Client Service Associate role assisting Financial Advisors in servicing clients and handling securities transactions. Responsible for administrative support and maximizing sales opportunities in a financial services company.
About the role
- Client Service Associate facilitating client intake and scheduling for home support services at VON Canada. Ensuring proper assignment of clients to service providers and maintaining service levels in a team environment.
Responsibilities
- Works as part of a team to facilitate the intake of new clients and the assignment of clients to service providers
- Ensures that every service provider’s caseload is properly assigned, client expectations are met, and service levels are achieved
- Maintains service providers schedules as directed by site program management
- Maintains accurate documentation and communications to clients, service providers and other VON staff
- Utilizes customer service and communication skills to obtain information from the client/family where applicable
- Assigns clients to service providers using Procura software
- Provides work assignments using knowledge of local geography that meets client need
- Keeps up-to-date with daily changes
- Reschedules client visits when there is an unexpected change in staffing levels
- Enters data referral information and general information in client database
- Monitors the CellTrak Portal to confirm that service providers have arrived and departed from the home safely
- Promotes the goals and values of VON and their role as an integrated community care provider
- Ensures client and staff confidentiality is maintained at all times.
Requirements
- High School diploma and Office administration certificate or equivalent experience required
- University/college education preferred
- Medical terminology certificate would be an asset
- Proficiency in MS Office programs, including Outlook, faxing software, and database management
- A minimum of 1 year of experience in a scheduling environment preferred
- Experience in a unionized environment considered an asset
- Experience in health care environment preferred
- Previous customer service experience in a contact center environment is considered an asset
- Experience with scheduling software such as Procura an asset.
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