• Assists Financial Advisors and provides clients with quality service • Services a high volume of daily interactions, including inquiries and scheduling of meetings • Works independently and within a team to provide support • Processes client financial transactions and expense reports • Opens new client accounts and researches client and security information • Ensures accuracy of client paperwork and documentation • Prepares letters, forms, and reports • Actively engages in training and professional development opportunities • Performs other duties as assigned

• Oversee and support the execution of clinical trials, ensuring the highest standards of quality, compliance, and efficiency • Lead on clinical coordination tasks requiring technical depth, with a focus on quality and continuous improvement • Manage and coordinate clinical trial activities to ensure adherence to protocols, regulatory requirements, and project timelines • Collaborate with cross-functional teams to address clinical trial issues, optimize processes, and ensure the effective execution of studies • Oversee site management and monitoring to ensure data integrity and compliance with study protocols • Provide guidance and support to clinical staff and investigators, ensuring adherence to best practices and regulatory standards • Track and report on trial progress, identifying potential risks, and implementing strategies to mitigate challenges

Role Description BGIS is looking for a Senior Service Delivery Lead to join the team in Remote, United States. Under general direction and guidance from the Director of FMO, the Senior Service Delivery Lead will be responsible for management of the day-to-day client operations. The Senior Service Delivery Lead is accountable for day-to-day operations, vendor management, and service management for the client(s) they support, as well as data verification, reporting, and analysis; and assists in the review, development, and implementation of related processes and initiatives. Key Duties and Responsibilities - People Leadership: - Demonstrates strong, competent leadership for team members to guide them in reaching their full potential and meeting their objectives. - Full involvement with recruiting talent. - Provides mentoring, coaching, and guidance to all team members. - Objectively recommends compensation adjustments. - Manages all aspects of performance. - Facility Management: - Generate and dispatch service request work orders to vendors as per established process. - Review Priority works orders – communicate and follow up on priority orders to vendors and ensure they are addressed in a timely manner to meet KPI requirements. - Review Work Orders – ensure that all work orders dispatched to the FM are closed out or reassigned to technician or vendor. - Perform inspection of work orders closed by vendors and ensure complete/accurate closeout details are provided (e.g., cost, work completed, equipment tag #). - Run report on open work orders and checks status with the appropriate vendors. - Update WO statuses if verified to be completed or resolved during follow up. - Respond to vendor inquiries regarding workorder related issues. - Respond to Client inquiries regarding current or past workorders (Status of the work, Issues/warranty, escalations). - Correcting information in the system, addresses, phone numbers. - Adding new vendors and locations to the system. - Finance: - Review and resolve invoice referrals/escalations. - Review and resolve invoicing errors. - Review and approve billing for tech services. - Review and approval of invoices for payment (Oracle). - Respond to vendor inquiries regarding invoicing-related matters. - Client/Service Management: - Make and receive calls/emails from the vendors and clients for follow ups on workorder status, creation, or cancellation. - Act as main point of contact between the client and all other parties, technicians that reach out for approvals, questions and issues, vendors that need further information or approvals. - Primary escalation point for taking care of any issues regarding service. - Involvement in specific Emergency workorders may need to be managed from start to end. - Request approvals from the client. - Review of PM work orders and follow up with vendors as needed. - Participate and gather information for QBR’s. - Reporting: - Client reporting needs as required. - Quality Compliance: - Execute quality & compliance team activities that support the quality compliance contractual obligations. - Interface with BGIS management and client management to identify applicable regulatory and compliance requirements. - Assist in the reviewing of related processes by conducting compliance process capability studies. - Provide input for planning, development, execution, and improvement of compliance-related processes and programs. - Identify any quality, compliance, and contractual issues and communicate them to the appropriate BGIS and customer management teams. - Comply with all company policies and procedures and adhere to company standards. - Other duties as assigned. Qualifications - 5-7 Years of Relevant experience in Facility Management or Vendor Management. - Demonstrated organizational, project planning, and management skills. - Technical writing skills. - Good writing and verbal communication skills. - Good training and presentation skills. - Strong analytical and problem-solving skills. - Ability to develop, analyze, and understand complex processes. - Sound judgment skills based on observation of objective evidence. - Ability to perform with minimum direct supervision. - Understanding of compliance requirements of relevant external organizations. - Strong proficiency in MS Excel, PowerPoint, Word, and Power BI. Requirements - None Required. Benefits - The compensation for this exempt position in the US is $78,500.

Role Description Aetna’s Medicaid Care Management Engagement Outreach Hub is a new initiative focused on prioritizing Medicaid member interaction, maximizing inbound and outbound touchpoints to solve members’ needs and create behavioral change. This is achieved through a dedicated and caring team of healthcare professionals who connect with passion, caring, and behavioral interviewing techniques. The team aims to exceed the delivery of Medicaid healthcare services, focusing on the Hub’s efficiency and productivity efforts. The Engagement Outreach Hub Care Management Associate supports comprehensive coordination of healthcare services through telephonic outreach to and enrollment of eligible members. The Associate demonstrates a blend of salesperson, healthcare navigator, and health plan customer support representative. - Responsible for direct member outreach and engagement. - Facilitates case assignment and connects identified members to care managers immediately through a warm transfer. - Supports the implementation of care plans to promote effective utilization of healthcare services. - Provides support services to team members by answering telephone calls, taking messages, researching information, and assisting in solving problems. - Adheres to compliance with policies and procedure/regulatory standards. - Maintains accurate and complete documentation of required information that meets risk management, regulatory, and accreditation requirements. - Protects the confidentiality of member information and adheres to company policies regarding confidentiality. Qualifications - 2 years’ experience in healthcare field (i.e., experienced in medical office, hospital setting, medical billing/coding). - Experience with computers including knowledge of Microsoft Word, Outlook, and Excel – data entry and documentation within member records. - Familiarity with basic medical terminology and concepts used in care management. - Flexibility to work occasional nights and weekends outside of standard business hours which can span from 8:00 am to 8:00 pm. - Strong organizational skills, including effective verbal and written communication skills. Requirements - Bilingual (Spanish) preferred, must have ability to pass a written and oral exam. - Effective communication, telephonic, and organization skills with ability to manage multiple priorities and adapt to change with enthusiasm. - Demonstrates ability to meet daily metrics with speed, accuracy, and a positive attitude. - Strong customer service skills to coordinate service delivery, including attention to customers and proactive identification and resolution of issues. - Completes documentation of each member call in the electronic record with a high level of detail to ensure compliance requirements are met efficiently. - Works independently and competently, meeting deliverables and deadlines while demonstrating an outgoing, enthusiastic, and caring presence telephonically. - Ability to effectively participate in a multi-disciplinary team including internal and external participants. Benefits - Comprehensive medical, dental, and vision coverage. - Paid time off. - Retirement savings options. - Wellness programs and other resources, based on eligibility.