If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with a friend or colleague!
Coit Financial Group - Client Services Associate
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.
CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.
Job Summary:
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.
These five pillars act as a source of inspiration to help guide our team in their daily work:
-Always Be Ready
-Win Hearts & Fans
-Do The Right Thing
-Change The Game
-Crush It!
This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.
Duties and Responsibilities:
-Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
-"Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
-Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
-Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
-Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
-Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
-Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
-Additional duties as requested
Skills and Qualifications:
-5+ years of customer service experience in the financial and/or securities sectors
-A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
-Proven track record for being incredibly organized, detail oriented, and always follows through
-Experienced team player who can interact well with high-net-worth clients and all levels of the firm
-Ability to work successfully in a small, "start-up feeling" company environment
-Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
-Excellent customer service skills – great with people, personable, warm, and engaging
-A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
-Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
-Series 7 license, but not required
-Securities background
BA or BS degree in business, marketing, finance, or similar
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
No outside recruiters please.
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Archives
- ► 2021 (412)
[KIT-list] Customer Service Associate (Walnut Creek, CA)
Posted by V.Senthil kumar 0 comments
[KIT-list] Customer Service Associate (Walnut Creek, CA)
If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with a friend or colleague!
Coit Financial Group - Client Services Associate
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.
CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.
Job Summary:
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.
These five pillars act as a source of inspiration to help guide our team in their daily work:
-Always Be Ready
-Win Hearts & Fans
-Do The Right Thing
-Change The Game
-Crush It!
This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.
Duties and Responsibilities:
-Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
-"Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
-Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
-Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
-Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
-Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
-Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
-Additional duties as requested
Skills and Qualifications:
-5+ years of customer service experience in the financial and/or securities sectors
-A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
-Proven track record for being incredibly organized, detail oriented, and always follows through
-Experienced team player who can interact well with high-net-worth clients and all levels of the firm
-Ability to work successfully in a small, "start-up feeling" company environment
-Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
-Excellent customer service skills – great with people, personable, warm, and engaging
-A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
-Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
-Series 7 license, but not required
-Securities background
BA or BS degree in business, marketing, finance, or similar
If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.
No outside recruiters please.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Sr. Business Systems Analyst – Product Management at Stanford Health Care (Palo Alto, CA and remote)
If you are interested in this role, please use the url below.
NOTE: The job description in this email is a more accurate reflection of the role. Interested parties should apply via this link (while ignoring the job description posted at this link):
https://careers.stanfordhealthcare.org/us/en/job/R214696/Sr-Business-Systems-Analyst-Product-Management-hybrid
You are welcome to share this with a friend or colleague!
Sr. Business Systems Analyst – Product Management, Stanford Health Care
Full time, hybrid (Palo Alto and remote).
Job ID: R214696.
Stanford Health Care's MyHealth team develops the digital health software our patients use to manage their care. Our mission is to manifest the patients' interests in a software tool that anyone can understand, anyone can use. As evidenced in real-world data, we find that more informed patients are better patients—they are more engaged in their care, smarter about their conditions and treatments, and achieve better outcomes.
The small MyHealth Business Analysis team is responsible for tracking and analyzing the metrics that drive our results, and for converting numbers into opportunities that can improve patients' lives. We work closely and collaboratively with our self-contained software development team to develop and build useful MyHealth features. We seek every opportunity to talk directly with patients, their families and caregivers to associate the personal and the human with the data.
Our team is looking for a strong individual contributor who leads by example and who is motivated to improve health outcomes for Bay Area residents, and to introduce digital health care innovations that can lead the way for the rest of the country to follow. This person can dig into data to derive novel insights and then present the compelling story the data reveal to executives to effect positive change in our patient care. We seek an analytical, flexible, and curious person able to also function as a product/marketing/project manager, whatever it takes to bring software features to life that produce better outcomes for our patients. The role requires knowledge in at least 3 of 4 of: software development, data analytics, the health care ecosystem, and a proven capability for producing high quality written and visual collateral such as marketing materials and functional descriptions.
Education
Bachelor's degree or equivalent in a science, engineering, business management, health administration or a related field. An advanced degree or clinical training is preferred.
The essential functions listed below are typical examples of work performed by positions in this job classification, and are not a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assign.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employees must abide by all Joint Commission requirements including, but not limited to, sensitivity to cultural diversity, patient care, patients' rights and ethical treatment, safety and security of physical environments, emergency management, teamwork, respect for others, participation in ongoing education and training, communication and adherence to safety and quality programs, sustaining compliance with National Patient Safety Goals, and licensure and health screenings.
Responsible for data analysis of MyHealth programs in support of Stanford Health Care's forward-looking digital health strategy and ensures that patient-facing digital initiatives are data-driven.
Ensures executive alignment of new MyHealth initiatives with the broader business strategy and secures their support.
Manages multi-disciplinary projects that bring together design thinking, strategic and competitive analysis, and creative internal innovation into a focused initiative.
Defines and maintains communication/reporting associated with multiple work streams in support of the strategy and roadmap.
Supports the successful integration of new MyHealth innovations with Stanford Health Care operations and technology systems.
Effectively communicates the value of new MyHealth programs to internal and external audiences.
Manages and resolves risks which could jeopardize the deliverables and results of MyHealth initiatives.
Works with stakeholders to proactively address key risks and resolve problems expeditiously.
Collaborates with User Experience and Software Engineering teams to plan the rollout of new features and services.
Represents the business management function in program/project meetings.
Facilitates all operational checkpoint activities throughout the lifecycle of projects.
Experience
At least 4 years of directly related work experience with a health care and/or technology focus.
Required Knowledge, Skills and Abilities
Significant experience executing multiple concurrent high impact initiatives with aggressive timeframes in a complex matrixed organization.
Strong leadership ability to forge strong executive relationships, collaborate with diverse peers, and manage the details on the ground.
Track record of developing, motivating, and retaining a strong team by demonstrating and setting high standards of behavior and performance.
Understanding of the complexity of the current US health care environment with a strong vision for digital technology's role in its future transformation.
Change management skills to ensure organizational support of MyHealth initiatives.
Strong data analytical and modeling ability.
Personal integrity, courage, and ambition.
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Posted by V.Senthil kumar 0 comments
