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Experience Level
Manager
Qualifications
Minimum qualifications include a proven ability to manage client relationships effectively, strong organizational skills, and the capability to lead and mentor team members. Previous experience in project management or client services is preferred.
About the job
The Client Service team at Guidepoint is dedicated to connecting our clients with industry experts who provide insights to inform critical business decisions. Our team prioritizes understanding each client's specific research needs and strives to deliver the most relevant experts, often within a matter of hours.
Join us in driving Guidepoint's success.
In the role of Project Manager on the Client Service team, you will oversee key client accounts while leading a team of Associates to ensure our clients are paired with the ideal Advisors for their individual projects.
About Guidepoint
Guidepoint is a leading expert network that connects businesses with top industry professionals to help them make informed decisions. Our innovative solutions and dedicated team ensure our clients have access to the insights they need, when they need them.
Are you seeking a rewarding career that offers both flexibility and opportunities for professional growth? Join us at A. O. Garcia Agency as a Client Benefits Advisor! This remote position allows you to manage your schedule, enabling a seamless balance between work and your personal life while advancing your professional journey.Why You Should Consider This …
Are you ready to break free from the traditional work constraints? If you're exhausted from constantly asking for time off, spending hours in traffic, and dealing with income limitations, we have an exciting opportunity for you!We are looking for motivated individuals who want to seize control of their schedules and income by assisting clients who have expressed interest in their benefits options.No cold calling and no micromanagement—just a successful system waiting for your dedication.Your ResponsibilitiesEngage with clients who are eager to learn about their optionsGuide them through straightforward processes and optionsAssist in setting up their benefitsWhat We OfferFully remote work environmentFlexible working hoursUnlimited earning potential based on performanceComprehensive training and mentorship to support your successYour Ideal ProfileYou are someone who is ready to invest in themselves and move beyond trading time for money.*All interviews will be conducted via Zoom video conferencing.(Global Elite Empire Consultants acts as a third-party recruiter, not an insurance agency)
Role overview Gusto is seeking a Licensed Benefits Advisor based in either Denver, CO or Phoenix, AZ. The position centers on supporting clients as they review and choose from various benefits packages. Advisors rely on their expertise to make complex information understandable, answer questions, and guide clients to the options that best fit their needs. What you will do Guide clients through the range of available benefits, explaining each option in straightforward terms Assist clients in evaluating their choices so they can make informed decisions Recommend solutions that fit each client’s individual situation Foster trust and build rapport by communicating clearly and openly
Gusto is inviting customer experience professionals to express interest in future Licensed Benefits Advisor roles, with anticipated start dates in summer 2026. These roles will be based in Denver, CO or Phoenix, AZ. While exact timing is still being finalized, early applications are encouraged for those interested in joining the team. Role overview Licensed Benefits Advisors at Gusto support small business owners as they navigate health benefits for their teams. Advisors build strong client relationships, explain available benefit options, and guide employers through each step of the decision-making process. The team consists of licensed experts who serve as trusted partners throughout the benefits life cycle. Key responsibilities Act as the main benefits contact for assigned small business employer clients. Guide clients through benefit renewals by assessing needs, evaluating plans, and supporting them from selection to enrollment. Proactively recommend coverage options such as dental, vision, life, disability, and HSA/FSA plans tailored to client needs. Compensation and benefits Full-time employees at Gusto receive a competitive compensation package, including base salary, comprehensive benefits, and equity (RSUs). Compensation details vary by role, level, and location. For more information, see Gusto’s Total Rewards philosophy. Artificial Intelligence at Gusto AI tools play an important role at Gusto. Team members are encouraged to develop relevant AI skills as technology evolves. The need for AI experience depends on the specific role and will be discussed during interviews.
Imagine what an additional $1,000 to $2,000 each month could do for you and your family. At Global Elite Careers, we empower aspiring professionals to enter the burgeoning financial services sector with a part-time, fully remote role. This opportunity allows you to harness the lucrative potential of a trillion-dollar industry without sacrificing the stability of your current job. With just 20 hours of work per week from the comfort of your home, you can gain valuable skills that may transform your financial future.In this pivotal role, you will provide customized benefits solutions, becoming a vital part of your clients' financial security. Your responsibilities will include:Engaging in virtual conversations with clients, crafting financial strategies that inspire confidence.Building lasting client relationships that thrive through exceptional service.Staying ahead of industry trends to enhance your expertise.Collaborating with a vibrant remote team, where teamwork drives success.Benefits:Work remotely from any locationComprehensive training and support providedA dynamic, positive team cultureOpportunities for rapid career advancementWeekly pay scheduleResponsibilities:Managing inbound and outbound client callsScheduling appointments for clients seeking our benefitsPresenting and detailing insurance products and benefits packages via virtual meetingsAssisting clients with completing applications for insurance productsParticipating in ongoing, optional training sessions*All interviews will be conducted via Zoom video conferencing.(Global Elite Empire Consultants acts as a third-party recruiter, not an insurance agency.)
Are you an enthusiastic professional looking for a rewarding career that offers both flexibility and opportunities for advancement? Join us as a Benefits Services Representative and enjoy the perks of working from home with a customizable schedule that allows you to harmonize your personal and professional commitments.Why You Should Consider This Opportunity:1. Work-Life Balance: Enjoy the freedom to operate from the comfort of your home while adapting your schedule to fit your lifestyle, allowing you to prioritize what truly matters.2. Supportive Community: Become part of an encouraging network that values work-life integration and provides the necessary support and flexibility to thrive in your role.3. Growth & Mentorship: Get access to mentoring from seasoned professionals committed to your success, empowering you to grow and excel in your position.Qualifications:• Strong commitment to delivering exceptional customer service.• Excellent communication and interpersonal skills.• Proven ability to lead and motivate teams towards achieving outstanding results.• Eagerness to pursue professional growth while maintaining a healthy work-life balance.If you are ready to embark on a rewarding career path that prioritizes flexibility, growth, and support, apply now! Seize this chance to work from home, enjoy a schedule tailored to your lifestyle, and receive mentorship as you advance in your career in client service leadership.Don’t miss out on this opportunity to fulfill both your personal and professional goals. Apply today and take the next step towards a fulfilling career!*All interviews will be conducted via Zoom video conferencing.(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
Benefits Account Manager at RPS Benefits By Design, Inc. is a remote, full-time position based in Phoenix, AZ. This role centers on supporting employee benefits programs and building strong client relationships within an affiliate of the Leavitt Group. Role overview The Benefits Account Manager serves as the main point of contact for client service needs within the Employee Benefits team. Daily work involves managing a portfolio of clients, responding to inquiries, and resolving issues efficiently. The position also includes leading open enrollment meetings to explain benefits plans and supporting the implementation or transition of new or existing coverage lines. Tasks such as account setup, documentation, and plan review with both clients and carriers are part of the routine. Key responsibilities Act as the primary contact for clients regarding employee benefits. Work closely with the Client Services Team to manage client portfolios. Respond to client questions and resolve issues promptly and accurately. Lead open enrollment sessions to communicate plan details to employees. Assist with implementation, transitions, and account setup for new or existing coverage. Gather information from clients for underwriting and plan renewals. Review carrier quotes and prepare tailored recommendations. Negotiate coverage and services to meet client needs. Advise clients on benefit plan options and rates, collaborating to create effective strategies. Who thrives in this role This position fits someone who enjoys working with others, solving problems, and handling multiple priorities. Success in the role requires attention to detail, meeting deadlines, and a willingness to keep learning. While the work is remote, candidates must be available for client meetings in the Phoenix, AZ area. RPS Benefits By Design, Inc. is part of the Leavitt Group, one of the largest privately held insurance brokerages in the United States, with over 275 locations in 28 states. The company combines national resources with the service of a local agency and provides access to leading carriers and exclusive markets.
We are seeking a talented Consulting Actuary / Client Relationship Manager (CRM) to join our team in Phoenix. Candidates must reside in one of the following cities: San Francisco, Los Angeles, Phoenix, or Denver, as this position is onsite.The CRM will manage a diverse portfolio of clients in the Western region, focusing particularly on the Public Sector market. This role is a unique opportunity to make a substantial and positive impact on the growth of our public sector retirement benefits consulting practice.The CRM will play a pivotal role, overseeing client relationships, managing projects, and driving new business initiatives. You will be the primary point of contact for assigned clients, ensuring their needs are met and satisfaction remains high. Collaborating with colleagues across Segal, you will deliver a comprehensive range of consulting services.Key Responsibilities:Proactively understand and anticipate client needs, exploring various solutions.Establish strong working relationships within client organizations.Innovate client deliverables and enhance industry presence.Provide strategic expertise on emerging trends in the employee retirement benefits sector.Utilize advanced actuarial concepts and methods effectively.Collaborate with Segal team members to foster impactful client relationships.Lead and engage in business development efforts aimed at existing and prospective public sector clients.Guide service teams and mentor staff to promote professional development.
Are you a bilingual professional eager to advance your career in a dynamic and supportive environment? Join our team at Global Elite Empire Consultants, where we value goal-oriented individuals with leadership potential. As a Bilingual Client Services Representative, you will have the opportunity to thrive in a rapidly growing company while working from the comfort of your home.
Who You Are You are a visionary security expert adept at intertwining business risks, regulatory demands, and technological advancements into cohesive, multi-faceted security frameworks. You excel in leading high-stakes discussions with executives and influencing strategic decisions by simplifying intricate security principles into clear, actionable strategies. With a natural inclination to think across various domains, you identify opportunities to unify identity, cloud, endpoint, and data security into comprehensive architectures. Working autonomously, you collaborate seamlessly with sales and technical teams and take pleasure in mentoring colleagues to enhance consultative security practices across the organization. About The Role The Senior Security Client Solution Architect (CSA) is pivotal in crafting and implementing integrated security strategies tailored to complex client ecosystems. This position transcends traditional technical architecture, playing a crucial role in shaping deal strategies, guiding security investment decisions, and ensuring that solutions meet regulatory standards, risk tolerances, and long-term business objectives. In this role, you will spearhead security discovery initiatives, design cohesive architectures that span multiple security domains, and work in close collaboration with Account Executives and practice leaders to identify opportunities and present comprehensive security solutions. As a senior member of the team, you will act as a trusted advisor to clients, serve as an escalation point for intricate designs, and mentor CSAs and engineers. This position is perfect for a security professional who thrives on owning strategic initiatives, fostering cross-domain discussions, and empowering both clients and internal teams to reach a heightened state of security maturity. Note: Candidates must be located within the United States and reside in Arizona. Travel of up to 40% may be required.
Are you an enthusiastic professional looking for a rewarding career that provides flexibility and opportunities for advancement? Your search ends here! This position allows you to work remotely, offering a flexible schedule that enables you to harmonize your personal and professional commitments while progressing in your career.Why You Should Apply:1. Work-Life Balance: Enjoy the freedom to work from the comfort of your home while adjusting your schedule to accommodate your lifestyle, ensuring you have time for what matters most.2. Supportive Community: Become part of a welcoming environment that prioritizes work-life balance and offers the support and flexibility necessary for your professional growth.3. Mentorship Opportunities: Benefit from guidance provided by seasoned leaders committed to your success, helping you to develop and excel in your role.Key Qualifications:• Strong commitment to delivering exceptional customer service.• Excellent communication and interpersonal skills.• Proven ability to lead and motivate teams to achieve remarkable results.• Aspiration for professional development while maintaining a healthy work-life balance.If you're ready to begin a rewarding career path that prioritizes flexibility, growth, and support, we encourage you to apply today! Seize this opportunity to work from home, enjoy a schedule that aligns with your lifestyle, and receive mentorship as you further your career in client service management.Don’t let this chance pass you by to balance your personal and professional goals. Apply now to take the next step towards a fulfilling career!*All interviews will be conducted via Zoom video conferencing.(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency).
Full-time|Remote|Remote — Phoenix, Arizona, United States
At Scalable, we are dedicated to helping entrepreneurs cultivate businesses that thrive independently, allowing them to reach their ideal exit strategies without compromising their values.As a Scalable Business Advisor (SBA), you will play a pivotal role in guiding a diverse portfolio of 75–90 founders, CEOs, and executives through established frameworks designed to facilitate growth and scalability. Rather than acting as a ‘guru’ or therapist, you will serve as a strategic facilitator and accountability partner, empowering business owners to implement and execute their growth plans effectively.Utilizing our exclusive tools, methodologies, and planning practices, you will assist founders in maintaining focus, enhancing decision-making, and constructing the necessary structures to grow their businesses with greater clarity and reduced chaos.This full-time, remote position is perfect for individuals who are passionate about entrepreneurship, driven by results, and find fulfillment in fostering company growth.
About the Role Brakes Plus in Phoenix is hiring an Automotive Service Advisor. This position acts as the main contact for customers, guiding them through their service experience from start to finish. The Service Advisor listens to customer concerns, recommends appropriate services, and provides clear, upfront estimates. Creating a friendly and welcoming atmosphere is a key part of the job.
Full-time|$62K/yr - $62K/yr|On-site|Phoenix, Arizona, United States
Overview:The Client Service team at Guidepoint is dedicated to connecting our clients with industry experts who provide insights to inform critical business decisions. Our team prioritizes understanding each client's specific research needs and strives to deliver the most relevant experts, often within a matter of hours.Join us in driving Guidepoint's success.In the role of Project Manager on the Client Service team, you will oversee key client accounts while leading a team of Associates to ensure our clients are paired with the ideal Advisors for their individual projects.
Full-time|$60K/yr - $70K/yr|Remote|Phoenix, Arizona, United States; Remote
Atwell, LLC delivers consulting, engineering, and construction services for clients in real estate, land development, and energy sectors. With a team of over 2,000 professionals and more than 70 offices across the country, the company supports projects nationwide. Recognition Consistently ranked as a “Best Place to Work” by Zweig Group for ten years (#11) Placed #70 in the ENR Top 500 Design Firms, recognized in every region Highlighted in Crain's “Fast 50” among the fastest-growing companies (#14) 2025 ENR Design Firm of the Year for the Southeastern US Role overview The Fire Safety Advisor - Battery Energy Storage Systems (BESS) takes the lead on health, safety, and environmental (HSE) programs for BESS projects. This role covers every phase, from development and construction through commissioning and ongoing operations. What you will do Develop, implement, and oversee HSE programs tailored for BESS projects Ensure compliance with all relevant regulations and standards Identify and reduce risks associated with battery energy storage systems Promote a strong safety culture throughout project teams Act as a subject matter expert on BESS-specific hazards, including electrical safety and fire prevention This position is open to candidates based in Phoenix, Arizona, or working remotely in the United States.
Role: Patient Advisor – SimonMed LongevityLocation: On-site / RemoteDepartment: SchedulingOverviewJoin our team as a dynamic Patient Advisor dedicated to guiding patients through their journey in the Longevity / Whole Body MRI program. This role emphasizes providing insightful information, fostering informed decision-making, and facilitating a smooth scheduling experience.Successful candidates will possess exceptional communication skills, the ability to distill complex information into easily understandable terms, and a professional demeanor when addressing health inquiries.Key ResponsibilitiesAct as the primary contact for patients inquiring about Whole Body MRI and other Longevity services.Assist patients in understanding available options and the significance of various imaging services.Present program details, including optional enhancements, in a clear and patient-centric manner.Answer frequent queries and concerns to empower patients in their choices.Ensure the accurate and timely scheduling of appointments.Uphold a high-quality experience for patients in every interaction.Diligently document conversations and adhere to established workflows.
Full-time|$52K/yr - $62K/yr|On-site|Phoenix, Arizona, United States
Client CoordinatorEmily R. Taylor, Attorney PLLC | Phoenix, Arizona Full-Time, In-Person | Hours: Monday–Thursday 8:00–4:30, Friday 8:00–2:30About Our FirmEmily R. Taylor, Attorney PLLC is a dedicated Arizona law firm specializing in estate and disability planning for individuals and families. Our mission is to empower clients by clarifying their wishes, safeguarding their most valuable assets, and establishing legal frameworks that accommodate both everyday circumstances and unforeseen events. We frequently assist parents in planning for children with disabilities, navigate complex decisions for blended families, and advocate for individuals wishing to have their voices heard throughout their life stages.Role OverviewThe Client Coordinator is essential in overseeing the firm’s daily communication and operational flow. This role entails managing incoming calls, guiding prospective clients through the intake process, coordinating appointments, handling incoming mail, and meticulously organizing client documents and correspondence. As the nucleus of communication, the Client Coordinator supports attorneys and team members by ensuring accurate systems, seamless information flow, and efficient operations while providing a consistently courteous and professional experience for every client.Client Communication & Intake ResponsibilitiesManage and respond to incoming calls with warmth, professionalism, and efficiency.Assist potential clients through the initial intake process by screening calls, collecting essential information, and directing them appropriately.Scheduling & Calendar Management ResponsibilitiesArrange consultations, calls, and meetings (in-person, Zoom, and phone).Coordinate calendars for attorneys and client coordinators.Confirm upcoming appointments and ensure that calendars are precise and current.Systems & Workflow Management ResponsibilitiesCreate and manage new matters in Clio Manage and Clio Grow.Keep accurate records in spreadsheets and internal systems.Distribute questionnaires and onboarding materials to new clients.Monitor and update communication channels (Slack, email, calendaring systems).Administrative Support ResponsibilitiesScan, upload, and organize incoming mail, client documents, questionnaires, and correspondence.Uphold strict client confidentiality and adhere to document handling protocols.
About ValonValon is revolutionizing the mortgage servicing and consumer lending landscape through a cutting-edge, technology-driven approach. Supported by Andreessen Horowitz (a16z) and managing over $130 billion in loans, we have developed our platforms from scratch, steering clear of outdated legacy systems. This ensures that homeowners, lenders, and investors enjoy enhanced transparency, efficiency, and care. By integrating processes into a modern, AI-powered operating system, we are at the forefront of automation, compliance, and ongoing enhancement in both servicing and lending domains.Our mission is to empower homeowners by simplifying the mortgage experience, making it secure and financially beneficial. To fulfill this mission, we bring together top-tier engineers, servicing specialists, lending professionals, and operations leaders who are dedicated to enhancing the homeowner journey. We are not just redefining servicing and lending; we are creating pathways for talented individuals to shape the industry's future.As Valon expands its reach across various states, we are opening up exciting new roles and career opportunities. Joining Valon means becoming part of a rapidly growing company where innovation, teamwork, and customer impact are paramount. The mortgage sector is just the beginning; we are building the future of regulated finance, and we want you to join us.Client Experience at ValonThe Client Experience team is composed of dedicated and organized professionals committed to delivering exceptional service to our homeowners. Whether managing collections, overseeing default processes, or addressing homeowner concerns in real-time, our team acts as a vital link between Valon and our clients. Each member possesses extensive knowledge of the mortgage industry and is dedicated to upholding Valon’s mission of championing homeownership.Your RoleWe are looking for a Client Engagement Specialist who will adeptly manage both inbound and outbound communications with homeowners in a professional, efficient, and friendly manner. The ideal candidate will be able to transition seamlessly between the responsibilities of the Client Engagement and Collections teams as required.Key ResponsibilitiesInvestigate and resolve homeowner inquiries using our state-of-the-art internal mortgage servicing system.Document all homeowner communications meticulously.Advocate for Valon’s products and services with a strong emphasis on enhancing the homeowner experience.
Company OverviewAt Olsson, we are dedicated to engineering and designing innovative solutions that enhance the world around us. Our commitment to responsiveness, transparency, and results is unwavering, benefiting our employees, clients, and the communities we serve.As a people-centric organization, our most valuable asset is our employees. This culture fosters creativity and personal growth, enabling us to evolve as individuals and as a company, ultimately leaving a lasting positive impact on our environment. As a Senior Client Consultant in the semiconductor sector at Olsson, you will be a pivotal subject matter expert, specifically focusing on semiconductor and advanced manufacturing markets. Your core responsibilities will include managing client relationships, driving growth strategies for assigned clients, advising technical teams during project pursuits, and utilizing your technical expertise to enhance our business development initiatives. You will serve as the primary liaison, fostering key relationships throughout the organization, promoting our services, and overseeing strategic project engagements with clients.As a representative of our brand, you will engage with both clients and the local community, playing a crucial role in executing client growth strategies while ensuring exceptional service through consistent communication.Key Responsibilities:Formulate, implement, and oversee a comprehensive client growth strategy to identify new service opportunities for our clients.Anticipate and analyze client needs, preferences, and satisfaction levels, delivering tailored solutions that align with their business objectives.Establish and nurture relationships with key stakeholders, including clients, partners, community leaders, and political figures.Collaborate with internal teams on community engagement initiatives to enhance the firm's brand and build connections with influential decision-makers relevant to the client base.Act as the primary contact for the designated clients, ensuring their needs are met effectively and efficiently.
Payabli is a cutting-edge Payments Infrastructure and Monetization Platform specifically designed for vertical software companies. By leveraging a singular, developer-friendly API with low-code embedded payment components, Payabli empowers platforms to effortlessly integrate, monetize, and operationalize payments, transforming payments into an integral element of their platform and business strategy.Our solution unifies payment acceptance, issuance, and advanced operational tools, enabling software companies to manage and move funds through a consolidated infrastructure stack, providing complete control over the payment experience. With compliance to PCI DSS 4.0 and SOC 2 standards, Payabli’s infrastructure ensures enterprise-level reliability and trust, while utilizing AI-driven insights to enhance visibility, optimize operations, and accelerate revenue growth.Supported by top fintech investors such as QED Investors, Fika Ventures, TTV Capital, and Bling Capital, Payabli is redefining the benchmark for embedded payments infrastructure, fueling the next wave of vertical SaaS.Position Overview: As the Client Support Team Lead, you will play a pivotal role in establishing and expanding our frontline support operations while adopting a hands-on approach to customer service. You will develop team capabilities, set quality standards, and ensure top-tier service delivery to our 146+ partner platforms and over 100,000 merchants.Location: This is a fully remote position; however, candidates must be located in the Greater Phoenix area.Key Responsibilities:Team Leadership (60-70% of your time)Build and manage a dedicated team of 5-10 Client Support Associates to address tier 1 inquiries from merchants and partners.Design training programs for onboarding new hires and enhancing the skills of existing team members based on developed materials.Conduct quality assurance assessments of ticket responses and customer interactions to uphold service excellence and pinpoint improvement opportunities for agents and the team.Coach and mentor team members through individual meetings, performance evaluations, and skill development initiatives.Track team performance against SLA targets.
