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Translation Services Coordinator
CareOregon, Inc.
Remote, United States
Utilize program software to generate quality assessment reports to support the standards, including reading level requirements.
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Campus Recruiting Program Manager (West Region)
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Irvine, CA · Los Angeles, CA · San Diego, CA · Sacramento, CA · Walnut Creek, CA
Drive continuous improvement for evaluating program effectiveness, candidate experience, and market trends; recommend enhancements and best practices for use across Business Centers.
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AC
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Bedford, NH
- $100,000 USD / year
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Griffith Foods International Inc.
Chicago, IL
- $20 USD / hour
Griffith Foods is hiring a Social Media and Content Intern to support the development and execution of external communications across the company’s digital channels. This role will provide…
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Receptionist is responsible for welcoming patients and offering administrative support within a physician practice or center. This may include the following responsibilities:
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Las Vegas, NV
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Occupational Therapist Home Health-Per Diem
PF Development 15, L.L.C.
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…variable schedule and per diem associates which are designed to support whole-person well-being. Among these benefits, Humana provides paid time off, 401(k) retirement savings plan,…
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Enterprise AI Portfolio Principal
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Mortgage Claims Specialist III - Remote
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Remote, United States
- $19.33 to $28.89 USD / hour
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Mortgage Claims Specialist II - Remote
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Law Clerk, St. Louis County, Hibbing, Judge Pattni
the Minnesota Judicial Branch
Hibbing, MN
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…Because of that, we offer affordable yet competitive benefits to support you and your family’s wellbeing. Our comprehensive benefits package for eligible employees includes health and…
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Red Team Infrastructure - SME
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B&A delivers secure, innovative, and mission-critical IT solutions to support the United States Government across all three branches - Executive, Legislative, and Judicial - focused on…
Added 1 min ago
Research Associate
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Fort Branch, IN
…largest corn genetic pools and the fourth-largest corn research program. Through our combined expertise, we continue to push the boundaries of innovation, delivering top-tier seed solutions…
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SF
Assistant Store Manager
Smart Foodservice Stores LLC
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NW NARCH Summer Institute Project Coordinator
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Portland, OR
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Jefferson Bank

Client Services Assistant Intern

San Antonio, TX, United States

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Job details

Posting language: English

Original job description

JOB FUNCTION:

1900 Wealth Internship: To provide high level customer service and administrative support to 1900 Wealth officers, their clientele, and the tenured Client Service Assistant.

DUTIES & RESPONSIBILITIES:

Provide excellent customer service
Assist in the delivery of all firm services through support of lead advisors.
Process client requests with priority.
Continue to drive and improve the client experience.
Account Administration
Onboard new accounts and asset transfers.
Review account applications for completeness and compliance requirements.
Conduct account level updates for client needs and preferences.
Manage and maintain confidential client/prospect information through CRM databases, will review paperwork regularly and update as needed.
Cash Management
Set up and monitor recurring portfolio distributions.
Process ACH and wire transfer requests.
Monitor cash levels for fees, distributions, and other cash needs.
Process quarterly billing and reconcile at account level.
Portfolio Performance
Prepare performance review packets for client meetings.
Maintain quarterly performance reports for client portal.
Help create customer reports when needed.

MINIMUM QUALIFICATIONS:

Work Experience

Jr. or Sr. in an accredited 4-year college program.
Strong ability to prioritize with focus on client service and effective communication.
Able to identify process improvement needs and work to resolution.

Preferred Experience (Optional)

Administrative office experience.

Supervisory Experience

Education/Skills/Experience

Actively working towards their bachelor’s degree.
Must be highly organized and able to adapt quickly to changing priorities.
Must demonstrate integrity and accountability.
Must be detail oriented.

Equipment/Machines/Software

Excellent computer literacy in Microsoft Programs (Outlook, Word, Excel, and PowerPoint).
Ability to use Internet Browsers.
Ability to work with office equipment such as multi-lined telephones, copiers, scanners, shredders, and fax.
Ability to learn new computer software programs.

Competency Requirements

Proven organizational skills with ability to multi-task and follow assigned tasks through completion.
Ability to work independently with minimal supervision.
Must have the ability to work with affluent clients.
Must be accustomed to a fast-paced office environment.
Must have problem solving skills to proactively think of solutions.

Physical Requirements

Must be able to reach, bend and lift files up to 15 pounds.
Must be able to sit for most of the day in front of a computer.
Must be able to speak to and hear customers.
Must be able to be mobile in an office environment to access file cabinets, office machines and other equipment used.
Must be able to type on a keyboard and read a computer screen.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that the employee is responsible for. Duties and tasks may be assigned by the management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission’s Website To View The “Know Your Rights” Poster

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

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