and implement a customized onboarding experience for high-net worth clients
• Initiate account opening for complex entities
• Transfer and reconcile assets from contra firms
• Implement new investment strategies and hire managers as directed by Investment Committee
• Process client subscription and redemption of alternative investments documents
• Develop detailed asset reconciliation and portfolio activity reports
• Operate on multi-custodial platforms
• Attend and actively participate in quarterly client portfolio review meetings
• Monitor quarterly client fee schedules
• Serve as a liaison between Cresset and client CPA’s and attorneys
• Manage tax document facilitation with client CPA’s
• Assist internal Planning, Trading, Tax, and Reporting Departments with client related matters
• Identify new technology and opportunities to enhance client experience and promote internal scalability

Qualifications and Characteristics:

• Bachelor’s degree in Business, Finance, or a related field
• 10 plus years’ financial services experience working with ultra-high net worth clients
• Knowledge of Fidelity and/or Schwab custodial platforms a must
• Operate in a dynamic and fast-paced environment is essential
• Approach problems with creativity, innovation, and tenacity
• Possess a strong sense of urgency
• Think strategically and operate independently
• Multitask to successfully manage multiple assignments simultaneously
• Evaluate and prioritize tasks to meet deadlines
• Organize and create structure for client relationships
• Collaborate and provide meaningful input to the team
• Adapt, improvise, and overcome challenges
• Quickly and efficiently process and absorb information
• Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task
• Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
• Proactively approach problem solving with strong decision-making capability
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Excellent communication skills, both written and verbal
• Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook

What We Offer

Cresset offers a competitive benefits package to full-time regular employees including medical, dental, vision, life insurance, 401(k) retirement plan, flexible spending, dependent care, pre-tax transportation, and unlimited vacation. All employees receive equity in Cresset.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Cresset

Work Description:

Does talking to fellow boaters about cool boat improvement projects sound like an awesome way to spend the day? If so, we have the job for you! We are looking for a sales associate/project manager who will interact directly with customers on unique projects.

Responsibilities will include some traditional customer service tasks (phone calls, answering e-mails, taking orders) but will primarily involve more complex projects such as helping to design custom tackle storage units, dash panels and more.

The position requires extensive product training, basic “engineering-thinking” competency and excellent organization. It is not a position with repetitive tasks but rather one where you will face unique challenges daily that often require complex thinking.

Responsibilities

• Assess customer needs and provide assistance and information on product features.
• Interpret customer requirements, identify engineering challenges and act as a liaison between customer and engineering
• Proactively manage customer projects to facilitate sales
• Maintain a balance between company policy and customer benefit in decision making

Minimum Requirements:

• Excellent communication and interpersonal skills
• General interest in boats & boating accessories (extensive boating experience preferred)
• Bachelor’s degree in relevant field of study or equivalent years of related work experience.
• Enthusiastic, friendly and energetic with a genuine desire to provide outstanding service and complete the sale.

Additional Info:

• Offers will take into consideration your background and related experience
• Normal work hours for this position is Mon-Fri 7am – 5pm (overtime available)
• Nights & weekends are not a normal part of our work schedule.
• Limited travel to industry trade shows may be necessary

We offer a generous selection of benefits including paid time off, a 401K plan with company contributions. We contribute heavily towards your selected medical and dental insurance and also provide life insurance coverage.

Boat Outfitters

Purpose of Position:

The Senior Customer Business Manager is responsible for the development and implementation of Mann’s customer plans for the Midwest Region Retail Customers to drive volume, profit and share growth within assigned categories and aligned to our Vision, Mission and Corporate Strategies. Responsibilities include proactively managing, monitoring the Mann’s and/or Customer Private Label portfolio, creating, evaluating, updating and executing business plans across large portfolio platforms to meet all sales objectives. In addition, this position will be responsible for broker management and implementing brand strategies and tactics with customers. They will also develop relationships with key decision makers and utilizing shopper and category initiatives to implement Distribution, Shelving, Merchandising, and Pricing (DSMP) objectives.

Accountabilities:

• Develop and Implement Retail Customer Account Plans for the Midwest region to deliver key sales, profit and share metrics. Must have established relationships with Midwest customers including Roundy’s, Jewel, AWG, Woodmans, Potato King, Giant Eagle, Heartland and Indy Fruit at the Headquarter level and know how to effectively navigate throughout this customer to achieve annual plans.
• Lead and manage your Mann’s portfolio to drive volume, profit and share growth to achieve annual budget. Your portfolio responsibilities include but are not limited to: VAV, Sugar Snap Peas and Veg Trays for both Mann’s products and Customer Private Label items
• Proactively monitor and find solutions for overall business plan, including managing trade budgets, spending and volume, to achieve all sales objectives versus budget with all Midwest accounts.
• Utilize shopper and category management practices to proactively link consumer and shopper trends and opportunities. Leverage Shopper Insights and Category Management resources appropriately to achieve key performance metrics for Customers and when possible share with the rest of Mann’s.
• Highly skilled in cross functional collaboration with Marketing, Operations and Finance departments to develop and implement collaborative strategies, planning and creative solution programs to achieve annual budget.
• Skilled in both broker management and promotional effectiveness to deliver optimal ROI (return on investment) results.
• Regularly conduct category and shopper insight reviews and how it relates to the customers’ business to uncover growth opportunities.
• Understand Mann’s brand strategies and tactics and implement them by working closely with the customer’s key decision makers, including buyers, category managers, merchandising leaders and their operations/replenishment teams.
• Develop accurate monthly forecasts in order to maximize supply chain efficiencies by tracking shipments, consumption data and inventory changes. Proactively call out potential risks or threats to monthly forecasts and demand planning process
• Sell-in new items to Midwest Region customers with a clear launch plans aligned to critical planogram/modular and contract bidding schedules to achieve optimal distribution.

Required:

• ***MUST BE LOCATED IN THE MIDWEST REGION***
• University/College Bachelor’s degree (degrees in finance/logistics preferred but not necessary)
• 7-10 years of combined experiences in the Produce/CPG industry at senior/mid management levels:
• Must have direct selling experience and business relationship with Midwest customers at Headquarter Level.
• Produce sales experience in Retail and/or Commodity preferred or comparable CPG experience leading, managing, and developing annual sales plans in partnership with Sales, Marketing, Finance and Operation.
• Previous leadership experience in a produce and/or consumer package goods
• Knowledge and experience in contracting, negotiating, and change management.
• Work requires professional written and verbal communication and interpersonal skills.
• Must have prior Customer P&L experience
• Ability to think strategically, creatively, and analytically to solve problems and overcome challenges.
• Excellent negotiation, presentation, and relationship management skills
• Excellent communication skills for both internal and external audiences
• Must be customer-oriented and have a passion for serving others, comfortable working in a group setting.
• Travel for this role is less than 30% annually (during normal non-pandemic conditions).

Fresh Del Monte

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Senior Client Service Manager – Employee Benefits, Small Business

Virginia Beach, Virginia

Our Employee Benefits Practice. is seeking an experienced Small Business Senior Client Services professional to join our growing team. This individual will have a proven track record of delivering a winning service experience to complex clients and help small businesses offer affordable and effective employee benefits.

Key responsibilities include:

• Manage client service on assigned book of clients, including onboarding new clients, and obtaining and maintaining current benefit plan summaries/documents, amendments, etc.
• Contribute to benefit plan coverage gap analysis, design, and cost savings strategies.
• Familiar with multiple types of funding arrangements, including fully insured, level funded, graded funded, and ASO.
• Participate in developing renewal strategy and coordinating policy marketing based on client needs, benefit plan coverage gap analysis and cost savings opportunities
• Coordinate policy marketing and participate in vendor procurement and negotiation, analyzing carrier options and summarizing and making recommendations to secure client decisions.
• Prepare for and facilitate client deliverables and materials (email, web-meetings and/or in person) as appropriate to achieve defined scope of services.
• Provide and coordinate open enrollment support and carrier implementations, including preparing benefits summary, coordinating vendor materials, and verifying policy information. Selectively participate in and/or conduct open enrollment meetings via web or in person.
• Build strong client relationships through efficient and proactive day to day client service, assisting with claims, billing, eligibility, enrollment, and coverage and compliance issues.
• Update agency management system and customer files in the document management system according to workflows and assuring accuracy for compliance.
• Participate in team meetings and contribute ideas to enhance workflows, leverage technology, assure quality service, streamline work and achieve operational targets.
• Guiding , mentoring, and being an escalated point of contact so junior team members to quickly address client needs.

Qualifications

• Minimum 5 – 8 years of small group employee benefits experience within the brokerage industry, with strong knowledge of all product lines and federal/state legislative and compliance requirements.
• Advanced knowledge of EB small group benefits and product offerings a specified region
• Ability to work independently and confidently
• Strong understanding of client service in small business, with experience deploying various technologies to streamline processes and bring efficiencies
• Strong organizational skills with the ability to successfully manage large volumes efficiently, coordinating workflows, resources and balancing multiple priorities simultaneously
• Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships
• Advanced skills in Excel, PPT and EB BenAdmin systems; BenefitPoint experience a plus.
• High attention to detail with strong problem solving and critical thinking skills
• Bachelor’s degree in a business-related program or equivalent education and/or experience in insurance
• Life/Health insurance license or the ability to obtain immediately required.
• Ability to travel regionally as needed (15-25%)

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

World Insurance Associates LLC

GoodWe, founded in 2010, is one of the top 5 leading global solar inverter and battery storage manufacturers. Our team at GoodWe USA Inc. is growing quickly and we need support in service and after sales. This is a unique opportunity to enter the quickly growing renewable energy segment.

Job Purpose: Responsible for training, field support, and case management with solar installers and distributors in the renewable energy segment. The candidate will provide technical support in the North American market. The work environment is hybrid (1-4 days in office), and the candidate is based in the Denver area.

Responsibilities

• Service and support on solar inverters and battery energy storage systems.
• Provide daily technical support over phone, email, face to face, or through CRM.
• Solve and manage technical escalations.
• Provide on-site commissioning, troubleshooting and replacement support.
• Manage local repair center operation / contract management.
• Perform firmware upgrades and minor rework.
• Provide technical installation and end-user training courses.
• Reporting.
• Manage RMA logistics.

Qualifications

• More than 3-years in electronics, PV industry experience preferred or graduated in technical area in renewables.
• Excellent English communication skills.
• Good MS Office skills, in particular EXCEL MS.
• Relevant technical degree with experience, or B.S. in Electrical Engineering preferred.
• Experience with board level troubleshooting and chip level firmware diagnosis and updating.
• Must have valid driver’s license.
• Wiling to travel in the US and Canada.
• Must be willing to travel, max. 20%, also on short notice.
• Management experience preferred.

GoodWe

Whether old or new, seasoned or just-starting-out, fast-paced, or slow-and-steady… and everything in-between. We strive to improve customers’ lives with innovative services and solutions by surrounding ourselves with exceptional people and products. Join a progressive team and one of the most successful John Deere Ag dealers in the country. With 22 locations across Iowa, Minnesota, and South Dakota; Kibble Equipment offers an exciting work environment, opportunities to grow in your career, excellent benefits, and the chance to work with great people throughout our communities.

Assistant Service Manager

The Assistant Service Manager must enjoy working with customers in the store and in their fields alongside a network of John Deere technicians and technology support staff that have a common passion for agriculture, adding value and improving the customer experience. Individuals must like working independently and in a team being able to contribute to a high-preforming and dynamic service team. Key personal qualities include confidence, competitiveness, driven to succeed, strong communication skills, and be a team player. Critical decision-making skills are also necessary for this position and a desire to constantly learn and improve to strive towards excellence. A strong work ethic, moral standards with a high level of professionalism, and pride in the quality of work performed will lead to success for this individual. The Assistant Service Manager will work alongside a team accomplished John Deere service technicians that will achieve common service targets.

Essential Job Functions

• Assists with the assignment of jobs and work areas to Service Department employees according to their skills and knowledge
• Assists in the appraisal of repair orders coming into the Service Department and may participate in repairs
• Review repair orders for accuracy and completeness
• Directs and assists in the diagnosis of machine problems of technicians and apprentices
• Inspects and repairs all special tools o Recommends new tooling as required
• Advises Service Manager or Service Location Manager of all customer complaints
• Coordinates and schedules all in-house technician training
• Assists the Service Manager or Service Location Manager with coordinating and conducting quarterly safety meetings
• Fill the Service Manager or Service Location Manager role in their absence
• Arrange for and participate in re-conditioning of used equipment and set-up of new equipment
• Approve the release of equipment for delivery to the customer
• Assist in providing performance feedback for service technicians and staff to the Service Manager or Service Location Manager
• Assist in the tracking and scheduling of Product Improvement Programs
• Participate in Service EDUCATE Training programs required for the development of skills and knowledge
• Operates and maintains vehicles, tools and equipment required to perform job responsibilities
• Maintains a clean work area and performs work in a neat and orderly fashion
• Follows all safety rules and regulations in performing work assignments
• Maintains current knowledge of John Deere and competitive equipment

Experience, Education, Skills, and Knowledge

• 7+ years of experience performing service repairs; demonstrated experience consistently meeting performance metrics preferred
• Experience leading a team and working cooperatively in a team environment
• Experience using special tools and following Technical Manual procedures on machines of the Technician’s specialty
• Experience with the mechanical, electrical and hydraulic systems used in off road, construction, lawn, or heavy equipment
• Experience operating vehicles, tools, and equipment for diagnostic purposes
• Experience with basic computer functions; Experience using Service Advisor or other computer based diagnostic repair tools preferred
• Experience communicating effectively verbally and in writing
• Must have an adequate toolset to perform job responsibilities
• High School Diploma, GED, or equivalent experience required; Associates Degree preferred
• Valid driver’s license required; CDL (Commercial Driver’s License) preferred

Benefits

Kibble Equipment offers a highly competitive salary and benefit package including health, vision, and dental insurance, paid time off and paid holidays, Health Savings Account (HSA) or Flex Spending Account (FSA), 401k and Roth Retirement Savings with employer match as well as Life and Disability Insurance.

Your Career. Your Future. Our Focus.

Kibble Equipment, LLC

Larson Maddox has partnered with a leading settlement administration company to identify their newest Project Director based out of their Houston HQ. This is a unique role, interfacing directly with both clients and internal stakeholders to ensure that desired outcomes are not only achieved but exceeded. This individual will be responsible for for project planning, monitoring, risk assessment, and encouraging effective communication.

Responsibilities:

• organize and lead the development of project timelines, task execution, and ensure deliverable outcomes
• act as main point of contact with both clients and internal stakeholders
• monitor budgets and make sure transitions between projects run smoothly
• help senior leadership adapt and improve service design and client experience

Qualifications:

• 5-7 years experience in project management (PMP certification preferred)
• strong multitasking skills and proven ability to juggle multiple projects at once
• ability to manage customer expectations and foster collaboration across teams
• Excellent written and verbal communication skills

If the above sounds like a fit for your background, please apply.

Larson Maddox

The Greater Green Bay is Chamber is hiring a Talent Retention Coordinator.

We are searching for a dynamic individual to support a variety of talent retention initiatives, including Leadership Green Bay, Current Young Professionals, and Rising Current. Qualified applicants will be strong communicators, demonstrate adaptive leadership qualities, and possess strong customer service skills. This is a community facing position, so candidates should also be focused on building strong relationships and implementing effective strategies to retain valuable talent in our community.

Candidates will be expected to be available for variable schedules including afternoons, evenings, and possible weekends. The work environment is flexible, but it will be necessary to spend time in the downtown Green Bay office throughout the week.

Primary Responsibilities

• Talent Retention Strategy: Assist with and collaborate on comprehensive talent retention strategies that align with the organization’s goals and objectives, ensuring community satisfaction
• Relationship Building: Cultivate strong relationships with members at all levels, understanding their needs, concerns, and aspirations. Act as a trusted point of contact for addressing queries and challenges
• Volunteer Engagement: Leverage experience working with volunteers to implement strategies for motivating and retaining volunteer contributors within the organization.
• Membership Management: Utilize the existing registration systems to ensure quality customer service to our members through profile, registration, and membership support.
• Event Coordination: Execute detailed & timely coordination & support of programs & events year-round
• Overall Chamber Team Member: Assist with overall talent & education or Chamber programs as needed. Collaborate with internal team members with contributing ideas and support to achieve share objectives.

Skills & Experience

• Adaptability: Thrive in a dynamic work environment and demonstrate the ability to adapt to changing setting and priorities.
• Organizational Skills: Demonstrate exceptional organizational skills to manage multiple initiatives simultaneously, prioritize tasks effectively, and meet deadlines consistently.
• Communication: Demonstrate exceptional communication skills, both written and verbal, to effectively convey ideas, feedback, and action plans to various stakeholders.
• Driven & Achievement-Oriented: Motivated to achieve and exceed goals while maintaining a positive work culture.
• Organized and Detail-Oriented: Meticulous in planning and executing retention strategies, paying close attention to details.
• Empathetic and Approachable: Demonstrates empathy towards employees’ needs and concerns, fostering an open-door policy for communication.
• Education: An Associate’s degree or higher in Human Resources, Business Administration, or a related field is preferred.

If you believe you have the skills, experience, and passion to excel in this role, we encourage you to apply and join our dedicated team of professionals committed to promoting a thriving work environment and nurturing our valuable talent. At the Greater Green Bay Chamber, we strive to foster an environment of diversity, inclusion and belonging. We welcome LGBTQ+, women and minority candidates to apply.

The Greater Green Bay Chamber is a nonprofit organization which exists to strengthen member businesses by enhancing economic and talent development, resulting in improved quality of life in our community and region. As the second largest Chamber in the state, we are made up of over 1,200 member businesses representing almost 90,000 employees in Greater Green Bay. If interested in relocating for this exciting opportunity, visit www.yourmovegreenbay.com to learn more about what makes our community a great place to live!

Greater Green Bay Chamber

The Card@Once Client Service Coordinator is responsible for analyzing client questions and concerns, escalating problems to appropriate teams and providing solutions to the satisfaction of the client.

Responsibilities:

• Oversee supply orders for existing clients and ensure timely shipment by coordinating with internal teams
• Proactively reach out to client if their orders cannot be fulfilled and provide alternative solutions
• Conduct internal research when issues arise and troubleshoot appropriately
• Assist C@O Customer Service Team on communication and coordination of EMV chip conversions with exiting C@O clients
• Complete monthly billing reports for accounting and bill clients upon completion of requested work
• Support live clients with artwork/graphics requests
• Submit artwork requests to Visa for approval
• Ensure the timely and accurate delivery of client communications; document activity in internal CRM
• Understand and manage client expectations and service needs by building and maintaining positive relationships (both internal and external)
• Oversee client facing special projects such as Visa/MC mandates

Requirements:

• Strong analytical problem-solving skills, identifying and resolving unique problems
• Experience in delivering client-focused solutions based on client need
• Strong customer service, critical thinking and problem-solving skills
• Proficient in Microsoft Excel and Word; VBA/Macros
• Ability to troubleshoot issues and determine root cause
• Resourceful in establishing and nurturing key relationships both internally and externally
• Willingness to perform additional tasks which may be outside of the defined role to grow the business and ensure client satisfaction
• High school diploma or general education degree (GED) and minimum 1-3 years of experience in an administrative role in customer service, sales or sales support environment
• Financial service industry experience, preferred

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

CPI Card Group

Repairs Coordinator/Customer Service Specialist PT

Job Type

Part-time

Robbinsville, NJ

Job Details

Reports To: Customer Service Manager

FLSA Status: Non-Exempt

Hours: Tuesdays and Fridays 8:00am-4:30pm

JOB SUMMARY: The Repairs Coordinator/Customer Service Specialist will report to the Customer Service Manager and support the repairs center located in Robbinsville, NJ. They will be directly responsible for the efficient operation of the repairs center and act as a liaison between our customers, store locations and the repairs team. They will provide product repair services information and resolve any emerging problems that our customers might face with accuracy and efficiency. The ideal candidate is patient, empathetic, and communicative. In addition, they can put themselves in their customers’ position and advocate for them when necessary.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Works within the Guidelines for Repairs set up by Longchamp USA and Longchamp Paris.
• Ensures that all customers are taken care of in a timely and efficient manner.
• Respond in a timely manner to all customer service e-mail inquiries.

Consumer Repairs Process

• Reviews and respond to all inquiries regarding repairs.
• Evaluates each repair and tracks via Excel spreadsheet.
• Process financial transactions.
• Orders parts needed from France.
• Communicate status effectively to all concerned parties.
• Provided open, honest feedback in a timely fashion.
• Process all UPS transactions.

Administrative Reports:

• Weekly overview report.
• Quarterly/yearly reports.

Minimum Requirements:

• Minimum High School Diploma (or GED) and have at least 2 years’ experience working in a retail and/or wholesale capacity with preferred knowledge of customer service and/or repairs.
• Proficient in Microsoft Office, Outlook, Excel, and Word.
• Effective verbal and written communications skills.

Knowledge, Skills and Abilities:

• Highly organized and self-motivated with strong interpersonal skills.
• Ability to meet and be responsive to deadlines.
• Must be able to present information in a confident and professional manner.
• Passion for product and the brand.

Longchamp