Client Support Associate
Page Mechanical Group Inc
Broad Statement of Responsibilities: The Client Support Associate involved in the day to day operations of the client milieu. The CSA collaborates extensively with clinicians, nursing staff, hospitality, case management, andother patient caregivers and staff to ensure delivery of quality care and coordination of services. They work closely with clinical and hospitality leadership to coordinate systems related to measuring attendance, reporting program outcomes, milieu activities and client satisfaction. The CSA works closely with the Clinical Team and Hospitality Department on special projects as assigned. Qualifications: 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 the essential functions. Able to stand for 8+ hours Able to squat, bend, kneel, and lift 50 lbs Able to work with all departments at All Points North Extensive knowledge of KIPU EMR Time-management skills Capable of making good decisions Ability to handle pressure well Ability to deal with uncertainty Valid Drivers License Education: Required; High School Diploma / GED Preferred; Associates in Social or Human Services Experience: 2+ years of experience working in clinical or hospitality settings with direct guest/client care, experience in clinical documentation systems Special Skills & Knowledge: Candidates should have the following skills and attributes: must be able to work and communicate well with people; be adaptable and accept changes quickly and easily; be willing to address conflict appropriately. Basic computer skills are required with Microsoft Office Suite and KIPU, web-based products knowledge a bonus. Physical Requirements: The physical requirements described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Routine mobility to include standing, stooping, bending, lifting, walking and running. Regularly required to sit and work at a phone/computer workstation Ability to lift up to 50 lbs. Materials & Equipment: Office equipment, computer, copy machine, iPad and company computer programs Essential Requirements: High moral and ethical values Willingness to be open to learning and growing Exceptional communication skills Basic understanding of medical and clinical terminology Excellent organizational skills in order to ensure all patient needs are being met Ability to interact with a wide range of individuals each day Must possess a valid driver’s license, appropriate references Appropriate interpersonal/personal boundaries Maturity of judgment and behavior Ability to remain flexible to accommodate changes in work schedule Position Duties and Responsibilities – Responsibilities include but are not limited to: Completes and distributes the daily census and coordinating ongoing improvement of the census and related projects Produce timely and accurate information to communicate with other department heads regarding guest and departmental needs Works closely with the case management team to ensure coordination of case management tasks including admissions and discharge Review and aggregate patient outcome and satisfaction data Setting up KIPU accounts and managing access levels in KIPU Ensure all EHR are in KIPU and have been signed Develop and implement clinic policies and protocols Use computer software to admit and discharge patients, coordinate follow-up appointments and refer patients to specialists as needed Works to create efficient systems and workflows within the clinic Engages in ongoing tasks to develop policies and enhance processes and procedures, including ongoing performance improvement for clinical tasks Collaborates extensively between departments to coordinate the completion of assigned performance improvement tasks Works closely with leadership tasks on specialty projects as assigned Successfully plans and facilitates psycho educational groups. Attends, scribes and enters notes in Kipu for clinically facilitated process, trauma, and experiential groups. Client Transportation/facility transportation as needed #J-18808-Ljbffr
$57k
...individual, small business and institutional clients. We are a longstanding leader in... ...behaviors that drive long-term success, supported by technology-enabled learning and a culture... ...with confidence. As the Client Support Associate, you'll shadow client appointments, learn...SuggestedFull timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$55.8k - $65k
...brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Client Support Associate is responsible for assisting clients by addressing inquiries, guiding them...SuggestedFull timeWork experience placement- ...environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further. Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client...SuggestedFull timePart timeSeasonal workFlexible hoursShift work
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$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \... ...Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...SuggestedLocal area- ...Silvercrest Asset Management Group LLC in Richmond, VA seeks a detail-oriented professional to support portfolio management and client service. You will assist with account openings, transfers, and ongoing client communications, interfacing with custodians and external...
$28 - $45 per hour
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...customized and comprehensive solutions to help clients with the many complexities they face by leveraging... ...Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions...
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- ...Payments Strategic Client Engagement Associate Help deepen relationships with strategic clients through targeted engagement strategies and help... ...to drive engagements that strengthen relationships and support growth. Join us to grow your career at the intersection of...
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$40.5k - $67.5k
...opportunity to contribute to the company’s success. As a full time Client Experience Associate within PNC's Branch Banking organization, you will be... ...is preferred. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance....Full timeTemporary workPart timeWork experience placementWork at office- ...hardware retirement provider for hyperscaler and enterprise clients. We leverage a nationwide footprint (and international partner... ...industry. For more information, please visit: As a Customer Support Associate, you'll sit at the intersection of logistics and client...Remote workNight shift
- ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ..., tuition reimbursement, mental health support, financial coaching and more. Additional...Work at office
- ...providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime... ...teams to ensure timely, accurate and high-quality service. Support the preparation, updating and quality control of marketing and...
- ...Grove is looking for a friendly, organized, and dependable Client Success Associate to join our team in Fort Washington, PA. This role is ideal... ...staying organized, and keeping things moving. You’ll help support our customers and project management team by answering phones...Work at office
- ...development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as... ...plans, key targets within the region(s) and submarkets to support the goals. In conjunction with assigned sales and/or investment...
- ...advice, take action, and want a trusted team supporting their Wealth With Purpose journey. We're... ..., financial planning professionals, client experience professionals, and operations... ...Position Overview The Client Experience Associate helps ensure every IWP client receives a...Full time
- ...Client Services - Client Success Associate, ADR Baton Rouge, LA, USA • Veritext, 721 Government Street, Baton Rouge, Louisiana, United States of America... ...from start to finish. From coordinating schedules and supporting proceedings to anticipating client needs and managing...Temporary workSummer workWork at officeLocal areaRemote work
- ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted... ...requisition id: R-0012569**Job Description Summary**Supports Financial advisors and their prospective and existing clients...Work experience placementWork at office
- ...Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining...Work at officeWork from home
- ...million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...about what we do for the communities we serve and why we want YOU to be a part of it. SUMMARY The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement...Work at officeMonday to Friday
- ...specialize in providing the tools, training, and support for motivated individuals to become... ...unforgettable travel experiences for clients. Whether booking your own vacations or... ...-time remote role for a Client Services Associate. The Client Services Associate will be responsible...Full timeRemote work
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...marketing, and administrative support to our Private Client Advisors. Your role...
$20 - $23 per hour
...Client Service Associate Hanover Bank is looking for a full-time Client Service Associate. The Client Service Associate enhances the client... ...s products and services to both new and existing clients, supporting all branch functions, and serving as administrative and...Hourly payFull timeTemporary workWork at officeRemote workFlexible hours- ...Client Service Delivery Associate II Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate... ...providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices...
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing...Work at officeImmediate start
- ...process while maintaining accurate documentation. What We\'re Looking For 2+ years of experience in customer service, client services, or customer support Experience managing high volumes of customer inquiries, tickets, or service requests Strong English communication...Work at officeRemote work
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