The Client Service Administrator
Excellent dynamic position serving as administrative and operational support to a Financial Advisor.
This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment.
It is advisable to include one paragraph cover letter why you would like to work with us.
Primary Duties and Responsibilities
Administrative - answer the telephone, make out bound service calls to clients
Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process
Financial planning - create reports, data entry into Emoney financial planning system
Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives
Compliance – follow compliance requirements and maintain complaint office
QuickBooks – enter and reconcile accounts
Qualifications
Knowledge, Skills and Abilities:
AA degree or higher, College degree is preferred.
Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects
Excellent command of English to be able to speak, read, and write fluently
Excellent administrative, time management, and organizational skills
Ability to multitask and stay focused
Dedication to detail and accuracy, strong organizational skills
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself
“Client comes first” attitude and strong interpersonal skills
Experience:
Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform.
Proficiency in the use of computer programs:
RedTail, a client relationship management (CRM) system
“Emoney Advisor” financial planning software
Microsoft Office Suite (Word, Outlook, Excel, PPT)
QuickBooks
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Dec 09, 2019
Full time
The Client Service Administrator
Excellent dynamic position serving as administrative and operational support to a Financial Advisor.
This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment.
It is advisable to include one paragraph cover letter why you would like to work with us.
Primary Duties and Responsibilities
Administrative - answer the telephone, make out bound service calls to clients
Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process
Financial planning - create reports, data entry into Emoney financial planning system
Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives
Compliance – follow compliance requirements and maintain complaint office
QuickBooks – enter and reconcile accounts
Qualifications
Knowledge, Skills and Abilities:
AA degree or higher, College degree is preferred.
Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects
Excellent command of English to be able to speak, read, and write fluently
Excellent administrative, time management, and organizational skills
Ability to multitask and stay focused
Dedication to detail and accuracy, strong organizational skills
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself
“Client comes first” attitude and strong interpersonal skills
Experience:
Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform.
Proficiency in the use of computer programs:
RedTail, a client relationship management (CRM) system
“Emoney Advisor” financial planning software
Microsoft Office Suite (Word, Outlook, Excel, PPT)
QuickBooks
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Excel Site Services, Inc.
319 4th Lane, South San Francisco, CA, USA
We are a demolition company in search of a highly motivated, energetic person who is a team player and can also work independently. MUST be Bilingual in Spanish/English MUST have office experience Job Duties included but are not limited to: Dispatching - will train (experience helpful) Support Admin with various projects QuickBooks (experience helpful) Good MS Office skills Punctual & reliable is a MUST References are required Full time M-F - Two shifts available: 7am-4pm or 9am-6pm
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Nov 21, 2019
Full time
We are a demolition company in search of a highly motivated, energetic person who is a team player and can also work independently. MUST be Bilingual in Spanish/English MUST have office experience Job Duties included but are not limited to: Dispatching - will train (experience helpful) Support Admin with various projects QuickBooks (experience helpful) Good MS Office skills Punctual & reliable is a MUST References are required Full time M-F - Two shifts available: 7am-4pm or 9am-6pm
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Silicon Valley Medical Development
Mountain View, CA, USA
Silicon Valley Medical Development is recruiting full-time Patient Care Representatives for our El Camino Health Primary Care and Multi-Specialty Care outpatient practices located in Santa Clara County. The Patient Care Representative (PCR) is the primary point of contact for the practice’s patients. He/she contributes to the overall patient experience and satisfaction. Responsibilities include: answer telephone calls and relay messages, schedule appointments, verify patients’ demographics and insurance information. Additionally, the PCR will review patients’ medical records to assist with patient inquiries, requests for medication refills and coordinate Release of Record requests.
Patient Registration
Registers patients and updates existing patient accounts in a courteous and professional manner
Determines if patient has a co-payment or deposit; accepts and records receipt of payment; provides applicable waiver and obtains appropriate signatures; and, when appropriate, scans copy of patient’s photo ID, insurance card and/or waiver
Handles any system red flags as they are encountered
Assist patients with registering for MyCare health record system
Call Management
The following activities are performed when assigned to Call Management
Handles incoming calls, makes appointments, sends task to providers and support staff as needed
Assures all urgent calls are handled in a timely manner
Communication and Front-Office Procedures
The following activities are expected to be performed in a timely , courteous and professional manner in accordance with service level standards:
Greet patients and others entering the department
Schedules new or follow-up appointments
Responds to requests from patients, family members, physicians and staff
Electronic Medical Record (EMR) Documentation
Manages EMR in-basket(s), work queues and schedule templates as assigned
Cashiering
Reconciles cash sheet and cash drawer, completes daily and monthly deposit summaries
All other duties as assigned including department-specific functions and responsibilities
Contributes to the overall patient experience and satisfaction
Participates in performance improvement activities
Performs other duties as assigned
Adheres to HR, safety, HIPAA and compliance policies, and attendance requirements
Performs work in accordance with established schedules, policies and procedures
Requirements
High School Diploma or GED
Minimum 2 years of experience as a Patient Care Representative or in a customer service/guest relations role
Experience working with an EMR
Ability to accurately type a minimum of 40 WPM
Strong verbal and written communications, and active listening skills
Solid patient/guest relations skills with the ability to communicate in a professional, courteous and efficient manner
Excellent interpersonal and telephone communications skills
Legible handwriting
Basic math skills necessary to collect payments and balance cash drawer
Excellent attention to detail
Basic computer skills to include keyboarding, mouse movement and data entry skills to enter information accurately into the EPIC EMR
Ability to maintain composure during challenging interpersonal interactions
Ability to effectively organize and prioritize tasks in order to complete assignments within the time allotted to maintain standard workflow
Ability to work effectively as a team member who is flexible, cooperative and willing to assist others
Associates degree preferred
EPIC EMR experience preferred
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Nov 13, 2019
Full time
Silicon Valley Medical Development is recruiting full-time Patient Care Representatives for our El Camino Health Primary Care and Multi-Specialty Care outpatient practices located in Santa Clara County. The Patient Care Representative (PCR) is the primary point of contact for the practice’s patients. He/she contributes to the overall patient experience and satisfaction. Responsibilities include: answer telephone calls and relay messages, schedule appointments, verify patients’ demographics and insurance information. Additionally, the PCR will review patients’ medical records to assist with patient inquiries, requests for medication refills and coordinate Release of Record requests.
Patient Registration
Registers patients and updates existing patient accounts in a courteous and professional manner
Determines if patient has a co-payment or deposit; accepts and records receipt of payment; provides applicable waiver and obtains appropriate signatures; and, when appropriate, scans copy of patient’s photo ID, insurance card and/or waiver
Handles any system red flags as they are encountered
Assist patients with registering for MyCare health record system
Call Management
The following activities are performed when assigned to Call Management
Handles incoming calls, makes appointments, sends task to providers and support staff as needed
Assures all urgent calls are handled in a timely manner
Communication and Front-Office Procedures
The following activities are expected to be performed in a timely , courteous and professional manner in accordance with service level standards:
Greet patients and others entering the department
Schedules new or follow-up appointments
Responds to requests from patients, family members, physicians and staff
Electronic Medical Record (EMR) Documentation
Manages EMR in-basket(s), work queues and schedule templates as assigned
Cashiering
Reconciles cash sheet and cash drawer, completes daily and monthly deposit summaries
All other duties as assigned including department-specific functions and responsibilities
Contributes to the overall patient experience and satisfaction
Participates in performance improvement activities
Performs other duties as assigned
Adheres to HR, safety, HIPAA and compliance policies, and attendance requirements
Performs work in accordance with established schedules, policies and procedures
Requirements
High School Diploma or GED
Minimum 2 years of experience as a Patient Care Representative or in a customer service/guest relations role
Experience working with an EMR
Ability to accurately type a minimum of 40 WPM
Strong verbal and written communications, and active listening skills
Solid patient/guest relations skills with the ability to communicate in a professional, courteous and efficient manner
Excellent interpersonal and telephone communications skills
Legible handwriting
Basic math skills necessary to collect payments and balance cash drawer
Excellent attention to detail
Basic computer skills to include keyboarding, mouse movement and data entry skills to enter information accurately into the EPIC EMR
Ability to maintain composure during challenging interpersonal interactions
Ability to effectively organize and prioritize tasks in order to complete assignments within the time allotted to maintain standard workflow
Ability to work effectively as a team member who is flexible, cooperative and willing to assist others
Associates degree preferred
EPIC EMR experience preferred
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Universal Services Vital Restoration, Inc.
221 San Jose Avenue, San Jose, CA 95125, USA
Universal Services Vital Restoration, Inc. is looking for a dedicated PROJECT SCHEDULER for our emergency services restoration business in our San Jose office. Construction industry experience is a plus but not required for the right person who wants to learn the restoration/remediation business.
Responsibilities:
Work Crew Scheduling, client communications, and general office administration. Main point of contact for insurance adjusters and agents, homeowners, commercial clients, subcontractors and work crews.
Assign, schedule, and follow through project lifecycle of project with work crews.
Assist work crews by streamlining schedules and clarifying client communications.
Provide oversight to work crews and subcontractors to close the knowledge gaps.
Provide support for best practices and guidance on client satisfaction.
Project specific documentation control: create, upload, maintain project specific documentation and photos.
General support to the Operations Manager as required.
Our success depends upon the dedication of our employees and we have a position open immediately for the right fit to our team.
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Nov 13, 2019
Full time
Universal Services Vital Restoration, Inc. is looking for a dedicated PROJECT SCHEDULER for our emergency services restoration business in our San Jose office. Construction industry experience is a plus but not required for the right person who wants to learn the restoration/remediation business.
Responsibilities:
Work Crew Scheduling, client communications, and general office administration. Main point of contact for insurance adjusters and agents, homeowners, commercial clients, subcontractors and work crews.
Assign, schedule, and follow through project lifecycle of project with work crews.
Assist work crews by streamlining schedules and clarifying client communications.
Provide oversight to work crews and subcontractors to close the knowledge gaps.
Provide support for best practices and guidance on client satisfaction.
Project specific documentation control: create, upload, maintain project specific documentation and photos.
General support to the Operations Manager as required.
Our success depends upon the dedication of our employees and we have a position open immediately for the right fit to our team.
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.