Client Access & CRM Operations Associate
$45.1k - $76.5kVizient, Inc.
When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future. Summary: In this role, you will support client access and maintain contact data integrity across multiple systems. You will serve as a primary point of contact for client inquiries, troubleshoot registration and access issues, and collaborate with internal teams to ensure timely resolution. You will also maintain accurate Customer Relationship Management (CRM) records, support data reconciliation efforts, and contribute to efficient workflows that enhance the client experience. Responsibilities: Manage incoming client inquiries through the shared phone line and inbox, providing timely and professional support. Assist clients with website registration, password resets, and access issues across Vizient Strategy Intelligence platforms. Collaborate with Support, Product Development, and IT teams to troubleshoot complex access issues and track resolution tickets. Document client interactions in CRM systems, ensuring data accuracy, completeness, and integrity. Create, update, and deactivate client contact records to reflect organizational and role changes across systems. Partner with Enterprise Contact Data Management to reconcile new and modified contact records and resolve discrepancies. Coordinate organization and client ID mapping audits with internal teams to prevent registration and access issues. Route inquiries outside of access support to appropriate sales, account, or internal teams. Maintain workflow documentation and standard operating procedures to support consistent processes and continuous improvement. Perform additional administrative and operational tasks as needed. Qualifications: Relevant degree preferred. 2 or more years of relevant experience required. Experience providing client service or support in a professional environment. Strong written and verbal communication skills with a client-focused approach. Excellent organizational skills, attention to detail, and commitment to data accuracy. Strong analytical, troubleshooting, and problem-solving abilities.Ability to collaborate effectively across teams, systems, and business functions. Familiarity with CRM platforms, contact data management, and single sign-on concepts preferred. Experience troubleshooting website registration, login, or access issues preferred. Commitment to delivering high-quality service and supporting healthcare clients. Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $45,100.00 to $76,500.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan! Please view our benefits here: Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law. #J-18808-Ljbffr Vizient, Inc.
$45k - $90k
...London. The Firm oversees $236 billion in client assets as of September 30, 2026.... ...individual to join its growing team as a Client Operations Associate. The Client Operations Associate will... ...compliance requirements. Utilize CRM platforms, Tamarac, LinkedIn, and other...CRMWork experience placementWork at officeLocal area- Client Service Associate Beacon Hill was founded to set a new standard in search... ...while supporting the operational side of the business. In this... ...accurate client data across CRM, custodian, and planning systems... ...clients with account access and account-related inquiries...CRMWork at officeFlexible hours
- ...fosters the success of not just our clients and our business but of our... ...technology to improve operations, enhance cybersecurity, and support... ...activity tracking within HubSpot CRM Stay informed on emerging... ...leadership growth opportunities Access to cutting-edge technologies,...CRMBase plus commissionLocal area
- The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth... ...accounts, client portal set up and access, and managing all related account documents... ...client relationship management (CRM) records by maintaining client profiles...CRMWork experience placementWork at officeFlexible hours
$58k - $63k
...role We're looking for a strong Client Services Executive to join our... ...administrative and operational support to the WGSN Client Services... ...records and communication via CRM tools Identify improvements to... ...provides many ways for employees to access mental health care including...CRMPermanent employmentTemporary workFlexible hours- ...highly consultative Manager, Client Success to join our rapidly growing... ...-functional leadership and operational governance; and a strong... ...relationships that unlock strategic access, enable influence, and foster... ...operational governance, including CRM accuracy, risk registers,...CRMFlexible hoursShift workNight shift
$80k - $95k
...Account Manager, Client Engagement & Adoption Compensation Range... ...shape how the function scales, operates, and evolves as it grows.... ...account health. You will use CRM and customer success tools to... ...the best and brightest in CRE, access to our Altus Intelligence Academy...CRMWork at officeLocal areaRemote workFlexible hoursShift work$54k
...to innovation means users will always have access to dynamic tools, real-time support, and a... ...phone, chat and email to help resolve client support inquiries regarding their account... ...technology company Prior experience with CRM software and customer service ticketing software...CRMWork at officeWorldwideMonday to FridayFlexible hours- Merrill Wealth Management in Chicago is seeking a Client Service Associate to support Financial Advisors by handling client inquiries, preparing... ...acceptable, and requires strong knowledge of investment products, CRM tools like Salesforce, and Microsoft Office. Onsite work is...CRMWork at office
- The Operations Associate is essential to ensuring the integrity and efficiency of our wealth management operations. This role oversees... ...Maintain accurate portfolio accounting, billing, and CRM data. Update and manage client information within the CRM system. Analyze and...CRMWork at office
- ...Job summary As a Client Operations Manager at Transportation One, you’ll lead a team of Senior Client Operations Specialists and Client Operations... ...operational performance through KPIs, reporting, and TMS/CRM systems ~ Strong analytical, organizational, and problem-solving...CRMWork at office
$94.4k - $293.8k
...digital core, optimize their operations, accelerate revenue growth and... ...approximately 791,000 people serving clients in more than 120 countries.... .... You are: As a Patient Access & Experience Manager in our... ...patient engagement platforms (e.g., CRM, contact center, scheduling...CRMLive inWork at officeLocal area$25 per hour
...paced environment, the Seasonal Boutique Operations Associate is a critical component of the business... ...team and the best experience for our clients. They will also contribute to the POS retail... ...inventories, out-of-stock monitoring, CRM follow-up). Optimize the frequency of...CRMHourly payContract workTemporary workPart timeSeasonal workWork at officeShift workWeekend workDay shiftAfternoon shift$84k - $202k
...Opportunity As a Management Consulting - Sector Operations - Health Senior Associate Intern you will support client-focused work within our Advisory practice,... ...negative relationship to responsibilities such as accessing sensitive company or customer information, handling...Summer workInternshipH1b- ...Position Overview: The Client Services Manager at a well-regarded boutique investment management firm, based in Chicago is a pivotal... .... CFP is strongly preferred. Proficient in MS365, Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related...CRMFull time
$30 per hour
...envisioning a dance landscape that is relevant and accessible to all. Hubbard Street Dance Chicago is... ...being dependable. Because the position operates with significant independence, the... ...highly desirable. Experience working within a CRM isrequired. Knowledge ofmaintainingand...CRMPermanent employmentPart timeWork at officeRemote work- ...enterprise-level Travel & Tourism clients — from initial prospecting... ..., hotel groups, cruise operators, destination brands, and travel... ...stand you apart:Experience using CRM and sales intelligence... ...colleagues, we are working to ensure accessibility is for everyone.By applying,...CRMFull timeContract workWork at officeLocal area
$59.85k - $82.74k
...Operations Specialist As an Operations Specialist, you'll tackle... ...and ensuring an outstanding client journey. This role calls for... ...Microsoft Office applications and CRM systems (Salesforce, JIRA).... ...brightest and most talented associates in the world, and we believe...CRMTemporary workFreelanceWork at office- Harbor is seeking an Alliances & Partner Operations Associate to support the growth and success of... ...services environment.Familiarity with CRM systems such as Salesforce or data visualization... ...and specialists navigate alongside our clients - leading law firms, corporations, and...CRMPermanent employmentInternshipWork at officeRemote work
- ...digital core, optimize their operations, accelerate revenue growth and... ...approximately 791,000 people serving clients in more than 120 countries.... ....You are:As a Patient Access & Experience Consultant in our... ...solutions (e.g. CCaaS, WFM, QM), CRM solutions (e.g. Salesforce, MS...CRMLive inWork at officeLocal area
$150k - $190k
...Institutional Client Relationship Manager You can be yourself at... ...outcomes and a stronger community of associates united by our mission. At... ...the organizations you love Access on-demand professional... ...Client Relationship Managers (CRM) working within the Institutional...CRMLocal areaFlexible hours- ...Client Service Representative An established financial services... ...Representative to join the Banking Operations team. Under direct supervision... ...and research findings in the CRM database with detailed... ...Maintain comprehensive system access and process knowledge for all...CRM
$27.5 - $30 per hour
...success plans tailored to each client’s goals and business... ...documentation of sales activities in CRM systems including meeting notes... .... However, employees who have access to the compensation information... ...Donation BTA established the association’s Disaster Grant Program in 19...CRMHourly payFor contractorsWork at officeLocal area- ...Client Service - Certified Financial Planner Job Description The Client Service... ...continuing education requirements. Operational Excellence • Help develop and standardize... ..., RightCapital, or similar), Salesforce CRM, MS Excel, Word, Outlook, PowerPoint, M36...CRMFull timeWork visa
$55k - $70k
Client Support Specialist - Financial Services, Chicago Job Title: Client Support Specialist Department: Customer Success / Client Services... .... Maintain up-to-date records of client interactions using CRM and support ticketing systems. Collaborate on support...CRMFull time- As a Client Marketing Coordinator , you’ll manage marketing communications and campaigns that support Corestream’s wide range of voluntary... ...(Acrobat, InDesign, Photoshop, Illustrator). Familiarity with CRM or marketing automation tools (e.g., Salesforce, Salesforce...CRMRemote work
$60k - $65k
...best clinician experiences, better client outcomes, groundbreaking innovation, and access to the highest quality care are... ...utilization and care compliance Operational Excellence & Support Verify insurance... ...in a timely manner within our CRM and patient portal. Impact and Success...CRMWork at officeWork from homeWork visa$70k - $75k
...Operations Team MemberFounded in 2008, Hightower is a wealth management firm that provides... ...to grow their businesses and help their clients achieve their financial vision. Based in... ...efficiencyCreate, maintain, and terminate custodian access for all individuals, including all...Permanent employmentWork at officeLocal areaWork from homeMonday to Thursday- ...growth opportunities for our clients around the globe. Founded... ...signals. Expand executive access across buying centers, functions... ...interactions. Establish an operating cadence for assigned accounts,... ...with Salesforce or a comparable CRM and experience using account-...CRM
$70k - $100k
...directly with high-priority clients and Coinflow's C-suite. You'll... ...looking to transition into a more operational, process-oriented position.... ...process improvements and CRM enhancements to create better... ...company. You will also have access to a wide array of benefits,...CRMWorldwideFlexible hours
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