IRA Services Representative, Sr. jobs in Petaluma, CA

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Client Services Representative
  • TruVet Specialty and Emergency Hospital
  • Petaluma, CA FULL_TIME,PART_TIME
  • The CSR will work closely with the veterinary staff and all other departments within the hospital as well as with clients. Primary responsibilities will include scheduling appointments, providing hospitalized pet updates to clients, cashiering, and medical record maintenance. These duties include, but are not limited to:

    • Answering phone calls and documenting conversations in patient's charts.
    • Assisting veterinary staff in scheduling appointments and procedures
    • Helping to facilitate cases/admits/transfers from referral veterinarians
    • Communicating with clients regarding updates, appointments, and estimates
    • Entering client and veterinarian information into the electronic medical record
    • Delivering messages to doctors and clients effectively and in a timely manner
    • Cashiering
    • Showing clients and their pets to the exam rooms
    • Confirming appointments and client call backs
    • Maintaining cleanliness of the front offices, exam rooms and reception
    • The ideal candidate should possess the following traits and skills:
    • Reliable
    • Clear communication skills
    • Problem solving skills
    • Follow through*
    • Customer service skills
    • Ability to multitask
    • Team player
    • Ability to prioritize
    • Ability to maintain focus in a busy and noisy environment
    • Flexible
    • Proactive with a great sense of initiative
    • Able to follow directions
    • Compassionate, easy to approach and pleasant
    • Attention to detail*
    • Computer literate

    Job Type : Full-time. Salary is commensurate with experience

    Experience: Interested candidates should have familiarity with Windows based computer programs, handling financial transactions, and routing phone calls. It is preferred that persons have a minimum of 1-year customer service-related experience and a high school diploma or G.E.D.

    **Minimum 2 years of veterinary client service experience is required, emergency/specialty experience is preferred**

    We are hiring for day, swing, and weekend positions

    Job Types: Full-time, Part-time

    Pay: $18.00 - $25.00 per hour

    Benefits:

    • Employee discount
    • Health insurance
    • Paid time off

    Schedule:

    • Holidays
    • Overtime
    • Weekends as needed

    Education:

    • High school or equivalent (Preferred)

    Experience:

    • Customer service: 2 years (Required)
    • Veterinary experience: 1 year (Required)

    Work Location: In person

  • Just Posted

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Member Services Representative
  • Planet Fitness - Redding
  • Petaluma, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 8 Days Ago

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Member Services Representative (Weekends)
  • Planet Fitness - Redding
  • Petaluma, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 8 Days Ago

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Patient Services Representative Bilingual (Call Center Representative)
  • Marin Community Clinics
  • Novato, CA FULL_TIME
  • Overview Marin Community Clinics, founded in 1972, is today, a multi-clinic network with a wide array of integrated primary care, dental, behavioral, specialty and referral services. As a Federally Qu...
  • 1 Month Ago

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Sr. Accountant
  • Robert Half
  • Yountville, CA PER_DIEM
  • Robert Half is partnering with a high-end estate looking to add a Senior Accountant to their team. The Food & Beverage- Senior Accountant will play a key role in managing and analyzing financial data ...
  • 2 Days Ago

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Sr. Accountant
  • Robert Half
  • Sonoma, CA PER_DIEM
  • Robert Half is partnering with a growing non-profit looking for their next Senior Accountant. Do you thrive in a fast-paced environment where meticulous attention to detail is paramount? Are you passi...
  • 3 Days Ago

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0 IRA Services Representative, Sr. jobs found in Petaluma, CA area

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Customer Service Rep (2)
  • All Weather Architectural Aluminum
  • Vacaville, CA
  • At All Weather, we build dreams. Those who work with us know that we strive for the best - the highe At All Weather, we ...
  • 4/25/2024 12:00:00 AM

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Customer Service Representative
  • Epiphone Guitar Corp.
  • Petaluma, CA
  • **Customer Service Representative** Petaluma, CA US Regular Full Time * **Job Summary** The Customer Service Representat...
  • 4/25/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Sonoma, CA
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Chevron
  • Sonoma, CA
  • At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Napa, CA
  • [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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Guest Services Rep Part Time-104020
  • ESA Management, LLC
  • Pleasant Hill, CA
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Clear Concepts Management
  • San Rafael, CA
  • Clear Concepts Management is a fast-paced customer acquisition company dedicated to helping our clients expand their cus...
  • 4/23/2024 12:00:00 AM

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Member Services Representative
  • Crunch
  • Santa Rosa, CA
  • Reports to: Manager Requirements: Fluent in English Proficient reading and writing skills Computer Skills Special Skills...
  • 4/22/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$52,903 to $61,747
Petaluma, California area prices
were up 2.5% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020