Research Manager, Client Service

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(a16z) and managing over $130 billion in loans, we have developed our platforms from scratch, steering clear of outdated legacy systems.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 inves…

ABOUT CIM GROUP:CIM Group is a leader in transforming real estate and infrastructure through community-focused investment. Our team of over 900 professionals collaborates to identify and maximize value in real assets, enhancing the communities in which we operate. Founded in 1994, we initially focused on Southern California and have since expanded our reach across the Americas, delivering jobs, creating vibrant spaces, and establishing sustainable infrastructure. Join us to make a lasting impact today!POSITION PURPOSE:We are looking for a driven and meticulous Analyst to support our Private Wealth team. In this pivotal role, you will assist our sales team by managing schedules, coordinating meetings, and facilitating effective communication with both clients and internal stakeholders. Your contributions will play a vital role in enhancing our sales strategy and fostering client engagement.

Role overview The Community Engagement Specialist II at AECOM serves as a link between the organization and the Phoenix community. This role focuses on building relationships and increasing public understanding of AECOM’s projects and initiatives. Key responsibilities Collaborate with internal teams and outside partners to advance community relations objectives Organize and manage community events in the Phoenix area Develop and carry out outreach plans to boost public participation and engagement

About ValonAt Valon, we are redefining the landscape of mortgage servicing and consumer direct lending through innovative technology. Supported by Andreessen Horowitz (a16z) and managing a substantial portfolio of over $130 billion in loans, we have developed our platforms from scratch—free from outdated legacy systems. This allows homeowners, lenders, and investors to enjoy unparalleled transparency, efficiency, and personalized service. By integrating processes into a state-of-the-art, AI-driven operating system, we are pioneering advancements in automation, compliance, and continuous improvement within our servicing and lending operations.Our mission is to empower every homeowner by simplifying and securing the mortgage experience while enhancing financial literacy. To accomplish this, we unite top-tier engineers, servicing experts, lending professionals, and operations leaders who are passionate about enhancing the homeowner journey. We are not merely transforming the current servicing and lending paradigms; we are also creating exciting opportunities for talented individuals to shape the future of the industry.As Valon grows, we are expanding our presence across multiple states, unveiling new roles and career paths. Joining Valon means becoming part of a rapidly scaling 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 invite you to be a part of our journey.Client Experience at ValonOur Client Experience team comprises dedicated and organized individuals committed to delivering outstanding service to our homeowners. From managing collections to addressing inquiries and resolving customer concerns in real-time, our team serves as the vital link between Valon Mortgage and our clients. With deep industry knowledge, each member is proud to champion Valon’s mission of promoting homeownership.About the RoleWe are seeking a Resolutions Specialist within our Client Experience team. This client-facing role involves managing inbound and outbound communications with homeowners and handling overflow calls from our Client Engagement Team. The Resolutions Specialist is crucial in ensuring our homeowners receive top-notch service while meeting essential contact center metrics. The ideal candidate excels in a fast-paced environment, possesses strong de-escalation skills, and can adapt to various business needs within Client Experience.

Join Resource Innovations as a Market Engagement Representative, where you will play a pivotal role in driving our mission forward. In this dynamic position, you will be responsible for developing and executing engagement strategies that enhance our presence in the market. Your skills will contribute to fostering relationships with key stakeholders and driving customer engagement initiatives.

About Care AccessAt Care Access, we are transforming the future of healthcare for everyone. With numerous research locations, mobile clinics, and a network of clinicians worldwide, we deliver top-tier health services and research directly to communities that encounter barriers to care. Our mission is to empower every individual to understand their health, access necessary care, and contribute to the medical innovations of tomorrow.Through initiatives like Future of Medicine, which provides advanced health screenings and research opportunities to communities globally, and Difference Makers, that supports local leaders in enhancing community health and wellness, we prioritize people in our quest for medical progress. By leveraging partnerships, advanced technology, and relentless dedication, we are redefining the way clinical research and health services reach the world. Together, we are building a healthier, more accessible future for everyone.To discover more about Care Access, please visit www.CareAccess.com.Your Impact in This RoleWe are seeking a Community Engagement Partner I to cultivate strong relationships within local communities to advance health initiatives. This role entails collaborating with various local organizations and groups to enhance community capacity for engaging in health research and to develop and implement meaningful community events and campaigns. This position is based locally within the Community Engagement department of Care Access, a global health research and clinical trials organization.Your ContributionsCommunity Events Collaborate with local organizations, including non-profits, faith-based groups, and community organizations, to schedule, coordinate, and manage 10-12 community-based screening events monthly. Prioritize community events following managerial guidance.Community Program/Event Management Establish clear and attainable goals for each program/event, ensuring alignment with organizational objectives and community needs. Exhibit strong planning skills and effectively communicate plans and outcomes to company leadership. Build robust relationships with community stakeholders to foster collaboration.

Join Visit.org as an enthusiastic Engagement Manager and become a vital part of our dynamic remote team, engaging in a rewarding client-facing role that perfectly blends strategy, delivery, and relationship management. In this pivotal position, you will be the primary liaison and senior lead for our most significant and intricate corporate partnerships. You will oversee the entire engagement lifecycle across various simultaneous projects, ensuring alignment among stakeholders, leading diverse workstreams, and guaranteeing that each engagement yields measurable social impact at scale. This role transcends traditional account management; it demands operational excellence and a commanding executive presence to cultivate enterprise-level relationships while collaborating closely with Sales to enhance portfolio growth and renewals. The ideal candidate will have a background in consulting or strategy, a proactive ownership mindset, and the adaptability to excel in a fast-paced, mission-driven atmosphere.What Drives UsWe believe in inclusivity! At Visit.org, we inspire one another to innovate and implement processes that leverage technology for meaningful, lasting change. We embrace the challenge of navigating through obstacles to find effective solutions. Our mission is to empower enterprises and their employees worldwide to actively contribute to their communities. Your Journey with UsJoining our team means being part of a movement right from the ground up, surrounded by purpose-driven individuals committed to shared responsibility and pride in building something significant together. Here at Visit.org, our team members wake up each day knowing their work is impactful and makes a tangible difference in the lives of individuals and communities across the globe.About Visit.org:Visit.org is dedicated to helping organizations discover and book thousands of meticulously curated social impact team experiences, all led by and benefiting local nonprofits. With a proprietary library of team-based experiences spanning over 90 countries, we offer HR, CSR, and Meetings & Events leaders highly scalable, culturally relevant content for purpose-driven employee and client engagement. Among our esteemed clientele are Colgate, Paramount, Visa, HubSpot, Hewlett Packard Enterprise, and many others.

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.

Join Our Team as a Campaign Launch Specialist!Location: This is an in-office role located at our downtown Phoenix office.Be the Catalyst for Client Success from Day One!As a Campaign Launch Specialist, you will collaborate closely with our Campaign Creation Specialists to support the initial phases of the client journey, ensuring timely and successful campaign launches. Your role will be instrumental in delivering a seamless onboarding experience, providing direct customer support, resolving launch-related challenges, and coordinating effectively across internal teams to activate campaigns efficiently.You will be part of a dedicated team, sharing responsibility for performance and outcomes within a collaborative environment.

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.

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.

Role overview RR Donnelley is hiring a Client Service Director for its Legal sector clients in Phoenix. This leadership position focuses on managing important client relationships and guiding a team that upholds strong service standards. The role is central to maintaining trust and supporting ongoing partnerships with clients in the legal field. Key responsibilities Manage and strengthen relationships with clients in the legal sector Lead, mentor, and support a team dedicated to delivering excellent client service Promote client satisfaction by maintaining clear communication and reliable follow-up Work with the team to understand client needs and provide strategic, customized solutions

We are seeking a dedicated and enthusiastic Client Service Associate to join our team at alphabeinsightinc. In this role, you will be the first point of contact for our clients, providing exceptional service and support. Your primary responsibilities will include addressing client inquiries, assisting with service-related issues, and ensuring a smooth and satisfactory experience for our customers.As a Client Service Associate, you will have the opportunity to work in a dynamic environment, where your contributions will directly impact client satisfaction and retention. If you are passionate about customer service and eager to grow your career in a supportive and innovative company, we want to hear from you!

Join AECOM as a Client Account Manager specializing in the mining sector. In this pivotal role, you will be responsible for nurturing client relationships and delivering top-notch solutions tailored to their needs. Your expertise will drive project success, enhance customer satisfaction, and contribute to the growth of our mining portfolio.

Role Overview RR Donnelley is hiring a Client Service Director focused on the Legal sector in Phoenix. This position leads client engagement efforts and manages relationships with legal clients, working to deliver reliable, high-quality service. What You Will Do Guide client engagement initiatives and act as a primary point of contact for legal clients Develop and maintain strong client relationships Drive strategic solutions for clients and support legal document processing improvements Collaborate with team members to refine and expand service offerings Ensure compliance and uphold best practices in legal documentation Team and Impact Work alongside a skilled team dedicated to enhancing legal document services. Your leadership will help shape client experiences and support ongoing innovation within RR Donnelley's legal service line.

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 Opportunity:1. Work-Life Harmony: Enjoy the flexibility of working from home, allowing you to create a schedule that fits your lifestyle and priorities.2. Supportive Culture: Become part of a compassionate community that prioritizes your well-being and career success, providing the support you need to thrive.3. Mentorship & Growth: Benefit from mentorship by seasoned professionals who are committed to your development, empowering you to excel in your career.Qualifications:• A strong commitment to providing exceptional customer service.• Excellent communication and interpersonal skills.• Proven leadership abilities to inspire teams toward outstanding achievements.• A passion for continuous professional growth while maintaining a healthy work-life balance.If you’re enthusiastic about embarking on a fulfilling career that champions flexibility, growth, and a supportive environment, apply today! Embrace the chance to work from home, enjoy a schedule that aligns with your life, and receive mentorship as you progress in your client service career.Don’t let this opportunity pass you by—take the next step towards a rewarding career!*Interviews will be held via Zoom video conferencing.(A. O. Garcia Agency operates as a third-party recruiter, not an insurance agency.)

Overview: The Client Service team at Guidepoint plays a pivotal role in connecting clients with subject-matter experts, empowering informed business decisions. Our Associates are dedicated to understanding each client’s specific research needs and efficiently delivering the most relevant experts, often within hours. Join us and contribute to Guidepoint’s continued success! As a Client Service Associate, you will delve into your clients' unique business inquiries and pinpoint the experts who can provide the insights necessary to address those questions. You will actively recruit new experts into our extensive network of over 1,750,000 Guidepoint Advisors, ensuring they are perfectly matched to client needs. For many, this role serves as an excellent entry point into their professional careers post-college, offering valuable experience and growth opportunities in a dynamic environment.

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.