Salesforce Stock Jobs in Coldstream Kentucky
12 positions found
Work Where You Matter
At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that values the unique strengths and perspectives that each individual brings. Your difference truly makes a difference at Dollar General. How would you like to Serve? Join the Dollar General Journey and see how your career can thrive.
Company Overview
Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day. by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Learn more about Dollar /about-us.html.
Job Details
GENERAL SUMMARY:
The Sales Associate acts as a point of contact for our customers. The duties of the Sales Associate include assisting customers in locating and purchasing merchandise, operating the cash register, stocking merchandise, recovering merchandise, cleaning the store, and performing other duties as assigned by the Store Manager to maximize store profitability and customer satisfaction while protecting company assets.
DUTIES and ESSENTIAL JOB FUNCTIONS:
* Provide excellent customer service, greet and assist customers.
* Operate cash register and scanner to itemize and total customer's purchase, collect payment from customers and make change, bag merchandise, and assist customers with merchandise as necessary.
* Follow company merchandise processes; unpack, stock, restock, and rotate merchandise on shelves and build merchandise displays.
* Clean the store, take out trash, dust and mop store floors, clean restroom and receiving room, and help set up sidewalk displays.
Qualifications
KNOWLEDGE and SKILLS:
* Effective interpersonal and oral communication skills.
* Understanding of safety policies and practices.
* Ability to read and follow planogram and merchandise presentation guides.
* Knowledge of basic cash handling procedures.
* Basic mathematical skills.
* Ability to perform cash register functions.
* Ability to stock merchandise.
WORK EXPERIENCE and/or EDUCATION:
High school diploma or equivalent preferred.
WORKING CONDITIONS:
* Frequent walking and standing
* Frequent bending, stooping, and kneeling to run check out station, stock merchandise and unload trucks; which may also require the ability to push and/or pull rolltainers for stocking merchandise
* Frequent handling of merchandise and equipment such as handheld scanners, pricing guns, box cutters, merchandise containers, two-wheel dollies, U-boats (six-wheel carts), and rolltainers
* Frequent and proper lifting of up to 40 pounds; occasional lifting of up to 55 pounds
* Occasional climbing (using step ladder) up to heights of six feet
* Fast-paced environment; moderate noise level
* Occasional exposure to outside weather conditions
Dollar General Corporation is an equal opportunity employer.
This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping.
They will be responsible for taking orders, coordinating activities in the Store, providing pricing and product information, and recommending appropriate FedEx Office products and services.
The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.
GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive) People Follows instructions of supervisors and assists other team members in performing store functions Assists in the training of store team members Service Demonstrates consultative behaviors in a retail environment to understand each customer’s individualized need Provides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and services Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs Ensures all customer problems are resolved quickly and to the satisfaction of the customer Takes complex customer orders using order systems and provides accurate pricing information Assembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcels Sets up and operates printing, binding, and other related equipment using customer supplied original media and documents Maintains a safe, clean and orderly retail Store Profit Ensures confidentiality of customer data and careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change Cleans, repairs, and stocks all retail store printing and shipping equipment and supplies to provide optimal performance and availability Stays current on retail Store merchandising materials and ensures proper display of all retail area product and signage Takes preemptive action to prevent errors and waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits Follows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and procedures Self-Management Performs multiple tasks at the same time Looks for opportunities to improve knowledge and skills within the retail Store Able to operate with minimal supervision Adheres to all FedEx Office team member and retail store standards, as outlined in the team member handbook All other duties as needed or required MINIMUM QUALIFICATIONS AND REQUIREMENTS: High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills For new hires, must meet all FedEx Office employment qualifications in force at time of hiring For current FedEx Office team members, must meet hiring criteria for the position and transfer requirements as outlined in the Team Member Handbook ESSENTIAL FUNCTIONS: Ability to stand during entire shift, excluding meal and rest periods Ability to move and lift 55 pounds Ability, on a consistent basis, to bend/twist at the waist and knees Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members Ability, on a consistent basis, to perform work activities requiring cooperation and instruction Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure Ability, on a consistent basis, to maintain attention and concentration for extended periods of time Ability, on a consistent basis, to work with minimal supervision Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position MINIMUM QUALIFICATIONS AND REQUIREMENTS: High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills ESSENTIAL FUNCTIONS: Ability to stand during entire shift, excluding meal and rest periods Ability to move and lift 55 pounds Ability, on a consistent basis, to bend/twist at the waist and knees Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members Ability, on a consistent basis, to perform work activities requiring cooperation and instruction Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure Ability, on a consistent basis, to maintain attention and concentration for extended periods of time Ability, on a consistent basis, to work with minimal supervision Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position Preferred Qualifications: Pay Transparency: Pay: Additional Details: Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.
Suggests areas for improvement in internal processes along with possible solutions.
Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility.
Applies Quality concepts presented at training during daily activities.
Supports FedEx Office Quality initiatives.
FedEx Office is an Equal Opportunity Employer including, Vets/Disability.
Know Your Rights Pay Transparency FedEx Office will provide reasonable accommodations to qualified individuals with disabilities, including throughout the application and hiring process, if requested.
Applicants who require reasonable accommodations in the application or hiring process should email .
FedEx Office will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and the New York City Fair Chance Act.
The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.
If you are applying in Philadelphia, PA, you can click here to learn about Philadelphia’s fair chance hiring law.
For more information, click here .
WM Supercenter #1053
1015 New Moody Ln La Grange, KY 40031-9142
$15.00 - $28.00/hr*
Part time
Shift may start between 8:00am - 11:00am
Shift may start between 1:00pm - 4:00pm
Role SummaryOnline Order Filling associates have one focus: to fill and dispense online orders. They locate, prepare, and package merchandise, ensuring the accuracy of orders prior to pick up. They make appropriate product substitutions and consult with the customer as needed to ensure satisfaction. For complete job duties and requirements, see the Job Description.
What You'll DoDo you enjoy shopping? Online orderfillers and delivery associates get to do just that every day. Online orderfillers have the opportunity to shop for our customers and choose just the right apple, or select their favorite cereal. This position is extremely fast paced and is one that gets to spend time in all departments shopping for our customers and filling their online orders. Order fillers and delivery associates also get to dispense orders to our customers and engage them in conversation throughout the dispensing process. The pace can be intense, especially in the evenings, on weekends, and during a holiday season. There are times when you have to juggle shopping for our online customers while stopping to help our in store customers. At Walmart, we offer competitive pay as well as performance-based incentive awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable. For information about PTO, see Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, see .
*The actual hourly rate will equal or exceed the required minimum wage applicable to the job location.
Additional compensation includes annual or quarterly performance incentives. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances. Premiums may be based on schedule, facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met.
What You'll Bring- Acknowledge and greet customers with a smile
- Answer customer questions
- Help customers find the products they are looking for
- Assist fellow associates as needed throughout the store
- Keep your area stocked, clean, and safe
Remote working/work at home options are available for this role.
Why Become a Shopper with DoorDash?
Turn your shopping skills into extra income. Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you unlock more earnings opportunities with DoorDash. Stay active during off-peak hours and no need to wait around for a restaurant preparing an order, becoming a Shopper with DoorDash puts you in control of your time and earnings.
Either as a side hustle or a full-time gig, being a Shopper with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn: Deliver more than just restaurant orders. Become a Shopper and deliver grocery, convenience, retail, alcohol and more—DoorDash offers diverse earning opportunities so you can maximize your time.
- Control your time: Make cash during off-peak hours so you don’t have to schedule your day around the lunch or dinner time rush; don’t wait around for an order when you do the shopping.
- Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Earn more: Get more cash per delivery on average compared to a restaurant delivery when you do the shopping.*
- Quick and easy start: Sign up in minutes and get on the road fast.*
Basic Requirements
- 18+ years old** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Become a Shopper
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app
- Activate your Red Card in the Dasher app***
*Compared to a restaurant delivery order, based on average Dasher payouts nationwide while on a delivery. Actual earnings may differ and depend on factors like number of deliveries completed, time of day, location, and expenses.
*Subject to eligibility.
**Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
***The Red Card is a prepaid card used by Dashers to pay for items on Dasher Shop & Deliver offers. The card will automatically be funded prior to check out. Red Cards are not linked to Dasher bank accounts or related to earnings. This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Explore opportunities with Caretenders, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide. As members of the Optum family of businesses, we are dedicated to helping people feel their best, including our team members who create meaningful connections with patients, their families, each other and the communities we serve. Find a home for your career here. Join us and embrace a culture of Caring. Connecting. Growing together.
As the Registered Nurse in Home Health you will provide and direct provisions of nursing care to patients in their homes as prescribed by the physician and in compliance with applicable laws, regulations, and agency policies. You will also coordinate total plan of care with other health care professionals involved in care and helps to achieve and maintain continuity of patient care by planning and exchanging information with physician, agency personnel, patient, family, and community resources.
Primary Responsibilities:
* Clinical Competence
* Initiates, develops, implements, and revises the plan of care in collaboration with the physician and other health care professionals
* Supervises care provided by home health aides and licensed practical/vocational nurses, provides instruction, and assigns tasks according to State and federal regulations
* Provides required supervisory visits
* Documentation and Care Delivery
* Provides high-quality clinical services within the scope of practice and infection control standards, in accordance with the plan of care, and in coordination with other health care team members
* Completes comprehensive assessments (OASIS) including medication reconciliation accurately and timely
* Documents patient visits per policy and payer requirements, and syncs timely per LHC policy
* Quality
* Makes initial and/or comprehensive nursing evaluation visits, ensures patients meet home health eligibility and medical necessity guidelines, determines primary focus of care, develops the plan of care within State guidelines with the physician, and submits accurate documentation
* Communicates relevant information timely and effectively with appropriate agency staff, including patient care issues, visit assignments, schedule changes, orders, OASIS data sets, coding requests, and coordination with other clinicians
* Communicates timely and effectively with physicians, patients, and family members to ensure quality care and service excellence
* Teamwork
* Takes direction from Clinical Director and Executive Director professionally and completes assigned tasks timely, including required learning
* Assists in the orientation of new agency personnel and serves as a preceptor to other staff and students
* Actively participates in survey/survey readiness activities and performance improvement plans, works to reduce unnecessary patient hospitalizations, improve patient safety, and implements processes and best practices to ensure positive patient outcomes
* Participates in on-call and weekend rotation as needed to meet patient needs
* Adheres to and participates in the agency's utilization management model
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
* Current and unrestricted RN licensure in state of practice
* 1+ years of Home Health experience
* Current Driver's License, vehicle insurance, and access to a dependable vehicle or public transportation
* Current CPR Certification
* Ability to function in any home situation regardless of age, race, creed, color, sex, disability, or financial condition of the client
Preferred Qualifications:
* Ability to work independently
* Solid communication, writing, and organizational skills
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $28.27 to $50.48 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
#LHCJobs
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Turn your shopping skills into extra income. Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you unlock more earnings opportunities with DoorDash. Stay active during off-peak hours and no need to wait around for a restaurant preparing an order, becoming a Shopper with DoorDash puts you in control of your time and earnings.
Either as a side hustle or a full-time gig, being a Shopper with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn: Deliver more than just restaurant orders. Become a Shopper and deliver grocery, convenience, retail, alcohol and more—DoorDash offers diverse earning opportunities so you can maximize your time.
- Control your time: Make cash during off-peak hours so you don’t have to schedule your day around the lunch or dinner time rush; don’t wait around for an order when you do the shopping.
- Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Earn more: Get more cash per delivery on average compared to a restaurant delivery when you do the shopping.*
- Quick and easy start: Sign up in minutes and get on the road fast.*
Basic Requirements
- 18+ years old** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Become a Shopper
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app
- Activate your Red Card in the Dasher app***
*Compared to a restaurant delivery order, based on average Dasher payouts nationwide while on a delivery. Actual earnings may differ and depend on factors like number of deliveries completed, time of day, location, and expenses.
*Subject to eligibility.
**Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
***The Red Card is a prepaid card used by Dashers to pay for items on Dasher Shop & Deliver offers. The card will automatically be funded prior to check out. Red Cards are not linked to Dasher bank accounts or related to earnings. This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Remote working/work at home options are available for this role.
Turn your shopping skills into extra income. Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you unlock more earnings opportunities with DoorDash. Stay active during off-peak hours and no need to wait around for a restaurant preparing an order, becoming a Shopper with DoorDash puts you in control of your time and earnings.
Either as a side hustle or a full-time gig, being a Shopper with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn: Deliver more than just restaurant orders. Become a Shopper and deliver grocery, convenience, retail, alcohol and more—DoorDash offers diverse earning opportunities so you can maximize your time.
- Control your time: Make cash during off-peak hours so you don’t have to schedule your day around the lunch or dinner time rush; don’t wait around for an order when you do the shopping.
- Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Earn more: Get more cash per delivery on average compared to a restaurant delivery when you do the shopping.*
- Quick and easy start: Sign up in minutes and get on the road fast.*
Basic Requirements
- 18+ years old** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Become a Shopper
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app
- Activate your Red Card in the Dasher app***
*Compared to a restaurant delivery order, based on average Dasher payouts nationwide while on a delivery. Actual earnings may differ and depend on factors like number of deliveries completed, time of day, location, and expenses.
*Subject to eligibility.
**Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
***The Red Card is a prepaid card used by Dashers to pay for items on Dasher Shop & Deliver offers. The card will automatically be funded prior to check out. Red Cards are not linked to Dasher bank accounts or related to earnings. This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Either as a side hustle or a full-time gig, being a Shopper with DoorDash gives you the opportunity to earn extra cash on your terms.
Multiple ways to earn: Deliver more than just restaurant orders. Become a Shopper and deliver grocery, convenience, retail, alcohol and more—DoorDash offers diverse earning opportunities so you can maximize your time.
Control your time: Make cash during off-peak hours so you don’t have to schedule your day around the lunch or dinner time rush; don’t wait around for an order when you do the shopping.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Earn more: Get more cash per delivery on average compared to a restaurant delivery when you do the shopping.*
Quick and easy start: Sign up in minutes and get on the road fast.**
Basic Requirements
~18+ years old*** (21+ to deliver alcohol)
~ Any car, scooter, or bicycle (in select cities)
~ Driver's license number
~ Social security number (only in the US)
~ Consistent access to a smartphone
How to Become a Shopper
Click “Sign UpApply Now” and complete the sign up process
Download the DoorDash Dasher app
Activate your Red Card in the Dasher app****
*Compared to a restaurant delivery order, based on average Dasher payouts nationwide while on a delivery. Actual earnings may differ and depend on factors like number of deliveries completed, time of day, location, and expenses.
**Subject to eligibility.
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
****The Red Card is a prepaid card used by Dashers to pay for items on Dasher Shop & Deliver offers. The card will automatically be funded prior to check out. Red Cards are not linked to Dasher bank accounts or related to earnings. This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
lient Service Associate
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT:
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
* Assist FAs/PWAs/teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred Morgan Stanley EOE committed to diversifying its workforce.
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
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.
To learn more about our offices across the globe, please copy and paste into your browser.
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).
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.
Joining us as a Team Leader, you'll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office. You'll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives. We'll help you advance your knowledge and skills you'll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates.
It would be even better if you also had:
- Multi-unit people management experience in the retail, restaurant, banking, or other related industry
- 2+ years as a Tax Professional
What you'll bring to the team:
- Partner with District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
- Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions
- Serve as point of contact for onsite escalated client service concerns
- Ensure clients are scheduled properly and conflicts are resolved
- Lead daily activities to ensure that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
- Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate contributions
- Lead daily team meetings and communicate essential information to tax office associates
- Create associate work schedules and ensure accurate timekeeping and overtime management
- Prepare tax returns, as required
- Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
Your expertise:
- Prior experience working in a customer service, shift leader, or similar role
- Experience supervising or managing people
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course* (if preparing tax returns)
- Annual completion of continuing education and ability to meet all other IRS and applicable state requirements
- Computer proficient with the ability to use MS Office
- Demonstrated ability to work independently with minimal supervision
- Passionate, determined and resilient with a customer-centric mindset
- Able to work a flexible work schedule and flexibility in work assignments based on business needs
- High school diploma / equivalent or higher
Why work for us:
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.
The community you will join:
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.
*Enrollment?in?or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job #17200
