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 in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
Locations (2)
Washington, District of Columbia, United States
New York, New York, United States
Compensation
DC: Salary range for the position: $35,630 and $85,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. NY: Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment.
Responsibilities
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity
Schedule Patients for Diagnostic Exams and Procedures, Assist with Authorization and Verifications, Checking Patients In / Out, Answering Multiple Phone Lines, Provide Accurate and Complete Information to Billing Office, Insurance Verification, Ensure Accuracy of Patient Data Entered Into System, Process Requests and Filing of Patient Records
Compensation
Compensation is determined based on several factors, including experience, certifications, skills, internal equity, geographic location, and business needs. Benefits and bonus eligibility vary based on position and employment status.
Responsibilities
Schedule Patients for Diagnostic Exams and Procedures
Assist with Authorization and Verifications
Checking Patients In / Out
Answering Multiple Phone Lines
Provide Accurate and Complete Information to Billing Office
Requirements
Nice to have: Experience in Authorizations and Insurance Verification
To be the advocate for our guests and consistently meet our guests’ expectations by providing a friendly, helpful, easy, and safe shopping experience. Responsible for projecting oneself in a professional manner and maintaining a neat and clean work area at all times. Responsible for supervising the Guest Service area.
Compensation
Pay Range: $18.00- $25.50
Responsibilities
Greet, make eye contact and thank each guest that you service
Deliver a friendly, helpful, easy, and safe shopping experience
Project oneself in a professional manner in accordance with dress code and personal grooming policy
Work in a safe manner and maintain a neat and clean work area
Ensures all crew members are Wowing the Customer through personal contact with customers
Trains the crew on the B.E.S.T. customer service experience; ensuring that each guest has a fast, friendly check out experience
Helps oversee the daily activities of all store associates, ensuring they are performing their duties effectively and providing excellent customer service
Assists with the receiving, unpacking, and organizing of new stock to ensure items are quickly and efficiently placed on the sales floor
Acts as Manager on Duty when needed, taking full responsibility for store operations, staff management, customer service, and addressing any urgent issues
Responsible for the annual contractual review process for Host Home Providers, providing information to the matching team on homes with availability for placement, maintaining and auditing files for compliance, working with management to develop and implement a Mentor retention plan, coordinating ongoing Mentor appreciation activities and developing continuing education sessions.
Compensation
$45,760.00 a year
Responsibilities
Responsible for the annual contractual review process for Host Home Providers
Provide information to the matching team on homes with availability for placement
Maintain and audit files regularly for compliance
Work with the management team to develop and implement a Mentor retention plan
Coordinate ongoing Mentor appreciation activities and develop continuing education sessions
Requirements
Bachelor’s degree in human services
Nice to have: Two years of related human services experience
Nice to have: Equivalent combination of education and experience
Join the fast-paced, FUN work atmosphere as a Store Team Member and MAKE SHEETZ HAPPEN! Engage customers with hospitality in all aspects of their Sheetz experience.
Compensation
Additional $1.50/hr. for working 10pm-6am
Responsibilities
Welcome customers to our stores with top-tier customer service
Make magic happen by serving up quality food and beverages made to exact customer specifications in a safe, fast and friendly manner
Manage transactions at check-out, while keeping an eye on appropriate sales of restricted products
Keep thingz clean in the store, kitchen, and dining areas
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