case manager

client delivery specialist Jobs in Los Angeles

client delivery specialist

clinical sales representative Jobs in Los Angeles

clinical sales representative

customer care specialist Jobs in Los Angeles

customer care specialist

customer service representative Jobs in Los Angeles

customer service representative

client service representative

Restoration Leasing & Supplies, Inc.

<p><b>Job Summary</b><br/>Join our dynamic team as a Customer Service Representative, where your passion for helping others will shine! In this role, you will be the frontline ambassador for our company, providing exceptional support to our valued customers. You&rsquo;ll engage with clients through various channels, ensuring their inquiries are addressed promptly and effectively. Your ability to communicate clearly and empathetically will make a significant impact on customer satisfaction and loyalty.</p><p><b>What you&rsquo;ll do</b></p><ul><li>Provide outstanding customer support via phone, email, and chat to resolve inquiries and issues.</li><li>Assist customers with product information, order processing, and account management.</li><li>Conduct outbound calls to follow up on customer feedback and promote services.</li><li>Maintain accurate records of customer interactions and transactions through data entry.</li><li>Utilize Microsoft Office tools to create reports and analyze customer feedback trends.</li><li>Demonstrate excellent phone etiquette while handling high-volume calls in a call center environment.</li><li>Collaborate with team members to enhance client services and improve overall customer experience.</li></ul><p><b>Basic qualifications</b></p><ul><li>Strong communication skills in English; multilingual or bilingual abilities are a plus.</li><li>Proficiency in computer skills, including Microsoft Office applications.</li><li>Experience in customer service or client-facing roles is preferred.</li></ul><p><b>Preferred qualifications</b></p><ul><li>Previous call center experience with a focus on sales or customer support.</li><li>Familiarity with cash handling procedures and analysis skills for effective problem-solving.</li><li>Typing skills that enable efficient data entry and documentation.</li></ul><p><b>Why you&rsquo;ll love it here</b><br/>We believe in fostering an environment where our employees can thrive both personally and professionally. Our commitment to your well-being is reflected in the comprehensive benefits we offer.</p><p><b>Our benefits include:</b></p><ul><li>Competitive pay structure that rewards your hard work.</li><li>Opportunities for professional development and career advancement.</li><li>Supportive work culture that values teamwork and collaboration.</li><li>Resources for maintaining your physical and mental well-being.</li></ul><p><b>About us</b><br/>As part of our vibrant team, you&rsquo;ll contribute to our mission of delivering exceptional service that enriches the lives of our customers. We pride ourselves on creating a workplace where every employee feels valued, supported, and empowered to make a difference every day. Join us in making an impact!</p><p>Job Types: Full-time, Part-time</p><p>Pay: $18.00 - $23.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li></ul><p>People with a criminal record are encouraged to apply</p><p>Ability to Commute:</p><ul><li>Los Angeles, CA 90019 (Required)</li></ul><p>Work Location: In person</p>

Customer Service Representative

Assisted Home Health & Hospice

<div>We&rsquo;re seeking a motivated and relationship-driven Sales Representative to connect patients, healthcare providers, and our agency&rsquo;s Hospice services. In this role, you&rsquo;ll serve as a trusted liaison in the community, helping ensure smooth transitions to care while driving growth through strong partnerships.<br>
<br>
<i>The annual base salary range for this position at commencement of employment is expected to be between $80,000 - $95,000; however, pay offered may vary depending on multiple individualized factors, including job-related knowledge, licensure, skills, and experience. We also have uncapped commission and a $3,000 sign-on bonus!</i>
<p></p><b>Hospice Specialist / Sales Representative</b><br>
<b>Reports to:</b> Director of Sales<br>
<br>
<b>Area Covered:</b> West Los Angeles (Pacific Palisades, Brentwood, Beverly Hills, West Hollywood, Hollywood, Central L.A., Los Feliz, Echo Park, Santa Monica, Mar Vista, Culver City, West Boyle Heights, Marina Del Rey, Inglewood, South L.A., Huntington Park, Bell Gardens, El Segundo, Hawthorne, South Gate, Downey, Bellflower, Compton, Gardena, Lawndale, Manhattan Beach<br>
<br>
<b>What You&rsquo;ll Do</b>
<ul><li>Build and maintain relationships with hospitals, physicians, case managers, and community partners
</li><li>Identify patient needs and coordinate appropriate home health, hospice, and caregiver services
</li><li>Act as a liaison between referral sources and the agency to support seamless patient transitions
</li><li>Educate healthcare professionals on agency services through meetings, presentations, and events
</li><li>Participate in discharge planning and care coordination discussions
</li><li>Execute territory plans, manage accounts, and consistently meet or exceed sales goals
</li><li>Collaborate with clinical and marketing teams to ensure effective service delivery and outreach
</li><li>Represent the agency at networking events and community activities
</li></ul><b>What You Bring</b>
<ul><li>High School Diploma required; Associate degree or higher preferred
</li><li>2+ years of outside sales or client service experience (healthcare experience a plus)
</li><li>Proven track record of meeting or exceeding sales goals
</li><li>Strong communication, relationship-building, and organizational skills
</li><li>Ability to work independently and manage a dynamic schedule
</li></ul><b>Work Environment</b>
<ul><li>Field-based role with local travel, including hospitals and community settings
</li><li>Requires standing, walking, and occasional lifting
</li><li>Must have valid driver&rsquo;s license, auto insurance, and a safe driving record
</li></ul><p></p><b>Why Join Assisted?</b><br>
<br>
We invest in the people who make us great.<br>
At Assisted, we&rsquo;re proud to offer a comprehensive and rewarding benefits package designed to support your health, financial well-being, and career growth:
<ul><li>Comprehensive Health Coverage &ndash; Affordable medical, dental, and vision plans to keep you and your family covered.
</li><li>Retirement Savings Support &ndash; Company-matched 401(k) contributions (up to 3% of your annual salary).
</li><li>Generous Referral Program &ndash; Earn up to $600* for referring qualified candidates.
</li><li>Career Development Opportunities &ndash; Invest in your future with up to $6,000* in tuition reimbursement.
</li><li>Paid Time Off* &ndash; Enjoy vacation days*, sick leave, and paid holidays* to maintain a healthy work-life balance.</li>
</ul>*Additional details regarding eligibility and benefits are outlined in our internal policies and are available upon request.</div>

Hospice Specialist/ Sales Representative

L'AGENCE

<div>
 <p>
  <strong>
   Job Summary
  </strong>
 </p>
 <p>
  As a Customer Care Specialist, you will be the voice of our brand and a trusted advisor to our clients. This role goes beyond service&mdash;it&rsquo;s about creating personalized, memorable experiences that inspire loyalty, drive sales, and strengthen the relationship between our customers and our brand. By anticipating client needs, offering thoughtful solutions, and upholding the highest standards of luxury service, you will play a key role in fostering long-term growth and customer satisfaction.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This is a hybrid role, requiring in-office presence at our Bell, California office 3 days per week and remote flexibility for the remaining days.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Examples of Essential Duties and Responsibilities
  </strong>
 </p>
 <p>
  &bull; Serve as the primary point of contact for customers via email, phone, chat, and social media, delivering
 </p>
 <p>
  proactive, solution-oriented support.
 </p>
 <p>
  &bull; Develop deep expertise in our product collections to confidently recommend styles, assist with fit, and
 </p>
 <p>
  provide guidance that drives sales and reduces returns.
 </p>
 <p>
  &bull; Accurately process customer orders, returns, and exchanges while ensuring seamless, timely resolutions.
 </p>
 <p>
  &bull; Consistently exceed service expectations by striving to maintain a Customer Satisfaction Score of 4.85 or
 </p>
 <p>
  higher.
 </p>
 <p>
  &bull; Document customer feedback and interactions in Gorgias to identify trends, influence product
 </p>
 <p>
  development, and improve processes.
 </p>
 <p>
  &bull; Collaborate across departments&mdash;such as Warehouse, Product, and E-commerce&mdash;to ensure flawless
 </p>
 <p>
  customer experiences and resolve order-related concerns.
 </p>
 <p>
  &bull; Uphold our brand values with every interaction, ensuring each touchpoint reflects the standard of
 </p>
 <p>
  excellence expected in luxury retail.
 </p>
 <p>
  &bull; Contribute to continuous improvement by identifying opportunities to enhance workflows, service
 </p>
 <p>
  standards, and client engagement.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <p>
  &bull; Previous customer service experience in luxury retail, fashion, or e-commerce strongly preferred.
 </p>
 <p>
  &bull; Exceptional written and verbal communication skills with a professional, customer-first approach.
 </p>
 <p>
  &bull; Ability to multitask, prioritize, and maintain attention to detail in a fast-paced environment.
 </p>
 <p>
  &bull; Proficiency with customer service and e-commerce platforms such as Shopify, Gorgias, Loop, Rise, Full
 </p>
 <p>
  Circle, or similar tools.
 </p>
 <p>
  &bull; Strong problem-solving skills with a proactive mindset and ability to resolve complex or escalated
 </p>
 <p>
  situations.
 </p>
 <p>
  &bull; Collaborative team player eager to support colleagues and contribute to a culture of excellence.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Physical Requirements:
  </strong>
 </p>
 <p>
  &bull; This position is an office position that requires frequent use of a computer, mouse and keyboard.
 </p>
 <p>
  &bull; Frequent sitting.
 </p>
 <p>
  &bull; Occasional standing, bending, stooping.
 </p>
</div>


Customer Care Specialist

BMO Financial Group

<div><div><div><div><div><div><div><div><p>Application Deadline:
</p></div></div></div></div></div></div></div>05/01/2026
<p></p><p>Address:
</p>300 S. Grand Ave.
<p></p><p>Job Family Group:
</p>Commercial Sales &amp; Service
<p></p><p>Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
</p><ul><li>Ensures that tickets are resolved per client&rsquo;s expectations
</li><li>May be able to apply interest adjustments based on limits.
</li><li>Tracks collection of client service fees.
</li><li>Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
</li><li>Identifies process improvements to meet client needs more efficiently.
</li><li>Provides input into the planning and implementation of operational programs.
</li><li>Participates in audit and customer issues resolution
</li><li>corrects issues or escalates per guidelines.
</li><li>Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
</li><li>Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
</li><li>Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
</li><li>Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
</li><li>Responds to and facilitates the resolution of client service requests.
</li><li>Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
</li><li>Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
</li><li>Focus may be on a business/group.
</li><li>Thinks creatively and proposes new solutions.
</li><li>Exercises judgment to identify, diagnose, and solve problems within given rules.
</li><li>Works mostly independently.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul><p></p><p><b>Qualifications:
</b></p><ul><li>3 &ndash; 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
</li><li>Bachelor&rsquo;s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
</li><li>Specialized knowledge from education and/or business experience.
</li></ul><p></p><p>Intermediate level of proficiency:
</p><ul><li>Product Knowledge
</li><li>Regulatory Compliance
</li><li>Data Analysis Reporting
</li><li>Document Management
</li><li>Microsoft Office
</li><li>Problem-Solving
</li><li>Collaboration
</li><li>Detail-Oriented
</li><li>Teamwork
</li></ul><p></p><p><b>Salary </b><b>:
</b></p>$54,000.00 - $99,600.00
<p></p><p><b>Pay Type:
</b></p>Salaried
<p></p><p>The above represents BMO Financial Group&rsquo;s pay range and type.
</p><p></p><p>Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
</p><p></p><p>BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
</p><p></p><p><b>About Us
</b></p><p></p><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
</p><p></p><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
</p><p></p><p>To find out more visit us at http://jobs.bmo.com/us/en
</p><p></p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
</p><p></p><p>BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
</p><p></p><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Client Delivery Specialist

ADF Medical

<div>
 We're hiring a dedicated and professional
 <strong>
  Online Customer Service Representative
 </strong>
 to support our patients and clients through our digital channels. If you're a people person with strong online communication skills and a passion for delivering great service &mdash; we want you on our team.
 <br/>
 <br/>
 <strong>
  Role:
 </strong>
 Online Customer Service Representative
 <br/>
 <br/>
 <strong>
  Department:
 </strong>
 Customer Support &amp; Patient Services
 <br/>
 <br/>
 <strong>
  Location:
 </strong>
 Fully Remote
 <strong>
  🕐 Type:
 </strong>
 Full-Time / Part-Time
 <br/>
 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  What You'll Do:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Handle patient and client inquiries through email, chat, and online support channels
  </li>
  <li>
   Provide accurate and helpful information on services, scheduling, billing, and general support
  </li>
  <li>
   Resolve customer concerns and complaints with empathy and professionalism
  </li>
  <li>
   Document all interactions accurately in our CRM and support systems
  </li>
  <li>
   Follow up with patients and clients to ensure full resolution and satisfaction
  </li>
  <li>
   Escalate complex or sensitive issues to the appropriate department promptly
  </li>
  <li>
   Maintain strict patient confidentiality in accordance with HIPAA guidelines
  </li>
  <li>
   Meet and exceed customer satisfaction targets and service quality standards
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <strong>
  What We Offer:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Competitive pay
  </li>
  <li>
   Health, dental &amp; vision benefits (full-time employees)
  </li>
  <li>
   Paid time off &amp; paid holidays
  </li>
  <li>
   Flexible scheduling options
  </li>
  <li>
   Supportive team culture and ongoing coaching
  </li>
  <li>
   Career growth and advancement opportunities within ADF Medical Services
  </li>
 </ul>
</div>


Online Customer Service Representative-Part Time

CVS Health

<div><p>We&rsquo;re building a world of health around every individual &mdash; shaping a more connected, convenient and compassionate health experience. At CVS Health&reg;, you&rsquo;ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger &ndash; helping to simplify health care one person, one family and one community at a time.</p><p></p><div><div>
Requisition Job Description</div></div><div><div><div><div><p><b>
Position Summary</b></p><p>
Meritain Health an Aetna/CVS affiliate has multiple openings for Sr. Customer Service Representatives in our permanent work from home role $19.50/hr wage. This position handles customer service inquiries for our Fully Insured or High Profile role, they should be able to address problems via telephone, internet or written correspondence. Customer inquiries are of basic and routine nature.</p><ul><li><p>
Handle incoming calls from members and providers regarding claims status, benefits and eligibility, PPO participation, etc</p></li><li><p>
Maintain department established performance metrics at a meets or exceeds expectations level</p></li><li><p>
Work together as a team and apply the Aetna Core Values in day-to-day operations</p></li><li><p>
Creating a Differentiated Service Experience</p></li><li><p>
Demonstrating Service Discipline</p></li><li><p>
Handling Service Challenges</p></li><li><p>
Providing Solutions to Constituent Needs</p></li><li><p>
Working Across Boundaries</p></li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li>
1+ years of customer service experience</li><li>
Experience in a metric based environment</li><li>
Proficiency with full suite of Microsoft Applications</li><li>
Comfortability utilizing search engines</li><li>
Excellent multi-tasking skills</li><li>
Ability to Effectively Communicate</li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li>
Experience working in a call center environment</li><li>
Medical terminology/insurance experience</li><li>
Results oriented and self-motivated</li><li>
Experience working remotely</li><li><p><b>
Education</b></p><p>
High School diploma, G.E.D. or equivalent experience</p></li></ul></div></div></div></div><p></p><p><b>
Anticipated Weekly Hours</b></p>
40<p></p><p><b>
Time Type</b></p>
Full time<p></p><p><b>
Pay Range</b></p><p>
The typical pay range for this role is:</p><p></p>
$18.50 - $42.35<p></p><p>
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.</p><p><br>
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.</p><p></p><p><b>
Great benefits for great people</b></p><p></p><p>
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.</p><br>
This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.<p><br>
Additional details about available benefits are provided during the application process and on Benefits Moments.</p><br>
This job does not have an application deadline, as CVS Health accepts applications on an ongoing basis.<p></p><p>
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.</p></div>

Senior Customer Service Representative

The Carlyle Group

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>Client Relationship Manager, RIA (Southwest), Global Wealth
</div></div><div><div>Location:
</div><div>Remote
</div></div><div><div>Line of Business:
</div><div>Investor Relations
</div></div><div><div>Job Function:
</div><div>Investor Relations
</div></div><div><div>Date:
</div><div>Friday, April 10, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><p><b>Position Summary</b></p><p>
The Client Relationship Manager (CRM) is responsible for the distribution of all Carlyle offerings through Family Wealth relationships which include Registered Investment Advisors (&lsquo;RIA&rdquo;) and Multi-Family Offices (&ldquo;MFO&rdquo;). The CRM will conduct business from a regional office located in the Southwest region (SoCal, AZ, UT, CO, NM) and will service the designated region of clients. The CRM is expected to travel within assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of Carlyle's global brand on a local level, the CRM Lead should seek to represent the company through consistent displays of strong values and behavior.</p><p></p><p>
The role will also require the CRM to set regional objectives based on Carlyle Global Wealth initiatives and delegate responsibilities regarding coverage and outreach between a Hybrid Sales Representative and Senior Internal Sales Analysts dedicated to the region. The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.
</p><p></p><p>The ideal candidate will possess strong territory management and leadership skills, have established relationships within the region and a track record of cultivating new relationships and increasing sales.
</p></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><div><p><b>Primary Responsibilities:</b></p><p>
35% of time</p><ul><li> Develop and maintain profitable, productive relationships with RIAs &amp; MFOs in the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance Carlyle's success and market presence.</li></ul><p>
25% of time</p><ul>
<li>Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA &amp; Family Office clients in order to grow assets of Family Wealth business.</li>
</ul><p>10% of time</p><ul>
<li>Develop solid working relationship with territory team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
</li></ul><p>10% of time</p><ul><li> Understand and articulate capital markets, complex product structures, and competitor products. Provide the proper after-sales support to keep LP&rsquo;s informed on their investments.
</li></ul><p>5% of time</p><ul>
<li>Develop solid working relationship with internal partners such as CAIS &amp; iCapital
</li></ul><p>5% of time</p><ul>
<li>Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services</li>
</ul><p>5% of time</p><ul>
<li>Capture field activity and sales related data in Dealcloud CRM System.</li>
</ul><p>5% of time</p><ul>
<li>Effectively manage firm resources, which involve: travel expenses, and entertainment budget.</li><br>
</ul><br>
</div></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><p></p><div><div><div><div><p><b>Requirements
</b></p><p><b>Education, Licensing &amp; Certificates</b></p><ul><li> College degree required</li><li> FINRA Series 7 and 63 required</li></ul><p></p><p><b>
Professional Experience</b></p><ul><li>
8+ years of experience in an external sales capacity that directly aligns with the specific responsibilities for this position</li><li>
Must have experience working in the family wealth industry with established relationships in the RIA channel</li><li>
Proficiency in Financial Services Sales, Wholesaling, Relationship Management
</li><li>Demonstrated track record of consistently meeting and/or exceeding performance expectations</li><li>
Must have the ability to work in a challenging and collaborative environment.
</li><li>Possess a strong competitive desire.
</li><li>Possess excellent oral and written communication skills.
</li><li>Possess excellent interpersonal and customer service skills.
</li><li>Must have strong relationship building skills.
</li><li>Must be a detail-oriented, well-organized self-starter with high energy and creativity</li></ul><p></p><p><b>
Competencies &amp; Attributes</b></p><ul><li> Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.</li></ul><p></p><p>
Benefits/Compensation</p><p>
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.</p><p></p><p>
The anticipated base salary range for this role is $250,000.
</p><p></p><p>In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.</p><p></p><p>
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.<br>
</p><br>
</div></div></div></div></div><p></p><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

Client Relationship Manager, RIA (Southwest), Global Wealth

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