IRA Services Representative jobs in Richmond, VA

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Client Services Representative
  • NVA
  • Ashland, VA FULL_TIME
  • Description & Requirements

    Overview

    The Client Service Specialist’s (Receptionist’s) 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 responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. The position requires a practical knowledge of the clinic’s procedures and policies. The Receptionist is expected to perform the office duties related to patient care and treatment and to assist the Hospital Manager and doctors as needed.

    This is a full time (and sometimes, part time) position; scheduled days and hours may vary based on hospital need. Weekend work is possible.

    General Knowledge and Tasks

    ·         Professionally receives incoming calls on the telephone, using prescribed telephone techniques. Uses service excellence to address needs of perspective clients.

    ·         Schedules client appointments and addresses client questions including calling clients back.

    ·         Pulls up client/patient Clipboards (charts) to collect information to make necessary updates, including the client or patient information.

    ·         Follows established policy and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling or patients in need of vaccinations, rechecks, surgeries, in hospital procedures, and other services that require the doctors and technician’s time.

    ·         Contacts clients with scheduled outpatient or pre-surgery appointments to remind them of the time and appointment requirements (stool samples, withholding of food/water, etc)

    ·         Maintains appearance and cleanliness of the waiting room and reception area, including restocking of products, office supplies, client education materials, hospital brochures, bulletin boards, etc.

    ·         Demonstrates basic emergency procedures and can give proper information on transporting the patient to the hospital. Responsible for advising hospital staff about incoming emergencies.

    ·         Demonstrates a full working knowledge of Cornerstone procedures and functional applications

    Client Service

    ·         Greets clients with a cheerful and professional attitude and makes them feel welcome during their entire time in the clinic. This includes assisting them in a timely manner and ensuring that someone is in contact with the client from arrival to departure.

    ·         Completes client check-ins and check outs, preparing all required forms such as Day Visit Forms, Yearly Vaccination Forms, Boarding Consent Forms, Euthansia Forms, Surgery Forms, etc.

    ·         Schedules follow-up exams as directed by the doctor

    ·         Assists emotional and/or grieving clients by escorting them to a private area. Demonstrates empathy for client’s companion animal. Uses a variety of techniques to reassure distressed pet owners.

    ·         Invoices clients, collects fees, makes change, obtains authorizations for credit charges, following the credit policies of the hospital. Also counsels clients as to payment options, and helps clients to fill out any necessary paperwork such as Care Credit applications

    ·         Educations clients on products and services and responds to routine medical care questions (vaccination schedules for puppies and kittens, worming, or flea treatment, etc) in person or over the phone.

    ·         Follows up with clients via phone after a patient visit/surgery or to schedule a doctor recommended treatment (this responsibility can be shared with support staff / DVM)

    ·         Prepares and sends welcome letters, referral and thank you letters, condolences/sympathy cards and any other correspondence for the doctors and/or Hospital Manager

    ·         Prepares client education and brochures and is responsible for making sure that all are prepared and in stock, and ready for immediate distribution to clients (Care Credit brochures, etc)

    Operational

    ·         Follows time clock procedures for clocking in and out at the start and end of the shift and reports to work on the time for each shift

    ·         Ensures the front office is clean and tidy, maintaining a professional appearance at all times

    ·         Makes overdue reminder calls to clients / Checks AllyDVM daily / Responds to Emails in a timely manner.

    ·         Onboarding – can onboard new employees as they are hired. This includes Phase 1 through 3 of training.

    Financial

    ·         Provides cost estimates and prepares client invoices for posting while informing clients of outstanding balances

    ·         Closes out and records credit card receipts daily

    ·         Prints daily deposit report at the end of each shift

    ·         Balances out cash drawer at completion of day’s business, prepares bank deposits, runs end of day in Cornerstone and places all together in sealed envelope with initials.

    Medical

    ·         Knowledge of medical terms and pharmaceutical names

    ·         Performs over the counter sales, food, special diets, shampoos, flea and tick control product, heartworm, etc. Demonstrates a technical knowledge of products and is capable of assisting clients with their product needs including medical products such as microchips

    ·         Knowledge of patient breeds and temperaments

    ·         Assists in filling prescriptions with appropriate medication (with approval from technician or DVM), providing routine instructions to owners on proper administration of the medication

    ·         Assists in the Exam Room when necessary. It may be necessary for this position to assume the assistant’s responsibilities in his/her absence, therefore you must be familiar with many of the duties of this position.

    ·         Conveys the clinic message related to Quality Patient Care and helps educate the client with non-medical patient care.

  • 3 Days Ago

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Client Services Representative
  • NVA
  • Union, VA FULL_TIME
  • Description & Requirements If you love animals and their people, you'll love working at Fork Union Animal Clinic. We're growing our team and look forward to welcoming the right person to our work fami...
  • 6 Days Ago

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Guest Services Representative
  • Wing Zone | Hairiz Inc.
  • Henrico, VA FULL_TIME
  • GUEST SERVICE REPRESENTATIVE Each Employee Must: Be eligible to work under all Federal, State, and Local laws. Be neat and well groomed. Be pleasant and have an upbeat personality. Be dependable, reli...
  • 8 Days Ago

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Home Services Sales Representative
  • Josh Sherrill Insurance Agency
  • Richmond, VA FULL_TIME
  • We are looking for a competitive, sales-driven, and highly-motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggress...
  • 8 Days Ago

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Member Services Representative
  • Hashmap
  • Richmond, VA FULL_TIME
  • Req ID: 257724 NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking or...
  • 13 Days Ago

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Player Services Representative
  • Rosie's Gaming Emporium - New Kent
  • Kent, VA FULL_TIME
  • A review of this description has excluded the marginal functions of this job which are incidental to the performance of fundamental job duties. All duties or requirements are essential job functions. ...
  • 25 Days Ago

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0 IRA Services Representative jobs found in Richmond, VA area

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Customer Service Representative - Work From Home>
  • Healthon
  • Glen Allen, VA
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • A&H Management
  • Richmond, VA
  • Are you tired of having the same routine every day? Are you looking for a dynamic, fun-filled business environment? Do y...
  • 4/24/2024 12:00:00 AM

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Flexible and Remote- Client Service Rep
  • Global Elite
  • Richmond, VA
  • Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's yo...
  • 4/22/2024 12:00:00 AM

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Route Sales and Service Representative
  • Heritage-Crystal Clean, LLC
  • Rockville, VA
  • Heritage-Crystal Clean (HCC) is a publicly traded company that continues to be a leader in the environmental services in...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative
  • zobility
  • Richmond, VA
  • Responsibilities: Working as a part of the Customer Account Management team candidates will assist the company's residen...
  • 4/22/2024 12:00:00 AM

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Service Representative
  • DuBois Chemicals, Inc.
  • Richmond, VA
  • **Service Representative** Richmond, VA, USA Req #818 Wednesday, January 19, 2022 For nearly 100 years, DuBois has deliv...
  • 4/21/2024 12:00:00 AM

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Sales and Service Rep (Hourly)
  • Clean Harbors
  • Chester, VA
  • Safety-Kleen in Chester, VA is looking for a Route Sales and Service Driver (Sales and Service Representative) to operat...
  • 4/17/2024 12:00:00 AM

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Route Sales and Service Representative
  • Heritage-Crystal Clean, Inc.
  • Rockville, VA
  • Heritage-Crystal Clean (HCC) is a publicly traded company that continues to be a leader in the environmental services in...
  • 11/22/2023 12:00:00 AM

Richmond (/ˈrɪtʃmənd/) is the capital of the Commonwealth of Virginia in the United States. It is the center of the Richmond Metropolitan Statistical Area (MSA) and the Greater Richmond Region. Richmond was incorporated in 1742 and has been an independent city since 1871. As of the 2010 census, the city's population was 204,214; in 2016, the population was estimated to be 223,170, making Richmond the fourth-most populous city in Virginia. The Richmond Metropolitan Area has a population of 1,260,029, the third-most populous metro in the state. Richmond is located at the fall line of the James R...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,687 to $47,069
Richmond, Virginia area prices
were up 1.2% from a year ago