Fiserv logo
Fiserv

We aspire to move money and information in a way that moves the world.

Client Service Associate

Location

Idaho + 2 moreAll locations: Idaho | New York | Wisconsin

Posted

2 days ago

Salary

$120K - $198K / year

Seniority

Mid Level

Bachelor DegreeEnglish

Job Description

Client Service Associate

Fiserv

• Lead/assist in processing of daily transactions for all cash programs • Monitor money movements • Answer any/all investor inquiries expeditiously and accurately • Coordinate with Sales and the custodian during the client on-boarding process • Gather information and necessary documents for external audit confirmations • Perform data entry of bank statements into SCCM’s proprietary system for reconciliation • Assist with interest rate variance analysis and coordinate with bank team on discrepancies

Job Requirements

  • Bachelor's Degree or equivalent (any discipline)
  • Prior experience working in a Trade Support or Trading Operations function
  • Exposure to basic accounting and finance
  • A team player who enjoys working in a collaborative, and entrepreneurial environment
  • Self-starter who takes the initiative to suggest process improvements and address needs
  • Understanding of the basic bank terms and settlement procedures
  • Strong proficiency in MS Excel
  • Strong commitment to excellence and attention to details
  • Strong time-management skills and the ability to manage multiple tasks simultaneously

Benefits

  • Annual incentive opportunity delivered as a mix of cash bonus and equity awards

Related Job Pages

More Client Services Representative Jobs

Quest Diagnostics logo

Client Service Representative I - Bilingual - English, Spanish

Quest Diagnostics

A Fortune 500 company cited on the S&P 500 Index, Quest Diagnostics is a healthcare products and services provider offering diagnostic testing to 1-in-3 U.S. adults and half of the

Title: Client Service Representative I - Bilingual (English, Spanish) Location: Lenexa United States Job Description: Category Customer Service Location Lenexa, Kansas Job function Operations Job family Client Services Shift Day Employee type Regular Full-Time Work mode Remote Job Description Category Customer ServiceLocation Lenexa, KansasJob function OperationsJob family Client Services Shift DayEmployee type Regular Full-TimeWork mode Remote Job Description Client Service Representative I - Bilingual (English-Spanish) | Temporary role until end of year | Fully Remote Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. Training schedule: 3-4 weeks, Monday - Friday 8:00AM - 4:30PM Central Shift Schedule: Will be assigned after training, start time will be between 7:00AM - 10:30AM Central start time, with a rotating Saturday schedule. Work from home requirements: Home internet hard wired to modem with minimum 100mbps download and 20mbps upload speed. Start date: July 2nd Pay: $17.20 per hour (English/Spanish Bilingual) Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. Responsibilities: - Use professional spoken and written etiquette and all available resources to respond to incoming customer inquiries, requests and complaints competently and courteously. - Perform research and troubleshoot inquiries and follow up with customers on issues that cannot be resolved immediately. - Complete all required documentation associated with the handling of received requests while maintaining complete and accurate records. - As needed, report priority and critical matters to clients and relevant internal parties following established procedures for reporting and documentation. - Follow all policies regarding follow-up and shift change notification. - Follow up with relevant parties as needed, based on the issue being addressed. - Follow through in a timely manner to resolve all issues and concerns. - Provide complete and accurate information, education and guidance to clients about business processes - Escalate issues as appropriate to keep immediate supervisor informed of client concerns, problems or deviations from established procedures. - Provide suggestions for process improvements to maximize quality and efficiencies in the department - Comply with company policies and governmental regulations - Perform other duties as assigned to meet the business needs or customer requirements. - This is not an exhaustive list of all duties and responsibilities, but rather a general description of work performed by the position. Qualifications: Required Work Experience: - One year experience in a similar role. Preferred Work Experience: - 2 years of relevant professional experience. - Wellness Platforms: - Wellness Engine - QLS - Powerterm - Perceptive Content - Kofax - QDRS - APEX - Sam Perdiem Password Reset Tool - Summit App - Absorb - Toxicology Platforms: - QTN / CCI - ESP - QBS - CCF Imaging - Smartworks - ExamOne Portal - Quest Select - Eligibility - QLS - Facilities Database Optimaxx Physical and Mental Requirements: - Sitting for long periods of time. - Repeating motions that may include the wrists, hands and/or fingers. (Typing) Knowledge: - Proper telephone etiquette to handle customer inquiries - Basic knowledge of operating office equipment - Basic understanding of fundamental medical and laboratory terminology - Understand the importance of Quality Service and how it is measured - Microsoft products (Outlook, Teams, Word, Excel etc.) - Salesforce - Five9 Skills: - Excellent interpersonal and communication skills (oral and written) necessary to effectively interact with customers and co-workers - Proficiency in basic computer skills (Word, Excel, Outlook) - Ability to multi-task and work in a fast-paced environment - Strong organizational skills - Ability to analyze and solve problems. - Good listening skills - Ability to maintain professional and tactful manner in stressful situations - Ability to deal with client information in a confidential manner - Ability to work in both an individual and team environment. While we appreciate and value our staffing partners, we do not accept unsolicited resumes from agencies. Quest will not be responsible for paying agency fees for any individual as to whom an agency has sent an unsolicited resume. Equal Opportunity Employer: Race/Color/Sex/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Vets or any other legally protected status.

Kansas
$17+ / hour
Quest Diagnostics logo

Genomic Client Services Specialist

Quest Diagnostics

A Fortune 500 company cited on the S&P 500 Index, Quest Diagnostics is a healthcare products and services provider offering diagnostic testing to 1-in-3 U.S. adults and half of the

Title: Genomic Client Services Specialist Location: Tucker, Georgia, United States Job Description: Category Customer Service Location Tucker, Georgia Job function Operations Job family Client Services Shift Day Employee type Regular Full-Time Work mode Remote Job Description Genomic Client Services Specialist Location: Remote Work Schedule: Monday to Friday, 9:00 AM to 5:30 PM Pay range: $25.00+ per hour (vary depending on experience and location of residence) Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. Benefits Information: We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects – physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include: • Day 1 Medical, supplemental health, dental & vision for FT employees who work 30+ hours • Best-in-class well-being programs • Annual, no-cost health assessment program Blueprint for Wellness® • healthyMINDS mental health program • Vacation and Health/Flex Time • 6 Holidays plus 1 "MyDay" off • FinFit financial coaching and services • 401(k) pre-tax and/or Roth IRA with company match up to 5% after 12 months of service • Employee stock purchase plan • Life and disability insurance, plus buy-up option • Flexible Spending Accounts • Annual incentive plans • Matching gifts program • Education assistance through MyQuest for Education • Career advancement opportunities • and so much more! Genetic testing and counseling are rapidly advancing areas of medical genetics, requiring extensive knowledge of the principles and practice of all areas of clinical and laboratory genetics as well as genetic counseling. The impact of genetic testing results for patients and their families are often complex and life-changing, ranging from childbearing decisions to cancer prevention strategies. The Genomic Client Service Specialist will aid the Genomic Services team to ensure that clients of Quest Diagnostics Incorporated receive genetics services, both consultative and laboratory, of the highest quality possible. The Genomic Client Service Specialist will provide support to the Genomic Science Specialists and Liaisons in all aspects of genetic testing, including Biochemical Genetics/Maternal Serum Screening, Cytogenetics, and Molecular Genetics Laboratories. Under the direction, or working with members of the Genomic Services organization, he/she will be responsible for assisting the Genomic Science Specialists and Genomic Coordinators in their role of providing client service and support for laboratory operations. Responsibilities: - Handle all customer inquiries by telephone and email regarding reporting of results, concerns of service failures and other duties needed to provide customer satisfaction. - Troubleshoot both complex medical/technical and routine requests. - Report laboratory results to clients using established protocols. - Document reporting or call history in the patient file and maintain appropriate records. - Contact the client to resolve routine or medical/technical matters related to patient testing and result reporting. - Communication with client to investigate status of expected samples - Use established protocols for reporting client concerns. - Provide research and resolution on complex medical/technical issues, including those that have been referred by general client services or regional business units. - May provide technical training to new hires. - Coach less experienced staff. - Recognize quality service issues and provide feedback to appropriate personnel on opportunities for improvement. - May assist Group Leader in the delegation of work in the absence of the supervisor or manager. - Has ongoing responsibility for maximizing department quality and productivity by monitoring service levels and minimizing abandoned calls. - Management and procurement of multiple clinical databases used for results reporting and publication purposes. - Ongoing education of general client services groups on general genetics inquiries. - Obtain incoming prenatal intake information from health care providers wishing to send in prenatal samples and triage to the genomic science specialists. - Triaging calls and emails to appropriate members of GCSS and GCS teams - Other duties as required to meet the customer’s requirements Qualifications: Required Work Experience: - Minimum of 5 years of clinical laboratory or customer service experience will be considered. - Call center experience HIGHLY preferred. Physical and Mental Requirements: The person must be able to sit (or stand) for long periods of time Knowledge: - Medical terminology required - Previous medical or clinical laboratory background - Word, Excel, etc. skills helpful Skills: - Must be able to handle multiple tasks and work in a fast paced environment - Ability to handle stressful situations and demonstrate a potential for strong independent problem solving skills. - Must have strong problem solving skills - Must be able to operate basic office equipment. - Must demonstrate Integrity and a commitment to values. - Willingness to accept additional responsibilities with a positive attitude and foster teamwork. - Must exhibit comfortable interaction with technical staff and other departments. - May handle specimens. - Ongoing training and knowledge of genetics and genetic testing - Must have strong communication skills. Able to speak the English language clearly and effectively communicate to caller and peer group. Education - High School Diploma or Equivalent (Required) 60009 Quest Diagnostics honors our service members and encourages veterans to apply. While we appreciate and value our staffing partners, we do not accept unsolicited resumes from agencies. Quest will not be responsible for paying agency fees for any individual as to whom an agency has sent an unsolicited resume. Equal Opportunity Employer: Race/Color/Sex/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Vets or any other legally protected status.

Worldwide
$25 / hour
UNC Health Care logo

Registered Nurse Nursing Coordinator - Imaging Support Services Hedrick

UNC Health Care

University of North Carolina Health Care, also known as UNC Health Care, is a nonprofit healthcare system based in Chapel Hill, North Carolina. It is owned by the state of North Ca

Title: Registered Nurse Nursing Coordinator - Imaging Support Services Hedrick Location: Chapel Hill United States Job Description: Description It's an exciting time to join the Interventional Radiology team at UNC Health! Our services are expanding to include a more inclusive offering of Pediatric Interventional Radiology (VIR) at both UNC Medical Center and UNC Hillsborough campuses. We are seeking an experienced and passionate Registered Nurse to join our growing team as a Nursing Coordinator. In this role, you will work alongside three dedicated coordinators to manage and schedule Pediatric VIR procedures across both campuses. The Nursing Coordinator plays a vital role in ensuring a seamless patient experience by receiving, verifying, and transcribing provider orders; obtaining prior approvals when needed; and coordinating procedure scheduling for pediatric patients requiring VIR services. This position offers the opportunity to collaborate closely with providers, the VIR clinical team, patients, and families to deliver high-quality, compassionate care throughout every step of the process. The ideal candidate will bring: - A minimum of five years of hospital nursing experience - Strong organizational and communication skills - The ability to work independently and take initiative in a fast-paced environment - Previous VIR experience preferred This position is scheduled Monday through Friday from 7:30 a.m. to 4:00 p.m., with no weekends, holidays, or on-call responsibilities. Flexible scheduling options are available. Following six months of training and orientation, the role will transition to a fully remote position. If you are passionate about procedural nursing and dedicated to creating exceptional patient care experiences, your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of communities across North Carolina. Summary: Provides clinical administrative nursing care coordination in support of a patient care area. Duties include one or more of the following care coordination, discharge planning, data analysis and performance metrics, and patient/staff education. Responsibilities: - Assesses patient status of a specialized population. Rounds with an interdisciplinary health care team to determine patient care needs and coordinate ongoing acute care and long-term needs. Uses expertise and experience in specialty practice to facilitate patient care. Acts as a liaison between the patient, family and health care team to communicate patient care needs including coordination of patient/family care conferences. - Collaborates with health care team to provide information and resources to facilitate patient care. Provides inservices and formal presentations to nursing, medical and ancillary staff on topics related to the specialized patient population. Assist staff in the development of patient education materials for the patient population. Perform patient teaching related to specific topics and patient needs. Documents patient teaching in the medical record in the appropriate sections - Collects data related to specialized patient population and analyzes for trends. Enters data or coordinates its entry into databases and registries for benchmarking purposes. Participates in performance improvement activities to promote quality patient care. Analyzes data for trends and makes suggestions for revisions to patient care protocols for the patient population. Monitors outcomes of care for patient population and collaborates with the interdisciplinary health care team on evaluation of outcomes. - Coordinates patient care for post-hospitalization care and discharge planning. Makes referrals to other care providers during acute care episode and for post-discharge care. Communicates discharge needs to interdisciplinary health care team, patient and family. Coordinates appointments with clinics, outside referral sources, home care, durable medical equipment providers and other providers to ensure continuity of care for the patient. Attends care conferences and interdisciplinary care rounds. Documents care planning and communication with health care providers in the medical record. - Promotes own professional development through attending inservices and presentations. Keeps current in practice through conferences, reading current literature and research. Role models professional nursing practice to others through use of the nursing process and professional behaviors Other Information Other information: Education Requirements: ● Graduation from a state-accredited school of professional nursing Licensure/Certification Requirements: ● Licensed to practice as a Registered Nurse in the state of North Carolina. Professional Experience Requirements: ● Five (5) years of professional nursing experience. Knowledge/Skills/and Abilities Requirements: Job Details Legal Employer: STATE Entity: UNC Medical Center Organization Unit: Imaging Support Svcs Hedrick Work Type: Full Time Standard Hours Per Week: 40.00 Salary Range: $35.87 - $51.57 per hour (Hiring Range) Pay offers are determined by experience and internal equity Work Assignment Type: Onsite Work Schedule: Day Job Location of Job: US:NC:Chapel Hill Exempt From Overtime: Exempt: Yes This is a State position employed by UNC Health Care System with UNC Health benefits. If, however, you are presently an employee of another North Carolina agency and currently participate in TSERS or the ORP, you will be eligible to continue participating in those plans at UNC Health. Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation. UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities.

North Carolina
$36 - $52 / hour
Mars, Incorporated logo

Client Care Representative

Mars, Incorporated

Mars, Incorporated is a multinational manufacturer of confectionery, pet food, and other food products. Partnered with more than 80,000 associates worldwide, Ma

Client Care Representative Location: Remote, United States Supply Chain & Engineering Job ID: R155968 Job Description: Customer Care B3-I Remote Customer first approach! The Client Care Representative will provide our customers the service they deserve to match our premium product for their beloved cat or dog. They will strive to win loyalty & trust of our customer by taking ownership and accountability in every interaction. What are we looking for? Minimum: - High School Diploma - High-speed internet access - internet connection of 100kbps - Work environment free from background noise, interruptions, and distractions. - 1+ year experience with Salesforce - 1+ years utilizing MS Office Product Suite Preferred: - College degree - Prior experience working in customer service call center environment - Prior customer service experience with the veterinary field What will be your key responsibilities? - Ability to handle challenging customer interactions that include phone, email, chat, and cases & SMS. - Ability to determine customer needs and provide appropriate solutions in a timely and professional manner. - Ability to empathize and prioritize customer needs by demonstrating agility and teamwork. - Ability to resolve conflicts and set appropriate expectations for customers. - Able to identify roadblocks and escalate through the appropriate channels. - Exude patience and ownership with each customer, including both internal and external contacts. What can you expect from Mars? - Work with diverse and talented Associates, all guided by the Five Principles. - Join a purpose driven company, where we're striving to build the world we want tomorrow, today. - A strong focus on learning and development support from day one, including access to our in-house Mars University. - An industry competitive salary and benefits package, including company bonus. #LI-Remote #LI-AS2 Mars does not sponsor visas for this role. This position is not eligible for relocation benefits. The base pay range for this position at commencement of employment is between the below range, however, base pay offered may vary depending on multiple individualized factors, including but not limited to, market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, if eligible, including variable pay & general allowances (depending on the position and employee's work schedule). Subject to the terms and conditions of the applicable policies and plans then in effect, and depending on the position offered and the employee's work schedule (i.e., part-time schedule), eligible employees are automatically enrolled in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents, and may be eligible to take up to 18 weeks of paid parental leave. Employees will also receive the following paid-time off (which may be prorated based on start date and the employee's work schedule): 120 hours of vacation per year, paid sick time for eligible Associates of 100% pay continuation for a maximum of 40 hours per calendar year, and 12 paid holidays throughout the calendar year that include both fixed and flexible holidays. USD 21.35 - USD 29.35

Worldwide
$21 - $29 / hour