Customer Service Officer

2 weeks ago

Novato, United States Eleos Full time

Client Services Officer-WMG
Non-Exempt
Reports To: WMT Manager
Supervises: This job has no supervisory responsibilities
Novato Location or Sacramento, CA
Hybrid schedule

General Summary:
Provide trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service.

Essential Job Functions:

  • Perform day-to-day functions on assigned accounts accurately and by necessary deadlines (i.e. open accounts, close accounts, transfers, wire requests, process bills, cash receipt, handle all IRA Required Minimum Distributions for the department, tax payments, etc.)
  • Monitor accounts on a daily basis for overdrafts and uninvested cash and keep Trust Officer informed.
  • Client, analyze and research account problems and recommend solutions as appropriate.
  • Establish and maintain an orderly record-keeping system ensuring maintenance of confidential accounts files and special reports.
  • Order supplies for the team as needed.
  • Resolve client requests and refer complex inquiries to Trust Officers.
  • Read and understand Trust Agreements and related documents for administrative purposes.
  • Build and maintain effective working relationships with other team members to ensure high-quality and timely administration of assigned fiduciary accounts.
  • Monitor corporate action, process proxies, and due diligence reports for sub-advisors.
  • Maintain compliance with all internal policies and procedures as well as regulatory requirements.
  • Provide backup to other Client Service Officers when needed.
  • Create and maintain professional rapport and mutually agreeable working relationships with clients in order to sustain the account relationship.
  • Handles special projects as needed by the team.
  • Will participate (under the direction of supervisor) in educational sessions that enhance knowledge in Trust and Investments. (e.g., attending Estate Planning Council meetings and seminars).
Job Skill Level / Additional Requirements:
  • Proficiency in dealing with difficult clients and providing superior customer service. Ability to remain calm and resolve service issues in challenging situations.
  • Discretion of confidential personal, estate planning, and financial information of clients is mandatory.
  • Solid computer skills required (Word, Excel, Powerpoint, Outlook)
  • Excellent written and verbal skills and ability to draft original correspondence. Excellent organizational and analytical skills are highly desirable.
  • Strong numbers orientation and attention to detail.
  • Polished and able to work on and manage multiple tasks and projects with varied and changing priorities.
  • Able to work well on a diverse team, and flexible with the pressure of high volume and multiple deadlines.
  • Follow established procedures, as well as solve problems creatively
  • High energy and enthusiasm are desirable traits.

Professional Experience:
  • 3 - 5 years related experience and/or training.

Educational Experience:
  • Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of experience and/or training.

Qualifications:
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Customer Service

    1 week ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionClear Concepts Management is a sales and client management firm dedicated to delivering exceptional solutions to our clients. We specialize in sales and customer acquisition, striving to provide unmatched service and results for our exclusive clients. As we continue to expand our operations, we are seeking a motivated and...

  • Customer Service

    3 days ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionClear Concepts Management is a sales and client management firm dedicated to delivering exceptional solutions to our clients. We specialize in sales and customer acquisition, striving to provide unmatched service and results for our exclusive clients. As we continue to expand our operations, we are seeking a motivated and...

  • Senior Office Assistant

    1 week ago

    Novato, United States City of Novato California Full time

    To perform the most difficult and complex clerical support duties involving the interpretation and application of policies, rules and regulations, issuance of permits, and preparation of meeting agendas and meeting minutes, consistent with legal requ Office Assistant, Business Operations, Office, Customer Service, Assistant, Senior, Business Services

  • Client Service Specialist- AT&T

    3 days ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of...

  • Client Service Specialist- AT&T

    1 week ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of...

  • Client Service Specialist- AT&T

    1 week ago

    Novato, United States Clear Concepts Management Full time

    If you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of customer service expertise while...

  • Travel Nurse

    2 weeks ago

    Novato, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Home Health Registered Nurse for an exciting Travel Nursing job in Novato, CA. Shift: 5x8 hr days Start Date: ASAP Duration: 13 weeks Pay: $2455.5 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...

  • Travel Nurse

    1 week ago

    Novato, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Home Health Registered Nurse for an exciting Travel Nursing job in Novato, CA. Shift: 5x8 hr days Start Date: 06/10/2024 Duration: 13 weeks Pay: $2391 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...

  • Travel Nurse

    4 days ago

    Novato, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Home Health Registered Nurse for an exciting Travel Nursing job in Novato, CA. Shift: 5x8 hr days Start Date: ASAP Duration: 13 weeks Pay: $2431.25 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...

  • Travel Nurse

    1 week ago

    Novato, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Case Manager Registered Nurse for an exciting Travel Nursing job in Novato, CA. Shift: 5x8 hr days Start Date: 06/10/2024 Duration: 13 weeks Pay: $2543 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...

  • Sales Service Representative

    5 days ago

    Novato, United States CellMark AB Full time

    Packaging Novato **Sales Service Representative - Novato, California** **Job Title: Sales Service Representative** **Department: Packaging - Novato, California** **FLSA Status: Non-Exempt** **Summary/Job Objective:** Providing support related functions in a fast-paced environment this position will be involved in the coordination of sales support duties...

  • Administration and Accounts Receivable

    1 week ago

    Novato, United States BOLT Staffing Service Full time

    Administration and Accounts Receivable. Job Location: Novato, California. Pay Rate: $23-$25/hour. Job Type: Permanent. Schedule: Monday - Friday, 8 am-5 pm. Description of Position:Are you a multitasking wizard with a passion for organization and fin Accounts Receivable, Staff Accountant, Healthcare, Office Manager, Staffing, Accounting

  • Clinical Team Coordinator

    1 month ago

    Novato, United States Anchor Health Full time

    Anchor Health - Are you looking for a work place where you can make a genuine difference? Company Culture that feels supportive, genuine and appreciative of all? Anchor Health is committed to the communities of which we serve, the patients and families we have the honor of caring for and the EMPLOYEES who have chosen us as their work family. The Clinical...

  • Operations Manager Trainee

    1 week ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionAt Clear Concepts Management, we're a passionate community of professionals dedicated to driving success and innovation. With a track record of excellence and a commitment to fostering talent, we provide a platform for individuals to grow, learn, and thrive in a dynamic business environment. We're thrilled to announce an...

  • Operations Manager Trainee

    3 days ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionAt Clear Concepts Management, we're a passionate community of professionals dedicated to driving success and innovation. With a track record of excellence and a commitment to fostering talent, we provide a platform for individuals to grow, learn, and thrive in a dynamic business environment. We're thrilled to announce an...

  • RN / Director of Clinical Services-Hospice

    6 days ago

    Novato, United States Crescent City Recruitment Group Full time

    Registered Nurse (RN) with strong clinical knowledge and supervisory experience to lead an amazing team of clinicians as their Clinical Director. If you are an RN looking to advance in your career, this is the position for you!Our RN Clinical Director will guide our interdisciplinary team members, collaborating closely with your Program Director, Hospice...

  • RN / Director of Clinical Services-Hospice

    1 week ago

    Novato, United States Job Juncture Full time

    Job DescriptionRegistered Nurse (RN) with strong clinical knowledge and supervisory experience to lead an amazing team of clinicians as their Clinical Director. If you are an RN looking to advance in your career, this is the position for you! Our RN Clinical Director will guide our interdisciplinary team members, collaborating closely with your Program...

  • Entry Level Account Manager

    1 week ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionAs an established yet still evolving firm, we look to fill our teams with various skill sets. No matter your expertise, our active training process for Entry Level Account Managers provides the baseline for business strategy and the knowledge necessary to grow within the organization. We can build more robust and effective...

  • Entry Level Account Manager

    3 days ago

    Novato, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionAs an established yet still evolving firm, we look to fill our teams with various skill sets. No matter your expertise, our active training process for Entry Level Account Managers provides the baseline for business strategy and the knowledge necessary to grow within the organization. We can build more robust and effective...

  • E-Commerce Director

    4 weeks ago

    Novato, United States ALLinONE Employment Services Full time

    Develop and execute digital marketing strategies across all direct and digital media channels from concept to launch Lead and manage all aspect of digital marketing including SEO/SEM, Affiliate, Remarketing, New Citizen Acquisition, Marketplaces including Amazon and other future channels, Social Media and Email Marketing. Develop digital marketing programs...