A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth individuals, executives, and family office clients. This is an incredible opportunity to join a highly respected organization known for its collaborative culture, strong leadership, and commitment to long-term employee growth and development.
This role sits at the intersection of client service, operations, and relationship management, offering the opportunity to become a true strategic partner to Financial Advisors while gaining broad exposure across the wealth management business. The firm offers a team-oriented environment where employees are empowered, supported, and genuinely valued, with leaders who prioritize mentorship, internal mobility, and career progression.
The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, white-glove client environment. This individual will play a critical role in delivering an exceptional client experience while contributing to the continued growth and operational excellence of the organization.
Key Responsibilities Partner closely with Financial Advisors to support client relationships and daily operational needs Coordinate and execute new account onboarding, including SMA and alternative investment accounts Manage cash balances, asset transfers, and account maintenance activities Monitor custodian platforms (e.g., Schwab, Fidelity) for alerts, discrepancies, and NIGOs Ensure all KYC and compliance requirements are met and properly documented Serve as a liaison across internal teams, including operations, marketing, and client support functions Maintain and update client records within CRM systems (e.g., Salesforce) Support advisors with calendar management, meeting preparation, and follow-up materials Assist with trade execution and liquidity management activities Contribute to process improvements and operational efficiencies as the business continues to scale Qualifications Bachelor's degree required 2–3 years of experience in wealth management, financial services, or client service operations Experience working with custodian platforms such as Schwab or Fidelity Strong understanding of KYC, compliance, and financial industry standards Excellent organizational skills with the ability to manage multiple priorities Strong communication skills (written and verbal) with client-facing confidence High attention to detail and strong risk awareness mindset Proficiency in Microsoft Office Suite Preferred Experience with Salesforce or CRM platforms Series licenses (not required but considered a strong plus) What You'll Bring A proactive, team-first mentality with strong integrity and professionalism Ability to thrive in a fast-paced, deadline-driven environment Strong project management and follow-through skills A passion for delivering exceptional client service and building trusted relationships Desire to grow long-term within a highly collaborative and people-focused organizationThis is an outstanding opportunity for someone looking to build a long-term career within wealth management while joining a close-knit, high-performing team that truly values culture, collaboration, and professional growth.
Location: Remote
Schedule: Monday – Friday | 9:00 AM – 5:30 PM
Pay Rate: $21.42/hour
Type: Contract-to-Hire
We are seeking an experienced Inpatient Medical Coding Specialist to support retrospective payment reimbursement reviews in a fast-paced, deadline-driven environment. This role requires a strong background in inpatient coding, including extensive experience with CPT codes, modifiers, reimbursement methodologies, and retrospective coding reviews.
The ideal candidate will have 2–4 years of coding experience, strong analytical skills, and prior IDRE experience. Candidates must be able to clearly explain the IDR process during the interview.
Key Responsibilities Perform retrospective inpatient coding and reimbursement reviews Review and analyze CPT, ICD-10-CM, and HCPCS coding for accuracy and compliance Evaluate CPT modifiers and their impact on reimbursement outcomes Interpret Explanations of Benefits (EOBs), including recoupments, corrections, denials, and claim adjustments Conduct detailed reviews across multiple provider specialties with a focus on inpatient services Draft final and binding payment determination letters for clients and disputing parties Ensure compliance with coding regulations, reimbursement guidelines, and billing standards Required Qualifications 2–4 years of inpatient medical coding experience preferred Strong experience with retrospective coding reviews Prior IDRE experience required Must be able to explain the IDR process during the interview CPC or CCS certification required through AAPC or AHIMA Advanced knowledge of: CPT codes ICD-10-CM HCPCS CPT modifiers and reimbursement methodologies Strong understanding of inpatient coding guidelines and claim review processes Excellent written communication skills and attention to detailLocation: Salt Lake City, UT
Job Type: Contract
Max Pay Rate: $18/hr
Schedule: 5 days/week | Sunday required + 1 variable day off | 10:00 AM – 6:30 PM
We are seeking a Customer Service & Administrative Assistant to support daily operations within a fast-paced warehouse environment. This role combines customer service, administrative support, and logistics coordination, working closely with customers, delivery teams, and business partners.
The position is based onsite within a Costco warehouse environment, with responsibilities including inbound calls, delivery support, issue resolution, and operational coordination.
Key Responsibilities Assist customers and business partners via phone and email Handle customer concerns and resolve issues professionally Monitor delivery routes and provide status updates Process order changes and cancellations Scan and verify delivery documentation and haul-away records Support administrative and operational tasks within the warehouse environment Communicate effectively with drivers, dispatch, and internal teams Maintain accurate records and documentation Required Qualifications Experience with Microsoft Office (Word, Excel, Outlook, PowerPoint) Strong communication and customer service skills Ability to multitask and stay organized in a fast-paced environment Comfortable working in an onsite warehouse setting Preferred Qualifications Bilingual in English and Spanish 1+ year of customer service, administrative, call center, or logistics experience High school diploma or equivalentWe are seeking a seasoned Senior Change Manager to support large-scale transformation initiatives within Merchant Services. This role requires a strategic, executive-facing professional with strong communication, stakeholder management, and organizational change management expertise.
The ideal candidate will be confident, proactive, solutions-oriented, and capable of driving adoption and engagement across multiple business groups in a highly complex environment.
Assignment Details Preferred Location: Irving, TX Alternate Location: Charlotte, NCCandidates must provide a clean, concise, and professionally formatted resume.
Resume Requirements Clear and concise writing Strong summarization skills Specific examples of actions taken and results achievedNote: Resume errors or poor formatting may result in automatic rejection.
Preferred Traits Proactive, self-motivated, and highly engaged Professional, collaborative, and process-oriented Confident and assertive while remaining respectful and approachable Mature communicator with strong executive presence Quick learner who applies lessons effectively Demonstrates curiosity, professionalism, leadership potential, and growth mindsetWe are seeking a Senior Accountant to support accounting operations, financial reporting, and general ledger activities within a fast-paced corporate environment. This role is responsible for ensuring accurate and timely accounting processes in compliance with GAAP, company policies, and internal controls.
The ideal candidate will have strong experience with month-end close, reconciliations, journal entries, financial reporting, and GAAP-based accounting operations.
Key Responsibilities Support monthly, quarterly, and year-end accounting close activities Prepare and record journal entries in accordance with company policies and GAAP Maintain and reconcile general ledger accounts Analyze account activity, trends, variances, and reconciliations across multiple accounting functions Support SOX compliance and external audit activities Complete and oversee intercompany account reconciliations and issue resolution Assist with preparation of financial, accounting, and management reports Perform ad hoc financial analysis and reporting as needed Collaborate with internal accounting and finance teams to ensure timely and accurate reporting Required Qualifications Strong experience in: General ledger accounting Financial reporting Account reconciliations Month-end close processes Journal entries Knowledge of: GAAP accounting principles SOX compliance Financial statement preparation Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Strong Excel and financial reporting skills Preferred Qualifications Experience with: Intercompany reconciliations Revenue recognition Accruals and prepaids Foreign exchange accounting ERP/accounting systems Experience in corporate accounting or large enterprise environments