client engagement specialist

Focus Partners Wealth

<div>Position Summary

Focus Partners Wealth is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you'll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.

Primary Responsibilities
<ul>
<li>Engage high-net-worth investors and communicate Focus Partners' value to schedule meetings with advisory teams
</li><li>Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage</li>
<li>Own and enhance outreach strategies to improve conversion and client experience
</li><li>Lead the client onboarding process, coordinating data collection and cross-team workflows
</li><li>Track pipeline activity, onboarding progress, and communications using CRM and internal tools
</li><li>Partner with wealth advisors and client service teams to ensure smooth client transitions
</li><li>Identify and implement process improvements to increase efficiency and client satisfaction</li>
<li>Contribute to a collaborative, performance-driven team environment and support team development when needed</li>
</ul>
Qualifications
<ul>
<li>3+ years of professional experience, preferably in financial services or a client-facing role
</li><li>Bachelor's degree required
</li><li>Strong track record of achieving results and driving outcomes
</li><li>Excellent communication skills with the ability to engage and build trust across diverse audiences
</li><li>Persuasive and confident in influencing decisions
</li><li>Highly organized with the ability to manage multiple priorities and workflows
</li><li>Proactive, resilient, and committed to continuous learning and improvement</li>
<li>Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus</li>
<li>Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence</li>
</ul>
The Client Development Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-KT1<div>
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.</div></div>

Client Development Specialist

IPS (USA)

Calling All Night Owls! | Assistant HIT Consultant WantedAre you a proactive, sharp, and ambitious professional who thrives in the US healthcare space? Love connecting with clients, generating leads, and closing opportunities&mdash;even in the late hours? Then we want you on our team!IPS Pakistan is looking for an Assistant HIT Consultant who can make an impact, support business growth, and enjoy night-shift-friendly environment.Your Mission (if you choose to accept it)<ul><li>Hunt for new leads and turn them into opportunities</li><li>Build and nurture meaningful client relationships</li><li>Ensure leads are transferred and followed up seamlessly</li><li>Keep an eye on industry trends and competitor moves to stay ahead</li><li>Support client engagement, business development, and day-to-day operations</li><li>Keep your reports, communication logs, and documentation sharp and up-to-date</li></ul>Your Superpowers<ul><li>Communication Mastery: Clear, persuasive, confident verbal and written skills</li><li>Sales Sense: Prospecting, qualifying, objection handling, and closing strategies</li><li>Time Wizardry: Manage multiple leads and tasks like a pro</li><li>Adaptable Mindset: Learn fast, adjust fast, win fast</li><li>Tech Savvy: Microsoft Office (Word, Excel, Outlook) for smooth reporting &amp; communication</li></ul>Why You&rsquo;ll Love<ul><li>It HereBasic salary up to PKR 100,000 (depending on experience)</li><li>Fuel card &amp; subsidized meals</li><li>Medical insurance coverage</li><li>KPI &amp; performance-based commissions</li><li>Career growth opportunities in US healthcare services</li><li>A growing, energetic team where your work makes a real impact</li><li>Opportunities to learn, grow, and step into higher roles</li></ul>Location: Lahore, Ferozepur road near Qainchi StopShift: 5:30 PM TO 2:30 AM Apply now: DM me or contact at WhatsApp(03330778389)Job Type: Full-timePay: Rs65,000.00 - Rs100,000.00 per monthAbility to commute/relocate:<ul><li>Lahore: Reliably commute or planning to relocate before starting work (Required)</li></ul>Experience:<ul><li>Customer sales: 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Lahore (Preferred)</li></ul>Work Location: In person

Assistant HIT Consultant

Heartland Alliance

<div><div>Title: Participant Engagement Supervisor</div><div>
Department: Primary Care</div><div>
Shift: FT/ 8:30AM - 5:00PM CST / M-F</div><div>
Location: 4009 N Broadway Chicago, IL 60613 and 5501 S Halsted Chicago IL 60621.</div><div></div><div> 
Heartland Alliance Health&rsquo;s (HAH) mission is to transform healthcare for the most vulnerable &ndash; particularly people experiencing homelessness, mental illness or addictions, or struggling with multiple chronic illnesses &ndash; improving health for all and the well-being of our community.</div><div></div> 
Under the general guidance of the Manager, Health Center, the Participant Engagement Supervisor provides support to Heartland Alliance Health&rsquo;s Health Centers and Shelter Based Care Programs, with focus on support operations to enhance participants&rsquo; access to health care and other services within Heartland Alliance Health through supervision, auditing, reporting and data collection and management. The Participant Engagement Supervisor leverages industry knowledge and best practices to promote the mission and vision of Heartland Alliance Health and the institution. Supports culture development and management efforts.
Essential Functions:
Duties/Responsibilities:<ul><li>
Provides supervision of assigned staff including hiring, supervision meetings, reviewing e-time and ensuring time-off policies are enforced.</li><li>
Ensures Participant Engagement Specialist are at their appointed scheduled locations and rearranges staff as needed to provide adequate coverage.</li><li>
Ensures timely and applicable training and competency enhancement of incoming and current Participant Engagement Specialists as well as other staff as assigned to ensure accuracy of workflow and data input.</li><li>
Completes audits to assess the quality and accuracy of program/participant data of the PES team members</li><li>
 Assists with writing and implementing Standard Operating Procedures (SOP) related to position workflows.</li><li>
Provides administrative support with provider schedules.</li><li>
Generates daily and/or weekly reports of collection data for the Participant Engagement Specialists.</li><li>
Greeting participants visiting the facility, completing registration, answering questions and assist filling out any necessary documents.</li><li>
Assists in answer incoming and makes outgoing phone calls to schedule and remind participants of appointments while ensuring other calls are routed to appropriate person/program in a timely manner.</li><li>
Ensures participant satisfaction, including troubleshooting when there is a complaint and developing process improvements to prevent recurrences.</li><li>
Educates participants regarding their patient responsibilities, services, sliding fee scale, patient rights, grievance policy and confidentiality.</li><li>
Maintains thorough understanding of medical coverage and third-party liabilities, inclusive of Medicaid and Medicare. Verifies and updates third party insurance.</li><li>
Assists management by collecting participant financial assessment for documentation when assigned.</li><li>
Ensures accurate daily log of co-pay activity and forwards to Billing Department as assigned.</li><li>
Other duties can be assigned at times in order for HAH to meet the mission and/or funder requests to service our participants.</li></ul>
Education and Experience:<ul><li>
High School Diploma or GED equivalent required. Associates degree preferred.</li><li>
Minimum five (5) years&rsquo; customer service or related experience required. Prior experience in a healthcare related field or social service agency preferred.</li></ul>
Certifications/Licenses:<ul><li>
Certification as a Medical office assistant or a related field preferred.</li></ul>
Required Competencies:<ul><li>
Accountability &ndash; Be responsive, responsible, resourceful, principled, and a problem-solver</li><li>
Leaderful &ndash; Take initiative, communicate effectively, delegate based on skills and interests, possess strategic thinking and acting; develop staff, foster teamwork</li><li>
A Bias Toward Action - Advocate for services and policies that support healthier lives for the populations&rsquo;; be decisive and take action when a problem arises, communicating with those impacted; be proactive, innovative, and consistently work to improve operations and outcomes, carrying out formal continuous improvement initiatives</li><li>
Participant centered &ndash; Listen to and collaborate with participants, identify strengths and implement evidence-based practices; integrate and coordinate services across HHO programs</li><li>
Valuing our colleagues &ndash; Be respectful and responsive; appreciative and supportive; provide input, initiative and recognition of colleagues</li></ul>
Knowledge/Skills/Abilities (K/S/A)<ul><li>
Proficiency in a second language may be required.</li><li>
Ability to work effectively and in a professional manner using key techniques that include using Trauma Informed language, de-escalating situations, and being respectful / relational with staff and participants at all levels of the organization.</li><li>
Excellent communication skills (oral communication, listening, interpersonal, written communication). Strong networker, convener, relationship builder and communicator with experience collaborating with diverse work teams and stakeholders.</li><li>
 Ability to consistently identify opportunities for improvement and make recommendations based on observations</li><li>
Demonstrated ability to handle confidential and sensitive information possessing skills to handle situations in a professional and diplomatic manner.</li><li>
A high degree of collaboration and emotional intelligence, self-motivation, and analytical ability.</li></ul>
Benefits:
We offer a comprehensive and competitive benefits package designed to support your well-being and professional growth.<ul><li>
Medical, Dental, and Vision Insurance</li><li>
Health Savings Account (HSA) or Flexible Spending Account (FSA)</li><li>
Wellness Programs</li><li>
Employee Assistance Program (EAP)</li><li>
Tuition Reimbursement and Educational Assistance</li><li>
401(k) Retirement Savings Plan</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability Insurance</li><li>
Paid Time Off (PTO)</li><li>
Paid Holidays</li></ul>
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
While performing the duties of this job, the employee is regularly required to talk and hear.</li><li>
The employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and reach with hands and arms.</li><li>
The employee is occasionally required to stoop, kneel, climb or crawl.</li><li>
Specific vision abilities required by this job include close vision and ability to adjust focus.</li><li>
The employee must occasionally lift and/or move up to 10 pounds.</li><li>
Unrestricted ability to provide physical restraint. The employee must occasionally lift and/or move up to 25 pounds. Unrestricted ability to provide physical restraint.</li></ul>
Work Arrangement: This role is not eligible for a &ldquo;hybrid&rdquo; or &ldquo;remote&rdquo; work arrangement. Responsibilities sometimes require working evenings and weekends, sometimes with little advance notice. Ability to travel between the Heartland Alliance Health Clinics and shelter-based care sites.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Moderate exposure to outdoor elements at all times of year when traveling.
Equal Opportunity Employer Statement
Heartland Alliance Health makes all hiring and employment decisions, and operates all programs, services, and functions without regard to race, receipt of an order of protection, creed, color, age, gender, gender identity, marital or parental status, religion, ancestry, national origin, amnesty, physical or mental disability, protected veterans status, genetic information, sexual orientation, immigrant status, political affiliation or belief, use of FMLA, VESSA, military, and family military rights, ex-offender status (depending on the offense and position to be filled), unfavorable military discharge, membership in an organization whose primary purpose is the protection of civil rights or improvement of living conditions and human relations, height, weight, or HIV infection, in accord with the organization's AIDS Policy Statement of September 1987.</div>

Participant Engagement Supervisor

Globe Call Centre(SMC-PRIVATE) Ltd

We are seeking a driven and results-oriented Business Development Executive to support the growth of our Digital Marketing division. We are looking for dynamic professionals with a strong background in sales, client engagement, and international business development, particularly within the digital marketing industry.This role offers an excellent opportunity to contribute to expanding our global client base by identifying new opportunities, building strong relationships, and delivering value-driven solutions.Key Responsibilities<ul><li>Identify and engage potential clients in international markets to promote digital marketing services</li><li>Build and maintain strong, long-term relationships through consistent communication and follow-ups</li><li>Understand client requirements and collaborate with internal teams to deliver tailored solutions</li><li>Generate qualified leads through platforms such as LinkedIn, Upwork, Fiverr, and targeted email outreach</li><li>Prepare and deliver compelling proposals, presentations, and sales pitches</li><li>Consistently achieve and exceed monthly sales targets and revenue goals</li><li>Stay updated on industry trends, competitor activities, and emerging technologies to enhance sales strategies</li></ul>Requirements<ul><li>1&ndash;2 years of experience in business development, sales, or client acquisition (preferably in a digital marketing or IT company)</li><li>Strong understanding of digital marketing services including SEO, SMM, PPC, and content marketing</li><li>Excellent written and verbal English communication skills</li><li>Hands-on experience with lead generation tools such as LinkedIn Sales Navigator, Upwork, Fiverr, or similar platforms</li><li>Strong negotiation, presentation, and closing skills</li><li>Self-motivated, target-driven, and able to work both independently and within a team</li></ul>Office Timings: 7:00 pm to 4:00Interested candidates may send their resumes on &quot;hr@globe-call.com&quot;Work Location: In person

Business Development Manager

ANDHealth

<div>Central Patient Engagement Specialist 
Full Time 
Columbus, OH
AndHealth is on a mission to radically improve access and outcomes for the most challenging chronic health conditions, with the goal of making world-class specialty care accessible and affordable to all. We partner with health systems, community health centers, plans, and employers to remove barriers to care to ensure all people have access to the care they deserve. 
 
We are looking for Central Patient Engagement Specialists to play an important role at AndHealth.<div>
What you&rsquo;ll do in the role:</div><ul><li>
Performs duties as including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for accuracy.</li><li>
Assists and supports inventory management activities, such as ordering, unpacking, checking and storing shipment of pharmaceuticals.
</li><li>Greet and assist customers at the pharmacy counter and over the phone.</li><li>
Handle prescription pickups and payments while following HIPAA and cash handling policies.</li><li>
Balance retail pharmacy production and specialty patient needs within workflow.</li><li>
Proactively engage with patients living with chronic health conditions to complete benefits verification and assist with identifying appropriate secondary coverage.</li><li>
Complete insurance verification and medication coverage determinations, and work with providers to address formulary restrictions.</li><li>
Assist with the completion of prior authorizations or appeals necessary to ensure medication access for patients.</li><li>
Regularly contact or communicate with patients regarding current medication utilizations and ongoing needs, communicating regularly with in-house or contract pharmacies.</li><li>
Complete routine reassessment of patients&rsquo; medication utilization and identify concerns or side effects patients may be experiencing.</li><li>
Consult with pharmacists or providers regarding all clinical needs of patients, routing all clinical interventions or counseling to a pharmacist or appropriate licensed clinician to complete.</li><li>
Assist patients with scheduling prescriptions, fills, or deliveries.</li><li>
Document all patient communication in specialty pharmacy software.</li><li>
Generate reports routinely to identify new patients, upcoming medication needs, and adherence-related data.</li><li>
Complete health questionnaires with patients when needed onsite, leveraging tablets and other technologies.</li><li>
Assist patients with installing and logging into the AndHealth app on their mobile devices.</li><li>
Manage patient medical referrals for specialty care.</li><li>
Other responsibilities as needed.</li></ul><div> 

Education &amp; Licensure Requirements:</div><ul><li>
High School Diploma required.</li><li>
Bachelor&rsquo;s degree is preferred.</li><li>
Certified or Registered Pharmacy Technician in the state of OH required.</li><li>
Nationally certified - PTCB or ExCPT required or obtained within 6 months of hire.</li><li>
Must be willing to obtain and maintain licenses or certifications in multiple states.</li></ul><div> 

Other Skills or Qualifications:</div><ul><li>
3+ years of pharmacy experience is preferred.</li><li>
Excellent written and oral communication skills.</li><li>
Strong attention to detail and ability to handle multiple things simultaneously.</li><li>
Comfortable with technology and the ability to adapt to new systems.</li><li>
The position may require some travel. Must be willing to travel and have reliable transportation.</li><li>
Must be organized and able to work independently.</li><li>
COVID-19 vaccination is required.</li></ul><div>
Here&rsquo;s what we&rsquo;d like to offer you:</div><ul><li>
Equal investment and support for our people and patients.</li><li>
A fun and ambitious growing environment with a culture that takes on important things, takes risks, and learns quickly.</li><li>
The ability to demonstrate creativity, innovation, and conscientiousness, and find joy in working together.</li><li>
A team of highly skilled, incredibly kind, and welcoming employees, every one of whom has something unique to offer.</li><li>
We know that the overall success of our business is a collaborative effort, and we strive to provide ongoing opportunities for our employees to learn and grow, both personally and professionally.</li><li>
Full-time employees are eligible to participate in our benefits package which includes Medical, Dental, Vision Insurance, 401k match, Paid time off, Short- and Long-Term Disability, 401k match and more.</li></ul><div> 

Additional Requirements:</div><ul><li>
(PPD) TB Skin Test - Proof of negative TB skin test within the last 12 months.</li><li>
(MMR) Measles, Mumps and Rubella or Blood Titer proving immunity.</li><li>
Varicella - (2) documented doses or Blood Titer proving.</li><li>
Hep B3 Series.</li><li>
(Flu) Influenza required.</li><li>
COVID Vaccine required.</li><li>
Additional health requirements may also be required.</li></ul>
We are an equal opportunity and affirmative action employer. We embrace diversity and are committed to creating an inclusive environment for all employees. Applicants will be considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, disability, or veteran status.
2G8Sp78Kdh</div>

Central Patient Engagement Specialist

Anderson Immigration

Job Title: Lead Management RepresentativePosition Summary: The Lead Management Representative is an essential part of our client engagement team, responsible for managing inbound messages in both English and Spanish through Facebook and WhatsApp. This role focuses on filtering and qualifying leads, scheduling appointments with our Case Analyst team, and ensuring our calendars are consistently filled with quality prospects.Key Responsibilities:<ul><li>Monitor and respond to incoming messages on Facebook and WhatsApp in both English and Spanish, providing timely and professional communication.</li><li>Filter and qualify leads to schedule appointments only with serious and high-potential clients.</li><li>Fill calendars with strong leads and diligently filter out low-quality inquiries.</li><li>Coordinate closely with the Case Analyst team to ensure a smooth handoff of appointment details.</li><li>Monitor and report on conversion rates, providing feedback and suggestions for improvement.</li><li>Check and monitor Google Reviews during downtime; flag concerns and share positive reviews as appropriate.</li><li>Maintain accurate records of lead information and appointment details in the CRM or designated tracking system.</li><li>Consistently strive to keep Case Analyst calendars full with viable appointments.</li></ul>Requirements:<ul><li>Must be bilingual in English and Spanish (written and spoken).</li><li>Strong written communication skills with a professional tone in both languages.</li><li>Previous experience in lead management, customer service, or online messaging is preferred.</li><li>Highly organized, self-motivated, and detail-oriented.</li><li>Familiarity with Facebook Messenger, WhatsApp, and CRM software is a plus.</li></ul>Compensation: Starting pay is $11.00 per hour, with the potential for pay increase in a year based on work output and performance.Job Types: Full-time, Part-timePay: From $11.00 per hourBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: Hybrid remote in El Paso, TX 79901

Bilingual Lead Management Representative

Intersoft

<div>
 
 Company Description
 
 
 
 Intersoft is a leading IT solutions provider dedicated to delivering innovative and cutting-edge business technologies. Our mission is to enable digital transformation, empowering businesses to evolve, grow, and embrace automation. As technology partners, we help organizations adapt to the demands of a world driven by Artificial Intelligence. At Intersoft, we strongly believe AI is the foundation of future success, fueling bold advancements globally.
 
 
 
 Role Description
 
 
 
 This is a full-time, on-site role for an Appointment Setter located in Ribarrouy. The Appointment Setter will be responsible for engaging with potential clients via phone or email, scheduling appointments, maintaining accurate records of client interactions, and working closely with the sales and marketing teams to support business development efforts. The role requires excellent communication skills, a proactive approach, and the ability to represent the company professionally.
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Strong communication and interpersonal skills for interacting with clients effectively
 </li>
 <li>
 Proficiency in scheduling, organizing, and managing appointments
 </li>
 <li>
 Attention to detail and the ability to maintain accurate records
 </li>
 <li>
 Basic knowledge or experience in sales and marketing
 </li>
 <li>
 Ability to work collaboratively with cross-functional teams
 </li>
 <li>
 Proficiency with CRM software and productivity tools is a plus
 </li>
 <li>
 High school diploma or equivalent; additional certifications in customer service or related fields are advantageous
 </li>
 </ul>
</div>

Appointment Setter

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