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.
$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$55k - $95k
...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. Leading...SuggestedTemporary workWork at officeLocal area$70k - $80k
...Client Service Associate Bellevue, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested...Suggested$60k - $70k
...looking to begin or grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...wealth management teams. As a Client Service Associate, you will learn the Registered Investment...SuggestedTemporary workWork at office$22.64 per hour
...Client Services Associate Seattle, Washington, United States 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...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start$72k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area$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 27-year history of consistent growth and success, we are an independent wealth and asset management firm...Full timeSummer workWork at office- ...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
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, 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$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...- 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
$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- 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...
- ...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
- 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...
$75k
Salary starting from $75k plus commissions Role Overview We are seeking a relationship-driven and results-oriented Client Services Manager to lead strategic staffing accounts across the U.S. In this role, you will serve as the primary point of contact for clients and Managed...- 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...
- 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
- 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...
$79k - $108k
...and investment solutions with highly personalized client experience. We are a modern independent firm... ...across advisory, investment, operations, and client service teams. Role Summary The Senior Client Service Associate is an experienced client service professional who...Work at officeRemote work3 days per week1 day per week- 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
$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$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...Work at officeWork from homeMonday to Friday2 days per week1 day per week$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...Temporary workWork 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$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- 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...
$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$28.93 - $43.44 per hour
...Job Title Commercial Client Service Associate I, II, III Job Description In a team environment, supports the job activities of Credit Analysts and partners with Relationship Managers (RMs) in the Commercial Banking Group, assisting with the administration of...Hourly payLocal area
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