Information Technology Jobs in Cedarhurst, NY

Patient Care Coordinator – Be the Front Line of an Exceptional Patient Experience!

The Patient Care Coordinator (PCC) is the welcoming face of our clinic, creating a positive experience for our patients. This role focuses on managing the clinic, building patient relationships, understanding patients hearing needs, and ensuring a smooth flow for a thriving growing practice.

What You’ll Do

• Greet and screen patients to determine how we can best support them
• Answer questions about services and promotions
• Spot potential leads and keep patient flow running smoothly
• Manage scheduling, daily office tasks, and financial and administrative duties
• Handle insurance verification, inventory, and patient records
• Partner with clinic and home office teams to support operations
• Assist with marketing efforts, events, outreach, and patient retention activities

Who Thrives in This Role

• Eager learners whose career is centered around working in a medical practice
• Strong multi‑taskers with solid problem‑solving skills
• Punctual, reliable professionals
• Individuals who genuinely love helping others

Why It’s Rewarding

You’re not just managing an office, you’re making a meaningful difference by helping patients feel supported, understood, and cared for throughout their journey to better hearing health.

Full Time: Monday - Friday, No Weekends.

Location: Franklin Square, NY and East Meadow, NY. Must be able to travel to both locations

Compensation: $18.00 - $21.00 an hour. Pay is commensurate with experience and qualifications

Essential Duties and Responsibilities:

• Provide the first contact for patients who call or come in to schedule an appointment or inquire about our services.
• Screen calls, identify better hearing candidates and facilitate excellent service by providing the information necessary to secure an appointment.
• Schedule and confirm appointments and conduct outbound retention calls to patients.
• Coordinate provider’s schedule and ensure the smooth and efficient flow of patient care while in the office.
• Check patients in and out, collect and record payments, track revenue and accounting activities to include: end of day close, bank deposits, posting of charges, entering invoices, payments and insurance claim processing.
• Maintain all daily, weekly and monthly reports and tracking documents. Respond to home office requests in a timely manner.
• Verify patient information, billing/insurance data, collect and process documentation and maintain patient charts to include the filing of all patient records.
• Work with insurance and workers compensation agencies to facilitate authorizations and benefit verification.
• Responsible for a variety of administrative tasks such as typing, filing, office supply inventory, and mail.
• Verify the status of and checking in hearing aids and repairs and track/maintain product inventory.
• Work with the hearing care provider on grassroots marketing efforts that may include compiling physician packets, coordinating educational seminars, and sending recall letters.
• Track marketing calls and inquiries from initial contact through the point of sale
• Responsible to open and close the office on a daily basis and ensure the reception area is well maintained.
• Training support for other location front office staff, as may be appropriate.

Education and Experience Requirements:

• A minimum of 10 years office management experience in a customer driven industry is a plus.
• High school diploma or equivalent (GED)

Required Skills:

• Strong computer skills
• Experience with word processing and database software.
• Excellent interpersonal skills that allow effective working relationships with a diverse, patient, colleague, and vendor population. This includes listening, sales and problem-solving skills.
• Excellent oral and written communication skills.
• Basic understanding of accounting procedures and good math aptitude.
• Strong customer service orientation.
• Excellent organizational skills.
• Ability to manage multiple tasks within strict deadlines.
• Ability to input and track sales revenues and balance accounts daily and monthly.
• Detail oriented.
• Front desk medical experience required.

Physical Demands:

• Ability to handle a busy office with interruptions, calls, walk-ins and direct the flow of the office with efficiency and grace.
• Must be able to pick up after an interruption to complete tasks that require focus.
• Must be able to lift boxes up to 20 pounds.

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Company: Oak Street Health

Title: Medical Scribe (Clinical Informatics Specialist)

Location: 14-16 Brooklyn Ave, Freeport, NY 11520

The purpose of a Clinical Informatics Specialist (CIS or Medical Scribe) at Oak Street Health is to support our primary care providers with clinical documentation so that they can focus on providing exceptional care to our patients. Scribes assist providers throughout the patient care journey - huddling each morning to plan for the day's visits, joining them in the exam room to observe and document, and touching base after the visit to assist with next steps.

Beyond the typical Scribe role, these important care team members serve as clinical documentation assistants to their paired provider. Internally, we call them CISs (Clinic Informatics Specialists) in recognition of their important role in supporting accurate, specific, and timely clinical documentation. In addition to observing and documenting all patient encounters in real time, our Scribes become experts in our value-based care model and the documentation and care of chronic conditions, including ICD-10 and CPT coding. Scribes use this expertise to help providers identify and help close care gaps. Scribes receive extensive on-the-job training in clinical workflows, value-based medicine, preventative care for chronic conditions, accurate and specific documentation, population health data streams, and team based care.

Because our patients and providers rely on our Scribes, the ideal candidate should commit at least 1-2 years to this role. This is an excellent opportunity for pre-med track individuals looking to gain practical, paid experience in a clinical setting before applying to an MD/DO/PA/NP program, as well as those pursuing careers in Health Informatics, Public Health, Healthcare Administration, Medical Coding, and other related fields.

Responsibilities:

• Documenting Patient Encounters ~ 80%

  • Joining the provider in the exam room to observe patient visits

  • Documenting patient encounters in a structured note, including the history of the present illness, assessment, plan, and physical exam

  • Assigning appropriate CPT and ICD-10 codes

  • Preparing After Visit Summaries

  • Consulting with provider to ensure accurate and specific documentation

• Clinical Documentation Improvement ~ 10%

  • Requesting and reviewing medical records

  • Leveraging Oak Street's population health tools to support clinical documentation improvement

  • Preparing for and supporting Daily Huddles and Clinical Documentation Reviews

  • Consulting with provider on clinical documentation opportunities

• Administrative support for your provider and care team ~ 10%

  • Placing orders and referrals

  • Addressing tasks

  • Supporting the care team with additional responsibilities related to clinical documentation

• Other administrative duties as assigned

Role Requirements:

• At least 1 year of Scribe experience, or past employment in a role that required fast-paced transcription with a focus on accuracy.

• Must commit a minimum of 1 year to the position, though 2 or more years is strongly preferred. 

• Minimum typing speed of 55 WPM, though 70+ WPM is strongly preferred.

• Knowledge of medical terminology and common medications

• Prior clinical experience, including shadowing and/or volunteering

• Advanced listening and communication skills.

• Strong computer literacy and ability to learn new technical workflows

• Ability to work well on your own as a self-starter, as well as the willingness to take direction and be a member of the team.  

• Ability to adapt to new workflows and to quickly learn new concepts and skills, especially when working with a paired provider’s processes and procedures

• Excellent job attendance, including the ability to work in-person within the clinic for approximately 40-45 hours per week. This is a full-time position with predictable hours and break times.

• Compliance with hospital and Oak Street Health policies, including HIPAA

• Fluency in another language is not required, but is a plus when it comes to connecting with our diverse patient communities.

• US work authorization.

Anticipated Weekly Hours

Time Type

Pay Range

The typical pay range for this role is:

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.  The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.  This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. 
 

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visit  anticipate the application window for this opening will close on: 03/22/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

General Noli USA Inc., headquartered in Modena, Italy, is a global leader in freight forwarding and logistics. With over 125 years of industry expertise, we are proud to be part of a prestigious logistics group offering comprehensive import/export services, customs brokerage, and third-party warehousing solutions.

Job Description

We are currently seeking a dedicated and detail-oriented Customs Entry Writer to join our dynamic customs brokerage team. This is an excellent opportunity for professionals passionate about international trade and customs compliance.

Job Type: Full-Time

Location: Jamaica, NY 11434

Work Arrangement: On-site (Hybrid option may be considered post-probation)

Qualifications

• High School Diploma or GED required
• 2–3 years of relevant experience preferred (entry-level candidates with strong dedication will be considered and trained)
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Intermediate to Advanced)
• Highly organized with the ability to multitask effectively
• Must be able to work on-site (Hybrid option may be considered post-probation)
• Team-oriented with a willingness to adapt and learn
• High ethical standards and professional integrity

Key Responsibilities (Training Provided)

• Utilize ACE/ABI systems for customs entry processing
• Apply knowledge of the U.S. Harmonized Tariff Schedule
• File ISF and customs entries, including clearances for agencies such as FDA, USDA, APHIS, TTB, FSIS, TSCA, etc.
• Collaborate with internal departments to collect necessary documentation
• Monitor release status and coordinate inspections when required
• Issue Delivery Orders and coordinate with trucking partners
• Ensure compliance with federal regulations throughout the clearance process
• Complete billing in a timely manner
• Conduct self-audits to ensure all customs formalities are met before closing files
• Stay current with industry regulations and updates
• Familiarity with additional government agencies (FDA, USDA, Fish & Wildlife, EPA) is a plus

Benefits

• Competitive salary
• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan
• Flexible Spending Account (FSA) & Health Savings Account (HSA)
• Paid Vacation, Sick Leave, and PTO

Additional Information

Commute Requirement: Must be able to commute to Jamaica, NY 11434

Relocation: Candidates must relocate prior to starting work (if applicable)

About the Company

Equal Access is partnering with a well-established New York based real estate management firm seeking an experienced and dynamic Compliance Manager. With over 40 years of experience in multifamily housing operations. The company specializes in affordable, rent-stabilized, senior, and LIHTC communities across the NY/NJ metropolitan area. Known for long-term property retention and strong agency partnerships, they deliver stable, compliance-driven management.

About the Role

The Compliance Manager has extensive experience in Low-Income Housing Tax Credit (LIHTC), HUD Section 8, HOME, Empire State Supportive Housing Initiative (ESSHI), HDC/HPD, and NYSHCR/NYSHFA initial lease-up processes. The Compliance Manager is responsible for ensuring compliance with federal, state, and local affordable housing regulations, overseeing lease-ups, and working closely with internal teams and external stakeholders to maintain program integrity.

Responsibilities

• Oversee and ensure compliance with LIHTC, HUD Section 8, HOME, ESSHI, HDC/HPD, and NYSHCR/NYSHFA initial lease-up regulations.
• Monitor and maintain accurate records and documentation for all affordable housing programs.
• Conduct internal audits and reviews to ensure compliance with applicable regulations.
• Provide training and support to property management teams on compliance-related matters.
• Coordinate and manage the lease-up process for new affordable housing developments.
• Prepare and submit compliance reports to regulatory agencies, as required.
• Collaborate with state and federal agencies to address compliance issues and ensure adherence to program guidelines.
• Develop and implement compliance policies and procedures to improve operational efficiency.
• Respond to audits, inspections, and monitoring visits from funding agencies.
• Serve as the primary point of contact for all compliance-related inquiries and concerns.

Qualifications

• Bachelor’s degree in a related field (e.g., Public Administration, Real Estate, Business, or Information Science) or equivalent experience.
• Minimum of 5+ years of experience in affordable housing compliance, including LIHTC, HUD Section 8, HOME, ESSHI, HDC/HPD, and NYSHCR/NYSHFA initial lease-up.
• Strong understanding of federal, state, and local housing laws and regulations.
• Experience managing lease-up processes for affordable housing developments.
• Proficiency in Microsoft Office and experience with housing compliance software (Yardi required).
• Ability to collaborate effectively with multiple stakeholders, including government agencies, property managers, and tenants.
• Certification in affordable housing compliance (e.g., Certified Occupancy Specialist (COS), Housing Credit Certified Professional (HCCP), or Tax Credit Specialist (TCS)).
• Bilingual in Spanish (a plus)

Pay range and compensation package

• Location: Queens, NY
• Schedule: On-site, Mon–Fri
• Compensation: $80,000 - $95,000
• Benefits: 401(k) with company match; medical/dental/vision, PTO package, Paid Holidays; Professional development and certification assistance.

Equal Opportunity Statement

EqualAccess partners with best-in-class organizations and supports candidates beyond placement. Every professional we place receives 3 months of post-hire coaching and career support, ensuring long-term success and growth.

The Overnight Assistant Distribution Center Director at John F. Kennedy Distribution Center is responsible for supporting the Distribution Center Director with managing overall distribution center activities for offsite operations with $400+ million in revenue accountability serving multiple airport locations. This role involves assisting with distribution center personnel leadership, vendor relationships, inventory management across multiple locations, regulatory compliance support, and coordinating operations across multiple lines of business including retail, restaurants, and duty-free shops while ensuring operational efficiency and accuracy.

Essential Functions

• Assist in managing inventory accuracy, including transportation of orders and returns to multiple locations, product rotation, temperature control procedures, and reverse logistics using SAP, CrunchTime, and distribution management systems.
• Supervise day-to-day distribution center activities, including staff scheduling, shift coverage, and operational continuity while providing service to multiple airport locations for receiving, processing, and distributing merchandise for retail and food & beverage operations.
• Support vendor relationship management to ensure proper stock levels that support sales objectives across served locations. Assist with coordinating distribution operations across retail, restaurants, and duty-free shops while helping resolve delivery issues, shortages, and quality concerns.
• Assist with monitoring and reporting key performance indicators (KPIs) including inbound throughput, labor efficiency, and operational metrics across multiple locations. Support the implementation of contingency plans for distribution center operations.
• Support compliance with U.S. Customs, FDA, and other regulatory bodies, and assist with maintaining accurate records, particularly for bonded merchandise.
• Assist with enforcing food safety protocols, including FIFO stock rotation, expiration date monitoring, and overall food safety compliance. Participate in Quality Assurance activities and maintain security of food storage areas.
• Support the training, coaching, and development of distribution center staff while assisting with performance management in accordance with company policies and union agreements where applicable.
• Maintain distribution center organization, including fixtures, equipment storage, bin locations, and physical inventory processes. Review incoming orders from multiple locations and ensure accurate data entry into systems.
• Assist with communication and collaboration with airport management teams across served locations to support operational goals while coordinating between associates and management teams.
• Operate company vehicles safely and maintain compliance with all transportation and safety requirements for multi-location distribution operations.

Reporting Relationship & Role Information

• This position typically reports to the Distribution Center Director within the assigned distribution center location.
• The Assistant Distribution Center Director position falls under the Fair Labor Standards Act (FLSA) as an Exempt position.
• Requires scheduling flexibility to work various shifts including days, evenings, nights, weekends, and holidays as operational needs require.
• Must be able to pass government background checks where required for working in a Customs Bonded Warehouse.

Physical Requirements

• Ability to walk extensively throughout distribution centers and coordinate with multiple airport locations for extended periods.
• Lift, carry, and move inventory items up to 50 pounds regularly.
• Visual acuity to review inventory records, conduct physical counts, and analyze data reports.
• Ability to work in varying warehouse and retail environments with different temperature and noise levels.

Minimum Qualifications, Knowledge, Skills, and Work Environment

Education & Experience

The combination of education and professional experience must exceed 5 years:

• Minimum 2 years of supervisory experience leading distribution center, supply chain, and/or logistics teams serving multiple locations. Experience managing in a unionized environment (CBA) preferred.
• In a technical role: 5 years of experience in distribution operations, inventory management, or supply chain coordination with multi-location responsibility.
• High school diploma or GED required. A Bachelor’s degree in Business Administration, Supply Chain Management, Operations Management, or a related program may count toward 2 years of the experience requirement.
• Minimum 2 years of driving experience with a valid state driver's license.

Specialized Training

• Basic understanding of food safety protocols and HACCP principles preferred.
• Training that leads to an understanding of U.S. Customs and FDA regulatory compliance requirements preferred.
• Experience with distribution and warehouse management systems (SAP, CrunchTime preferred).
• OSHA safety and hazardous material handling awareness.

Specialized Skills, Competencies & Traits

• Excellent time management and prioritization skills, with the ability to support multiple concurrent distribution operations across locations while maintaining accuracy in inventory tracking and data entry.
• Valid driver’s license with a clean driving record and the ability to operate commercial vehicles and heavy distribution equipment safely. CDL or commercial truck driving experience preferred but not required, particularly in urban locations.
• Proficiency in Microsoft Office Suite, including intermediate Excel for reporting, and the ability to quickly learn distribution management systems such as SAP and CrunchTime.
• Strong verbal and written communication skills, with the ability to effectively communicate with multiple airport locations, vendors, team members, and management while reading and comprehending technical instructions and policy documents.
• Strong problem-solving abilities to resolve operational issues across multiple locations and escalate complex matters appropriately.
• Demonstrated ability to understand the needs of multiple business locations, stakeholders, and employee populations, including individual circumstances.
• Proven history of creating and maintaining positive work environments.

Disclaimer:

All job requirements are subject to change to reflect the evolving position requirements or to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with Federal and State Laws). Continued employment remains on an "at-will" basis.

Dufry, Hudson, and HMSHost are equal opportunity employers and do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.

Financial Reporting & Close

• Assist in the preparation of monthly, quarterly, and annual financial statements for all affordable housing entities, partnerships, and developments.
• Support the month-end and year-end close processes, including journal entries, account reconciliations, and variance analysis.
• Prepare and review financial reports for investors, lenders, syndicators, and government agencies in accordance with applicable standards (GAAP, HUD, LIHTC).
• Maintain general ledgers for multiple ownership entities, including LLCs and limited partnerships.

Affordable Housing Compliance & Regulatory Reporting

• Ensure compliance with LIHTC program requirements, including annual owner certifications and investor reporting.
• Coordinate preparation of HUD-required financial statements and annual audits for Section 8, HOME, and other federally assisted housing programs.
• Assist in preparation of annual tax returns for partnerships and entities (Form 1065, Schedule K-1) in coordination with external tax advisors.
• Monitor regulatory agreements, loan covenants, and ground lease obligations to ensure ongoing financial compliance.

Budget & Cash Management

• Support the annual budgeting process across the affordable housing portfolio, working closely with asset management and property operations teams.
• Monitor cash flow for individual developments, flag variances, and recommend corrective actions.
• Oversee accounts payable and receivable functions, including HAP (Housing Assistance Payment) processing and subsidy reconciliation.
• Review draw requests for construction projects and manage funding disbursements from lenders, investors, and public agencies.

Audit & Internal Controls

• Coordinate annual financial audits with external auditors; prepare audit schedules, supporting workpapers, and draft financial statements.
• Implement and maintain internal controls to ensure the accuracy and completeness of financial data.
• Identify areas for process improvement and support the implementation of efficiency initiatives.

Team Leadership & Collaboration

• Supervise and mentor accounting staff, providing guidance on affordable housing accounting principles and procedures.
• Collaborate cross-functionally with asset management, development, property management, and legal teams.
• Serve as a key point of contact for investors, syndicators, lenders, and government agencies on financial matters.

QUALIFICATIONS

Education

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA license a plus
• Minimum 10-15 years of progressive accounting experience, with at least 5 years in affordable housing, real estate, or nonprofit finance.
• Direct experience with LIHTC partnerships, HUD programs (Section 8, HOME, CDBG), and/or tax-exempt bond financing strongly preferred.
• Prior supervisory or team lead experience preferred.

Technical Skills

• Strong knowledge of GAAP and affordable housing accounting standards.
• Proficiency with property management or affordable housing accounting software (e.g., Yardi, MRI, RealPage, Sage Intacct).
• Advanced Microsoft Excel skills; experience with financial modeling and consolidation.
• Familiarity with HUD REAC submission processes and LIHTC compliance reporting is a plus.

Core Competencies

• Strong analytical mindset with exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills; ability to translate complex financial data for non-finance stakeholders.
• High degree of integrity and discretion when handling confidential financial and tenant information.
• Self-starter with the ability to manage multiple priorities and deadlines in a dynamic environment.

Phipps Houses is one of the nation’s oldest and largest not-for-profit developers/owner of affordable housing. It is a multi-faceted real estate organization, involved in the development, finance, construction and asset management of new and rehabilitated multi-family housing for low to middle income New Yorkers. Through its subsidiary, Phipps Houses Services, Inc., it conducts residential property management, and its tax-exempt affiliate, Phipps Neighborhoods, provides human services to its development communities.

THE POSITION:

The Legal Services Coordinator is responsible for working collaboratively with landlord tenant attorneys to provide litigation support including conducting client interviews and intake, maintain calendar of appointments, keep and create case management spread sheets, track tenant rent arrears; Maintain client legal files and documents, ensuring regular communication with tenants and management. Appear in court as owners representative with appointed attorneys.

This role is based at our development in Far Rockaway, NY

Salary range - $68,000-$78,000. Salary commensurate with education and experience.

Responsibilities:

Manage a case load of pending/active legal cases; follow up on tenant inquiries regarding legal status

Assist tenants as needed with certifications and refer to social services for emergency rental assistance

Work with Bookkeeping to review and adjust ledgers as needed

Prepare & submit correction forms, monitor repayment agreements

Review monthly arrears reports and advise PM for Resident Retention meetings

Generate and distribute late rent notices

Prepare & submit required information to attorneys for commencement of legal cases for lease violations and non-payment cases

Monitor legal reports/activity

Review and process court stipulations

Generate work orders based on court stipulation & coordinate timely completion

Review and process legal bills

Process documentation and follow up on collections

QUALIFICATIONS:

Experience working in multiple database systems; Yardi, Excel, Microsoft, Outlook

Ability to work independently

Experience with housing court process and legal documents

Bilingual preferred

EDUCATION AND EXPERIENCE:

Associates degree preferred or 3-5 years’ experience

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Phipps Houses and Affiliates is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, citizenship or national origin, ancestry, alienage, citizenship status, age, disability or handicap, sex, marital status, veteran status, pregnancy, gender, sexual orientation, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

• Work with a nationally recognized firm with an outstanding reputation
• Handle high-profile, complex cases that make a real difference in clients' lives
• Collaborate with experienced attorneys and legal professionals
• Competitive compensation and comprehensive benefits package
• Professional development opportunities and continuing education support
• Stable, established firm with long-term career growth potential
• Be part of a team dedicated to fighting for justice and holding negligent parties accountable

• Manage medical malpractice and traumatic brain injury cases from filing through trial

• Coordinate with medical experts, witnesses, and healthcare providers
• Prepare discovery requests, responses, and document productions
• Draft pleadings, motions, and legal correspondence under attorney supervision
• Manage case calendars, deadlines, and court filings
• Assist with trial preparation and witness coordination
• Interface with clients to gather information and provide case updates

• Minimum 5+ years plaintiff personal injury paralegal experience
• Extensive medical malpractice experience required
• Proven experience with traumatic brain injury cases
• Strong medical terminology knowledge and medical record analysis
• Proficiency in case management software (Smart Advocate training provided)
• Excellent communication and organizational skills
• Paralegal certificate or equivalent experience preferred
• 100% in-office requirement - no remote work available

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.