Client Services Assistant
1 week ago
**Job no**: 540136
**Work type**: Staff
**Location**: San Bernardino - San Bernardino Campus
**Categories**: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)
**Job Summary**:
The Client Services Assistant is responsible for the day-to-day customer service functions of the
Duties and Responsibilities:
Client Services/Customer Service
- Provides basic customer service and serves as an initial point of contact in Financial Aid and Scholarships. The initial preparation provided by this position reduces the number of students who must see an advisor and/or better prepares the student for a more productive meeting.
- Provides lead work direction to the client services student peer advisor team with guidance, questions, training.
- Work closely with the Client Services Advisor to support the day-to-day operations of the front counter service area.
- Foster a friendly, supportive, and welcoming environment for students, families, and internal & external customers.
- Assist students regarding the financial aid appeal procedures, including satisfactory academic progress, and to request a re-evaluation of eligibility due to special or unusual circumstances.
- Maintaining student files and records for scanning
- Processing of various documents and records for financial aid file
- Ensure documents are scanned in OnBase for staff and students.
- Processing incoming mail from the general public.
- Answering phones and routing to the appropriate person, if needed.
Document Review and Processing
- Receive and carefully review financial aid forms and supporting documents submitted by students & parents for accuracy and completeness. Request appropriate follow-up or corrections as necessary.
Office Support
- Support work as needed throughout the Financial Aid and Scholarship team with ad-hoc projects or activities as assigned by the Financial Aid Leadership team.
- Participate in ongoing departmental training and cross-training activities to ensure an understanding of the universities programs, policies and procedures, and resources and services available to students.
- Other Classification Related Duties as Assigned
**Minimum Qualifications: Required Education and Experience**
- High School diploma or its equivalent AND two years of experience in general office clerical or secretarial work or the equivalent.
**Required Qualifications**
- Experience to be proficient in performing most or all work assignments.
- General working knowledge of applicable university infrastructure, policies, and procedures.
- Thorough knowledge of office methods, procedures, and practices.
- Fluency in using standard office software packages.
- Thorough knowledge of English grammar, punctuation, and spelling.
- Able to identify deviations from applicable policies.
- Ability to perform standard arithmetic functions of a transactional nature, including tracking and comparing data.
- Work often involves front line contacts with a variety of campus and community individuals requiring active problem solving and effective interpersonal skills.
- Demonstrated competence in effectively presenting standard information in writing.
- Demonstrated competence in understanding, interpreting, and communicating procedures, policies, information, ideas, and instructions.
**Preferred Qualifications**
- Financial aid customer service experience
- Ability to work collaboratively and communicate effectively in a team environment.
- Ability to learn and work in a fast-paced environment.
**Compensation and Benefits**:
Anticipated Hiring Range: $3,505 per month
Classification Salary Range: $3,505 - $ 5159 per month
The salary offered will take into account internal equity and experience among other factors.
The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.
**Position Information**:
Work status: Full-time/Non-Exempt/Probationary
**Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.**
**Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.**
As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.
California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas)
**Conditions of Employment**
**Background Check**
**Mandated Reporter**
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth
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