Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Nov 19, 2018
Full time
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Nov 19, 2018
Full time
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
State of California Franchise Tax Board
Rancho Cordova, CA, USA
Tax Tech: 60 semester or 90 quarter units of college which must include at least two courses in basic accounting or at least one course each in basic accounting and business or commercial law (persons who will complete the course work requirements during the current quarter or semester will be admitted to the examination, but they must produce evidence of successful completion of the curriculum and the prescribed courses before they may be considered eligible for appointment). OR Three years of increasingly responsible experience in a financial, commercial, or governmental establishment, at least one year of which shall include one or a combination of activities involving the (1) marketing, distribution, and sale of merchandise; (2) approval of loans; (3) collection on delinquent accounts; or (4) contact of client-customer services which involves the explanation of policies, regulations, or procedures for a public agency or private institution such as a bank, insurance company, credit bureau, or title company.
Compliance Representative: One year of experience, or the equivalent, in one or a combination of the following:
Management activities, as owner or manager of a business, in the marketing, distribution, and sale of merchandise, which requires broad public or customer contacts. or
Activities as a credit manager, loan officer, or collector with responsibilities involving the approval of loans or credit or the collection of delinquent accounts. or
Tax compliance or debt collection experience in a governmental agency comparable in responsibility to that of a Tax Technician, Franchise Tax Board, in the California state service.
AND
Equivalent to completion of 60 semester or 90 quarter units of college, which must include at least one course each in basic accounting or Federal or State taxation and business or commercial law. Students who have completed at least 30 semester or 45 quarter units of college will be admitted to the examination, but must produce evidence of completion of the 60 or 90 units before they can be considered eligible for appointment. (Applicants must indicate the following regarding the required courses: title, number of units, name of institution, and completion date.) Additional experience may be substituted for the required general education on the basis of one year of experience being equal to 30 semester or 45 quarter units. No substitution is permitted for the specific course work required.
Tax Program Technician: Two years of experience in a governmental, financial, or private organization, in one or a combination of the following:
Extensive customer/public contact with primary responsibility for receiving, resolving, or adjusting customer accounts, including the ability to resolve collection accounts and interpret technical or regulatory information. or
Activities which provide knowledge of the regulations and policies governing the tax and nontax programs of the Franchise Tax Board.
Key Data Operator: Candidates must be familiar with a standard alphabetic keyboard such as that on a typewriter, key punch or key entry machine.
Nov 19, 2018
Full time
Tax Tech: 60 semester or 90 quarter units of college which must include at least two courses in basic accounting or at least one course each in basic accounting and business or commercial law (persons who will complete the course work requirements during the current quarter or semester will be admitted to the examination, but they must produce evidence of successful completion of the curriculum and the prescribed courses before they may be considered eligible for appointment). OR Three years of increasingly responsible experience in a financial, commercial, or governmental establishment, at least one year of which shall include one or a combination of activities involving the (1) marketing, distribution, and sale of merchandise; (2) approval of loans; (3) collection on delinquent accounts; or (4) contact of client-customer services which involves the explanation of policies, regulations, or procedures for a public agency or private institution such as a bank, insurance company, credit bureau, or title company.
Compliance Representative: One year of experience, or the equivalent, in one or a combination of the following:
Management activities, as owner or manager of a business, in the marketing, distribution, and sale of merchandise, which requires broad public or customer contacts. or
Activities as a credit manager, loan officer, or collector with responsibilities involving the approval of loans or credit or the collection of delinquent accounts. or
Tax compliance or debt collection experience in a governmental agency comparable in responsibility to that of a Tax Technician, Franchise Tax Board, in the California state service.
AND
Equivalent to completion of 60 semester or 90 quarter units of college, which must include at least one course each in basic accounting or Federal or State taxation and business or commercial law. Students who have completed at least 30 semester or 45 quarter units of college will be admitted to the examination, but must produce evidence of completion of the 60 or 90 units before they can be considered eligible for appointment. (Applicants must indicate the following regarding the required courses: title, number of units, name of institution, and completion date.) Additional experience may be substituted for the required general education on the basis of one year of experience being equal to 30 semester or 45 quarter units. No substitution is permitted for the specific course work required.
Tax Program Technician: Two years of experience in a governmental, financial, or private organization, in one or a combination of the following:
Extensive customer/public contact with primary responsibility for receiving, resolving, or adjusting customer accounts, including the ability to resolve collection accounts and interpret technical or regulatory information. or
Activities which provide knowledge of the regulations and policies governing the tax and nontax programs of the Franchise Tax Board.
Key Data Operator: Candidates must be familiar with a standard alphabetic keyboard such as that on a typewriter, key punch or key entry machine.
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Nov 15, 2018
Full time
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Nov 15, 2018
Full time
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Nov 15, 2018
Full time
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Nov 15, 2018
Full time
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
*This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Nov 15, 2018
Full time
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
*This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Client Services Associate for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Nov 15, 2018
Full time
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Client Services Associate for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
This position requires a highly motivated, high energy marketing and service professional. This goal-oriented individual manages at-risk accounts, executes call campaigns to company’s client base, and oversees the setup of multiple new accounts.
This position requires dynamic, customer focused, and service professionals that possess excellent verbal and written communication, interpersonal skills demonstrated by passion for providing outstanding customer service, creative thinking, and the ability to enthusiastically communicate with clients.
Minimum experience or requirements:
PRIMARY RESPONSIBILITIES
Audit at-risk accounts by reviewing calls and recapping calls
Engage each clients in a highly professional manner
Execute multiple call campaigns across multiple industries
Identify at-risk accounts and escalate them through the appropriate means
Deliver satisfaction surveys to clients
Ensure that the right contacts for our clients are setup for the recommend reports
Execute setups for new accounts
Meet and maintain minimum activity standards
Meet and maintain minimum performance requirements
Maintain departmental standards and operating philosophy
Follow weekly schedules and schedule changes based on workflow
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
Strong customer service and listening skills
Strong verbal and written communication skills
Persistent in ensuring that issues are resolved quickly and accurately
Ability to work well on a team and take direction from supervisor
Detail oriented and highly flexible
Ability to execute multiple projects simultaneously with or without direct oversight
Proficient in Microsoft Windows
Flexible schedule that can work different shifts during the 9am - 5pm workday
Ability to be focused and enthusiastic through the entirety of the shift
Bilingual skills are a plus
Nov 15, 2018
Part time
This position requires a highly motivated, high energy marketing and service professional. This goal-oriented individual manages at-risk accounts, executes call campaigns to company’s client base, and oversees the setup of multiple new accounts.
This position requires dynamic, customer focused, and service professionals that possess excellent verbal and written communication, interpersonal skills demonstrated by passion for providing outstanding customer service, creative thinking, and the ability to enthusiastically communicate with clients.
Minimum experience or requirements:
PRIMARY RESPONSIBILITIES
Audit at-risk accounts by reviewing calls and recapping calls
Engage each clients in a highly professional manner
Execute multiple call campaigns across multiple industries
Identify at-risk accounts and escalate them through the appropriate means
Deliver satisfaction surveys to clients
Ensure that the right contacts for our clients are setup for the recommend reports
Execute setups for new accounts
Meet and maintain minimum activity standards
Meet and maintain minimum performance requirements
Maintain departmental standards and operating philosophy
Follow weekly schedules and schedule changes based on workflow
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
Strong customer service and listening skills
Strong verbal and written communication skills
Persistent in ensuring that issues are resolved quickly and accurately
Ability to work well on a team and take direction from supervisor
Detail oriented and highly flexible
Ability to execute multiple projects simultaneously with or without direct oversight
Proficient in Microsoft Windows
Flexible schedule that can work different shifts during the 9am - 5pm workday
Ability to be focused and enthusiastic through the entirety of the shift
Bilingual skills are a plus
GMI – Integrated Facility Solutions Company
Orange County, CA, USA
Patrol and inspect property Protect against fire, theft, vandalism, terrorism, and illegal activity, enforce laws/rules/regulations Deter criminal activity Protect the property investment
Minimum experience or requirements:
Guard Card Required to apply Valid Drivers License Preferred Good Driving Record High School Diploma or equivalent Career Minded Professional
Nov 15, 2018
Full time
Patrol and inspect property Protect against fire, theft, vandalism, terrorism, and illegal activity, enforce laws/rules/regulations Deter criminal activity Protect the property investment
Minimum experience or requirements:
Guard Card Required to apply Valid Drivers License Preferred Good Driving Record High School Diploma or equivalent Career Minded Professional
GMI – Integrated Facility Solutions Company
Orange County, CA, USA
Janitors for Multiple Day Porters, Night Janitorial, Floor Care Tech's, Power Washers, and Maintenance Professionals in North and South Orange County.
Minimum experience or requirements:
High School Diploma or equivalent Dependable Follow a systemized approach to cleaning Team player Flexibility Career minded professional Work hard/play hard mentality
Nov 15, 2018
Full time
Janitors for Multiple Day Porters, Night Janitorial, Floor Care Tech's, Power Washers, and Maintenance Professionals in North and South Orange County.
Minimum experience or requirements:
High School Diploma or equivalent Dependable Follow a systemized approach to cleaning Team player Flexibility Career minded professional Work hard/play hard mentality
***This is an opportunity as an independent contractor based on commission based compensation. This is not a full-time nor part-time employment position with a base salary or hourly. All trainings will be provided. ***
Our company believes so much in educating, understanding and empowering families. Our mission and vision is to help families all across the United States move from financial insecurity to financial independence by educating them about the financial concepts, and helping them to find a solution that will help them to reach their financial goal. Some of our services are listed below:
Protection:
Life, Health & Final Expense, Personal & Commercial, Home & Auto
Saving & Investment:
Mutual Funds, Active Management, ETFs, Variable Contracts
Debt Management:
Reduce debt faster & build good saving habits
Estate Preservation:
Plan the legacy, Wills & Trusts, other legal documents
Education:
College Coaching Program
529 Plan
Financial literacy workshops
Retirement:
IRAs, 401(k), Annuities, Pension & Profit Sharing Plans, SEP & Simple IRAs
Minimum experience or requirements:
All trainings will be provided by the company.
Must be eligible and authorized to conduct business in the United States. We do not provide any VISA sponsorships.
No criminal or bankruptcy record.
Excellent communication, interpersonal, and customer service skills.
An ethical and professional approach to work.
The income available to associates can come from a variety of sources as you grow and mature in the business, acquire proper industry licenses, and offer solutions from our diversified product portfolio:
No quotas. You work at your own pace.
Not captive. You will be working with the top 200 A Rated financial service providers in North America and the ability to access over 500 products & services.
Acquire licenses in all 50 states in the United States to do business without territory restrictions.
Personal & Team Effort (We don't make money recruiting people and you don't have to recruit to make money)
Bonus Pools
Investment Advisor Fees
Travel the World with families and friends (Events & Reward Trips)
Nov 14, 2018
Full time
***This is an opportunity as an independent contractor based on commission based compensation. This is not a full-time nor part-time employment position with a base salary or hourly. All trainings will be provided. ***
Our company believes so much in educating, understanding and empowering families. Our mission and vision is to help families all across the United States move from financial insecurity to financial independence by educating them about the financial concepts, and helping them to find a solution that will help them to reach their financial goal. Some of our services are listed below:
Protection:
Life, Health & Final Expense, Personal & Commercial, Home & Auto
Saving & Investment:
Mutual Funds, Active Management, ETFs, Variable Contracts
Debt Management:
Reduce debt faster & build good saving habits
Estate Preservation:
Plan the legacy, Wills & Trusts, other legal documents
Education:
College Coaching Program
529 Plan
Financial literacy workshops
Retirement:
IRAs, 401(k), Annuities, Pension & Profit Sharing Plans, SEP & Simple IRAs
Minimum experience or requirements:
All trainings will be provided by the company.
Must be eligible and authorized to conduct business in the United States. We do not provide any VISA sponsorships.
No criminal or bankruptcy record.
Excellent communication, interpersonal, and customer service skills.
An ethical and professional approach to work.
The income available to associates can come from a variety of sources as you grow and mature in the business, acquire proper industry licenses, and offer solutions from our diversified product portfolio:
No quotas. You work at your own pace.
Not captive. You will be working with the top 200 A Rated financial service providers in North America and the ability to access over 500 products & services.
Acquire licenses in all 50 states in the United States to do business without territory restrictions.
Personal & Team Effort (We don't make money recruiting people and you don't have to recruit to make money)
Bonus Pools
Investment Advisor Fees
Travel the World with families and friends (Events & Reward Trips)
If you are looking for a place where you can use your passion for helping others, customer service skills, and grow your career, this position may be for you. The Patient Account Representative is a key function supporting the 1 st Party Collections Department.
POSITION SUMMARY
The Patient Account Representative is a key function supporting the company’s 1 st Party clients. The role is responsible for communicating by phone with patients for the purpose of collecting and managing patient accounts. Through ongoing database maintenance, the Patient Account Representative ensures the timely receipt of claim payments and minimizes bad debt accrual. In this capacity, the Patient Account Representative provides outstanding customer service to customers and vendors through effective and timely communication.
Treat all consumers with dignity and respect.
Persuade consumers to pay and/or set up payment arrangements and settlements on deficiency account balances, while aiding in resolving negative credit history reporting for our consumers.
Utilize the scripted opening when the right party is reached. This includes identifying the consumer, identifying company, and asking for payment on the account.
Negotiate payment terms and methods when right party is reached. The negotiation process often requires reviewing the account information in database, and/or asking probing questions of the consumer in order to better understand potential objections to payment.
Update the customer record with new information, record the call result or disposition; as well as any relevant notes about the call via the menu or narrative section of the system.
Make outbound and receive inbound calls via an automated system to gather or clarify information.
Execute verbal skip tracing procedures when non-right party is reached. This includes asking for home address, home telephone number, and place of employment.
Comply with and adhere to all regulatory compliance areas, policies and procedures (including HIPAA and PCI compliance requirements), and "leading practices."
Ability to navigate through multiple tasks simultaneously and prioritize based on importance while displaying strong attention to detail.
Maintain supporting chronological notes that detail action taken to resolve outstanding account balances.
Receive research and respond to incoming questions; provide information, explain policies and procedures, and/or facilitate a resolution.
Performs other duties as assigned.
Communicate clearly, concisely and effectively both verbally and written, bilingual in Spanish a plus.
Must have a working knowledge of a Windows based system; experience in word processing and database entry a plus.
Must possess interpersonal skills to handle sensitive and confidential situations.
Position continually requires demonstrated self-confidence, skill and diplomacy.
Persuade customers to resolve their accounts within the payment and settlement criteria.
Some analytical ability is required in order to gather information from consumers, find solutions and prioritize work.
Work requires continual attention to detail in data entry of information related to consumer interactions.
Knowledge of healthcare billing and/or collections practices preferred.
Strong listening skills – Ability to listen and understand directions.
Minimum experience or requirements:
Education/Experience:
High school diploma or equivalent required.
Ability to communicate clearly and briefly, utilizing proper grammar and telephone etiquette.
Prior PC and keyboard knowledge is a mandatory requirement.
Ability to compute basic math calculations using addition, subtraction, multiplication, division, and percentages.
Frost-Arnett Company extends equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, veteran status, sexual orientation, or any other reason prohibited by law.
EOE/M/F/D/V
Nov 13, 2018
Full time
If you are looking for a place where you can use your passion for helping others, customer service skills, and grow your career, this position may be for you. The Patient Account Representative is a key function supporting the 1 st Party Collections Department.
POSITION SUMMARY
The Patient Account Representative is a key function supporting the company’s 1 st Party clients. The role is responsible for communicating by phone with patients for the purpose of collecting and managing patient accounts. Through ongoing database maintenance, the Patient Account Representative ensures the timely receipt of claim payments and minimizes bad debt accrual. In this capacity, the Patient Account Representative provides outstanding customer service to customers and vendors through effective and timely communication.
Treat all consumers with dignity and respect.
Persuade consumers to pay and/or set up payment arrangements and settlements on deficiency account balances, while aiding in resolving negative credit history reporting for our consumers.
Utilize the scripted opening when the right party is reached. This includes identifying the consumer, identifying company, and asking for payment on the account.
Negotiate payment terms and methods when right party is reached. The negotiation process often requires reviewing the account information in database, and/or asking probing questions of the consumer in order to better understand potential objections to payment.
Update the customer record with new information, record the call result or disposition; as well as any relevant notes about the call via the menu or narrative section of the system.
Make outbound and receive inbound calls via an automated system to gather or clarify information.
Execute verbal skip tracing procedures when non-right party is reached. This includes asking for home address, home telephone number, and place of employment.
Comply with and adhere to all regulatory compliance areas, policies and procedures (including HIPAA and PCI compliance requirements), and "leading practices."
Ability to navigate through multiple tasks simultaneously and prioritize based on importance while displaying strong attention to detail.
Maintain supporting chronological notes that detail action taken to resolve outstanding account balances.
Receive research and respond to incoming questions; provide information, explain policies and procedures, and/or facilitate a resolution.
Performs other duties as assigned.
Communicate clearly, concisely and effectively both verbally and written, bilingual in Spanish a plus.
Must have a working knowledge of a Windows based system; experience in word processing and database entry a plus.
Must possess interpersonal skills to handle sensitive and confidential situations.
Position continually requires demonstrated self-confidence, skill and diplomacy.
Persuade customers to resolve their accounts within the payment and settlement criteria.
Some analytical ability is required in order to gather information from consumers, find solutions and prioritize work.
Work requires continual attention to detail in data entry of information related to consumer interactions.
Knowledge of healthcare billing and/or collections practices preferred.
Strong listening skills – Ability to listen and understand directions.
Minimum experience or requirements:
Education/Experience:
High school diploma or equivalent required.
Ability to communicate clearly and briefly, utilizing proper grammar and telephone etiquette.
Prior PC and keyboard knowledge is a mandatory requirement.
Ability to compute basic math calculations using addition, subtraction, multiplication, division, and percentages.
Frost-Arnett Company extends equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, veteran status, sexual orientation, or any other reason prohibited by law.
EOE/M/F/D/V
Contacting consumers informing them they have a delinquent account that needs to be paid
Negotiating the best possible payment arrangement if the consumer cannot pay their balance in full
Maintaining call quality and productivity standards
Maintaining a positive, problem-solving approach and positive relationships within a team environment
Minimum experience or requirements:
High school diploma or equivalent required
Previous experience in collections, sales, telemarketing, or a related role is preferred
Good listening and communication skills
Good negotiation and persuasion skills
Ability to compute basic math calculations using addition, subtraction, multiplication, division, and percentages is a must
Schedule Requirements:
This is a full-time position
Must be able to work a consistent schedule of all shifts
Day Shift (Mon-Fri) 8:00am until 4:00pm
Mid-Shift (Mon-Fri) 10:00am until 6:00pm
Night-Shift (Mon-Fri) 1:00pm until 9:00pm
To be eligible to join the UCB Team, must be able to pass a pre-employment drug screening and criminal background check.
Nov 12, 2018
Full time
Contacting consumers informing them they have a delinquent account that needs to be paid
Negotiating the best possible payment arrangement if the consumer cannot pay their balance in full
Maintaining call quality and productivity standards
Maintaining a positive, problem-solving approach and positive relationships within a team environment
Minimum experience or requirements:
High school diploma or equivalent required
Previous experience in collections, sales, telemarketing, or a related role is preferred
Good listening and communication skills
Good negotiation and persuasion skills
Ability to compute basic math calculations using addition, subtraction, multiplication, division, and percentages is a must
Schedule Requirements:
This is a full-time position
Must be able to work a consistent schedule of all shifts
Day Shift (Mon-Fri) 8:00am until 4:00pm
Mid-Shift (Mon-Fri) 10:00am until 6:00pm
Night-Shift (Mon-Fri) 1:00pm until 9:00pm
To be eligible to join the UCB Team, must be able to pass a pre-employment drug screening and criminal background check.
How you’ll make a difference: Our Sales Representatives live and breathe for our customers. As an expert in our product offering, services, and identifying customer needs, you’ll be on the front lines of meeting and exceeding our customers’ expectations. By caring about each customer’s unique goals, a successful Sales Representative is able to partner with the customer to create a custom experience they’ll love and position Custom Ink as their custom apparel go-to for life. The right candidate for this role will:
Advise customers and share the value of an end product that is special and tailored to their needs.
Be knowledgeable about, and adept at using, the awesome tools Custom Ink provides to deliver top notch custom products.
Strike a balance of sales skills and authentic interest in each customer interaction.
Have the ability to positively impact Custom Ink’s sales and revenue performance while building lasting customer relationships.
What you’ll do: As a Sales Representative, you’ll be on the front lines of winning and satisfying customers to help strengthen our market position and brand identity. In this sales role, you’ll be charged with inspiring customer confidence by:
Converting leads into sales through emails, chat and/or phone
Offering meaningful guidance on order design, product selection, our services, and printing
Communicating the value of Custom Ink
Guiding customer creations from fun to done through the Design Lab experience
Remaining calm under pressure and creating solutions for customers
Working closely with other internal teams
How you’ll be measured: You’ll be responsible for being the voice of Custom Ink to potential and existing customers. Accordingly, the key measures of success for this role are:
Total Sales Volume
Converting warm leads into sales
Customer-measured experience (tNPS)
Order Accuracy
Addressing order obstacles efficiently and effectively to secure repeat business
What we’re looking for: Our most successful Sales Team Members:
Typically have a few years of professional experience in a fast paced, customer-centric environment (though previous experience is not required)
Love working with people; customers and Inkers included!
Are driven to add value for customers and the company in a genuine way
Are curious, fun, and comfortable in a results-oriented environment that offers a healthy dose of independence, teamwork, and competition
Communicate with customers, team mates, and across departments flawlessly - whether in writing or on the phone
Love to learn, be resourceful, solve problems, and embrace change as a means to constant improvement and growth
Strike a healthy balance between catching every detail and working efficiently - especially when a lot is happening at once!
Can be counted on to go the extra mile
Are savvy when it comes to computers and technology
Our comprehensive training program is designed to get new team members up to speed on our systems along with providing the needed tools, resources, and expectations to be successful.
Our Perks
We strive to live by the Golden Rule and create an environment that supports Team Members both professionally and personally. You can look forward to:
Working for a nationally & locally recognized top employer with competitive pay, benefits, and perks
Opportunities for growth and development
Volunteer opportunities through our “Three Hearts Volunteer Team”
Wellness Program Offerings (Healthy Snacks, Weekly Catered Lunch, On-Site Gym, Virtual Doctor)
A focus on “team” with fun & engaging events like BBQs, company-wide meetings, and Town Halls to stay up-to-date on the business
In addition, you must share our company values - practicing the Golden Rule, taking Ownership, and driving and embracing Innovation.
Please submit a letter of interest with your application.
Custom Ink uses E-Verify to confirm the employment eligibility of all new team members. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify .
Minimum experience or requirements: included in Job Description
Nov 12, 2018
Full time
How you’ll make a difference: Our Sales Representatives live and breathe for our customers. As an expert in our product offering, services, and identifying customer needs, you’ll be on the front lines of meeting and exceeding our customers’ expectations. By caring about each customer’s unique goals, a successful Sales Representative is able to partner with the customer to create a custom experience they’ll love and position Custom Ink as their custom apparel go-to for life. The right candidate for this role will:
Advise customers and share the value of an end product that is special and tailored to their needs.
Be knowledgeable about, and adept at using, the awesome tools Custom Ink provides to deliver top notch custom products.
Strike a balance of sales skills and authentic interest in each customer interaction.
Have the ability to positively impact Custom Ink’s sales and revenue performance while building lasting customer relationships.
What you’ll do: As a Sales Representative, you’ll be on the front lines of winning and satisfying customers to help strengthen our market position and brand identity. In this sales role, you’ll be charged with inspiring customer confidence by:
Converting leads into sales through emails, chat and/or phone
Offering meaningful guidance on order design, product selection, our services, and printing
Communicating the value of Custom Ink
Guiding customer creations from fun to done through the Design Lab experience
Remaining calm under pressure and creating solutions for customers
Working closely with other internal teams
How you’ll be measured: You’ll be responsible for being the voice of Custom Ink to potential and existing customers. Accordingly, the key measures of success for this role are:
Total Sales Volume
Converting warm leads into sales
Customer-measured experience (tNPS)
Order Accuracy
Addressing order obstacles efficiently and effectively to secure repeat business
What we’re looking for: Our most successful Sales Team Members:
Typically have a few years of professional experience in a fast paced, customer-centric environment (though previous experience is not required)
Love working with people; customers and Inkers included!
Are driven to add value for customers and the company in a genuine way
Are curious, fun, and comfortable in a results-oriented environment that offers a healthy dose of independence, teamwork, and competition
Communicate with customers, team mates, and across departments flawlessly - whether in writing or on the phone
Love to learn, be resourceful, solve problems, and embrace change as a means to constant improvement and growth
Strike a healthy balance between catching every detail and working efficiently - especially when a lot is happening at once!
Can be counted on to go the extra mile
Are savvy when it comes to computers and technology
Our comprehensive training program is designed to get new team members up to speed on our systems along with providing the needed tools, resources, and expectations to be successful.
Our Perks
We strive to live by the Golden Rule and create an environment that supports Team Members both professionally and personally. You can look forward to:
Working for a nationally & locally recognized top employer with competitive pay, benefits, and perks
Opportunities for growth and development
Volunteer opportunities through our “Three Hearts Volunteer Team”
Wellness Program Offerings (Healthy Snacks, Weekly Catered Lunch, On-Site Gym, Virtual Doctor)
A focus on “team” with fun & engaging events like BBQs, company-wide meetings, and Town Halls to stay up-to-date on the business
In addition, you must share our company values - practicing the Golden Rule, taking Ownership, and driving and embracing Innovation.
Please submit a letter of interest with your application.
Custom Ink uses E-Verify to confirm the employment eligibility of all new team members. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify .
Minimum experience or requirements: included in Job Description
GENERAL PURPOSE
The Case Manager provides all necessary organizational, administrative and professional support for assigned clients and their Care Givers. This position is responsible for maintaining positive client and Care Giver relations and demonstrating respect, efficiency, and good communications.
PRIMARY RESPONSIBILITIES
Creates and maintains a database system for all important information relative to assigned Care Givers. Gathers and inputs their phone numbers, home address, auto license number, etc.
Maintains knowledge of legal and regulatory requirements including professional licenses, training, background checks, etc.
Tracks the receipt and expiration date (if any) of insurance, certifications and training.
Creates and maintains a database system for all important information relative to clients. Gathers and inputs client name, address and contact information.
Receives client calls and handles routine issues, documenting each contact. Escalates complaints, problems or complex issues to the Client Care Supervisor.
Conducts 60-day consumer interviews. Initiates contact with clients and records health status, treatment progress, whether there are children in the home, and client satisfaction with Care Giver services.
May coordinate Care Givers’ schedules to ensure that client service is maintained.
Performs a variety of general office duties such as greeting office visitors, responding to phone inquiries, operation of office machines, organizing files, providing keys or security access, typing, copying, filing, sorting mail, requisition of supplies, faxing, etc. Assists with maintaining a neat and clean office.
Consistently maintains the confidentiality of patient/client and agency information.
Participates in after-hours on call rotation as an industry quality assurance requirement.
Performs other job-related duties as assigned.
TRAINING:
Upon hire, all employees will be required to complete the mandatory in-service training related to the following topics:
Identification and Prevention of Abuse and Neglect and Exploitation of an individual.
Recognizing, Reporting and Investigating Critical Incidents
Participant Complaint Resolution
Quality Management Plan
Agency Emergency Preparedness
Handling Medical and Behavioral Emergencies
Infection Control and Standard Precautions
Tuberculosis
Alzheimer’s and Dementia
Health Insurance Portability and Accountability Act
Department Policy on intellectual disability principles and values.
Training to meet the needs of an individual as identified in the ISP [i]
Grievance Procedures
Department Issued Policies and Procedures
Accurate billing and documentation of service delivery.
Additional Training Topics will include:
Seizures Bathing, Shaving, Grooming and dressing
Dysphagia Hair, Skin and Mouth Care
Prevention of Falls Assistance with ambulation
Emergency Preparedness Meal Preparation and feeding
Fire Safety Toileting
Driver Safety (If Applicable) Assistance with Self-Administered Medications
COMPETENCIES
Knowledge and Experience . Bachelor’s degree in Social Work, Psychology, or other related discipline. Prior office experience is preferred including experience with organizing information and working with databases. Intermediate level computer skill with creating and modifying documents using Microsoft products (e.g. Word, Excel, PowerPoint); ability to key quickly and accurately.
Personal accountability . Self-motivated; reliable; strong attention to details; maintains confidentiality; complies with all Company policies and procedures.
Interpersonal Skills . Demonstrates excellent communication and customer service skills; ability to function as a positive team member.
Physical Demands .
Ability to sit for long periods of time and use a pc keyboard.
Able to deal with stress and conflict appropriately.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Minimum experience or requirements:
1 year of experience in customer service
1 year of Social Work experience or Service Coordinator
Familiar with the Home Care industry and the Medicaid Waiver program
High school diploma required; Bachelors Degree or higher preferred.
Nov 12, 2018
Full time
GENERAL PURPOSE
The Case Manager provides all necessary organizational, administrative and professional support for assigned clients and their Care Givers. This position is responsible for maintaining positive client and Care Giver relations and demonstrating respect, efficiency, and good communications.
PRIMARY RESPONSIBILITIES
Creates and maintains a database system for all important information relative to assigned Care Givers. Gathers and inputs their phone numbers, home address, auto license number, etc.
Maintains knowledge of legal and regulatory requirements including professional licenses, training, background checks, etc.
Tracks the receipt and expiration date (if any) of insurance, certifications and training.
Creates and maintains a database system for all important information relative to clients. Gathers and inputs client name, address and contact information.
Receives client calls and handles routine issues, documenting each contact. Escalates complaints, problems or complex issues to the Client Care Supervisor.
Conducts 60-day consumer interviews. Initiates contact with clients and records health status, treatment progress, whether there are children in the home, and client satisfaction with Care Giver services.
May coordinate Care Givers’ schedules to ensure that client service is maintained.
Performs a variety of general office duties such as greeting office visitors, responding to phone inquiries, operation of office machines, organizing files, providing keys or security access, typing, copying, filing, sorting mail, requisition of supplies, faxing, etc. Assists with maintaining a neat and clean office.
Consistently maintains the confidentiality of patient/client and agency information.
Participates in after-hours on call rotation as an industry quality assurance requirement.
Performs other job-related duties as assigned.
TRAINING:
Upon hire, all employees will be required to complete the mandatory in-service training related to the following topics:
Identification and Prevention of Abuse and Neglect and Exploitation of an individual.
Recognizing, Reporting and Investigating Critical Incidents
Participant Complaint Resolution
Quality Management Plan
Agency Emergency Preparedness
Handling Medical and Behavioral Emergencies
Infection Control and Standard Precautions
Tuberculosis
Alzheimer’s and Dementia
Health Insurance Portability and Accountability Act
Department Policy on intellectual disability principles and values.
Training to meet the needs of an individual as identified in the ISP [i]
Grievance Procedures
Department Issued Policies and Procedures
Accurate billing and documentation of service delivery.
Additional Training Topics will include:
Seizures Bathing, Shaving, Grooming and dressing
Dysphagia Hair, Skin and Mouth Care
Prevention of Falls Assistance with ambulation
Emergency Preparedness Meal Preparation and feeding
Fire Safety Toileting
Driver Safety (If Applicable) Assistance with Self-Administered Medications
COMPETENCIES
Knowledge and Experience . Bachelor’s degree in Social Work, Psychology, or other related discipline. Prior office experience is preferred including experience with organizing information and working with databases. Intermediate level computer skill with creating and modifying documents using Microsoft products (e.g. Word, Excel, PowerPoint); ability to key quickly and accurately.
Personal accountability . Self-motivated; reliable; strong attention to details; maintains confidentiality; complies with all Company policies and procedures.
Interpersonal Skills . Demonstrates excellent communication and customer service skills; ability to function as a positive team member.
Physical Demands .
Ability to sit for long periods of time and use a pc keyboard.
Able to deal with stress and conflict appropriately.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Minimum experience or requirements:
1 year of experience in customer service
1 year of Social Work experience or Service Coordinator
Familiar with the Home Care industry and the Medicaid Waiver program
High school diploma required; Bachelors Degree or higher preferred.
Inside Sales Associate
Cincinnati, OH
$40,000 - $75,000 a year
Kreller Companies seeks stellar telephonic new business sales representatives who can sell our exceptional capabilities to a very specific market. We are looking for outbound dialers with a hunter mentality and drive to earn. You will receive a base salary of $40,000 plus a performance based uncapped earning potential. This position is a critical part of our team selling process and provides a professional growth opportunity for those who take advantage of the opportunity we are providing. Candidates must be comfortable calling into C Level executives of all industries and sizes. The ideal candidate is focused and self-motivated, and must possess an eagerness to learn quickly.
As a Sales Development Rep your key roles and responsibilities will include:
Conducting a high volume of outbound telephone calls to prospective customers to identify decision makers and opportunities with the goal of setting an appointment for a field sales representative.
Working campaigns consisting of pre-qualified calls or cold calls and securing appointments for our sales reps.
Qualifying new business opportunities.
Updating client and prospect information in our CRM systems
Managing sensitive customer and prospect information.
Performing outbound calls to C-Level executives generated from targeted outbound electronic prospecting programs.
Meeting all sales and performance objectives including daily phone time, dials per day, etc.
Qualifications:
Previous experience in Business to Business sales (ranging from entry point to experienced)
Successful track record in new business sales
Familiarity with CRM platforms
Ability to build rapport with prospects
Strong negotiation skills
Deadline and detail-oriented
Ability to meet multiple sales metrics
Must possess a hunter mentality
Bachelor's Degree preferred or equivalent experience.
Job Type: Full-time
Compensation: $40,000 to $75,000 annually
Job Type: Full-time
Salary: $40,000.00 to $75,000.00 /year
Education:
Bachelor's (Preferred)
Work authorization:
United States (Required)
Billing cycle:
Weekly
Sales cycle:
Less than 90 days
Typical deal size:
$50-99k
Sales environment(s):
Office or call center
Onboarding time:
3-6 months
Apply on Indeed
About Kreller
The Kreller Companies were founded in 1988 by former D&B executives who envisioned a straightforward and cost-effective way to conduct business investigations and share results with clients. Our team is comprised of a worldwide network of consultants, investigators and business analysts with domestic and foreign expertise in all jurisdictions.
Nov 09, 2018
Full time
Inside Sales Associate
Cincinnati, OH
$40,000 - $75,000 a year
Kreller Companies seeks stellar telephonic new business sales representatives who can sell our exceptional capabilities to a very specific market. We are looking for outbound dialers with a hunter mentality and drive to earn. You will receive a base salary of $40,000 plus a performance based uncapped earning potential. This position is a critical part of our team selling process and provides a professional growth opportunity for those who take advantage of the opportunity we are providing. Candidates must be comfortable calling into C Level executives of all industries and sizes. The ideal candidate is focused and self-motivated, and must possess an eagerness to learn quickly.
As a Sales Development Rep your key roles and responsibilities will include:
Conducting a high volume of outbound telephone calls to prospective customers to identify decision makers and opportunities with the goal of setting an appointment for a field sales representative.
Working campaigns consisting of pre-qualified calls or cold calls and securing appointments for our sales reps.
Qualifying new business opportunities.
Updating client and prospect information in our CRM systems
Managing sensitive customer and prospect information.
Performing outbound calls to C-Level executives generated from targeted outbound electronic prospecting programs.
Meeting all sales and performance objectives including daily phone time, dials per day, etc.
Qualifications:
Previous experience in Business to Business sales (ranging from entry point to experienced)
Successful track record in new business sales
Familiarity with CRM platforms
Ability to build rapport with prospects
Strong negotiation skills
Deadline and detail-oriented
Ability to meet multiple sales metrics
Must possess a hunter mentality
Bachelor's Degree preferred or equivalent experience.
Job Type: Full-time
Compensation: $40,000 to $75,000 annually
Job Type: Full-time
Salary: $40,000.00 to $75,000.00 /year
Education:
Bachelor's (Preferred)
Work authorization:
United States (Required)
Billing cycle:
Weekly
Sales cycle:
Less than 90 days
Typical deal size:
$50-99k
Sales environment(s):
Office or call center
Onboarding time:
3-6 months
Apply on Indeed
About Kreller
The Kreller Companies were founded in 1988 by former D&B executives who envisioned a straightforward and cost-effective way to conduct business investigations and share results with clients. Our team is comprised of a worldwide network of consultants, investigators and business analysts with domestic and foreign expertise in all jurisdictions.
SECTION 1: POSITION DATA.
TITLE: Dining Services Manager In Training
DEPARTMENT: Dining Services
REPORTS TO: Dining Services Director/Manager
STATUS & GRADE: Non-Exempt (hourly) _X_ Non-Union ___ EMPLOYMENT: Full-time
SECTION 2: POSITION SUMMARY.
The Manager In Training (MIT) is able to learn to perform and often performs the job assignments of the dietary aide, cook, and dishwasher positions (see related job descriptions) and, as such, is able to operate, and teach others how to operate, a variety of industrial kitchen equipment. The Manager In Training may perform and lead small groups of line staff in food preparation, serving and clean-up activities on varying shifts as needed. The Manager In Training must be able to quickly learn policies and procedures, and federal/state requirements such that they may assume the responsibility of and manage and supervise the dietary staff at a single site. The MIT must be able to learn to effectively handle managerial responsibilities as well, including but not limited to; payroll submission; staffing patterns; effective coaching and discipline; purchasing; maintaining inventory and budgeting. The MIT assists in providing leadership, support and guidance to ensure that food quality standards, inventory levels, food safety guidelines and customer service expectations are met. The Manager In Training may assist in training, quality control and in-servicing of staff. The Manager In Training must conduct themself in a professional manner and help insure that line staff do the same.
SECTION 2A: ESSENTIAL FUNCTIONS OF THE JOB.
JOB FUNCTION
People Management and Development.
The MIT assists with orienting dietary staff for the dietary department.
Learns and assists with maintaining proper staffing levels, and, as needed and deemed able by their supervisor, supervises, coordinates and assists in the evaluation of dining services employees in preparing and serving food, and cleaning facilities and utensils in a production kitchen.
All other duties as assigned.
SECTION 2A: ESSENTIAL FUNCTIONS OF THE JOB, continued.
JOB FUNCTION
Financial Management.
Learns and assists Account Manager/Director in planning and budgeting.
Learns and assists Account Manager/Director in managing a cost-effective program.
Learns and assists Account Manager/Director in forecasting and planning the purchase of food, supplies and equipment.
Learns and assists Account Manager/Director in maintaining required records including food production, inventory, income/expense, meal counts and personnel records.
All other duties as assigned.
Customer Service.
Interacts appropriately with residents, client, other personnel and the public.
Relays feedback from residents to Account Manager with regard to whether food is palatable and attractive to residents.
All other duties as assigned.
Food preparation and Safety.
Assists in ensuring that established sanitation and safety standards are maintained.
Assists in overseeing and participates in the preparation and serving of food.
Must be able to perform the essential job functions of dietary aide, cook, and dishwasher positions.
All other duties as assigned.
SECTION 3: EDUCATION/TRAINING/WORK EXPERIENCE
QUALIFICATIONS:
A high school diploma or equivalent is required. Bachelor’s degree preferred. Specialized training in dining services management and nutrition is desirable. Must successfully complete an approved sanitation and safety course.
Two years experience in quantity food production/service and one year personnel supervision is desired.
SECTION 3: EDUCATION/TRAINING/WORK EXPERIENCE, continued.
QUALIFICATIONS, continued:
Certified Dietary Manager (CDM) participant or certification preferred (or as required by State & County law – see Certificates below.)
Two years or more related experience.
Must provide a criminal background check.
Must maintain a valid driver’s license.
KNOWLEDGE, SKILLS & ABILITIES.
Degree level*/Area: Bachelors in related field preferred or two years experience preferred, or any equivalent experience and training that provides the required knowledge, skills and abilities.
Certificates:
Food Safety Manager or Foodhandler Certification: Current ServSafe or State certification required as indicated by State / County law.
Or
CDM / CFPP: Current Certified Dietary Manager (CDM)/Certified Food Protection Professional (CFPP) required where participant or certification is required by State regulation for long-term care which, as of publication of this job description, includes the States listed in the attachment to this job description.
Licenses: None. * Acceptable minimum equivalent experience in place of degree: 2 years. There is no replacement for Federal / State / County required certification(s)/training.
The Dining Services MIT must be able to learn and achieve the following:
Skilled in motivating and supervising dining service personnel.
General knowledge and understanding of nutrition.
Ability to interpret a nutrient analysis spreadsheet of patient meals.
Knowledge of dining services program requirements.
Basic computer skills.
Ability to maintain records and complete reports as required, including web-based reporting.
Written and oral communication skills.
Considerable knowledge of quantity food production and serving techniques, food safety/sanitation requirements and procedures.
An understanding of dining services program finances.
SECTION 3: EDUCATION/TRAINING/WORK EXPERIENCE, continued.
KNOWLEDGE, SKILLS & ABILITIES, continued.
Skill in using public relations techniques to promote the dining services program to client and residents. • Ability to interact positively with residents, client and other personnel and the public.
Computer software (please specify): proficient/or ability to become proficient within first 3 months in using computer and computer software, including but not limited to: E-mail, Mealtracker, word processing programs including Microsoft Word, spreadsheet software – Excel.
Machine operation (please specify):
Copier, fax, calculator, computer, and other office equipment; all standard kitchen equipment from industrial ovens to utensils.
Special training: please refer to dietary training manual
Other: (please specify): knowledge of departments and functions; must be fluent in English - reading, writing, and speaking.
Other: (please specify) :
Must possess basic math skills.
Good communication and interpersonal skills.
Good client/customer service and organizational skills.
Ability to prioritize multiple tasks.
Ability to work effectively with a team.
Ability to work independently as needed to support the group effort.
Ability to exercise independent judgment.
SECTION 4. MENTAL DEMANDS & OTHER
Mental demands and other factors important to successful performance of job tasks (Mental demands are not only learned mental skills, but also conditions that call for mental discipline.) (check all that apply)
_x_ Reading _x_ Verbal communication skills
_x_ Written communication skills _x_ Detailed work
_x_ Stress - people, deadlines _x_ Customer/employee contact _x_ Confidentiality _x_ Multiple concurrent tasks
_x_ Frequent interruptions _x_ Problem solving
___ Bilingual _x_ Interpersonal skills
_x_ Analytical ability _x_ Dexterity
_x_ Time management skills
_x_ Other: Social perceptiveness; leadership and organizational skills.
WORKING ENVIRONMENT:
The work is performed in a well-lit and well-ventilated facility with a wide variety of people with differing functions, personalities and abilities. The noise level is usually moderately quiet. Exposed to physical and emotional disabilities of the aged, which may include combative residents. Exposed to odors. Must be on constant alert for possible injuries to patients. Exposed to sharp objects and hazardous materials. Must be able to work around food and/or cleaning products. Exposures to infectious diseases are possible. Employees who are immune-suppressed should be aware of the potential hazards.
SECTION 5. PHYSICAL SPECIFICATIONS.
The work requires routine walking, standing, bending and sitting.
Standing/Walking _x__ __85_ __% all the time, except on breaks
Sitting____x___ __ 15 __%
------------------------------------------------------------------------------------------------Lifting ____ x ____ ____10__% to lift inventory - max. wt. of 50 lbs. Carrying ____ x ____ ___ 15__% to carry inventory - max. wt.of 50 lbs. Pushing ____ x ____ ____10__% to push food truck - max. wt. of 50 lbs. Pulling ____ x____ ____10__% to pull food truck - max. wt. of 50 lbs. Climbing ____ x____ ____2___% to retrieve inventory or food product. (May be required more often if facility is more than one story (stairs).) Balancing ____ x____ ____10__%
Stooping ____x____ ____2___%
Kneeling ____ x____ __1 __%
Bending x 7___ %
Crouching ____x____ ____1___%
Crawling ____ x____ ________%
Reaching ____x____ ____10__%
Handling ____x____ ____20__%
Twisting ____x____ ____2___%
Taste/Smell ____x___ to determine food quality & palatability.
EXPOSURE SPECIFICATIONS
Organic solvents ______
Noise _____
Dangerous, moving machinery __X___
Solitary Work _____
Toxic conditions ______
Work at rapid pace X at times
Poor ventilation __X ___
OTHER: _ during meal time it is noisy__
Temperature Variance ___X __ From _20_ to _100+_ degrees Fahrenheit
SECTION 5. PHYSICAL SPECIFICATIONS, continued.
AUDIO/VISUAL:
Sight __X__ Color Vision __X__
Near Vision __X__ Far Vision __X__
Depth Perception __X__
Peripheral Vision __X__
Speaking __X__ Hearing __X__
Ability to adjust focus __X__
OTHER:
ISSUE: CHECK IF APPLY
Access to CONFIDENTIAL information __X_
Access/handle Company funds __X_
Ability to communicate fluently in English __X_ to communicate w/residents, employees, clients, etc.
DISCLAIMER: This job description is not an employment agreement or contract. The above information indicates the general nature and level of work performed by employees within this classification. It is not a comprehensive inventory of duties and/or responsibilities. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.
Can you meet the essential functions, physical, mental and other specifications of this job?
Check one: I can _____. I cannot _____. If cannot, please discuss. Write on back of this form if necessary. All employees are held to the 90-day introductory period and the performance standards for any function that they have indicated they are able to perform with or without a reasonable accommodation. HCSG reserves the right to ask for written verification by a healthcare provider.
Minimum experience or requirements:
A high school diploma or equivalent is required. Bachelor’s degree preferred. Specialized training in dining services management and nutrition is desirable. Must successfully complete an approved sanitation and safety course.
Two years experience in quantity food production/service and one year personnel supervision is desired.
Certified Dietary Manager (CDM) participant or certification preferred (or as required by State & County law – see Certificates below.)
Two years or more related experience.
Must provide a criminal background check.
Must maintain a valid driver’s license.
Nov 09, 2018
Full time
SECTION 1: POSITION DATA.
TITLE: Dining Services Manager In Training
DEPARTMENT: Dining Services
REPORTS TO: Dining Services Director/Manager
STATUS & GRADE: Non-Exempt (hourly) _X_ Non-Union ___ EMPLOYMENT: Full-time
SECTION 2: POSITION SUMMARY.
The Manager In Training (MIT) is able to learn to perform and often performs the job assignments of the dietary aide, cook, and dishwasher positions (see related job descriptions) and, as such, is able to operate, and teach others how to operate, a variety of industrial kitchen equipment. The Manager In Training may perform and lead small groups of line staff in food preparation, serving and clean-up activities on varying shifts as needed. The Manager In Training must be able to quickly learn policies and procedures, and federal/state requirements such that they may assume the responsibility of and manage and supervise the dietary staff at a single site. The MIT must be able to learn to effectively handle managerial responsibilities as well, including but not limited to; payroll submission; staffing patterns; effective coaching and discipline; purchasing; maintaining inventory and budgeting. The MIT assists in providing leadership, support and guidance to ensure that food quality standards, inventory levels, food safety guidelines and customer service expectations are met. The Manager In Training may assist in training, quality control and in-servicing of staff. The Manager In Training must conduct themself in a professional manner and help insure that line staff do the same.
SECTION 2A: ESSENTIAL FUNCTIONS OF THE JOB.
JOB FUNCTION
People Management and Development.
The MIT assists with orienting dietary staff for the dietary department.
Learns and assists with maintaining proper staffing levels, and, as needed and deemed able by their supervisor, supervises, coordinates and assists in the evaluation of dining services employees in preparing and serving food, and cleaning facilities and utensils in a production kitchen.
All other duties as assigned.
SECTION 2A: ESSENTIAL FUNCTIONS OF THE JOB, continued.
JOB FUNCTION
Financial Management.
Learns and assists Account Manager/Director in planning and budgeting.
Learns and assists Account Manager/Director in managing a cost-effective program.
Learns and assists Account Manager/Director in forecasting and planning the purchase of food, supplies and equipment.
Learns and assists Account Manager/Director in maintaining required records including food production, inventory, income/expense, meal counts and personnel records.
All other duties as assigned.
Customer Service.
Interacts appropriately with residents, client, other personnel and the public.
Relays feedback from residents to Account Manager with regard to whether food is palatable and attractive to residents.
All other duties as assigned.
Food preparation and Safety.
Assists in ensuring that established sanitation and safety standards are maintained.
Assists in overseeing and participates in the preparation and serving of food.
Must be able to perform the essential job functions of dietary aide, cook, and dishwasher positions.
All other duties as assigned.
SECTION 3: EDUCATION/TRAINING/WORK EXPERIENCE
QUALIFICATIONS:
A high school diploma or equivalent is required. Bachelor’s degree preferred. Specialized training in dining services management and nutrition is desirable. Must successfully complete an approved sanitation and safety course.
Two years experience in quantity food production/service and one year personnel supervision is desired.
SECTION 3: EDUCATION/TRAINING/WORK EXPERIENCE, continued.
QUALIFICATIONS, continued:
Certified Dietary Manager (CDM) participant or certification preferred (or as required by State & County law – see Certificates below.)
Two years or more related experience.
Must provide a criminal background check.
Must maintain a valid driver’s license.
KNOWLEDGE, SKILLS & ABILITIES.
Degree level*/Area: Bachelors in related field preferred or two years experience preferred, or any equivalent experience and training that provides the required knowledge, skills and abilities.
Certificates:
Food Safety Manager or Foodhandler Certification: Current ServSafe or State certification required as indicated by State / County law.
Or
CDM / CFPP: Current Certified Dietary Manager (CDM)/Certified Food Protection Professional (CFPP) required where participant or certification is required by State regulation for long-term care which, as of publication of this job description, includes the States listed in the attachment to this job description.
Licenses: None. * Acceptable minimum equivalent experience in place of degree: 2 years. There is no replacement for Federal / State / County required certification(s)/training.
The Dining Services MIT must be able to learn and achieve the following:
Skilled in motivating and supervising dining service personnel.
General knowledge and understanding of nutrition.
Ability to interpret a nutrient analysis spreadsheet of patient meals.
Knowledge of dining services program requirements.
Basic computer skills.
Ability to maintain records and complete reports as required, including web-based reporting.
Written and oral communication skills.
Considerable knowledge of quantity food production and serving techniques, food safety/sanitation requirements and procedures.
An understanding of dining services program finances.
SECTION 3: EDUCATION/TRAINING/WORK EXPERIENCE, continued.
KNOWLEDGE, SKILLS & ABILITIES, continued.
Skill in using public relations techniques to promote the dining services program to client and residents. • Ability to interact positively with residents, client and other personnel and the public.
Computer software (please specify): proficient/or ability to become proficient within first 3 months in using computer and computer software, including but not limited to: E-mail, Mealtracker, word processing programs including Microsoft Word, spreadsheet software – Excel.
Machine operation (please specify):
Copier, fax, calculator, computer, and other office equipment; all standard kitchen equipment from industrial ovens to utensils.
Special training: please refer to dietary training manual
Other: (please specify): knowledge of departments and functions; must be fluent in English - reading, writing, and speaking.
Other: (please specify) :
Must possess basic math skills.
Good communication and interpersonal skills.
Good client/customer service and organizational skills.
Ability to prioritize multiple tasks.
Ability to work effectively with a team.
Ability to work independently as needed to support the group effort.
Ability to exercise independent judgment.
SECTION 4. MENTAL DEMANDS & OTHER
Mental demands and other factors important to successful performance of job tasks (Mental demands are not only learned mental skills, but also conditions that call for mental discipline.) (check all that apply)
_x_ Reading _x_ Verbal communication skills
_x_ Written communication skills _x_ Detailed work
_x_ Stress - people, deadlines _x_ Customer/employee contact _x_ Confidentiality _x_ Multiple concurrent tasks
_x_ Frequent interruptions _x_ Problem solving
___ Bilingual _x_ Interpersonal skills
_x_ Analytical ability _x_ Dexterity
_x_ Time management skills
_x_ Other: Social perceptiveness; leadership and organizational skills.
WORKING ENVIRONMENT:
The work is performed in a well-lit and well-ventilated facility with a wide variety of people with differing functions, personalities and abilities. The noise level is usually moderately quiet. Exposed to physical and emotional disabilities of the aged, which may include combative residents. Exposed to odors. Must be on constant alert for possible injuries to patients. Exposed to sharp objects and hazardous materials. Must be able to work around food and/or cleaning products. Exposures to infectious diseases are possible. Employees who are immune-suppressed should be aware of the potential hazards.
SECTION 5. PHYSICAL SPECIFICATIONS.
The work requires routine walking, standing, bending and sitting.
Standing/Walking _x__ __85_ __% all the time, except on breaks
Sitting____x___ __ 15 __%
------------------------------------------------------------------------------------------------Lifting ____ x ____ ____10__% to lift inventory - max. wt. of 50 lbs. Carrying ____ x ____ ___ 15__% to carry inventory - max. wt.of 50 lbs. Pushing ____ x ____ ____10__% to push food truck - max. wt. of 50 lbs. Pulling ____ x____ ____10__% to pull food truck - max. wt. of 50 lbs. Climbing ____ x____ ____2___% to retrieve inventory or food product. (May be required more often if facility is more than one story (stairs).) Balancing ____ x____ ____10__%
Stooping ____x____ ____2___%
Kneeling ____ x____ __1 __%
Bending x 7___ %
Crouching ____x____ ____1___%
Crawling ____ x____ ________%
Reaching ____x____ ____10__%
Handling ____x____ ____20__%
Twisting ____x____ ____2___%
Taste/Smell ____x___ to determine food quality & palatability.
EXPOSURE SPECIFICATIONS
Organic solvents ______
Noise _____
Dangerous, moving machinery __X___
Solitary Work _____
Toxic conditions ______
Work at rapid pace X at times
Poor ventilation __X ___
OTHER: _ during meal time it is noisy__
Temperature Variance ___X __ From _20_ to _100+_ degrees Fahrenheit
SECTION 5. PHYSICAL SPECIFICATIONS, continued.
AUDIO/VISUAL:
Sight __X__ Color Vision __X__
Near Vision __X__ Far Vision __X__
Depth Perception __X__
Peripheral Vision __X__
Speaking __X__ Hearing __X__
Ability to adjust focus __X__
OTHER:
ISSUE: CHECK IF APPLY
Access to CONFIDENTIAL information __X_
Access/handle Company funds __X_
Ability to communicate fluently in English __X_ to communicate w/residents, employees, clients, etc.
DISCLAIMER: This job description is not an employment agreement or contract. The above information indicates the general nature and level of work performed by employees within this classification. It is not a comprehensive inventory of duties and/or responsibilities. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.
Can you meet the essential functions, physical, mental and other specifications of this job?
Check one: I can _____. I cannot _____. If cannot, please discuss. Write on back of this form if necessary. All employees are held to the 90-day introductory period and the performance standards for any function that they have indicated they are able to perform with or without a reasonable accommodation. HCSG reserves the right to ask for written verification by a healthcare provider.
Minimum experience or requirements:
A high school diploma or equivalent is required. Bachelor’s degree preferred. Specialized training in dining services management and nutrition is desirable. Must successfully complete an approved sanitation and safety course.
Two years experience in quantity food production/service and one year personnel supervision is desired.
Certified Dietary Manager (CDM) participant or certification preferred (or as required by State & County law – see Certificates below.)
Two years or more related experience.
Must provide a criminal background check.
Must maintain a valid driver’s license.
