Client Services Associate
$20 - $24 per hourNavia Benefit Solutions, Inc.
Client Services Associate
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.
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-$24/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
Salary Description $20-$24
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....SuggestedRemote workWork from home
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...SuggestedHourly payLocal area- ...people who thrive in a welcoming, customer service-oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate (CSA) and be the friendly face for all those...SuggestedHourly payFull timePart timeSeasonal workLocal areaFlexible hours
- ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...SuggestedRemote workWork from homeFlexible hours
$34.32k - $90k
...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...SuggestedTemporary workWork at officeLocal area- ...Jackson Hewitt - JobID: 100-168114480 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...Immediate start
- ...Job Description • Serve as a point of contact for clients via phone and email. • Assist with account maintenance, including opening... ...industry rules, and compliance requirements relevant to client service and operations. • Participate in branch operations meetings,...Work at office
- ...distribution company of professorial beauty products. We are seeking a highly motivated and energetic person to join our team! As a Client Service Associate , you will assist customers with their shopping needs and ensure an excellent shopping experience. Responsibilities may...Flexible hours
$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 - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Work at officeLocal areaRemote workWork from homeWorldwide- ...Client Service Associate We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting day...Work experience placementWork at office
- ...Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of...Work at officeLocal area
- ...management, and other financial products and services to the public sector. In addition to... ...products, and advanced technology help clients achieve more today for a better tomorrow... ...work closely with the other client service associates, and management. Strong oral and...Local area
$16 - $43.27 per hour
...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...Hourly payTemporary workWork at officeLocal area$39k - $43k
...Client Service Associate IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information, assist with service-related requests,...Full time$70k - $75k
...Client Service Associate – Wealth Management Salary: $70,000 – $75,000 + 15 – 20% Bonus Location: Bethesda, MD Office Situation: Hybrid – 4 days onsite / 1 day remote; candidates open to 5 days onsite are welcome Why This Opportunity Stands Out If you're...Work at officeImmediate startRemote work$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area- ...Client Service Associate Kissimmee, Florida, United States Customer Service Representative Travel Industry Remote | Flexible Schedule | Commission + Bonuses About the Role: We're looking for an enthusiastic and detail-oriented Customer Service Representative...Remote workWork from homeFlexible hours
$23.52 - $39.17 per hour
...more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client...Part timeWork at officeWork from home$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the...Full timeWork at office- ...empowered, and encouraged to grow. Job Description Job Description We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth...Full timeWork at office
$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeFlexible hours- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth... ...oriented full time, on-site Client Services Associate to join our team. The Client Services Associate...Full timeWork at office
- ...About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel providers...Remote workFlexible hours
- ...SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... .... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial...Work at officeImmediate start
- ...Client Service Associate - Multi-Family Office A leading boutique multi-family office serving ultra-high-net-worth (UHNW) families and individuals is seeking a Client Service Associate to join its team. The firm provides highly personalized advice and services across...Work at office
$12 - $15 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client engagement associate United States
- client relationship associate United States
- client account associate United States
- registered client associate United States
- client services associate United States
- client solutions associate United States
- client success associate United States
- card services specialist United States
- ultimate staffing services United States
- document services specialist United States

