Client Services Assistant (Administrative Support Assistant II) jobs in United States
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NEOGOV · 3 hours ago

Client Services Assistant (Administrative Support Assistant II)

California State University, Fullerton is a leading campus dedicated to student success and innovative educational experiences. They are seeking a Client Services Assistant to provide client services in the Titan Hub, ensuring responsive information and problem resolution for students and staff regarding financial aid policies and procedures.

GovTechHuman ResourcesInformation TechnologySoftware
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Responsibilities

Provide client services in the Titan Hub including but are not limited to in-person and virtual services
Provide responsive information and quick problem resolution to students and staff contacting the financial aid office and/or the Titan Hub
Review incoming documents in detail for accurate completion to ensure that they adhere to federal and institutional documentation requirements for financial aid
Provide information using a variety of methods, such as in person, via telephone and social media, electronic platforms, and email, to students, parents, staff, faculty and the external community regarding financial aid policies and procedures
Follow established office procedures to ensure the confidentiality of all student records and represent CSUF and Titan Hub with the highest degree of professionalism and quality service
Escalate service needs as appropriate
Other duties as assigned

Qualification

CMS/PeopleSoftFinancial aid knowledgeOffice proceduresInterpersonal skillsTyping skillsProblem solvingAttention to detail

Required

High School diploma or the equivalent and three years of experience in general office, clerical or secretarial work or the equivalent
General working knowledge of applicable university infrastructure, policies, and procedures
Thorough knowledge of office methods, procedures, practices, and equipment
Thorough knowledge of English grammar, punctuation, and spelling with demonstrated competence in effectively presenting standard information in writing
Ability to learn, interpret independently, apply, and identify deviations from a variety of complex policies and procedures
Ability to apply independent judgment, discretion, and initiative to address problems and develop practical, thorough and, at times, creative solutions
Ability to perform arithmetic functions of a transactional nature, including tracking and comparing data
Ability to work on the front line, with a variety of campus and community individuals requiring active problem solving and effective interpersonal skills
Demonstrated competence in understanding, interpreting, and communicating procedures, policies, information, ideas, and instructions
Basic typing and keyboarding skills
A background check (including a criminal records check) must be completed satisfactorily and is required for employment

Preferred

Experience and knowledge in CMS/PeopleSoft
Ability to function effectively as part of a high-performance team to ensure timely delivery of financial aid funds
Ability to independently solve problems, exercise initiative, and propose changes
Previous supervisory or lead experience
Familiarity with electronic imaging equipment and Optical Character Recognition (OCR) technology
Previous experience in a financial aid office or other student service office

Company

NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.

Funding

Current Stage
Late Stage
Total Funding
$700M
Key Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity

Leadership Team

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Shane Evangelist
CEO
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Brandon McDonald
Head Of Marketing
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Company data provided by crunchbase