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AACI  (1) Solutions Wealth Management  (1)
Client Service Administrator
$40,000 - $50,000 yearly
Solutions Wealth Management San Jose, CA, USA
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.    
AACI
Nurse Manager
$19.00 hourly
AACI 2400 Moorpark Avenue, San Jose, CA, USA
Join us in our mission to strengthening the hope and resilience of our community members by improving their health, mental health and well-being. The Nurse Manager manages both of our primary care clinics including assisting the Medical Director and other providers with patient care, maintaining, developing and monitoring clinical protocol, and supervising clinic registered nurses and other ancillary staff. The Nurse Manager will also conduct health education, provide nursing services to clients, and promote the well-being of clients. Duties include triaging incoming calls; providing nursing advice to callers; arranging for health screenings, and maintaining client assessment and progress notes.  We provide our employees:  11 Paid Holidays and your Birthday off!  Paid Vacation and Sick time Comprehensive benefit plan with four Health Plan Options 403(b) Retirement Plan with match Professional development opportunities Eligibility for student loan repayment assistance Sign on bonus AACI named Bay Area Top Workplaces 2019 The ideal candidate: Registered Nurse license from California  Two years nursing experience  Strong verbal and written communication skills Working knowledge of health promotion techniques and health issues Bilingual preferred Apply now and join a great team of caring people.  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 26, 2019
Full time
Join us in our mission to strengthening the hope and resilience of our community members by improving their health, mental health and well-being. The Nurse Manager manages both of our primary care clinics including assisting the Medical Director and other providers with patient care, maintaining, developing and monitoring clinical protocol, and supervising clinic registered nurses and other ancillary staff. The Nurse Manager will also conduct health education, provide nursing services to clients, and promote the well-being of clients. Duties include triaging incoming calls; providing nursing advice to callers; arranging for health screenings, and maintaining client assessment and progress notes.  We provide our employees:  11 Paid Holidays and your Birthday off!  Paid Vacation and Sick time Comprehensive benefit plan with four Health Plan Options 403(b) Retirement Plan with match Professional development opportunities Eligibility for student loan repayment assistance Sign on bonus AACI named Bay Area Top Workplaces 2019 The ideal candidate: Registered Nurse license from California  Two years nursing experience  Strong verbal and written communication skills Working knowledge of health promotion techniques and health issues Bilingual preferred Apply now and join a great team of caring people.  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.  

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