Client service associate job description

• Schedule: Monday - Friday 8:30AM - 5PM
• Location: Newton, MA - in office position
• Benefits:
  • Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program

Responsibilities:

• Focused on assisting the manager in delivering and coordinating client services.
• Help lead field staff in providing quality home care while increasing your office's caseload through long-term relationship building with clients, referral sources, payors and community organizations.
• Sharing responsibility for your team, you'll develop communicative relationships with them while managing scheduling and maintain effective fiscal management by monitoring metrics (gross margin, overtime, unfilled hours, etc.).

Qualifications

• Four year college degree or high school diploma with relevant healthcare experience.
• Prior health care, home care and recruiting experience a plus!
• A demonstrated record of strong interpersonal skills and goal achievement.
• Ambition to grow and advance beyond current position.
• Strong PC and communication skills (including solid phone marketing & data entry ability).

As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Who are we looking for?
Reporting to a manager within the Fund Accounting team, the successful candidate will be responsible for key client deliverables and collaborating with our clients. This role will provide the candidate with exposure to a market leading client with an opportunity to interact closely with other internal parties to service our clients along with direct collaboration with our clients on their deliverables. This role can take advantage of our hybrid working model where you can balance work from home and office.

This role can be performed in a hybrid model from either where you can balance work from home and office (Dublin or Kilkenny) to match your needs and role requirements.

What you will be responsible for
While the NAV is published calculated and published by our dedicated fund accounting team the role is available in a separate group who take responsibility for the accuracy of the NAV (Net Asset Value) per share published to the market place and liaise with other supporting departments to ensure the standards are kept high. This is an exciting time to join as the team is establishing a large footprint in Ireland.

The role will involve responsibility for overseeing client deliverables on a daily basis. This includes the publication of reporting, along with any supporting information and queries our clients have on the funds valuation.
Key responsibilities include:
Ensure excellent level of service provided to all clients serviced by the team Asignment and research of client queries Ensure the accurate and timely completion of all reporting tasks Timely escalation of issues Foster collaboration with colleagues, clients and external parties Attend and contribute to client service calls

What we value
These skills will help you succeed in this role
Team skills - demonstrated ability to work with people at different levels Communication skills - verbal and written Attention to detail and accuracy Ability to meet key deliverables within stated timeframes

Education & Preferred Qualifications
Professional qualification or degree in a related discipline would be beneficial Experience in a Fund Accounting or Client Service environment is beneficial.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Responsibilities

• Daily contact with our clients and their outside administrators/advisors
• Actively participate in periodic client meetings
• Query management and resolution
• Responsible for issue management, escalation and remediation
• Coordinate client requested changes to operating model and reporting
• Coordinate client fund launches and migrations for all fund services
• Ensure successful delivery of client reporting
• Assist with accounting queries related to the financial reporting/audit process

Qualifications

• 2-5 years of experience in Mutual Fund Operations (preferably in client-facing roles)
• Strong technical skills including Mutual Fund Accounting and generally accepted accounting principles (GAAP)
• Strong Client Service skills
• Expert use of Microsoft Office (Excel, Project, PowerPoint, Visio) and ability to present to senior management.
• Ability to be effective in a global operating environment and a matrix management organizations.
• Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients.
• Analytical skills, problem solving, good critical thinking and decision-making skills.
• Experience working across multiple business areas and/or functions to deliver results.
• Excellent verbal and written communication skills; executive presentation skills.
• Ability to work independently and multi-task in a fast paced environment.
• Relationship building skills - ability to develop internal and external partnerships to drive results.

Digital Intelligence Systems, LLC (DISYS) is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.