Client Services Associate
$20 - $25 per hourNavia Benefit Solutions, Inc.
About Navia Benefit Solutions: We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in. Description About Navia Benefit Solutions: We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in. ________________________________________ About The Role As a Client Services associate you will represent Navia in a professional manner and provide support, education, and general customer service to clients and brokers. You will work in a team environment servicing clients as well as collaborating with Account/Team Managers and internal departments to assist in day-to-day administrative tasks. _________________________________ What You’ll Do Support employer group clients and brokers by researching and answering inquiries via email and phone. Process updates to plan participants and benefits at the request of employer group clients, brokers, and senior members of the internal Navia team. Plan and attend meetings/calls with clients and brokers as needed, including regular recurring meetings. Assist with resolving escalated client and broker issues with direction and support from a senior team member. Understand and facilitate all aspects of the annual plan renewal process. Assist in creating new plan year forms and documents, complete renewal related tasks and tracking, and discuss rate changes with clients and brokers. Understand other Navia internal departments’ functions and processes at a high level and work with those departments to resolve client questions/issues as needed. Understand the file import process and the various types of files that clients send. Interpret Navia’s file specs and troubleshoot file issues. Audit client plans as needed. Assist with projects and tasks for team and department as necessary. Contribute to ongoing team analysis of procedures, aiming to streamline and automate processes and build efficiency. Meet department and team performance expectations. Work Environment Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role. Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA Why Join Navia? Impact: Play a pivotal role in supporting employers and employees nationwide. Growth: Advance your skills with a team committed to excellence and innovation. Culture: Join a company that values collaboration, innovation, and customer-first solutions. Perks And Benefits Competitive Salary Range: $20-$25/Hr. Generous health benefits Company sponsored wellness benefits Complimentary Life Insurance and Long-Term Disability Insurance Paidtime off 6 Paid Holidays & 2 Paid Floating Holidays Work from home and hybrid schedules available! Requirements What We’re Looking For: Computer skills, including knowledge of Microsoft Word, Teams, Excel, Outlook, and PDF programs. Excellent customer service skills. Excellent written communications skills. Ability to adhere to a work schedule following standard business hours and can maintain regular, on-time attendance, including attendance of meetings and scheduled phone shift. Positive work attitude and adaptability. Organizational and time management skills. Problem solving and critical thinking skills. Independent/self-motivated and can also work well in a team environment. Willingness to work outside scheduled work hours as needed, especially during our busy season. Bonus Points For Experience with employer benefits #J-18808-Ljbffr Navia Benefit Solutions, Inc.
$22.64 per hour
...Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...SuggestedWork at officeWork from home2 days per week3 days per week
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$35.63k - $85k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...SuggestedTemporary workWork at officeLocal areaWork visa- Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...Suggested
$26.6 - $40 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours$24.86 - $29.88 per hour
Job Duties Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM Oversee and manage new client onboarding... ...per hour + annual bonus Description The Client Services Associate is an entry level position that supports the Financial...Hourly payWork at office- D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...
- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...Work at office
$55k - $95k
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma...$90k - $100k
...meaningful difference by focusing on what truly matters to our clients. With a 26‑year history of consistent growth and success,... .... About the Role We are seeking an accomplished Senior Associate in Client Service to join one of our larger advisor teams. This individual...Full timeSummer workWork at office- Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service...
- A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
- ...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...Work at officeWork from home
- ...environment that values balance and professional growth. You will have opportunities to lead and inspire teams, deliver excellent customer service, and participate in development programs that help you advance your career while maintaining a healthy work-life balance. #J-18808...Remote jobWork from homeFlexible hours
- We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...Work at office
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
$260k - $390k
...firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated... ...controversy matters. Qualifications Seeking an experienced associate with 3-5 years of transactional experience in trust and estate...Work at officeLocal area$26 per hour
Reports To: The Client Services Lead will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees...Full timeTemporary workPart timeWork experience placementWork at office- Job Overview A law firm seeks a midlevel Private Client Services Associate Attorney in Seattle, WA. The ideal candidate will have 4-6 years of experience in trust and estate planning and administration, with strong academic credentials and excellent communication skills...
$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at office$25 - $38.46 per hour
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment to provide trust administration... ...manage accounts while maintaining an optimal level of client service. Essential Functions Performs day‑to‑day trust...Hourly payWork experience placementWork at officeFlexible hours$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$54k - $72k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial...- ...The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site...Full time
- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated...Local area
- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The role requires 5+ years of related experience, a four-year degree or cert...
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