Client Service Associate
$45.42k - $65.55kCoverys
The Client Service Associate is key to providing excellent customer service and meeting our policyholders’ and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries (policies, claims, billing, etc.) from clients and agents in an efficient, professional, and accurate manner. This includes communication to and from a variety of sources, e.g., telephone calls and other incoming correspondence and communication sources. Essential Duties & Responsibilities Provide prompt, accurate, and friendly customer service. Resolve routine, complex, and unique questions/issues from insurance clients and agents. Respond to client complaints with empathy, providing appropriate solutions, and appropriately escalating customer dissatisfaction. Follow communication procedures, guidelines, and policies. Ensure facilitation of first encounter resolution and client satisfaction on all transactions handled. Actively participate in team onboarding and ongoing training and education activities. Share training and education knowledge and expertise with team members. Employ probing questions and actively listen to client issues or questions, showing interest and compassion and displaying empathy. Demonstrate accuracy in processing changes to client policies based on the information provided and identify opportunities to educate clients and agents on Coverys and/or opportunities to utilize self-service (if applicable). Maintain working knowledge of insurance policies and related processes and procedures. Understand and respond to requests regarding marketing materials and other company related documentation and resources. Ability to respond to and clarify/explain information and follow-up. Remain current and knowledgeable on new marketing campaigns in order to respond appropriately to marketing related inquiries using all available resource tools. Foster strong collaborative relationships both internally and externally to maintain a high level of client servicing. Utilize systems and technology to complete account management tasks, including documentation of all client interactions into the appropriate databases. Troubleshoot client technical issues (e.g. password reset). Education, Requirements & Competencies High school or equivalent (Required). College degree preferred, but not required. Prior experience/success in customer service, call center or insurance preferred. Excellent communication skills: verbal, written, and listening. Self-motivated, reliable, energetic, well-spoken and goal-oriented mindset. Strong aptitude for learning. Strong organizational and time management skills. Ability to multi-task. Ability to work in a fast-paced environment. Excellent problem-solving skills and attention to detail. Ability to effectively and efficiently navigate through multiple programs/systems/screens while on a client call. Flexibility – willing and able to work outside of regular business hours, should the need arise. Basic knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook). People-oriented relationship-building skills (empathy, responsive, patient, conscientious). Excellent interpersonal skills and the ability to build relationships with your clients, team, and colleagues throughout the organization. Strong team orientation and client-focus. The base salary range for this role is $45,420 - $65,550. Individual compensation packages are based on a variety of factors that are unique to each candidate including geographic location, skill set, experience, qualifications and education. If you're a caring and customer focused individual who enjoys working with passionate team members, Coverys is the right company for you! They say an organization is only as good as its people. Here at Coverys, we believe that our employees are our most valuable asset. Each of our positions is thoughtfully crafted to ensure alignment with our mission, and every opportunity to join our team is an opportunity to support and protect the healthcare community. Our open positions offer you the chance to join a team of compassionate, dedicated, and resilient employees who are committed to becoming the best in the business. We are an organization committed to growth and professional development, keeping up to date with changes in the healthcare industry to ensure we're providing our insureds with the best possible support. All the while, we are committed to our employees and listen to the needs of our internal talent. Our benefits package is available day 1 of employment, so you never miss a beat. There is truly something for everyone in our benefits package, whether you are raising a family or a furry friend, or you're an avid traveler who uses PTO to chase down your next adventure. The important work done by Coverys employees is not limited to what's done at our desks. Throughout the year, we provide ample opportunities to get involved in our local communities. We get involved, we raise money, and we give back. Connecting with colleagues takes on new meaning when you're elbow-deep planting trees or rolling up your sleeves serving lunch to those in need. The giving doesn't end there—Coverys cares about the initiatives near and dear to your heart. That's why we offer directed donations, as well as company matchings, to support the organizations that you are personally involved with. Coverys is a dynamic organization, with opportunities to join our team across the US, as well as internationally in the UK and Ireland. Coverys is an equal-opportunity employer. Coverys’ job openings are open to all without regard to race, color, national origin, gender, gender identity, religion, age, height, weight, disability, political beliefs, sexual orientation, marital status, family status, or veteran status.
$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading global investment advisory firm is seeking a Client Service Associate to join its Boston office. This individual will play a key role supporting client portfolio operations...SuggestedWork at office- ...This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...SuggestedWorldwide
$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the...SuggestedWork at office$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...SuggestedWork at office- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best‑in‑breed software platforms, specialized...SuggestedInternshipLocal area
$60k - $80k
...checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings.... ...drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total...Local areaFlexible hours$25 - $44 per hour
...Dormont Manufacturing Co is looking for a dedicated client service support representative to assist Financial Advisors in Quincy, MA. This role is crucial in providing personalized support and ensuring client satisfaction. The ideal candidate will have a client-centric...Hourly pay$45.42k - $65.55k
...Client Service Associate The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries...Work at office$52k - $90.5k
..., and specific work location. Location: Boston, MA Overview: We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment...Work at office$65k - $80k
...Job Overview – Client Service Associate Compensation: $65,000 – $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment...Monday to Friday- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible hours- ...The Client Service Representative is responsible for managing and supporting assigned client relationships across Fund Accounting, Administration, and Custody services. Serving as the primary point of contact, this role works closely with clients and internal teams to...Work at office
$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$15 - $40.87 per hour
...Registered Client Service Associate 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...Hourly payTemporary workWork at officeLocal area$50k - $55k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...Local area$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area$110k - $140k
...are seeking a high-performing individual who excels in a fast-paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury servicing across asset classes—including credit, private equity...Local area- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment. Key Responsibilities Provide day-to-day...Work at officeRemote work1 day per week
- Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience...Remote jobWork at office1 day per week
$48.4k - $60.5k
Sr. Client Services Associate Location: 400 Summer Street, Boston, Massachusetts, United States Employment Type: Full Time About the Job: The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and...Full timeWork experience placementSummer workWork at office$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office$19 per hour
DEPARTMENT OVERVIEW The Client Services Department is responsible for the relationship management of all Premium Memberships and full-season... ...POSITION OVERVIEW The Client Services New Member Experience Associate role is a hospitality individual who helps create premium...Hourly payWork at officeNight shift$100k - $125k
Boston Partners is seeking a Client Relations & Trading Associate to deliver exceptional client service and maintain operational excellence. This role supports both portfolio operations and direct client engagements. The successful candidate will have 3-5 years of experience...$33.84 - $37.41 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$52k
The Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings’ clients in their programs, as well as developing subject matter expertise in third‑party platforms. This role will report...Work at officeFlexible hours3 days per week- Position Overview LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm that manages over $23 billion across fixed income, equity, and alternative investment strategies. We serve...
- ...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...is looking for a Sr. Client Service Associate to serve as the liaison between the client...Full timeTemporary workWork at officeWork from homeFlexible hours
$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....Work experience placementWork at officeLocal area- Atlantic Group is looking for a Client Service Associate in Boston to support client portfolio operations and investment execution. The role involves managing client relationships and coordinating documentation while ensuring adherence to regulatory requirements. Ideal...Work at office
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