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in Sacramento, CA

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Hours Part-time, Full-time
Location SACRAMENTO CA
Sacramento, California

About this job

We are looking for a personable, motivated and detail-oriented person for our fast-paced tax office. Professional office experience a plus.

Responsibilities may include: greeting clients, answering busy phones, scheduling appointments, filing, general knowledge of MS Word (data entry) and Excel.

Duties:
* Prepares work to be accomplished by gathering and sorting department documents and information.

* Strong Military men and woman needed for this job also.

* Verifies information by comparing information to original source; recalculating totals.
* Completes documents by entering/typing data from source materials
* Revises documents by entering/retyping edited data.
* Verifies documents by proofreading and rechecking requirements.

* Maintains historical records by filing documents.
* Secures information by completing data base backups.
* Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
* Maintains work flow by sorting and delivering information.

* Contributes to team effort by accomplishing related results as needed.
Skills/Qualifications:
Data Entry Skills, Word Processing, Thoroughness, Supply Management, Organization, Typing, Attention to Detail, Decision Making, Informing Others, Internal Communications, Results Driven

The User Support Representative is responsible for customer service/satisfaction of The Marek Group on-line and web-to-print applications. This position will be responsible for resolving customer/user training, product recommendations and researching account information to ensure customer satisfaction. Excellent communication skills, customer service focused mentality and dependability will be keys to success.
Roles & Responsibilities:
Manage the day-to-day relationship with BSS print-on-demand applications through clear and concise phone and email communications.
Maintain client and end-user account information to ensure clear reporting within BSS.

Effectively communicate with BSS' clients and BSS staff. Build a good working relationship with the client, ensure an understanding of the client's needs and objectives. Follow BSS internal communications guidelines and escalate customer service issues for review and improvement.
Develop and maintain a broad background in BSS' core competencies to ensure the ability to adapt to and quickly learn the best way to service new technologies and products.
Maintain customer project files to ensure consistency in quality and integrity.

Job Qualifications:
2+ years' customer experience in a client contact capacity with a successful track record in customer satisfaction; preferably in technology/web-based solutions.
Excellent communication and problem solving skills.
Demonstrated stabile work history.
Ability to work independently and as part of a larger team and proactively offer solutions.
Proficient with technology and Microsoft business applications - Office - Excel, Word, Outlook.

Retail Banking (Sales)HomeStreet Bank is an Equal Opportunity/ Affirmative Action Employer.
Minorities, females, protected veterans and individuals with disabilities are encouraged to apply.


The cornerstone of our service is a personal relationship with a seasoned USAA Wealth Manager who gets to know you and your specific situation. Your wealth manager can advise you on a range of issues through a comprehensive financial planning process and provide you a personalized suite of integrated solutions to address even the most complex needs - from limiting investment risks and managing a retirement income stream to long-term care and wealth transfer. Through proactive contact and regular meetings to review your plan, your wealth manager will provide tailored advice at each stage of your life and help you achieve your goals while managing the challenges so you stay on track.

We can help you by:
Designing an investment strategy to help you achieve your current and future goals.
Protecting your assets and loved ones with risk management strategies.
Managing challenges like taxes, healthcare costs and market volatility.
Making the most of your military benefits.
Creating a plan for retirement income.
Evaluating wealth transfer strategies.
Our Wealth Management program includes:
A one-on-one relationship with a USAA Wealth Manager.
No hidden fees or commissions.
A toll-free, direct line to a wealth manager, so you don't have to navigate an automated system.
Comprehensive financial planning.
A wealth management support team of financial planning, insurance & risk, trust, banking and asset management specialists.