• Welcomes patients and visitors by greeting patients and visitors, in person or on the telephone and answering or referring inquiries to the proper party.
• Performs general administrative duties such as preparing letters, memoranda and reports answering telephone, preparing incident reports, photocopying, etc.
• Works with the treatment team, facilitating interaction and communication between team members for the overall benefit of the person served.
• Monitor scheduled appointments by calling the client in advance
• Optimizes client' satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.
• Utilizes automated (or if unavailable, manually) computer software to schedule appointments, take messages for physician visits and services
• Effectively communicates such information to the appropriate party per established protocols or rules of client.
• Assist the physician or registered nurse in each assign clinic by organizing the schedule, preparing forms, calling clients, etc.
• Point of contact for client requests via phone and email.
• Ensure client requests are responded to quickly and accurately, with no request slipping through the cracks.
• Develop and document best practices for various client service activities.

Skills: Customer Service Orientation, Administrative Skills, Team Collaboration, Appointment Scheduling, Computer Proficiency, Effective Communication, Clinical Support, Client Relationship Management

• Handle a moderate volume of inbound and/or outbound calls.
• Communicate with customers via email and/or chat.
• Identifying solutions for customer issues using resources provided.
• Provide accurate, valid and complete information by using the right methods/tools.
• Keep records of customer interactions, process customer accounts and file documents.
• Meet personal and team-based productivity and efficiency goals.
• Follow communication procedures, guidelines and policies
• Participate in client meeting scheduling, and preparation, and attend client meetings/events
• Prepare and process client applications, documents, and agreements, ensuring the highest level of accuracy.
• Coordinate and execute inbound and outbound money movement on behalf of clients.
• Execute new client onboarding activities.
• Track and record client interactions, activities, and meetings in CRM system.

Skills: Customer Service Skills, Problem-Solving, Information Accuracy, Documentation and Record-Keeping, Goal Orientation, Adherence to Procedures, Client Meeting Support, Client Onboarding and Support

• Collaborate with the Firm’s client advisors on upcoming client meetings or client reviews to determine all that is needed in advance
• Organize all required paperwork, investment schedules, and supporting documents for meetings
• Process client requests in a timely, accurate fashionvincluding new account opening, money movements, statement or tax form requests, address or beneficiary changes, and account re-registrations
• Maintain the firm’s CRM (Salesforce), ensure all meeting notes are updated, client tasks are properly tracked, and client information changes are reflected.
• Oversee the onboarding of new clients, including the preparation of new client kits, account opening and transfers, online access setup, and maintain active communication with clients regarding the status of all open items
• Act as primary liaison with custodians (TD Ameritrade, Schwab, and Fidelity) on client issues, transaction requests, account opening & closing activities
• Serve as initial point of contact for all incoming client inquiries and requests.
• Support internal data tracking with regards to client asset flows, new clients, and new accounts.
• Participate in internal projects and technology initiatives 
• Make proactive recommendations for improvement.

Skills: Client Relationship Management, Organizational Skills, CRM Management, Client Onboarding, Custodian Liaison, Process Improvement, Client Request Processing, Team Collaboration

• Serves customers by providing product and service information and resolving product and service problems.
• Contact small and midsize business (SMB) clients in accordance with assigned account base 90 days in advance of contract renewal. 
• Up-sell add-on service offerings to increase client billings. 
• Work with SMB client to insure all outstanding invoices remain current and qualify billing information such as contact name, address, service levels, purchase orders and enrollments, intent to renew
• Work with accounting team to insure client information is accurate.
• Maintain, update and correct customer account information for assigned client base as requested by the client
• Work with other departments to ensure all updates are performed by contractual guidelines. 
• Perform account reconciliations and account summaries upon request. 
• Provide support to clients using the portal.
• Provides support by phone and email to new and existing escrow clients.

Skills: Customer Service, Account Management, Sales and Upselling, Billing and Invoicing, Data Management, Cross-Functional Collaboration, Financial Reconciliation, Client Support and Communication

• Reviews and updates verification projects weekly to ensure testing is on track for completion by the designated completion date.
• Completes required reports by the SLA.
• Responsible for onboarding new Escrow clients.
• Process terminations, unscheduled billing and credit request when required for assigned accounts.
• Resolves product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to resolve the problem
• Expediting correction or adjustment, and following up to ensure resolution.
• Conducts outbound phone calls and emails in an attempt to collect payment for past due renewal and verification invoices.
• Keeps accurate records and reporting on collection activity.
• Contributes to team effort by accomplishing related results
• Interact with Engineering on the technical aspects of the repair, losses greater than $7,500, and education of equipment and/or parts

Skills: Project Management, Reporting Skills, Client Onboarding, Account Management, Problem Solving, Collections, Record Keeping, Technical Collaboration

• Good service attitude, service industry is welcome.
• Good in data processing and detailed oriented
• Strong experience in HR experience, payroll knowledge
• Excellent command of written English, CET4 or above
• Good team spirit, communication and interpersonal skill
• Good computer skills particularly in Excel, Word and PPT
• Experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills

Qualifications: BA in Business Administration with 2 years of Experience

• Experience in Sales Operation, Sales Analytics, or Finance with a focus on Sales
• Advanced data modeling and presentation skills
• Strong analytical skills with ability to understand and develop insights into complex business and market data
• Ability to draw reasoned conclusions based on sound data interpretation.
• Strong attention to detail, with ability to zoom out and also see the larger picture, and put things into context
• Expertise with Excel, Pivot Tables, and PowerPoint
• Strengths within more than one or more of the following SFDC, Tableau, Cisco MBR, Goaling systems, Business Objects and related tools
• Understanding of Cisco business data structures and business processes is a big plus
• Experience in Customer Service 
• Track record of success in building relationships and delivering exceptional customer service
• Ability to work autonomously and in a team setting
• Ability to read vendor invoices and field service reports, and apply grammatical skills and analytical skills with attention to detail
• Ability to communicate professionally both written and verbal in an excellent manner
• Excellent organizational and time management skills with the ability to prioritize, and outstanding customer service skills

Qualifications: BA in Communication with 4 years of Experience

• Strong listening skills (Attentive, Active and Objective)
• Strong Clear, articulate verbal communication skills
• Maintain composure under stress
• Ability to ask probing questions in a polite and professional manner
• Proficient in Microsoft Word, Excel
• Ability to learn and proficiently use internal computer systems and all related Service Center software and technical tools
• Ability to research and analyze information
• Accountable/Reliable and detail Oriented
• Strong service-oriented (positive, empathetic, patient and solution focused)
• Ability to handle tasks with competence, confidence and efficiency
• Ability to multi-task without errors
• Ability to relate to others in a respectful, cooperative manner
• Ability to support client retention program
• Ability to respond to complex customer inquiries with poise and confidence

Qualifications: BA in Marketing with 3 years of Experience

• Excellent written and verbal communication skills.
• Excellent analytical and interpersonal skills.
• Excellent organizational skills and ability to work independently.
• Experience with Current Procedural Terminology (CPT) and Internal Classification of Diseases (ICD-9/ICD-10) coding structures.
• Knowledge of Preferred Provider Organization (PPO) structures.
• Successful completion of a course in medical terminology.
• Experience processing medical insurance claims or fielding inquiries regarding medical insurance claims.
• Ability to maintain own workflow and meet deadlines
• Ability to respond to frequent demands of multiple customers (internal and external)
• Improves results by generating, encouraging and supporting new ideas

Qualifications: BA in Psychology with 2 years of Experience

• Be proficient in Microsoft Word, Excel & Outlook
• Be able to perform internet-related research
• Perform general clerical duties to including photocopying, faxing, mailing and filing
• Possess excellent communication skills, both written and oral
• Work well under pressure
• Possess the ability to multi-task
• Possess experience in customer service
• Perform cohesively as a team member
• Possess the ability to apply effective listening skills
• Be dependable, honest, and ethical
• Experience in creating a culture of mutual respect and value for effective communication skills and strategies

Qualifications: BA in Sociology with 3 years of Experience