Client Services Support
$45k - $50kSenior Helpers - Sarasota/Bradenton
Client Services Support Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in in-home senior care, and our Sarasota/Bradenton office is looking for a Client Services Support team member to add to our growing team. This is a great fit for someone who's organized, detail-oriented, comfortable building relationships with referral sources, checking in with clients and families, and staying connected with caregivers, all while keeping the details running smoothly behind the scenes. What You'll Do Maintain and audit client files to ensure accuracy and ongoing compliance with state licensing requirements Respond promptly to client, family, and prospect inquiries and log new leads in WellSky Build and maintain relationships with referral sources, including satisfaction follow-ups and coordinating appointment-related scheduling Communicate regularly with caregivers on care plan updates, report requirements, and client introductions Support scheduling coordination - retrieving appointment information and logging in WellSky, communicating client needs with new caregivers Maintain accurate client records in WellSky, including bill rates Uphold company customer service standards across all client and family interactions As needed, support higher-level client services functions such as assessments (including LifeProfile), care plan development, and on-site caregiver training or introductions Participate in the after hours on-call rotation Other duties as assigned What We're Looking For Strong organizational skills and attention to detail, especially with documentation and file accuracy Comfortable on a laptop and tech-savvy; proficient with Microsoft 365 (Outlook, Word, Excel) WellSky experience preferred but not required - training provided Friendly, approachable, and professional - equally comfortable on the phone, in the office, or visiting a client's home Ability to handle sensitive information with discretion Reliable transportation Prior experience in a healthcare or home care setting is a plus but not required Willing and able to participate in the after hours on-call rotation What We Offer Salary range: $45,000-$50,000/year (based on experience) Schedule: Monday-Friday, 9:00 AM-5:00 PM (salaried position) 2 weeks (10 days) of PTO in your first year, with increases based on tenure Paid holidays Negotiable health insurance stipend in lieu of employer-sponsored plan Supportive, close-knit office environment Room to grow - strong performers have a path to advance within the client services team #J-18808-Ljbffr Senior Helpers - Sarasota/Bradenton
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...and grow a portfolio of commercial landscape maintenance clients while driving service quality, retention, and revenue growth. This role serves... ...specifications. Monitor service quality across properties and support operational efficiency. Ensure safety standards,...SuggestedContract work- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Work at officeLocal area
$3,500 per month
...seeking an energetic and results-driven Travel Sales Manager to support multiple spa locations across the United States. In this role, you will engage directly with clients, provide expert guidance on services, and maximize sales opportunities. The goal is to drive...Full timeFor contractors$3,000 per month
...re hiring a Traveling Sales Manager to support and grow our luxury MedSpa locations across... ...in-spa sales teams to hit goals Sell services like injectables, skincare treatments,... ...experience ~ Strong communication, sales, and client service skills ~ Open to frequent U.S....Full time- POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...currentIdentify and assist with Firm services and solutions that support clients’ needs including banking products and services and...Work at officeLocal area
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- ...and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-... ...Self-Funded Plans Supporting: Shared Services - provides service support to other IOA... ...Producer direction. Responsibilities include client service and communication, team...Remote work
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- ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We... ...are looking to add an experienced Client Service Associate to the team in Sarasota, FL.... ...relationships. Provides all client service support including account applications, custodial...Full timeWork at officeLocal areaRemote work
$24 - $27.5 per hour
...LE POSTE VOTRE PROFIL Sales and Service Leader - Full Time Publiée le 14.08.... ...by example to inspire your team, elevate client experiences, and exceed goals. Through coaching... ...team performance Train and develop Support onboarding and continuous learning in...Hourly payPermanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend work$158.5k - $250.5k
...good. Your impact Jacobs is seeking a dynamic and experienced Client Service Lead to drive strategic growth and client engagement across... ...to make every interaction even better. If you require further support or reasonable adjustments with regards to the recruitment...Full timeRemote work- Morgan Stanley in Sarasota, FL is seeking a Registered Client Service Associate to help shape the client experience through elevated care. The role supports onboarding, documentation, and risk assessment while handling client inquiries and requests under the guidance of...Full time
$28.85 - $33.65 per hour
...(DCF) isthe state of Florida's social services agency. The agency oversees services for... ...to prevention, treatment, and recovery support services across the region. They collaborate... ...investigative staff with engaging clients in recommended services and improving timely...Hourly payTemporary workInternshipWork at officeLocal areaRemote work- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...and empowered, then we invite you to apply to our Legal Support Assistant position in our Sarasota Office. The Position...Work at office
- Morgan Stanley in Florida seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by cultivating client relationships, processing transactions, and handling account inquiries. The role emphasizes accuracy, strong interpersonal...
- Truist Financial in Sarasota, FL is hiring a Regular Teller / Client Service Specialist who delivers a distinctive client experience, handles transactions, and supports outbound calls to identify client needs. The role emphasizes cross-training to assist with sales and...Weekend work
- iBusinessSolutions, a local payroll and HR services firm, is seeking an experienced payroll... ...executive to be the first point of contact for client inquiries by phone, email, or in person.... ..., data entry, and providing excellent support while collaborating on departmental...Local area
- ...iBusinessSolutions is a people-focused business services provider with over 20 combined years of... .... The company offers comprehensive support across employee management, human... ...workers' compensation, and insurance, helping clients meet and exceed their operational goals....Full timeWork at officeLocal area
$27.24 per hour
Paychex is seeking a customer service professional who works independently to support multiple Paychex products and resolve client claims fairly, in line with Paychex policies. You will cultivate relationships with clients and partners, educate clients on service options...Hourly pay$80k - $90k
...Customer Service Manager Direct Hire | Sarasota, FL | On-Site Salary: $80,000-$90,000 + Monthly Bonus We are looking for an... ...escalated customer concerns and help resolve issues professionally Support employee onboarding, training, coaching, and performance...Weekly payImmediate startMonday to FridayAfternoon shift- ...and improve access to treatment, recovery supports, and resources. Educating CPIs and... ...Working collaboratively with community service providers and the ME to develop contacts... ...assist investigative staff with engaging clients in recommended services and improving timely...InternshipWork at office
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$17 - $30 per hour
...Description Join the AMG Insurance & Financial Services, Inc. family, where we've proudly... ...prioritize educating and advising our clients, ensuring they receive the personalized... ...culture revolves around teamwork, fun, and support, with regular team-building activities...Hourly payFull timeLocal areaMonday to FridayAfternoon shift$50k - $65k
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in in-home senior care, and our Sarasota... ...who can both develop strategic referral partnerships and support the day-to-day client services process — from intake and assessments...Full timeWork at officeLocal areaMonday to Friday$25.25 - $30.25 per hour
Manager of Client Experience & Business Services Canandaigua National Trust Company Florida (Sarasota, Florida) Education, Training and Experience A... ...experience in related positions normally required. Experience supporting professionals in wealth management, trust, banking,...Permanent employmentWork experience placementSeasonal workWork at office
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