Virtual Assistant job description

At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase.
Responsibilities:


You'll contribute significantly to the success of the Virtual Branch and helping clients by:

Providing strong customer service, offering advice and sharing products and services to help clients meet their financial needs Must be willing to work in an environment that requires a mix of phone-based and video based customer interaction Engaging clients over the phone and video both inbound and outbound Making clients feel appreciated and being their advocate Listening carefully and assisting clients with their questions or issues Showing initiative and proactively preventing problems for our clients Making customers lives easier by sharing and setting up self-service options so that they can access their accounts how, when and where they want Ability to maintain success in an ever changing environment Strong email communication - including appropriate use of spelling, grammar and professionalism Be able to work in a call center environment



Desired Skills:


Deliver exceptional customer experience by acting with a client-first attitude Ability to make personal connections, engage and educate clients, ask open-ended questions and listen to establish trust and build lasting relationships Display confidence with clients when sharing advice, product knowledge and solutions Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach Excellent communication skills - in person, over the phone and through email Proven ability to tailor features and benefits of products and services to clients with differing needs Ability to educate and connect clients to technology solutions Operate within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training Professional, thorough and organized with strong follow-up skills Engage and partner with team members and other lines of business to offer most appropriate solutions Ability to learn products, services and procedures quickly and accurately Minimum 6 months customer service experience is required Preferred experience in: Retail banking Financial services Consultative customer relationship role in a related industry, with proven success, deepening client relationships and delivering results College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required Ability to work Virtual Branch hours, including evenings and some weekends Bilingual in English and Spanish required To be considered for this role, you may be asked to complete a video interview powered by Zoom This is not a remote position (10a to 7p shift)

Same Posting Description for Internal and External Candidates

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

Atrius Health, an innovative healthcare leader, delivers an effective system of connected care for more than 690,000 adult and pediatric patients at 30 medical practice locations in eastern Massachusetts. Atrius Health's 645 physicians and primary care providers, along with 420 additional clinicians, work in close collaboration with hospital partners, community specialists and skilled nursing facilities. Our vision is to transform care to improve lives. Atrius Health provides high-quality, patient-centered, coordinated, cost effective care to every patient we serve. By establishing a solid foundation of shared decision making, understanding and trust with each of its patients, Atrius Health enhances their health and enriches their lives. Atrius Health is part of Optum, a health services company focused on building the leading value-based care system in the country.
*SUMMARY*
*Candidates must live in Massachusetts and be able to do 1 month of onsite training*
Under direct supervision, plays a key role in the creation of superior virtual access for patients by assisting clinicians preparation for appointments, helping patients to virtually connect for their appointments, ensuring all pre-visit work required for exam is completed, and closing the loop with any follow-up care. Courteous, friendly, problem solver acting as an integral member of a medical team and is dedicated to delivering excellent customer service and strengthening the patient/clinician relationship through timely and informative interactions with the patients. Able to use a high level of competency in performing all duties with customer service, patient focused communication. Improves clinical operations and efficiencies by providing efficient flow of patients.

_EDUCATION/LICENSES/CERTIFICATIONS_

High School diploma or equivalency certificate (e.g. GED, HiSET, TASC Test) from an accredited institution or governmental unit required

_EXPERIENCE_

Experience typically acquired through a minimum of one-year prior experience in a clinical or customer service setting as determined by the department (a bachelor's degree may be substituted for experience). Computer experience required with the ability to use word processing and spreadsheet programs. Electronic medical record (EMR) experience and/or aptitude to master the EMR based on other technology experience required.

A bachelor's or other non-clinical degree combined with an interest in healthcare and excellent problem-solving, multi-tasking, technology-literate skill sets can at times be substituted for work experience.

_SKILLS_

Able to communicate in a professional and appropriate manner. Strong interpersonal, customer service, time management, and organizational skills required. Ability to be a quick thinker and relate to all levels of staff and patients highly important. Ability to prioritize work throughout the day in a busy environment.

**Job:** **Medical Assistants/Medical Secretaries*

**Organization:** **Internal Medicine*

**Title:** *Virtual Care Assistant I - FT- Remote - IM*

**Location:** *Newton MA - Riverside*

· Preference will be given to candidates who can demonstrate through their experiences and accomplishments:

· An understanding of and commitment to the philosophy and mission of a community and technical college
· A sensitivity and commitment to cultural diversity

· The ability to handle multiple tasks and various situations in a calm and professional manner

· A commitment to teaching and learning, where recent high school graduates, adult students, and nontraditional students are involved

· The Admissions Virtual Assistant shall perform the duties as specified in conformity with policies established by the Alabama Client College System Board of Trustees and the J.F. Drake State Client and Technical College Faculty and Staff Handbook.

· Create a virtual environment for addressing students' needs.

· Conduct daily Zoom/Microsoft Teams sessions to provide information to prospective Drake State students.

· Assist with processing electronic admission applications for all students

· Assist with the implementation of the TargetX CRM system

· Work within the YNOT CRM system to ensure effective follow-up on leads and tracking prospective students through the Admissions funnel

· Assist the Director of Admissions/Registrar with business process improvements and efficiencies of the office through the use of administrative software technologies

· Create and extract reports from the student information system

· Provide information on available college programs and the admissions procedures to current and prospective students

· Assist students with the admission and registration processes

· Provide enrollment and registration information to prospective students virtually, in person, telephone, and through the mail

· Send correspondence to students add needed

· Perform other work-related responsibilities as assigned by the Director of Admissions/Registrar, Dean of Students, and/or the President Job description may be modified or altered at any time by management.

Requirements

· Minimum of an earned Bachelor's degree from a regionally accredited institution, or an Associate's degree with at least three (3) years' experience in postsecondary education customer service relations

· Ability to establish and maintain effective working relationships with students, other employees, and the public

· Knowledge of advanced work processing, spreadsheet, database software, and other current computer software application

· Excellent organizational skills and the ability to handle multiple tasks

· Evidence of excellent written and oral communication skills

· Ability to project a professional and congenial demeanor

· Evidence of outstanding customer service skills

Experience Preferred

· Earned Bachelor's degree from a regionally accredited institution

· Knowledge of Banner administrative software

· Knowledge of admission policies of the College and the Alabama Client College System

· Prior experience in higher education admissions and records

As an equal opportunity employer, ICONMA prides itself on creating an employment environment that supports and encourages the abilities of all persons regardless of race, color, gender, age, sexual orientation, citizenship, or disability.