Client Service Associate

85003 Phoenix, Arizona NFP

Posted 1 day ago

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Job Description

Client Service Associate

Purpose of the Position:

Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and participants related to transactional work duties. This includes obtaining policy values, updated process instructions from insurance carriers, facilitating form completion and submission, preparing templatized work product for reporting and deliverables, as well as whatever else is needed in support of our plan administration. Your purpose will be to manage the day-to-day deliverables assigned to you, manage the task calendar, provide project support where needed, maintain communication between the team, carriers and participants, and deliver client work in a timely and accurate fashion to meet the strategic client goals for their programs. This includes clear and concise communication, an understanding of carrier form requirements, and basic understanding of life insurance and policy services.

This role will be responsible for tracking client-related duties as assigned under the direction of a Plan Manager. This position requires knowledge of life insurance, life insurance forms and processes, great attention to detail, and the ability to manage multiple projects at one time. In addition, following up on all client service administration and attending staff meetings to serve as liaison between Plan Management and other departments.

Essential Functions:

  • Excellent communication & impeccable organizational skills
  • Time management
  • Detail oriented
  • Analytical thinker
  • Collaboration skills
  • High process skills
  • Willing to do what's needed to meet a client deliverable
  • Anticipate what is needed.
  • Not easily frustrated
  • Servant leadership mentality
  • Follow-up with Team Members to ensure tasks are being completed with deadlines
  • Other duties and responsibilities as assigned by leadership
Knowledge Base:
  • General knowledge of insurance and insurance transactions
  • General knowledge of estate planning and wealth management a plus
  • Computer and office equipment experience, including word, excel & database entry
  • Attention to detail and accuracy of work are imperative
  • Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
  • Good communications skills with an ability to speak to staff and advisors clearly and concisely
  • Ability to apply common sense, understanding and able to carry out detailed but uninvolved written or oral instructions
Work Experience:
  • 5+ years of experience in life insurance and general business planning
  • Ideally, the experience should be in servicing and underwriting with strong knowledge individual life insurance procedures.


Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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CLIENT SERVICE COORDINATOR

85213 Mesa, Arizona Banfield Pet Hospital

Posted 1 day ago

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Job Description

A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication. Work in a fun team environment that offers a clear career path you can pursue if continued growth and learning is your goal.
JOB SUMMARY
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 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
Every associate including the CSC has an important contribution to make to the veterinary team. We're looking for CSCs who are dedicated to their work, have a positive attitude and use our 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:
o Customer Focus
o Peer Relationships
o Integrity & Trust
o Action Oriented
o Listening
· Functional
o Preventative care and OWPs
o Communication Skills
o Client Service Skills
o Priority Setting
o 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 of 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 and expression, 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.
We believe that embracing inclusion and diversity enables us to live our Purpose:
A BETTER WORLD FOR PETS.
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Client Service Representative

85286 Tempe, Arizona Banfield Pet Hospital

Posted 1 day ago

Job Viewed

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Job Description

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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Client Service Coordinator

85282 Tempe, Arizona Banfield Pet Hospital

Posted 1 day ago

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Job Description

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
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Client Service Coordinator

85213 Mesa, Arizona Banfield Pet Hospital

Posted 1 day ago

Job Viewed

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Job Description

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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Client Service Coordinator

85142 Queen Creek, Arizona Banfield Pet Hospital

Posted 1 day ago

Job Viewed

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Job Description

Job Description
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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Client Service Associate

85282 Tempe, Arizona JPMorgan Chase

Posted 1 day ago

Job Viewed

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Job Description

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
**Job Responsibilities**
+ Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
+ Develop long term client relationships
+ Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
+ Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
+ Proactively discuss client trends/issues with internal partners to further customize solutions for clients
+ Actively participate in deal team meetings as new products and services are added to clients
+ Influence internal partners to recommend products and services based on knowledge of client behaviors
+ Learn and understand existing and upcoming technologies to support client consultation and requests
+ Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
+ Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
**Required qualifications, capabilities and skills**
+ Data Analytics & Change Management experience
+ Ability to influence others without direct supervision
+ Ability to provide quantifiable management reporting & present findings
+ Project Management & Execution
+ Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
+ Strategic thinking with the ability to adapt to change
+ Demonstrated team building skills and ability to work in a team environment
+ 3+ years of client facing work experience
**Preferred Qualifications, capabilities and skills**
+ Comprehensive knowledge of Treasury Services and/or Custom Card products
+ Bachelor of Science or Business Administration Degree
+ Passion for learning new operating models, technologies, and industry trends
+ Google G suites / Microsoft Office adept
**Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.**
+ Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
+ Help the community through expansive volunteer opportunities
+ Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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Client Service Representative

85003 Phoenix, Arizona Ajilon

Posted 3 days ago

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Job Description

Ajilon - JobID: FE09CB3A-5CC7-4398-922A-D0132272288A (Customer Service Representative) As a Client Service Representative at Ajilon, you'll: Be responsible for outstanding customer satisfaction; Handle all questions and inquiries as needed; Perform data entry of relevant information, notes and additional information; Perform day-to-day work flow as directed and maintain company standards of excellence.Hiring Immediately >>

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Client Service Associate

85280 Tempe, Arizona Jackson Hewitt

Posted 8 days ago

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Job Description

Permanent
Benefits:
  • Company parties
  • Flexible schedule
  • Opportunity for advancement

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today!

Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us!

No matter your work background or experience level, we welcome you to apply !

Perks:

  • Corporate discount program
  • Opportunities for advancement within the organization or as a tax pro
  • Tax preparation training
  • Continuing tax education
  • And More!

What you need:
  • Strong interpersonal and communication skills
  • Experience in a fast-paced retail environment
  • Basic computer proficiency and ability to troubleshoot
  • Prior customer service or sales experience preferred, but not required
  • Willingness to learn and grow in a customer-focused role

If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!

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Client Service Associate

85280 Tempe, Arizona JPMorgan Chase Bank, N.A.

Posted 26 days ago

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Job Description

Permanent
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities

  • Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
  • Develop long term client relationships
  • Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
  • Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
  • Proactively discuss client trends/issues with internal partners to further customize solutions for clients
  • Actively participate in deal team meetings as new products and services are added to clients
  • Influence internal partners to recommend products and services based on knowledge of client behaviors
  • Learn and understand existing and upcoming technologies to support client consultation and requests
  • Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
  • Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

Required qualifications, capabilities and skills
  • Data Analytics & Change Management experience
  • Ability to influence others without direct supervision
  • Ability to provide quantifiable management reporting & present findings
  • Project Management & Execution
  • Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
  • Strategic thinking with the ability to adapt to change
  • Demonstrated team building skills and ability to work in a team environment
  • 3+ years of client facing work experience

Preferred Qualifications, capabilities and skills
  • Comprehensive knowledge of Treasury Services and/or Custom Card products
  • Bachelor of Science or Business Administration Degree
  • Passion for learning new operating models, technologies, and industry trends
  • Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Apply Now
 

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