Benchmark Human Services Jobs in Usa

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Travel: Less than 25%

Workstyle: Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About University Health: At University Health, we are dedicated to improving the health of our community through exceptional patient care, education, and innovation. Our team embodies a strong commitment to excellence, and we are seeking a dynamic and compassionate leader to guide our Dialysis Services team.

Position Overview: As the Executive Director of Dialysis Services, you will oversee the administration and clinical direction of all dialysis services within our health system. This includes the renal clinic, inpatient dialysis programs, outpatient hemodialysis clinics, home dialysis modalities, and jail dialysis services. You will work closely with our Medical Directors to plan, organize, and lead the growth and efficiency of our dialysis services, ensuring compliance with regulatory standards and best practices in patient care.

Key Responsibilities:

• Patient Care: Oversee the clinical services across multiple dialysis sites to ensure high-quality care in compliance with regulatory standards.
• Human Resources: Supervise and mentor a team of clinical and support staff. You will play a key role in staff development, recruitment, and fostering a positive work environment.
• Budget and Planning: Manage operational and capital budgets, ensuring efficient use of resources while meeting organizational goals.
• Policy and Procedures: Develop and update clinical and administrative policies to ensure ongoing compliance with healthcare regulations.
• Community Relations: Act as a liaison between University Health and the community, representing our dialysis services in various professional and public forums.

Qualifications:

• Education: Bachelor's degree in Nursing (required); Master's degree (preferred)
• Experience: At least 3 years of experience as a clinical nurse supervisor or director in dialysis services; leadership experience in managing multi-system dialysis operations is highly preferred.
• Certifications: Current RN license in Texas; AHA BLS Healthcare Provider or Instructor card required.
• Skills: Strong leadership abilities, excellent communication skills (Spanish/English bilingual a plus), and a dedication to patient-centered care.

Why University Health:

• Impactful Work: Contribute to the health of our diverse community by leading one of the most critical healthcare services in the region.
• Comprehensive Benefits: Competitive salary, comprehensive health plans, retirement options, and generous paid time off.
• Relocation Assistance: Moving to San Antonio? We offer relocation support to help you settle into your new role and home.

Location: San Antonio is a vibrant and growing city with a rich cultural history, a lower cost of living, and a high quality of life. With access to excellent schools, outdoor activities, and a strong sense of community, San Antonio is the perfect place to call home.

PLS Overview: Why PLS? Because You Deserve Better! PLS which stands for People Location Service is a leading retail provider of financial services. The "P" comes first, because our customers are at the center of everything we do, and we recognize that it's our exceptional team members who go above and beyond every day. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives. PLS was founded in 1997 by Bob and Dan Wolfberg, who serve as Co-Presidents.

Customer Service Representatives (CSRs) are the primary point of contact with our customers. They are the "face" of PLS. As such, they are accountable for delivering superior customer service. They also educate customers on our company products and services. The CSR is accountable for maintaining company quality standards and complying with all policies and procedures.

1. Providing outstanding customer service to ensure repeat business
2. Educating our customers on our products and services
3. Ensuring all transactions are completed in compliance with federal, state, and local regulations
4. Following company policies and procedures
5. Maintaining a balanced cash drawer
6. Completing all transactions accurately, including cash handling
7. Using our point-of-sale system to access information and process transactions
8. Resolving customer complaints or referring complaints to the Store Manager for resolution
9. Helping to maintain a neat and clean store environment for our customers and team members
10. Performing other duties as instructed by management

• Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred
• Ability, willingness, and comfort to engage with customers
• Strong verbal communication
• Ability to offer products and services to customers based on their needs
• Exceptional attention to detail and ability to multi-task
• Professional appearance and demeanor
• Must be honest and have integrity
• Able to work flexible hours, including early morning, evenings, weekends, and holidays
• English fluency is required
• English/Spanish bilingual is a plus

• Must be able to stand for extended periods
• Ability to lift up to 15 lbs. with little assistance
• Must be able to work in restrictive spaces and maintain concentration in a busy environment with moderate to high noise levels

Benefits for eligible team members include medical/dental/vision, 401(k), vacation, opportunities for advancement, and ongoing training.

We strive to demonstrate our Core Values in all positions at PLS: Communication Customer Focus Integrity and Trust Teamwork Results

PLS is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. PLS is a drug-free workplace. PLS provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify your Recruiter or a member of our Human Resources team at to make arrangements. The decision on granting accommodation will be made on a case-by-case basis.

For jobs located in the City of Los Angeles, consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance, qualified applicants with criminal histories will be considered for employment