- Creation of instructions to process the records to create a report that brings the records current such as:
- Updating dividends
- Updating records for a reorg, stock split or other security transactions
- Updating the records to determine what property is eligible to be reported to each state on the record
- Reviewing the records for any anomaly and raise this to their manager and the client service representation assigned to the client whose records are being processed
- Must be able to remain in a stationary position for most of the day
- Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
- This position needs to occasionally move about inside the office
- The person in this position frequently communicates via telephone
-
Professional Services Consultant
3 days ago
Infoblox Boston, United StatesIt's an exciting time to be at Infoblox. Named a Top 25 Cyber Security Company by The Software Report and one of Inc. magazine's Best Workplaces for 2020, Infoblox is the leader in cloud-first networking and security services. Our solutions empower organizations to take full adva ...
-
Financial Services Professional
1 week ago
Northwestern Mutual Boston Boston, United States**Financial Representative//Financial Services Professional** · Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and ...
-
Customer Service Professional
3 days ago
Mass General Brigham Health Plan Somerville, United States**Customer Service Professional** · As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts ...
-
Financial Services Professional
1 hour ago
New York Life Bridgewater, United States Full time**At New York Life Insurance Company, we're dedicated to prudent financial management and impeccable service.** · We're looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you'll have the opportunity to accelerate your path to m ...
-
Financial Services Professional
1 day ago
New York Life Waltham, United States**Take command of your career with New York Life.** · You've served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life ho ...
-
Client Services Professional
1 week ago
Avenu Holdings LLC Quincy, United StatesJob Summary: · This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaimed securities in full complian ...
-
Client Services Professional
5 days ago
Avenu Insights & Analytics Quincy, United StatesJob DescriptionJob Description · Job Summary: · This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of uncl ...
-
Client Services Professional
1 week ago
Avenu Insights & Analytics Quincy, United StatesJob DescriptionJob Description · Job Summary: · This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of un ...
-
Client Services Professional
2 days ago
Avenu Insights & Analytics Quincy, United StatesJob Description · Job DescriptionJob Summary:This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaim ...
-
Client Services Professional
20 hours ago
Avenu Holdings LLC Quincy, United StatesJob Summary: · This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaimed securities in full complia ...
-
Client Services Professional
5 days ago
Avenu Insights & Analytics Quincy, United StatesJob Description · Job DescriptionJob Summary:This Professional I, Client Services role and member provides management and detailed reviews for a number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaim ...
-
In-person General Interpreter
1 week ago
Baystate Quincy, United States**These are Onsite appointments and are located in Massachusetts** · Baystate Interpreters, Inc., located in Gardner, MA provides professional interpreting and translation services in over 150 languages. Our accredited staff are well-versed in legal, medical, business and educati ...
-
Customer Service Representative
3 days ago
Behind the Design Quincy, United States_Join an amazing, professional interior design studio as a _**Customer Service Representative **_ You will be a brand ambassador and an administrative operator - keeping clients happy and schedules organized for the design team_ · This is a dynamic, think-on-your-feet position th ...
-
Branch Intermediate School District Quincy, United StatesCategory**:Special Education Para Pro./ParaPro of Emotionally Impaired** · Date Posted**:4/15/2024** · Location**:Special Education - Quincy MS** · Date of Availability**:ASAP** · Date Closing**:when filled** · **Branch ISD Special Education**: · The Branch ISD Special Education ...
-
Registered Nurse Home Health
6 days ago
Assured Home Health Quincy, United States Full timeWe are hiring for a Registered Nurse at our Moses Lake office · $15,000 sign- on bonus offered on full-time position · $37 - $42 / hour · At Assured Home Health, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that ...
-
Claims Tech Assistant
3 days ago
Arbella Insurance Group Quincy, United StatesAs a Claim Technical Assistant you will provide both administrative and technical support to all Claim functions (i.e. Auto, Liability, Property, SIU, Subrogation, etc.). · Key Responsibilities- Under direct supervision, process loss and expense payments in area of responsibility ...
-
Elite Medical at Home Quincy, United States**Job description** · **RESPONSIBILITIES** · - Manage intake of new referrals/ enter new patients into home care EMR system · - Oversee clinical staff schedules and place them on home care assignments · - Provide office support to field clinical staff, providing them with all req ...
-
Board Certified Behavior Analyst
5 days ago
Key Autism Services Quincy, United States**Full Time In-Home Opportunities in the Metro South Region (25 billables/wk).** · **$85,000- $90,000 plus bonus potential** · **BCBA Full-Time Offers**: · - Competitive salary, commensurate with experience and education · - Excellent Health insurance, flexible Dental, and Vision ...
-
Customer Support Associate
1 week ago
GMI Quincy, United StatesWe are currently seeking an individual to join our team as an innovative Customer Support Associate. Our focus is on creating meaningful connections with our customers and assisting them in transitioning to renewable energy sources. As part of our team, you'll play a vital role i ...
-
Case Manager
3 days ago
Southeast Massachusetts Area Quincy, United States**Please Note**: The work schedule is** **Monday through Friday 8:30 a.m. to 5:00 p.m. (40 hours/week) with Sunday and Saturday off. · **Duties and Responsibilities: (these duties and responsibilities are not all inclusive)**: · - Provide case management services for eligible you ...
Client Services Professional II - Quincy, United States - Avenu Holdings LLC
Description
Job Summary:The ideal candidate is detail and deadline oriented, self-motivated yet works well in a team and has solid interpersonal skills. A general securities transfer agent / financial services background will be an advantage for the candidate, but not required.Training will be provided. Candidate must be able to multitask and prioritize.
Duties and Responsibilities:
Under-graduate degree or 5 years work experience
Knowledge, Skills and Abilities:
Customer Service skills required
Unclaimed property knowledge is preferred
Work Environment:
The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual work station, using telephone and computer
Physical Demands:
Avenu provides local governments with ways to achieve more predictable revenue that supports growth, fuels modernization and ensures compliance with mandated but underfunded programs. Avenu's revenue enhancement and administrative solutions find and recover license, permit and other taxes that cities and counties struggle to collect. The insights and improved fiscal posture enables governments to deliver expected services and sustain a high quality of life for residents.
Avenu is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.
