Client Services Representative

2 months ago


New York, United States Schwarzman Animal Medical Center Full time

As a Client Services Representative (CSR) at the Animal Medical Center, duties will include but may not be limited to keeping accurate medical records, clerical work, client education, and support of the Director of Clinical Services, Client Services Managers, and other team members. This position requires practical knowledge of hospital procedures, policies and services; client and patient treatment protocols; data transcribing and word processing; and the standard procedures, records and terminology used in the veterinary hospital.

CSRs work with the entire AMC team to promote a positive attitude and an environment of patient and client-centered service, continuous quality improvement, compliance with AAHA Standards and other statutory requirements.

Essential Duties and Responsibilities:

  • Acknowledge and cheerfully greet all clients and visitors in a professional and timely fashion.
  • Proficiently register and check-in new and returning clients and patients and appropriately providing client with and process all forms and other paperwork required for intake and discharge of animals.
  • Appropriately triage emergency cases and send follow-up communication.
  • Schedule follow-up, reschedule, and cancel patient appointments using Cornerstone.
  • Handle all financial transactions and reconcile client files as needed - including auditing invoices prior to clients/patients discharging from the hospital; Reconcile the financial transactions each day - including end of day and end of month.
  • Offer alternative payment options to clients such as Care Credit and AMC payment plans. Terms for both options must be explained to client to ensure client is aware of all conditions and agreements.
  • Efficiently and appropriately communicate ongoing projects from shift to shift, co-worker to co-worker.
  • Appropriately assist patients in getting medications refilled.
  • Maintain the confidentiality, security, and physical safety of all patient medical records in addition to collecting, scanning, processing, maintaining, storing, timely retrieve, and distributing medical records.
  • Maintain the client services area and clinic reception area in accordance with safety and infection control guidelines.
  • Courteously accepting other job duties as assigned.
  • Conduct oneself in a confident and professional manner even when stressed and/or focused on individual tasks.
  • Other duties as assigned.
Requirements:
  • Must have basic knowledge of office procedures and machines.
  • Proficient knowledge and competency of MS Office (especially Outlook).
  • Must possess excellent telephone skills and make a positive first impression on patients and visitors to the clinic.
  • Must have previous veterinary receptionist experience
Education and/or Experience:

College degree preferred but must have High School diploma or equivalent.

Previous veterinary receptionist experience is a must

Language Skills:

Ability to read, write, and comprehend instruction, short correspondence, and memos in English. Must be able to effectively present information in one-on-one and small group situations to customers, clients, and other employees in person, telephone, and all forms of electronic communication.

Mathematical Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, decimals, and percents.

Reasoning:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Schedules:
  • Monday - Friday 10am-6pm


  • New York, United States Societe Generale SA Full time

    **Welcome to the Societe Generale Careers website.** Client Service Representative Permanent contract| New York| Retail & online banking **Client Service Representative** New York, United States Permanent contract Retail & online banking ** Responsibilities** **The main activities of the Client Service Representatives (CSR) are listed below:** * Level 1...


  • New York, United States Entertainment Benefits Group Full time

    **Details for Position: NY- CS R** **Client Service Representative** **Location: New York** **Details for Position: NY- CS R** **Client Service Representative** **Location: New York** Entertainment Benefits Group (EBG) is one of the fastest growing e-commerce companies in the country that specializes in live entertainment and travel. EBG generates millions...


  • New York, United States Primestone Partners LLC Full time

    **Client Service Representative** **Job Overview** The Client Service Representative will provide world-class service through expert communication whether it is with our guests, vendors, partners, or employees. The Client Service Representative is responsible for delivering a professional approach with a personal flare. The Client Service Representative will...


  • New York, United States The New York Times Full time

    The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It's why we have a world-renowned newsroom that sends journalists to report on the ground from nearly 160 countries. It's why we focus deeply on how our readers will experience our...


  • New York, United States The New York Times Full time

    The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It's why we have a world-renowned newsroom that sends journalists to report on the ground from nearly 160 countries. It's why we focus deeply on how our readers will experience our...


  • New York, United States MMC Group Full time

    **Job Details** **Call Center** Client Service Representative New York, NY Posted: 3/1/2022 Job Description Job ID#: 52602 Job Category: Call Center Position Type: *W2 Positions Available: 8 **URGENT! MMC is seeking to identify candidates that meet the following:** **High Overview:** **Job Title: Communication Services Representative** **Start Date: 03/28**...


  • New York, United States Harriett Financial Group Full time

    Client Services / Sales Support Associate (Marlton, NJ) Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location. The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional...


  • New York, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...


  • New York, United States Gemological Institute of America Full time

    Client Services Representative - We offer a competitive benefits package!The Company: GIA is the world's foremost authority in gemology. GIA in New York is located in midtown Manhattan at the heart of the diamond district. A part of a global organization, this campus accommodates approximately 400 of the 3,500 employees that GIA employs worldwide. It offers...


  • New York, United States Cetera Financial Group Full time

    Job Description This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...


  • New York, United States Gemological Institute of America Full time

    Client Services Representative - We offer a competitive benefits package! The Company: GIA is the world's foremost authority in gemology. GIA in New York is located in midtown Manhattan at the heart of the diamond district. A part of a global organization, this campus accommodates approximately 400 of the 3,500 employees that GIA employs worldwide. It offers...


  • Rochester, New York, United States Paychex Full time

    Overview:With a moderate level of guidance, the role focuses on delivering exceptional customer support for various Paychex offerings. Utilizes established protocols to ensure positive customer interactions while addressing claims and concerns in a fair and effective manner, adhering to Paychex's policies and procedures. Cultivates an understanding of the...


  • New York, United States Mphasis Full time

    *Job Description* *Role: Client Services Representative - Banking* *Who are we looking for?* Roles will be focused on a very high level of Customer Support by helping in creation of account, migrating data from one platform to another, facilitate collection of documentations, triaging and back office coordination in a well-known bank. *Experience*: 5+ years...


  • New York, United States OMNI-INVICTUS LLC dba Array Full time

    Job DescriptionJob DescriptionJob Title: Service Operator and Client Services RepresentativeLocation: New York City, In-OfficeCompensation: $16-19 per hourAbout ArrayArray is the litigation support partner that delivers speed, accuracy, and unmatched service. Because our company is founder owned, our primary duty is to our clients.Our mission: To seamlessly...


  • New York, United States Court Square Animal Hospital Full time

    Job DescriptionJob DescriptionDescriptionCourt Square Animal Hospital is seeking a Veterinary Client Service Representative to join our team! We are a new and fast-paced office that opened in July 2019, so teamwork and the ability to multitask are important. Court Square is one of several practices part of the West Hills Animal Hospital Family, which is a...


  • New York, United States Suveto Full time

    **Client Service Representative** at Suveto New York Our team works closely together to provide excellent care to our patients, focusing not only on the bond between the patient and client but also on being advocates for them and the families who love them. As a veterinary assistant, you will be a crucial member of our care team. As a member of our team, you...


  • New York, United States 24hrvetcenter Full time

    **Client Service Representative** at Taconic 24/7 Veterinary Center Cortlandt Manor, NY Our team works closely together to provide excellent care to our patients, focusing not only on the bond between the patient and client but also on being advocates for them and the families who love them. As a veterinary assistant, you will be a crucial member of our care...


  • York, United States National Veterinary Associates Full time

    The Client Service Specialists main responsibility is to provide exceptional client service while maintaining a smooth and efficient flow of clients and patients through the animal hospital. More specifically, the Client Service Specialist is respon Client Service, Representative, Hospital, Retail, Client, Patient


  • New York, United States Business Wire Full time

    ???? **Privacy Notice** **Client Service Representative - Lead** New York, NY (Remote) / Sales / Full Time Business Wire, a Berkshire Hathaway company, is the global market leader in press release distribution and regulatory disclosure. We are on a mission to redefine how organizations connect with their audiences - and thats just the beginning! ...


  • New York, New York, United States Canon U.S.A., Inc. Full time

    Position Overview: Mailroom Client Services RepresentativeLocation: United StatesCompany: Canon Solutions America, Inc.Requisition ID: 32183Category: Administrative/ClericalPosition Type: Full-TimeRole SummaryThe Mailroom Client Services Representative is tasked with ensuring the efficient handling and delivery of various assignments on-site, focusing on...