Job Summary:

• Handle all outbound calls and inbound calls
• Offer exceptional customer service
• Answer questions and concerns from owners, vendors, and brokers
• Resolve customer issues with minimal supervision
• Address escalated phone calls
• Update and analyze file tracking system notes
• Understand and interpret transfer documents
• Communicate status of the transfer process with the customer
• Handle Demand and Forfeit Process
• Monitors and manages assigned data

Skills on Resume: 

• Communication Skills (Soft Skills)
• Customer Service Excellence (Soft Skills)
• Problem Solving (Soft Skills)
• Conflict Resolution (Soft Skills)
• Data Management (Hard Skills)
• Document Interpretation (Hard Skills)
• Process Management (Hard Skills)
• Monitoring and Reporting (Hard Skills)

Job Summary:

• Maintain positive relationships with existing clients, as well as external and internal stakeholders.
• Provide the highest levels of service, proactively and reactively engaging and supporting with clients.
• Organize and manage all related administrative processes effectively and efficiently. 
• Learn and develop skills relevant to the operations.
• Promote and support the corporate visions, values, and brand identity by acting as an ambassador of the company.
• Reporting clients and consultants as directed by Investment Management Agreements (i.e. performance reports, transaction reports, proxy voting reports, etc.)
• Complete compliance reports and process transactions
• Prepare client meeting books for review by client service representatives
• Send daily trade reports to various custodians and to senior management at TSW
• Maintain account information on an internal database
• Reports to include performance and attribution

Skills on Resume: 

• Relationship Management (Soft Skills)
• Customer Service (Hard Skills)
• Administrative Organization (Hard Skills)
• Adaptability and Learning (Soft Skills)
• Brand Ambassadorship (Soft Skills)
• Reporting and Compliance (Hard Skills)
• Transactional Processing (Hard Skills)
• Database Management (Hard Skills)

Job Summary:

• Support governance and risk management processes and UBS' ability to maintain effective controls.
• Ensure reliability and integrity of financial and operational information.
• Understand risks associated with delivery area and apply this knowledge to processes/metrics/outputs.
• Exercise professional judgement in the performance of work.
• Manage client on- and offboarding cases and facilitate lifecycle events (e.g. client requests or other service delivery issues) for client-related reviews.
• Support in the preparation of sales pitches, client meeting and cross-selling for existing clients
• Advise clients to make the right choice when selling services/products
• Give clear and accurate information based on the current immigration & visa laws & policies
• Assist in providing a road map to clients in achieving vision and dreams
• Proactively understand and respond to client’s inquiries
• Assist clients at all times, to help process the application.

Skills on Resume: 

• Governance and Risk Management (Hard Skills)
• Financial and Operational Integrity (Hard Skills)
• Risk Awareness (Hard Skills)
• Professional Judgement (Soft Skills)
• Client Lifecycle Management (Hard Skills)
• Sales Support and Cross-Selling (Hard Skills)
• Consultative Advisory (Soft Skills)
• Legal and Compliance Knowledge (Hard Skills)

Job Summary:

• Direct client contact, answer questions about accounts, etc.
• Prepare and process new account paperwork
• Process service requests for clients
• Prepare correspondence and maintain client files
• Prepare/process paperwork, service requests, and back-office support
• Work with the team to ensure client experience
• Complete various projects and administrative functions
• Assist with client events and conduct client outreach
• Maintain relationships with current clients and provide the highest level of customer service to retain and increase current business
• Work with decision-makers to ensure day-to-day client questions, concerns and requests are being addressed
• Assist with client implementation by completing assigned tasks and establishing trusting relationships with key client contacts

Skills on Resume: 

• Client Communication and Relationship Management (Soft Skills)
• Administrative Skills (Hard Skills)
• Customer Service Excellence (Soft Skills)
• Team Collaboration (Soft Skills)
• Project Management (Hard Skills)
• Event Coordination and Client Outreach (Soft Skills)
• Problem Solving and Decision Making (Hard Skills)
• Client Implementation Support (Soft Skills)

Job Summary:

• Answering questions regarding and selling cord blood banking
• Providing prospects with the benefits of the program and persuading them to enroll
• Assisting clients with the completion of enrollment forms and reviewing submitted forms for accuracy and completeness
• Conducting follow-up with clients to set expectations and provide for an exceptional client experience
• Using an internal database system to keep track of every call, following up on leads, placing outgoing calls to potential clients who have called but have not yet enrolled
• Placing outbound calls to physician offices promoting product services and maintaining brochure inventories
• Developing and maintaining relationships with these offices
• Responsible for coordinating quarterly reports, incentive reports, and aggregate reports
• Work with the screening team to schedule and coordinate onsite events
• Follow in alignment with Sterling Wellness Solutions core values of integrity, collaborations, innovation, adaptability, and empowerment

Skills on Resume: 

• Effective Communication Skills (Soft Skills)
• Sales and Persuasion (Hard Skills)
• Client Relationship Management (Soft Skills)
• Database Management (Hard Skills)
• Outbound Calling Skills (Hard Skills)
• Reporting and Documentation (Hard Skills)
• Event Coordination (Hard Skills)
• Adherence to Core Values (Soft Skills)

Job Summary:

• Manage and track all prospective client interactions.
• Ensure the transition and conversion from prospect to client goes smoothly.
• Maintain structure throughout each Advisor’s book of business.
• Follow internal systems, which will ensure client interaction is indistinguishable regardless of the Advisor.
• Work within a team to design and implement Frontier’s workflows.
• Handle day-to-day tasks for all client relationships.
• Schedule, orchestrate and attend all in-person and phone meetings (as Advisor requests).
• Prepare the client paperwork with a keen eye for detail
• Liaison and first point of contact for firm clients, and daily needs (distributions, contributions, and routine requests)
• Maintain client records in Salesforce, and client portals
• Assemble standard client reports as requested by the client or in anticipation of client meetings with advisory time
• Heavy external and internal correspondence via phone and email 

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Organizational Skills (Hard Skills)
• Team Collaboration (Soft Skills)
• Communication Skills (Soft Skills)
• Attention to Detail (Hard Skills)
• Client Service Orientation (Soft Skills)
• Technical Proficiency (Hard Skills)
• Adaptability and Initiative (Soft Skills)

Job Summary:

• Assists advisors and high net-worth clients with servicing requests including new account paperwork, money movements, journals, wires and check deposits and various maintenance tasks.
• Performs a broad range of professional and personal support duties to ensure that the office and related work are being managed timely, efficiently, and effectively
• Serves as initial contact support for advisors and high-net-worth clients
• Conducts phone calls with custodians to research potential issues and resolutions with client accounts
• Utilizes and maintains CRM database with updated information and documentation
• Identifies processing improvements, recommends and works with other team members to help implement effective solutions
• Adheres to company security policies and maintains confidentiality of client records and information
• Scheduling, expense reports, and travel
• Maintain a positive attitude both inside and outside of the office
• Uphold a commitment to personal and professional growth and advancement

Skills on Resume: 

• Client Servicing Skills (Hard Skills)
• Administrative Support (Hard Skills)
• Customer Relationship Management (CRM) (Hard Skills)
• Problem Solving and Research (Hard Skills)
• Process Improvement (Hard Skills)
• Confidentiality and Security Compliance (Hard Skills)
• Organizational Skills (Hard Skills)
• Professionalism and Growth Orientation (Soft Skills)

Job Summary:

• Help the clients meet rehabilitation and fitness goals. 
• Greet and assist clients, demonstrating excellent customer service
• Effectively schedule appointments using practice management software
• Understand and clearly communicate benefit and payment options
• Answer multi-line phone system and manage messaging
• Understand and follow all company policy and procedures
• Maintain strong knowledge of all PSM services and offerings
• Collect payment at the time of service
• Receive and distribute mail, faxes and deliveries
• Ensure sufficient stock of office supplies, forms, and materials

Skills on Resume: 

• Knowledge of Rehabilitation and Fitness (Hard Skills)
• Customer Service (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Communication of Benefit and Payment Options (Hard Skills)
• Phone System Management (Hard Skills)
• Adherence to Policies and Procedures (Hard Skills)
• Knowledge of Services and Offerings (Hard Skills)
• Payment Collection (Hard Skills)

Job Summary:

• Nurture relationships with the client base through calls conducted monthly/quarterly or based on client concerns and issues
• Manage and track client orders for birthday and anniversary celebrations
• Review, manage, and follow up on email correspondence from clients on a variety of questions in a department inbox
• Work with operational support teams to coordinate appropriate internal resources to investigate client complaints/concerns
• Provide client training and retraining
• Record all meeting notes and ensure communication is distributed for any operations tasks
• Responsible for client system setup from an overview of the product to a satisfied client testimonial of experience
• Provide consultative support for clients in all areas of front office support and client education on software offerings
• Coordinate client visits to the corporate office with internal departments and clients via agenda creation

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Order Management (Hard Skills)
• Email Correspondence Management (Hard Skills)
• Complaint Handling (Hard Skills)
• Client Training (Hard Skills)
• Meeting Management (Hard Skills)
• Client Onboarding (Hard Skills)
• Consultative Support (Soft Skills)