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Evolve Talent Partners
San Francisco, CA, United States
Job Description Job Description Client Service Specialist Wealth Management Firm San Francisco, California (hybrid) Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of their San Francisco office. The ideal candidate has at least three years of relevant industry experience, is org
Job Source: Evolve Talent PartnersSummitry
San Mateo
Job Description Job Description Client Service Specialist Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable adv
Job Source: SummitrySummitry
San Mateo, CA, United States
Job Description Client Service Specialist Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helpin
Job Source: SummitryClear Concepts Management
Richmond, CA, United States
If you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of customer service expertise wh
Job Source: Clear Concepts ManagementMercer Advisors Inc
Walnut Creek, CA, United States
Job Category : Client & Operations Support Requisition Number : CLIEN001691 Apply now Posted : May 1, 2024 Full-Time Locations Showing 1 location Description Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families
Job Source: Mercer Advisors IncClear Concepts Management
Richmond
Job Description Job Description If you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundatio
Job Source: Clear Concepts ManagementRoots Community Health Center
Oakland
Job Description Job Description P OSITION S UMMARY : The Client Services Specialist must be committed to the mission, vision, and services of Roots. This position is responsible for serving as the first point of contact for prospective clients and requires direct communication with clients to help determine eligibility or need fo
Job Source: Roots Community Health CenterEvolve Talent Partners
San Francisco
Job Description Job Description Client Service Specialist Wealth Management Firm San Francisco, California (hybrid) Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of their San Francisco office. The ideal candidate has at least three years of relevant industry experience, is org
Job Source: Evolve Talent PartnersOakland, CA, United States
P OSITION S UMMARY :
The Client Services Specialist must be committed to the mission, vision, and services of Roots. This position is responsible for serving as the first point of contact for prospective clients and requires direct communication with clients to help determine eligibility or need for services.
E SSENTIAL F UNCTIONS :
Obtains client information by answering incoming calls; interviewing clients; verifying information
Assess client needs and assist with service referrals and connections
Assist clients in completing Medi-Cal application
Informs clients by explaining procedures, answering questions, providing information
Work with Navigators and other staff in supporting mutual clients
Follow up with potential clients regarding missed appointments
Perform other duties as assigned
SECONDARY FUNCTIONS: Ability to multitask
Ability to speak clearly and concisely
Team player with a positive attitude
Ability to type at least 50 wpm
Active listener with strong data entry skills
Complete all required documentation and reports in a timely fashion
Input client information
Carry out all assigned responsibilities in a professional manner;
Administrative duties such as filing, telephone calls, etc.
E DUCATIONAL R EQUIREMENTS :
Required: High School Diploma
Preferred: Bachelor’s degree
W ORK E XPERIENCE R EQUIREMENTS :
• Experience working in a non-profit organization or a community clinic preferred, but not required.
Q UALIFICATIONS AND D ESIRED CHARACTERISTICS : Interest/experience working with individuals facing barriers to employment
Excellent computer skills, communication, and organizational skills
Interest in serving low-income individuals, especially people of African descent, in an effort to empower the community and eliminate disparities
Ability to work with people from diverse backgrounds; strong interpersonal communication skills;
Ability to work under pressure; good sense of humor; flexible and patient;
Ability to work independently as well as in a team setting;
Detail-oriented with good organizational skills;
Willingness to work a flexible schedule;
P HYSICAL C ONDITIONS :
• Frequent walking, standing, stair climbing, bending, stooping, lifting (25 lbs. max)
• Gross and fine manual dexterity;
• Must be able to visually observe staff to understand and interpret non-verbal behavior;
• Able to operate standard office machines and equipment including keyboards.
• Must be able to visually observe staff to understand and interpret non-verbal behavior;
• Able to operate standard office machines and equipment including keyboards.
Roots Community Health Center is proud to be an Equal Employment Opportunity/Affirmative Action Employer and values diversity of culture, thought and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws. Roots uses E-Verify to validate the eligibility of our new employees to work legally in the United States.
Client Services Specialist jobs in Oakland, CA, United States
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