Business services representative job description

The Business Solutions Representative ("BSR") acts as the primary point of contact for Executive Service Relationship Managers (ES RM's) and or Executive Services Leadership. The BSR will interact with multiple internal partners and applications to resolve service requests. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner while taking the initiative to stay up to date on both company products and services.
*RESPONSIBILITIES*
• Resolve services requests in coordination with various business partners in Operations, Corporate Services, Risk, Legal and Compliance teams. Interacts with internal cross-functional partners to resolve client issues and escalations within three different work channels using multiple platforms and programs
• Supports the execution of critical operational functions associated with open market transactions, off plan trades and various other support tasks including but not limited to, account openings, asset transfers, Rule 144 filings and 10b5-1 processes
• Generates, daily, weekly, and monthly reporting as needed to show request and escalation trends for their assigned teams/pod
• Partner with ES Relationship Managers on complex service escalations and supply white glove operational support where applicable within the RM engagement process
• Ability to present multiple options to resolve complex inquiries, recognize gaps in processes, and collaborate with team to increase efficiency
• Oversee resolution of service issues as needed, and expected to maintain a high level of knowledge in various SEC Rules and market practices: Rule 144, Rule 10b-5-1, Section 16, etc.

*BUSINESS REQUIREMENTS*
• 1-Year customer service experience, or 1-year call center experience, or equivalent combination
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training, and experience. (1 year of work experience can substitute 1 year of education)
• Fundamental knowledge of brokerage and equity compensation business
• Initiative-taker with entrepreneurial drive and shows ability to achieve goals in a fast-paced, dynamic environment
• Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders
• Strong Excel and data analysis skills
• Series 7 and 63 licenses, if not already held, must obtain within 90 days of hire

*PREFERRED REQUIREMENTS*
• Executive and financial services experience preferred including limited Rule 10b5-1 trading plans, Section 16, restricted stock, Rule 144, and equity compensation
• Effective conflict resolution and critical thinking skills
• Approachable, flexible, dependable and conscientiousness collaborator
• Demonstrates self-confidence and the ability to keep composure in high pressure situations
• Takes initiative and develops proposals towards positive solutions
• Ability to set and achieve goals, and work independently
• Willing to learn new skills and knowledge on an independent level to enhance personal development and achieve career goals

**Job:** **Wealth Management*

**Title:** *Business Solutions Representative, Executive Services *

**Location:** *Georgia-Alpharetta*

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

The Platinum Representative will serves as the first point of contact for Platinum Customers. The Dedicated representative will assist with calls and emails that come into Global Business Services. The representative will provide support to Sales and Customers to assist them in resolving issues or challenges being experience related to accessing data, invoices, products and services. They will provide telephone and email support to Equifax customers and must have an ability to resolve product and system issues/questions as well as escalations from IES Account Managers.
What You'll Do:
Identify problems experienced by customers and utilize problem solving skills to correct and satisfy customer while consistently delivering of appropriate quality in the expected timeframe.Assist with billing and invoice queries, pricing, contracts, reporting, timely execution of work orders, ensuring appropriate filing of contracts Request account setup/changes and product activations/deactivations Assist with billing and invoice queries, pricing, contracts, reporting, timely execution of work orders, ensuring appropriate filing of contracts Maintain account logs (member number, products, handling procedures, reports) Verify account information and member number status Credit file queries Produce, request or maintain customer facing reports Provide ePORT assistance Work with all Equifax departments as needed to resolve customer requests (Account Services, Enabling Technology, Collections, etc.) Join customer/sales training/conference calls/meetings as needed to identify customer needs, explain/ promote and sell various products and services Take ownership of customer issues from beginning to end Ability to resolve customer/sales related issues Provide customer recommendations based on account trends and analysis Ad Hoc team tasks/requests by management

What Experience You Need:
Minimum 1 year of customer service Bachelor's degree preferred

What Could Set You Apart:
Experience with managing high-volume inbound and outbound calls3 years of experience in a B2B customer support environment Skilled at effectively assessing customer audience and adjusting style and tone to match the customer Proficiency in Salesforce ServiceQuick learner that is tech-savvy and open to learning and working with new business tools while embracing change Positive energetic customer centric attitude You have obtained a 2-year Associates Degree or equivalent experience You have 3-5 Years' experience in a client facing support position

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

If this sounds like somewhere you want to work, don't delay, apply today - we're looking for you!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Primary Location:
USA-Atlanta JV White

Function:
Function - Customer Service

Schedule:
Full time

Trinity Health Of New England Medical Group is looking for an experienced Business Services Representative (Patient Access / Registration) to join our team of mission-driven healthcare innovators. Our vision is to provide state-of-the-art healthcare to those within our local communities, creating a positive impact for each individual that walks through our doors.

The BSR is Responsible for the accurate registration, co-pay collection and scheduling of patients within the practices. Assists internal and external customers with all clerical tasks within the office. Individual must communicate in a positive, professional manner and maintain a high level of customer service.

The ideal candidate will display a drive to provide patient-centered experiences through scholarly scientific inquiry, compassion for the human spirit and mind, advocacy and education for the patient and families, and collaboration with all those who touch our patients.
**Top Reasons to Work at Trinity Health of New England:**

+ Great benefits start on date of hire

+ Patient-centric environment

+ Career growth and advancement potential

+ Diverse and inclusive culture

+ **$1,500 Sign-On Bonus**

**_Work Hours/Shift:_**

+ Day Shift

**You Will Be Responsible For** :

+ **Technical Familiarity:** Comfortable with learning new software and ensuring data entry into physician billing software.

+ **Exceptional Customer Service:** Provides positive patient experience from screening incoming patient calls to end of visit.

+ **Work Efficiency:** Maintain schedules and appointments for physicians

**Requirements:**

+ **Education** : High school diploma or equivalent

+ Ability to pass drug screenings and background checks

**Preferred Skills:**

+ **Experience** : Experience within a medical office or billing department preferred. Knowledge of patient billing and Medical terminology preferred.

**About Trinity Health Of New England:**

Trinity Health Of New England is an integrated health care delivery system that is comprised of world-class providers and facilities dedicated to full spectrum preventative, acute, and post-acute care. We aim to deliver top level care to increase our community's overall health at lower costs. While we serve nearly 3 million people, we are proud to be a part of a national system that focuses on putting our patients first and having the best colleagues to do so.

Trinity Health Of New England benefits include health insurance, adoption assistance, tuition reimbursement, paid vacation, sick time, and professional advancement just to name a few.Employees can also take advantage of extra benefits specific to each hospital.

**Step up to your potential. Write your story and apply today!**

**Our Commitment to Diversity and Inclusion**

Trinity Health is a family of 115,000 colleagues and nearly 26,000 physicians and clinicians across 25 states. Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes. We also recognize that each of us has a different way of thinking and perceiving our world and that these differences often lead to innovative solutions.

Our dedication to diversity includes a unified workforce (through training and education, recruitment, retention, and development), commitment and accountability, communication, community partnerships, and supplier diversity.