research associate client services

Apex Leaders

<div><p><b>Overview &amp; What We Do</b></p><p>
Apex Leaders custom-recruits industry experts for our private equity firm clients. Through a bespoke process, we research, vet, and connect our clients with the most relevant, skilled advisors so that they can quickly and confidently navigate investment opportunities.</p><p>
We are seeking a dynamic and results-driven Research Associate, Client Services who will identify and source specialized advisors, provide strategic research-related insights, and support client project success. This is an excellent opportunity for an individual who enjoys leveraging research and analytical skills to identify and engage specialized advisors, partnering with Client Services Managers, and managing multiple projects with strong organizational and problem-solving abilities.</p><p>
We are open to this position being based at our headquarters in <b>Boise, ID</b> and can split time working in the office and working remotely, or can be based remotely out of one of the following states: <b>Illinois, Wisconsin, Michigan, Ohio, New York, New Jersey, Texas, Florida, or Nebraska</b>. The Research Associate, Client Services will report directly to the Director of Client Services, and be a member of our Operations team.</p><p>
Apex Leaders is an equal-opportunity employer and we welcome applicants from all backgrounds. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you&rsquo;re a passionate team player who wants to have an impact on a diverse and dynamic team, we&rsquo;d love to hear from you!</p><p><b><br>
Our Culture</b></p><p>
At Apex Leaders, you are surrounded by collaborative, tenacious teammates who push each other to overcome obstacles, test the status quo, and achieve success every single day. We hire people who work hard and challenge themselves while also having fun along the way.</p><p>
Our team is dedicated to creating a working environment where employees can grow and thrive. And we pride ourselves on creating an atmosphere that embodies our core values of Team First, Always, Win-Win, Talk to Each Other, Make Change, and Give a Damn.</p><p><b><br>
What We&rsquo;re Looking For</b></p><p>
Your mission as a Research Associate, Client Services is to perform custom research and provide research expertise and forward thinking innovation to the Operations team.</p><p>
The Research Associate, Client Services conducts company, advisor and industry research to identify relevant individuals, using channels such as professional networks, industry associations, and trade publications. In this role, you will consult and support the Client Services Managers to ensure client projects are successful. You will also work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments that accelerate the growth of Apex Leaders.</p><p>
This position is a designated growth role with a clear and accelerated career path. Successful individuals will be developed for rapid advancement into a client-facing Client Services Manager role as dictated by business needs.</p><p>
Additional duties include:</p><ul><li>
Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests.</li><li>
Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project.</li><li>
Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status.</li><li>
Clearly and openly communicating with coworkers to build and maintain strong relationships.</li><li>
Independently deploying and completing internal operations initiatives.</li><li>
Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities.</li><li>
Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders.</li></ul><p><b><br>
What You Will Bring</b></p><p>
Education</p><ul><li>
Bachelor&rsquo;s degree from an accredited undergraduate institution or relevant equivalent experience required</li></ul><p>
Experience</p><ul><li>
0-2 years of experience in company or customer operations or a related field</li><li>
A history of academic and/or professional success</li></ul><p>
Knowledge, Skills, &amp; Abilities</p><ul><li>
Success starting, managing and completing various projects at the same time</li><li>
Highly organized with great time management skills</li><li>
Effective communication skills</li><li>
Previous R&amp;D or secondary research experience is a plus</li><li>
Experience working successfully independently and with a broader team</li><li>
A knack for creative problem solving and critical thinking</li><li>
An innovative, forward thinking mind-set</li><li>
Exceptional reasoning and judgment</li><li>
Understanding of various business structures and value chains</li><li>
Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms.</li></ul><p><b><br>
The Perks</b></p><p>
Our benefits are focused on enabling you to thrive both personally and professionally &ndash; it's about work/life balance, flexibility, and providing opportunities for growth and development. Some of our benefits include:</p><ul><li>
Competitive compensation: $45,000 - $65,000 annually</li><li>
Hybrid, in office, and remote working options</li><li>
100% employer-paid premiums on medical and dental insurance for the employee</li><li>
Voluntary vision and life insurance options</li><li>
Fitness and wellness reimbursement</li><li>
401K with matching</li><li>
Annual profit sharing program</li><li>
Extensive Paid Time Off (PTO) &ndash; 24 days of PTO + 11 paid holidays</li><li>
6-week paid sabbatical after 5 years of service</li><li>
Paid parental leave</li><li>
Short and long term disability insurance covered fully by the company</li><li>
Ongoing culture, team building, and development events</li><li>
Volunteer initiatives</li><li>
Opportunity for swift advancement into Client Services Manager role</li></ul><p>
For individuals with disabilities who would like to request an accommodation, please email Emily McClung at emily.mcclung@apexleaders.com.</p><p>
</p><p>SJmHyLwd8p</p></div>

Research Associate, Client Services

CliftonLarsonAllen

<div><div>CLA is a top 10 national professional services firm where our purpose is to <i>create opportunities</i> every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you.</div><div></div><div>
CLA is dedicated to building a <div>culture</div> that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.</div><div></div><div>
Our Perks:</div><ul><li><div>
Flexible PTO (designed to offer flexible time away for you!)</div></li><li><div>
Up to 12 weeks paid parental leave</div></li><li><div>
Paid Volunteer Time Off</div></li><li><div>
Mental health coverage</div></li><li><div>
Quarterly Wellness stipend</div></li><li><div>
Fertility benefits</div></li><li><div>
Complete list of benefits <div>here</div></div></li></ul><div></div><div>
CLA is currently seeking an Associate to join our CAAS (Nonprofit Industry) team based out of our Boise, ID office.</div><div><br>
Job Responsibilities:</div><ul><li><div>
Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.</div></li><li><div>
Day to Day Transactions: Coordinates &amp; processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.</div></li><li><div>
Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank &amp; credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.</div></li><li><div>
Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.</div></li></ul><div></div><div>
Job Requirements:</div><ul><li><div>
Accounting and financial experience is preferred.</div></li><li><div>
Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.</div></li></ul><div><br>
#LI-NM1</div><div></div><div>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities</div><div></div><div><br>
Wellness at CLA</div><div>
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.</div><div></div><div>
To view a complete list of benefits click <div>here</div>.</div></div><div></div>

Accounting Associate (CAAS - Nonprofit Industry)

Bond, Black, & Nightingale, PLLC

<p><b>Overview</b><br/>Join our dynamic legal team as a Criminal Defense Paralegal, where your expertise will be instrumental in supporting attorneys dedicated to defending clients in criminal cases. This role offers an exciting opportunity to engage in a wide range of legal activities, from case management to legal research, all within a fast-paced and collaborative environment. Your proactive approach and attention to detail will help ensure the smooth operation of our criminal defense practice, making a meaningful impact on clients&rsquo; lives.</p><p><b>Duties</b></p><ul><li>Assist attorneys with case preparation by organizing and reviewing legal documents, evidence, and discovery materials.</li><li>Conduct comprehensive legal research across various practice areas including criminal law, family law, landlord-tenant law, and more, utilizing Westlaw, LexisNexis, and other legal research tools.</li><li>Draft and proofread legal documents such as pleadings, motions, subpoenas, contracts, and correspondence with precision and clarity.</li><li>Manage case files using document management systems like iManage and PCLaw to ensure accurate recordkeeping and easy retrieval of information.</li><li>Interview clients, witnesses, and experts to gather pertinent information for ongoing cases while maintaining confidentiality and professionalism.</li><li>Support litigation processes by reviewing documents for relevance and accuracy, preparing exhibits, and assisting with trial logistics.</li><li>Coordinate project management tasks related to multiple cases simultaneously, ensuring deadlines are met through effective organization and communication.</li><li>Provide administrative support including data entry, filing, scheduling appointments, managing phone inquiries with excellent phone etiquette, and supporting overall office operations.</li></ul><p><b>Experience</b></p><ul><li>Proven paralegal experience in a law office setting with a strong understanding of litigation procedures.</li><li>Familiarity with criminal defense practices as well as other relevant areas such as estate planning, environmental law, UCC law (Uniform Commercial Code), immigration law, securities law, workers&rsquo; compensation law, personal injury law, tribal law &amp; regulations, patent law, family law, landlord-tenant law, and contract drafting.</li><li>Proficiency in legal case management software including Westlaw, LexisNexis, iManage, PCLaw, and document review platforms.</li><li>Demonstrated ability to conduct thorough legal research and synthesize findings into clear reports or summaries.</li><li>Excellent organizational skills with the ability to manage multiple projects efficiently while maintaining attention to detail.</li><li>Strong writing skills for drafting legal documents and correspondence; proofreading and transcription experience is highly valued.</li><li>Effective interviewing skills combined with professional communication abilities for client interactions.</li><li>Administrative experience supporting attorneys with executive administrative tasks such as calendaring and file management. Join us if you&rsquo;re passionate about criminal defense work and eager to contribute your paralegal expertise within a vibrant legal environment committed to justice!</li></ul><p>Pay: $52,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Criminal Defense Paralegal

Advantage Solutions

<div><h2 class="jobSectionHeader"><b>Summary
</b></h2><div><div><div><h3 class="jobSectionHeader"><b>Shopper &amp; Consumer Insights Analyst</b></h3><div>
This position translates shopper and consumer behavior into actionable insights that drive decision-making across multiple departments, including but not limited to marketing, sales, and category development. This role supports the design and execution of research initiatives and analyzes data from multiple sources. The Analyst is expected to demonstrate analytical acumen and storytelling capabilities to elevate the voice of the shopper and consumer within the organization.</div><div></div><div><br>
Job Will Remain Open Until Filled</div>
</div></div></div><h2 class="jobSectionHeader"><b>Responsibilities
</b></h2><div><div><div><div>The Company is one of North America&rsquo;s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.</div><div></div><div><b><br>
Responsibilities</b></div><ul><li><div>
Assists in gathering and cleaning data from syndicated sources. Supports the team in preparing datasets for analysis</div></li><li><div>
Conducts descriptive analysis and creates summary reports. Learns to identify trends and patterns in shopper behavior</div></li><li><div>
Helps build slides and visualizations for internal and client-facing presentations. Applies branding guidelines and storytelling basics</div></li><li><div>
Participates in team meetings, shares learnings, and supports cross-functional projects</div></li><li><div>
Engages in training and mentorship to build skillset and proficiency</div></li></ul><div><b>
Qualifications</b></div><ul><li><div>
Education Requirements: Bachelor&rsquo;s degree (Exposure to syndicated data platforms preferred)</div></li><li><div>
Experience Requirements: 2&ndash;4 years experience in relevant field</div></li><li><div>
Travel requirement: No travel requirements</div></li></ul><div><b>
Supervisor Responsibility</b></div><ul><li><div>
Direct Reports: This position does not have supervisory responsibilities for direct reports</div></li><li><div>
Indirect Reports: Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports</div></li></ul><div><b>
Required Knowledge and Skills</b></div><ul><li><div>
Understanding of consumer/shopper data</div></li><li><div>
Strong attention to detail and organizational skills</div></li><li><div>
Proficiency in Excel and PowerPoint</div></li><li><div>
Willingness to learn and take direction</div></li><li><div>
Effective written and verbal communication</div></li></ul><div><b>
Environmental &amp; Physical Requirements</b><br>
Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.</div><div></div><div><b><br>
Additional Information Regarding Job Duties</b><br>
Job duties include additional responsibilities as assigned by one&rsquo;s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.</div>
</div></div></div><h2 class="jobSectionHeader"><b>Important Information
</b></h2><div><div><div><div>The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.</div></div></div></div></div>

Shopper-Consumer Insights, Analyst

Ryder System

<div><p><i>Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) .</i></p>
<p><b>Job Description</b> :</p>
<p><b>Summary</b></p>
<p>This position is responsible for processing all accounting responsibilities for titling and registration procurement in the North America Research and review unbilled items for license and sales tax prepaid items over customer contract amount. Accounts Payable processing for all licensing processing as needed.</p>
<p><b>Essential Functions</b></p>
<ul><li>Reconciliation, review and interpret business functions of all license prepaid fees including license, title, sales and personal property tax for coverage area completing set up of amortization schedule. Responsibility will include all set up of amortization of prepaid fees including license, sales tax and personal property tax.</li>
<li>Review of general ledger details monthly to identify potential revenue opportunities and complete necessary accounting journal entry corrections and processing of billing not captured through automated process.</li>
<li>Personal property tax support and completion of annual reporting renewals.</li>
<li>Process payable invoices thorough Workday for vendor services such as imaging, legal services, state runners, etc.</li>
</ul><p><b>Additional Responsibilities</b></p>
<ul><li>May provide guidance and support to lower level employees</li>
<li>Performs other duties as assigned.</li>
</ul><p><b>Skills and Abilities</b></p>
<ul><li>Ability to quickly respond to changing assignments, work settings and prioritiesAbility to quickly respond to changing assignments, work settings and priorities while maintaining composure under pressure</li>
<li>Flexibility to operate and self-driven to accel in a fast-paced environment</li>
<li>Detailed oriented with excellent follow-up practices</li>
<li>Possess strong technical commercial vehicle licensing aptitude</li>
<li>Strong knowledge of commercial vehicle licensing &amp; permitting process including obtaining credentials &amp; billing processes</li>
<li>Capable of multi-tasking, highly organized, with excellent time management skills</li>
<li>Demonstrates problem solving skills</li>
<li>Ability to work independently and as a member of a team</li>
<li>Strong customer service skills</li>
<li>Strong verbal and written communication skills</li>
<li>Ability to listen, write, and speak effectively Inform, explain, and give instructions</li>
<li>Demonstrates a high commitment to quality, even under pressure</li>
<li>Process improvement experience of streamlining process flows, implementing change management and always striving for continous improvement in daily processes</li>
<li>MS Office Suite -PowerPoint, Outlook and Teams intermediate required</li>
<li>Microsoft Word (mail merge) intermediate required</li>
<li>Microsoft Excel (include vlookups, pivot tables, working with large amounts of data) advanced required</li>
<li>Workday preferred</li>
</ul><p><b>Qualifications</b></p>
<ul><li>H.S. diploma/GED required</li>
<li>Associate's degree preferred Business, Accounting, or Finance</li>
<li>Bachelor's degree preferred Business, Accounting, or Finance</li>
<li>Four (4) years or more in Accounting and finance with HS diploma required</li>
<li>Three (3) years or more of Accounting working experience with Associate Degree preferred</li>
<li>One (1) year or more of related working experience with Bachelor&rsquo;s Degree preferred</li>
<li>MS Office Suite -PowerPoint, Outlook and Teams. intermediate required</li>
<li>Microsoft Word (mail merge) intermediate required</li>
<li>Microsoft Excel (include vlookups, pivot tables, working with large amounts of data) advanced required</li>
<li>Workday preferred</li>
</ul><p><b>Travel:</b></p>
<p><b>DOT Regulated:</b> None</p>
<p><b>Job Category:</b> Accounting</p>
<p><b>Compensation Information</b> :</p>
<p>The compensation offered to a candidate may be influenced by a variety of factors, including the candidate&rsquo;s relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:</p>
<p><b>Pay Type</b> :</p>
<p>Salaried</p>
<p>Minimum Pay Range:</p>
<p>$45,000.00</p>
<p>Maximum Pay Range:</p>
<p>$50,000.00</p>
<p><b>Benefits Information</b> :</p>
<p><b>For all Full-time positions only</b> : Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.</p>
<p>For more information about benefits, click here (https://ryder.icims.com/icims2/servlet/icims2?module=AppInert&amp;action=download&amp;id=4022345&amp;hashed=256118533) to download the comprehensive benefits summary.</p>
<p>Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace.</p>
<p>All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.</p>
<p><b>Important Note</b> <b>:</b></p>
<p>Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.</p>
<p>Security Notice for Applicants:</p>
<p>Ryder will only communicate with an applicant directly from a [@ryder.com] email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through www.ryder.com/careers .</p>
<p>Should you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at careers@ryder.com .</p>
<p><b>Current Employees</b> <b>:</b></p>
<p>If you are a current employee at Ryder, please click here (http://wd5.myworkday.com/ryder/d/task/1422$3.htmld) to log in to Workday to apply using the internal application process.</p>
<p><i>Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) .</i></p>
<p>\#wd</p></div><p></p>

Licensing Accounting Associate - REMOTE

Guidant Financial

<div><p><b>This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.</b></p><p><b>
The annual salary for this position is $60,000</b></p><p><b><i>
Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.</i></b></p><p>
Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?</p><p>
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.</p><p>
At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity.</p><p><b>
Our Values</b><br>
<b>Adaptability:</b> Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.</p><p><b>
Connection:</b> Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.</p><p><b>
Excellence:</b> You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.</p><p></p><p><b>
Role Summary</b></p><p>
As a <b>Client Relations Specialist</b>, you&rsquo;ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You&rsquo;ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.</p><p>
This role blends customer experience, accounting knowledge, and operational coordination&mdash;requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You&rsquo;ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success.</p><p><b>
What You'll Be Doing</b></p><ul><li>
Lead onboarding meetings and guide clients through their service setup and expectations</li><li>
Educate clients on accounting best practices and software (e.g., QuickBooks Online)
</li><li>Support technical setup including bank feeds, integrations, payroll imports, and account connections
</li><li>Manage client communications, answering questions related to accounting, services, pricing, and processes
</li><li>Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
</li><li>Proactively manage client workflows and timelines to ensure a smooth onboarding experience
</li><li>Resolve client issues and prevent escalations through strong problem-solving and communication
</li><li>Collaborate with internal teams to coordinate client needs and improve processes
</li><li>Build a strong understanding of small business operations across various industries</li></ul><p><b>
What Makes You Successful</b></p><ul><li>
You can simplify complex topics for clients
</li><li>You stay organized and proactive in a fast-paced environment
</li><li>You take ownership of client experience and outcomes
</li>You&rsquo;re comfortable working independently while collaborating with a team<br>
<li>
</li></ul><br>
<br>
<b>Requirements</b><br>
<ul><li>
Must be 18 years of age</li><li>
3+ years of client service experience handling complex requests
</li><li>1&ndash;3 years of bookkeeping experience (multi-client environment preferred)
</li><li>Robustunderstanding of small business accounting and tax services
</li><li>Proficiency in QuickBooks Online (certification preferred)
</li><li>Excellent communication skills&mdash;both written and verbal
</li><li>Robust organizational skills with the ability to manage multiple clients at once
</li><li>Critical thinking, problem-solving, and attention to detail
</li><li>Proficiency with Microsoft Office tools (Excel, Outlook, Teams)</li></ul><p><b>
Additional Requirements</b></p><ul><li>
Must pass a background check</li><li>
Must meet work from home requirements to qualify</li><li>
Complete continuing education based upon current certifications</li></ul><p></p><p><b>
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:</b></p><ul><li><b>
A designated workspace (such as a home office) where you can concentrate and be productive.</b></li><li><b>
Reliable high-speed internet to ensure seamless communication and collaboration.</b></li></ul><br>
<b>
Benefits</b><br>
<ul><li><b>
Ownership Matters:</b> We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.</li><li><b>
Our People are Vital to Our Success:</b> Join a team of intelligent, imaginative, and highly motivated individuals.</li><li><b>
Growing Together:</b> Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!</li><li><b>
Wellness at its Best:</b> Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.</li><li><b>
Flexible Work Arrangements:</b> Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.</li><li><b>
An Amazing Culture:</b> Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.</li><li><b>
Empowering Equity and Inclusion:</b> Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.</li></ul><p></p><p><b>
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.</b></p><p><b>
The annual salary for this position is $60,000</b></p><p><b><i>
Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a posit</i></b></p></div>

Client Relations Specialist

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs.
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Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
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This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
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</div><div>Basic Qualifications
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<ul><li>High school diploma or equivalent
</li><li>Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
</li></ul></div><div>Preferred Skills/Experience
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<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up
</li><li>Ability to effectively engage and communicate with clients
</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems
</li><li>Proven customer service and interpersonal skills
</li></ul>- - Experience with using and demonstrating digital products and self-service technologies
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<ul><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset
</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively
</li><li>Experience in the financial services industry preferred
</li></ul></div><p></p><p>If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
Review our full benefits available by employment status here.
</p><p></p><p>U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.</p><p></p><p><b>
E-Verify</b></p><p>
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.</p><p></p>
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - 23.00<p></p><p>
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.</p><p></p><p>
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Client Relationship Consultant 2 (Banker) - ID-17th & State

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