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
...Client Services Associate Renton, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...SuggestedTemporary workWork experience placementImmediate startFlexible hours$22.64 per hour
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, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start$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$80k - $100k
...Job Title: Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial...SuggestedWork at officeWork from homeMonday to Friday2 days per week1 day per week$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments... ...to explore a career with us. As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial...Suggested$35.15k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...Temporary workWork experience placementLocal area- ...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...
$35.63k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$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$80k - $85k
...Client Service Associate Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Responsibilities of the Role:...Work at office$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in day-to-day...Full timePart timeLocal area$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm...Full timeSummer workWork 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...- ...Client Service Associate Location: New York, NY or Seattle, WA Schedule: Hybrid (4 days onsite / 1 day remote) Employment Type: Contract-to-Hire Potential About the Opportunity We are seeking a detail-oriented and highly organized Client Service Associate...Full timeContract workWork at officeRemote work
- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
- ...financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial guidance. We are seeking a Registered Client Service Associate who is adaptable, detail-oriented, and eager to contribute to a collaborative team...Work at office
- Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions. You''ll support renewal...
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial...
$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary...Contract work- Senior Manager, Enterprise Talent Services @ Motion Recruitment Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-4...Contract work3 days per week
- 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
- 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
$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior to Mid-Level | DC Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw...Private practice$22.64 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing inbound/outbound...Hourly payTemporary workWork experience placementWork at officeFlexible hours- Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding...
$63k - $86k
...and investment solutions with highly personalized client experience. We are a modern independent firm focused... ...across advisory, investment, operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and internal teams to...Work at officeRemote work3 days per week1 day per week$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with...Summer work- ...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
$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 at least five years of relevant transactional experience...$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
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