Client Relations Associate
$60.2k - $90.4kDelta Dental of Washington
We are seeking a Client Relations Associate to join our team! The Client Relations Associate works as a team with a Client Manager to provide ongoing service and support for Delta Dental of Washington customers and producers. In this role you’ll manage internal renewal processes, support special projects, participate in client service calls, represent Delta Dental at meetings and benefit fairs, and troubleshoot and resolve inquiries from customers and producers. At Delta Dental of Washington our vision is that all people can enjoy good oral and overall health, with no one left behind. We succeed because of a shared commitment to a set of values that guide everything we do – for our customers, for our communities, and for each other. We are Accountable. We lean in with Courage. We stay Curious. We are Inclusive. We act with Integrity. We offer a highly competitive medical, dental and vision plans as well offering a generous 401k match and all employees start accruing vacation and sick time from their very first day. We empower employee development through our tuition reimbursement plan, professional development plans, and employee-led communities. The pay range for this position in Western Washington varies between $60,200.00 – $90,400.00 and for Eastern Washington varies between $56,200.00 - $74,300.00. Washington Dental Service and its affiliates, including Arcora Foundation, Delta Dental of Washington, and TriForza intends to offer the selected candidate a base pay within this range, dependent on job-related, non-discriminatory factors such as experience. Base pay will also be adjusted based on the candidate's geographic location. Essential Responsibilities include the following: The list of responsibilities listed is not intended to be comprehensive. Washington Dental Service and its affiliates, including Arcora Foundation, Delta Dental of Washington, and TriForza reserve the right to change the responsibilities at any time with or without notice. Proactively service accounts and determine customer satisfaction levels with DDWA. Resolve service issues with little or no supervision; keeping the Client Manager informed. Work with the Client Manager to determine the level of face-to-face and phone contact needed for each assigned account and initiate service calls for designated accounts. Maintain status on all current projects, ensure timely and accurate completion, and identify opportunities to streamline or improve processes. Research technical and benefit questions for assigned accounts, co-design processes and workflows to meet customer needs, and generate and share reports with clients as requested. Implement internal renewal processes across Delta Dental once renewals are completed, and update plan designs, contacts, benefits, and related information within required turnaround timeframes. Attend benefit fairs to represent Delta Dental and conduct employee enrollment meetings and presentations for customers or brokers. Coordinate receipt of benefit, claims, contract, or booklet changes from the producer or group, work with the appropriate teams to resolve requests, and respond directly to the group or producer. Maintain group data related to contacts, activities, and changes in Salesforce. Assist Client Manager with Request for Proposals. Backup Client Manager when out of the office with renewals and producer requests. Maintain and send out quarterly and/or annual Performance Guarantee reports to producers and groups. Coordinate and assist with group and regulatory agency audits. The experience, skills, and education needed to succeed in the position are outlined below. These requirements are representative of the knowledge, skills, and abilities required to successfully perform the essential functions of the role. Clear written and verbal communication skills, with confidence presenting to a range of audiences. Strong proficiency in Microsoft Office and experience using reporting and database tools, including Salesforce. Demonstrated project management skills with the ability to meet tight deadlines, and a strong attention to detail with a high level of accuracy. Ability to build strong relationship with clients and producers. Experience working within Sales or Operations in the dental/health insurance industry Washington State Office of Insurance Commissioner Health and Disability License is required within the first 90 days of employment Reliable, self-motivated, and comfortable working with limited supervision. Associate Degree from a College or University, and two years related experience or a High school Diploma or equivalent with 4 years related experience training; or equivalent combination of education and experience Washington Dental Service and its affiliates, including Arcora Foundation, Delta Dental of Washington, and TriForza are Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. We are committed to the highest standards of information security and HIPAA compliance, ensuring the confidentiality, integrity, and protection of all data. All staff are expected to support this commitment by following relevant policies. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Delta Dental of Washington
$49.5k - $77k
...maintain professional relationships with clients by assisting them and answering account... ...Must-have Bachelor's degree or job-related experience Strong soft skills including... ...salary range for the Registered Client Associate role is $49,500 - $77,000 and the Client...SuggestedFull timeFlexible hours$15k
...and delivering outstanding service to our clients and each other. We support a friendly,... ...previous experience as a Registered Client Associate is preferred. • Post-Secondary... ...of meaningful information and activities related to client accounts and transactions including...SuggestedHourly payWork at officeLocal area- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced... ...~ Bachelor’s degree in finance, business, or a related field preferred ~ Experience working with high-...SuggestedFull timeWork at office
$65k - $85k
...Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information... ...sector Bachelor degree preferred, focusing on finance or related field excellent communicator, with solid interpersonal skills...SuggestedFull timeWork at officeFlexible hours$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 "... ...will depend on skills, experience, location, and other job-related factors. Vacancy Status: This posting is for an existing vacancy...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start- ...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... ...accounts) Contact custodians for service-related matters and custodian paperwork generation...Contract work3 days per week
$48.9k - $65.2k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client...$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...are looking for our next Client Service Associate to support our growing business.... ...Answer high level portfolio and strategy related questions Review/respond on reconciliation...Full timePart timeWork at officeFlexible hours- ...Wealth Management Client Associate Bainbridge Island, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
$90k - $110k
...financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and... .... The Simmons Group is seeking a Registered Client Associate to join our independent and seasoned financial advisory group....Full timeTemporary workWork at officeLocal areaFlexible hours- ...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
- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...Full timeWork at office
$52k - $60k
...qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you... ...operational, account maintenance, paperwork, and service-related tasks. This individual will be part of the Business Support...Full timeWork at office$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service. We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...- UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations. Ideal candidates will...
- 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...
- ...financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you will learn the Registered Investment Advisor industry from...Full timeWork at officeRemote work2 days per week3 days per week
- Job Description Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client....InternshipWork at officeRemote work2 days per week
- 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...
$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...- ...creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-...Remote jobFlexible hours
- ...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-day operations of the team while gaining hands-on...Full timeWork at officeWork from home
- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees...Work experience placement
$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock...Full timeTemporary workWork at officeLocal areaWork visa$65k - $75k
...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral... ...State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim...Full timeInternshipWork at officeLocal areaRemote work2 days per week$140k - $205k
...Bellevue, Washington. Our practice focuses on real estate and related areas, including construction, creditors’ rights, and estate planning... ...requests \n Conducting investigations and interviews of clients and witnesses \n Taking and defending depositions \n...Full timeRemote work- ...Attorneys are given meaningful ownership of their cases, direct client interaction, and the opportunity to develop litigation strategy... ...including complaints, answers, motions, briefs, memoranda, and related filings. • Conduct all phases of discovery by managing...
- .... These firms have excellent track records of promoting their associates to Partner/Shareholder status. They will consider candidates... ...not. Candidates cannot have too many previous job moves in a relatively short period of time without very good explanations for those...
- ...position with a reputable firm. Responsibilities Represent clients in Chapter 7, Chapter 11, and Chapter 13 bankruptcy matters.... ...Prepare and review bankruptcy petitions, schedules, motions, and related pleadings. Attend hearings, creditor meetings, and court...
- ...full-time capacity, supporting litigation matters that impact clients’ employment and business operations. Day-to-day responsibilities... ...Qualifications: Strong foundation in Law, with coursework or experience related to Labor and Employment Law. Ability to provide clear,...Full timeInternshipShift work
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