Client Services Part Time Internship Interview Questions Jobs in Usa

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.

• High school diploma or equivalent
• Ability to work flexible schedule and/or in multiple locations
• Sales/marketing experience

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

• Experience working in a fast-paced environment
• Previous experience in a customer service environment
• Ability to multi-task
• Strong organizational and time-management skills
• Computer proficient with the ability to use Microsoft Office

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

Are you passionate about helping others reach their financial goals? Are you a self-starter looking to build your career in the financial sector? Are you a forward-thinker, skilled in creative-problem solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Tampa, FL office to help effectively educate, service and lead clients in best managing their finances and making the most of their assets. Launch your career today as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses.

As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. This is a phone-based role, and the service associate is responsible for understanding firm policies and digital tools to service and guide new and existing clients. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner all while staying up to date on both company products and services and broader trends in the industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various opportunities to learn and grow in your financial career. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. This training will also encompass providing you with training materials and paid study time for incumbents to obtain their Series 7 and 66 post hire to become fully registered.

A Typical Workday as a Client Service Associate:

• Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
• Strengthen and enhance existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs
• Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
• Engage with participants to introduce value add wealth and liquidity solutions where appropriate
• Process and follow-up on service requests to ensure execution in a timely manner
• Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
• Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
• Place unsolicited trades for participants and clients of the Firm
• Other duties as assigned

Benefits of being a Morgan Stanley Client Service Associate:

• Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
• Obtain Series 7 and 66 licenses paid for by Morgan Stanley
• Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
• Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program

Skills You Bring:

• High School Diploma/Equivalency
• Securities Industry Essential (SIE)
• Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire
• Exceptional interpersonal and client service skills
• A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
• Ability to handle a high volume of requests in a fast-paced environment

About Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Albemarle Home Care & Hospice, a division of Medical Services of America, Inc., currently seeks a Part-Time/PRN Registered Nurse for our Hospice patients in Dare, Currituck, Camden, Pasquotank, Perquimans, Chowan, Gates, NC.

Regularly reevaluates the nursing needs of the client; initiates, develops, implements and makes necessary revisions to the client’s plan of care.

· Provides skilled nursing care to clients as directed by the registered nurse and physician’s plan of care in accordance with agency policies

· Prepares clinical progress notes and follows client care plans as developed by the registered nurse and according to agency policy.

· Initiates diagnostic, preventive and rehabilitative nursing procedures as appropriate to the client’s care and safety.

· Observes, records and reports the client’s reaction to treatment and any change in the client’s condition.

· Teaches, supervises and counsels the client and family regarding hospice nursing procedures and other care needs as appropriate to the client’s condition.

Job Requirements:

· Completion of a nursing program from an accredited school or university required.

· Must be currently licensed as a RN in the state of NC.

· Hospice experience preferred.

· Valid Driver's License required.

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.

Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.

Provide quotes and other account-related information to assist clients.

Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.

Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).

Provide reports and other information to FA(s), as requested.

Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.

Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.

Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.

Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.

Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Minimum Required: High School Diploma or equivalent

Minimum Required: 2 years investment industry experience

Minimum Required: Series 7 and 63 or 66

Salary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors. CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance. CSA is responsible for helping the Financial Advisors manage existing relationships. CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Responding to clients' emails, letters, and phone calls. Handling client transactional requests. Solving client-related problems. Providing trade instructions to trade teams. Scheduling existing client meetings.

Scheduling Client Meetings. Facilitating Case Prep Meetings. Disseminating Necessary Actions. Final Oversight of Deliverables.

Ensuring the Completion of Action Items. Processing Data to Provide Deliverables from Meetings. Facilitating Paperwork to/from Clients to Custodians. Following Up with Clients. Collecting Necessary Documents from Clients. Updating Salesforce Data Entries. Ensuring the Delivery of Promises of Financial Advisors (FAs).

Excellent written and verbal communication skills. Detail-oriented. Critical thinking skills. Problem-solving skills. High-level confidentiality. High-level customer service skills. Team player. Responsible and trustworthy. Integrity. Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily. A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor. Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Experience in Salesforce is highly desired. Excellent customer service and good oral and written communication skills. Professional and articulate with strong attention to detail. Ability to work efficiently, effectively, and independently to see projects through to conclusion. Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Professional

Must have a high school diploma. Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role.

Bachelor's Degree.

Series 65 (Preferred)

Sponsorship of industry licensing and credentialing. Administrative, marketing, trade execution, and financial planning support for advisors. Personal office space with shared conference and meeting rooms. State-of-the-art tools in CRM, planning software, and behavioral finance. Company-sponsored employee events. Volunteer Time Off. Paid Time Off. Comprehensive health benefits package. Defined Contribution retirement package. A warm, welcoming culture built on teamwork, trust, and encouragement of one another.

Founded in 2007 by three Texas industry veterans. Widely recognized by independent companies for rapid growth and employee satisfaction. PAX advisors are independent advisors and do not offer clients proprietary products.

*Salary is negotiable

Position –Client Service Director

R Systems is a global firm with offices in 16 countries. We are expanding our Public Sector Practice in Sacramento, CA and we are seeking a dynamic, growth-oriented, and results-driven Leader. You will lead project delivery for about 75-80% of the time and lead pre-sales the rest of the time. Project Delivery will comprise of the project-based role of a Project Manager, Delivery Director, Engagement Director, Program Director, or Senior Architect. You will be managing the project delivery team, safeguard R Systems interests and maintain/build client relationships. You will also be entrusted with engagement economics to keep our projects profitable. Your client delivery will require regular interaction with current clients to ensure contract completion and associated and change requests, engagement management on deliverable-based contracts, resource coaching on staff-augmentation contracts, and other client needs.

As for pre-sales part, you will be core member of our Public Sector Leadership Team. You will be charged with leading medium to large solicitations with difficult qualifications prescribed by our State Government clients. You will be responsible for drawing upon company-wide resources, tools, and extended leadership to deliver proposal responses on time. Your creativity, technical depth and writing skills will be required to develop solutions/ technical approach to deliver Statement of Work (SOW) from RFPs and RFOs. Your interpersonal skills allow you to develop lasting relationships with both proposed candidates, client managers and partnering firms. You will also engage in pre-RFP work by reviewing government budgets, strategic plans, upcoming procurements, and market research conducted by agencies and departments.

Minimum qualifications:

• Bachelor's degree in IT, Computer Science or MIS
• PMP Certificate from PMI is mandatory.
• 15 years overall experience in Information Technology consulting. Must have begun career in development roles and transitioned to managerial roles.
• 12 years of experience in Pre-sales, and leading solicitations in technical and management consulting areas exclusively in the State of California in public sector practice of an established firm.
• 10 years of IT Project Delivery experience in variety of roles including hands-on development, project management and engagement management
• 3 Years of Healthcare exp is required
• 8 years of Experience in technical writing for proposal responses including technical solutions, approach, cover page, executive summary and skills summaries of resources.
• Formal training on Shipley (or similar) Methodology, certification such as CTPM from Association of Proposal Management Professionals (APMP), or equivalent experience of 6 years of proposal management focused on technical writing.
• Experience building and developing relationships with vendors and clients in a highly competitive business environment.
• Experience advising client leaders on technology, implementations, and management of the full lifecycle of large-scale implementations.
• Experience, knowledge, and extensive network of candidates, vendors, state executives, etc. in local Sacramento market within State government departments.
• Technically savvy with expertise in at least 3 of the following areas with. – Cloud Migration, SaaS Implementations, Salesforce, Systems Integration with COTS, Custom and ERP, Data Warehousing and Analytics, .NET and Java Development, Mobile, Data Center Operations, Architecture and Infrastructure, etc

Preferred qualifications:

• Adept in technical writing in variety of forms including white papers, diagrams, flow-charts, presentations, charts, dashboards, etc
• Excellent skills with Microsoft Word, PowerPoint, Excel, Adobe, and other office productivity tools
• Experience building partnerships and effectively influencing clients, internal leaders and executive stakeholders through data analysis and qualitative insights.
• Experience in project management or other leadership roles, while working collaboratively/proactively in a diverse team environment.
• Experience solving complex problems, designing creative strategies, and delivering significant impact in a leadership role.
• Ability to collaborate effectively within the team and across groups and influence/partner across a wide variety of levels, functions, and geographies.
• Excellent analytical, problem-solving, written, and verbal communication skills with excellent business judgment and attention to detail.
• Interest in continuous improvement of Proposal Management processes and Pre-sales team's development of tools, databases, and referrals.

Responsibilities

• Manage current clients and billable resources for ensuring smooth delivery of all projects. Guarantee client satisfaction with regular check-ins
• Lead the Capture/Pre-RFP activity of strategic and tactical leads/opportunities and provide partnerships to internal R Systems leadership team.
• Lead complex, large, high-speed and most-cost effective RFP responses as a Proposal Manager including proposal planning, story boarding, sourcing, developing approach, conducting pink/red team reviews and production.
• Manage an offshore team of pre-sales and develop an inclusive, high-performance team and culture of winning that will double RFP selection/win rate.
• Successfully run fast-turn around searches for resources usually within a week of RFP/Solicitation release when internal candidates are not available.
• Lead the technical writing from story boarding/concept phase to final approval after review and revise cycles. This includes a technical approach responding to Statement of Work from RFP, and many other areas.
• Negotiate the best rate or salary with candidates confirming to the rate-cards available within the Master Services Agreements.
• Partner with the vendors, suppliers, staffing firms, team partners and other resources to identify, engage, evaluate, and recruit candidates for proposal submissions.
• Review leads/pipeline for identifying high-probability opportunities for Capture and pre-RFP campaign. Lead Capture work for 2-3 opportunities every quarter.

• Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
• Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
• Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
• Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
• Cash handling and end-of-day financial reconciliation

• $17 - $20 pending experience & skillset
• 3/12 or 4/10 shifts available
• Overnight Shift Differential: $3/hr 

• 4 X 10 hour shifts 
• Various shifts available. Apply to learn more!

• We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
• We value your professional growth: We are committed to mentoring our team to help you reach your full potential.

• We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.

• Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
• Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
• Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
• Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.

• 401(k) with matching contributions
• Health, dental, and vision insurance
• Life insurance coverage
• Paid time off (PTO) for work-life balance
• Flexible scheduling options
• Employee discounts on veterinary services
• Professional development assistance and ongoing training
• License reimbursement

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Compensation details: 17-20 Hourly Wage

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Medi Home Heath Agency, a division of Medical Services of America, Inc., currently seeks a Part-Time/PRN Occupational Therapist Assistant for our Home Health patients in Roanoke (Salem, Roanoke City & County, Moneta, Franklin Co., Bedford) VA.

• Provides skilled occupational therapy in accordance with the physician’s plan of care and delegated by the Registered Occupational Therapist.
• Treats the client through the use of therapeutic activities designed to restore function and self-care activities for the purpose of improving function under the direction of the OTR.
• Demonstrates and teaches alternate techniques developed by the OTR to complete activities of daily living, proper transfers and positioning.
• Participates in instructing the client, family and other health team personnel in the exercise program developed by the OTR for strengthening and controlling the client’s upper extremities.
• Develops, prepares and maintains individualized client care progress records with accuracy, timeliness and according to policies. Submits accurate documentation within 24 hours of visit.

Qualifications and Skills

• Currently certified by the American Occupational Therapy Association as an occupational therapy assistant.
• Minimum of one year of occupational therapy assistance experience.
• Home health experience strongly preferred.
• Valid driver's license and company required auto liability insurance.

MSA is an equal opportunity employer

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