3 Boutiques jobs in Point Pleasant Beach
Client Service Coordinator
08724 Brick Township, New Jersey
Banfield Pet Hospital
Posted 2 days ago
Job Viewed
Job Description
Client Service Coordinator
SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
ESSENTIAL RESPONSIBILITIES AND TASKS
· Live and exemplify the Five Principles of Mars, Inc. within self and team.
· Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
· Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients.
· Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
· Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
· Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
· Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
· Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
· Conduct administrative functions as necessary.
· Other job duties as assigned.
THE FIVE PRINCIPLES
· Quality - The consumer is our boss, quality is our work and value for money is our goal.
· Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
· Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure.
· Efficiency - We use resources to the full, waste nothing and do only what we can do best.
· Freedom - We need freedom to shape our future; we need profit to remain free.
HIRING QUALIFICATIONS / COMPETENCIES
Leadership - Customer Focus - Peer Relationships - Integrity & Trust
- Action Oriented - Preventative care and OWPs - Communication Skills - Client Service Skills - Priority Setting - Time Management
CAPABILITIES AND EXPERIENCE (CAN DO)
· Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
· Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
· Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
· Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
· Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
· Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
· Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
· Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.
ATTITUDES (WILL DO)
· Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
· Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
· Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
· Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned.
· Independence - Able and willing to perform tasks and duties without supervision.
· Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.
SPECIAL WORKING CONDITIONS
· Ability to work at a computer for long periods of time.
· Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
· Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
· Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
· The noise level in the work environment is moderately high.
· Requires sufficient ambulatory skills in order to perform duties while at hospital.
· Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
· Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
· Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
· Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
EXPERIENCE, EDUCATION AND/OR TRAINING
· High School Diploma or equivalent preferred.
· Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
· One year related experience required with customer service preferred.
· Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.
Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
ESSENTIAL RESPONSIBILITIES AND TASKS
· Live and exemplify the Five Principles of Mars, Inc. within self and team.
· Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
· Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients.
· Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
· Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
· Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
· Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
· Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
· Conduct administrative functions as necessary.
· Other job duties as assigned.
THE FIVE PRINCIPLES
· Quality - The consumer is our boss, quality is our work and value for money is our goal.
· Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
· Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure.
· Efficiency - We use resources to the full, waste nothing and do only what we can do best.
· Freedom - We need freedom to shape our future; we need profit to remain free.
HIRING QUALIFICATIONS / COMPETENCIES
Leadership - Customer Focus - Peer Relationships - Integrity & Trust
- Action Oriented - Preventative care and OWPs - Communication Skills - Client Service Skills - Priority Setting - Time Management
CAPABILITIES AND EXPERIENCE (CAN DO)
· Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
· Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
· Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
· Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
· Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
· Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
· Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
· Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.
ATTITUDES (WILL DO)
· Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
· Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
· Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
· Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned.
· Independence - Able and willing to perform tasks and duties without supervision.
· Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.
SPECIAL WORKING CONDITIONS
· Ability to work at a computer for long periods of time.
· Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
· Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
· Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
· The noise level in the work environment is moderately high.
· Requires sufficient ambulatory skills in order to perform duties while at hospital.
· Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
· Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
· Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
· Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
EXPERIENCE, EDUCATION AND/OR TRAINING
· High School Diploma or equivalent preferred.
· Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
· One year related experience required with customer service preferred.
· Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.
Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
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0
Client Service Coordinator

07733 Holmdel, New Jersey
Banfield Pet Hospital
Posted 16 days ago
Job Viewed
Job Description
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Description - External ESSENTIAL RESPONSIBILITIES AND TASKS - Live and exemplify the Five Principles of Mars, Inc. within self and team. - Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. - Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. - Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. - Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services - Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. - Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. - Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. - Conduct administrative functions as necessary. - Other job duties as assigned. THE FIVE PRINCIPLES - Quality - The consumer is our boss, quality is our work and value for money is our goal. - Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others. - Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. - Efficiency - We use resources to the full, waste nothing and do only what we can do best. - Freedom - We need freedom to shape our future; we need profit to remain free. HIRING QUALIFICATIONS / COMPETENCIES Leadership - Customer Focus - Peer Relationships - Integrity & Trust - Action Oriented - Listening Functional - Preventative care and OWPs - Communication Skills - Client Service Skills - Priority Setting - Time Management CAPABILITIES AND EXPERIENCE (CAN DO) - Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. - Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills. - Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order. - Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. - Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service. - Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions. - Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement. - Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc. ATTITUDES (WILL DO) - Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done. - Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment. - Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others. - Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned. - Independence - Able and willing to perform tasks and duties without supervision. - Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations. SPECIAL WORKING CONDITIONS - Ability to work at a computer for long periods of time. - Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.) - Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings. - Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently. - The noise level in the work environment is moderately high. - Requires sufficient ambulatory skills in order to perform duties while at hospital. - Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds. - Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment. - Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. - Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances. EXPERIENCE, EDUCATION AND/OR TRAINING - High School Diploma or equivalent preferred. - Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances. - One year related experience required with customer service preferred. - Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred. WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER. Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
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1
Senior Client Service Associate - Red Bank, NJ
07724 Eatontown, New Jersey
Raymond James Financial, Inc.
Posted 6 days ago
Job Viewed
Job Description
**Job Summary**
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Essential Duties and Responsibilities**
- Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.
- With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.
- Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
- Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.
- For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
- Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles.
- May enter orders at the direction of the Financial Advisor.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
**Knowledge of**
- Company's working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
**Skill in**
- Client Relationship Management (CRM) software, or similar contact management software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to**
- Operate standard office equipment and using required software applications to produce
correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
**Education/Previous Experience**
- High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Essential Duties and Responsibilities**
- Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies.
- With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments.
- Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
- Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.
- For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
- Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles.
- May enter orders at the direction of the Financial Advisor.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
**Knowledge of**
- Company's working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
**Skill in**
- Client Relationship Management (CRM) software, or similar contact management software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to**
- Operate standard office equipment and using required software applications to produce
correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
**Education/Previous Experience**
- High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
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