Client Services Associate
Ludi Inc
The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality assurance, contract mapping, and client training support. The ideal candidate combines healthcare knowledge, analytical thinking, and strong organizational skills to contribute to seamless client onboarding and operational excellence in a fast-paced, early-stage environment. Key Responsibilities: Assist in client implementations by loading client data into software input formats with accuracy and efficiency. Review and assess physician-hospital duty structures and provide recommendations on appropriate mapping within the platform. Support project work as needed, including help with scout management, product testing, service calls, and physician/approver training. Conduct quality assurance on data loads and other deliverables at the direction of the Senior Director of Implementation. Identify trends during contract review, apply critical thinking, and escalated issues appropriately to senior leadership. Assist the Senior Director of Implementation in coordinating timelines for data loads, QA processes, and client-specific requirements. Identify opportunities to expand existing client relationships and recommend additional Ludi products and services that align with each client’s needs. Partner with the Senior Account Manager to present upsell opportunities, support renewals, and contribute to account growth goals. Remote position, but must be located in the United States. Education, Experience, and Skills Bachelor’s or master’s degree preferred2-3 years of healthcare-related experience required; familiarity with physician-hospital contracts strongly preferred. Working knowledge of healthcare industry dynamics, particularly provider compensation and contractual structures. Articulate and resourceful communicator comfortable engaging with stakeholders at all organizational levels. Strong organizational skills with meticulous attention to detail, particularly in data accuracy and documentation. Demonstrated critical thinking and ability to identify trends or inconsistencies in contract review. Strong writing, project management, and time management skills. Ability to work independently in a home office environment within a fast-paced, early-stage company. Flexible and adaptable, with the ability to move across functional areas depending on business needs. Experience selling or expanding accounts within hospitals, health systems, or physician groups is preferred. #J-18808-Ljbffr Ludi Inc
- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...SuggestedFull time
$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service...SuggestedWork at officeRemote workMonday to Friday$25 - $29.4 per hour
...Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job ID...SuggestedContract workLocal areaImmediate start- ...partnered with a respected private wealth management firm overseeing $10 billion in assets. The team is looking to bring on a Client Service Associate with experience in equities and fixed income who will take ownership of client reporting, client service, portfolio...SuggestedFull time
$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED /...SuggestedFull timeWork at officeLocal areaMonday to Friday- ...personalized approach to banking, focusing on clients’ goals and long-term success. The bank delivers tailored products and services across commercial and residential mortgages... ...Description The Senior Client Service Associate is a full-time, on-site role based in Manhattan...Full timeWork at office
$95 - $115 per hour
...Portfolio Associate/Client Service Associate NYC-Midtown-Hybrid Series 7/63 Minimum 1 year of Experience with High Net Worth Clients $95-115 Base + Bonus/Great Benefits Qualifications: The ideal candidate will have 1-2 years of relevant Client Services...$385k
...Job Description Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm...Private practiceWork at office$100k - $120k
...Client Services Associate MerQube is a technology-driven index provider specializing in the design, calculation, and administration of innovative indices used across a range of financial products and investment strategies. As we continue to grow our global client base...Contract workWork at officeFlexible hours$90k - $110k
...Client Service Associate Robertson Stephens Wealth Management (RSWM) 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...Work at office$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$32k - $90k
...POSITION SUMMARY 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...Temporary workWork at officeLocal areaWork visa$28 per hour
...Job Title: Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves...Hourly payWork experience placement$40k - $45k
...Specialist who is ready to contribute, develop new skills, and build a rewarding career with us. Job Description As a Client Service Associate, you will serve as an important point of contact for our clients, helping ensure that questions, requests, and day-to-day...$53.9k - $80.7k
...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 (registered) assists one or more financial advisor...Work at officeImmediate startFlexible hours- ...Client Service Associate Immediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York City, NY (Hybrid). Job ID:26-30810 Pay Range: $27 - $29/hour. Employee benefits include, but...Contract workLocal areaImmediate start
$120k - $140k
...Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping....$23 per hour
...Client Services Associate - Mailroom SPS Global is seeking a Client Services Associate - Mailroom who thrives in a fast-paced office environment and takes pride in delivering exceptional customer service, accuracy, and operational excellence. This role supports...Full timeTemporary workPart timeWork at officeImmediate start$22 - $26 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Bank is looking for a full-time Senior Client Service Associate to join our team. The Senior Client Service Associate Floater...Hourly payFull timeTemporary workRemote work$19 - $20 per hour
...Job Description Job Description Position Summary The Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key representative of SPS, ensuring requests...Full timeTemporary workPart timeWork at officeImmediate startFlexible hours$17 - $18 per hour
...Description Job Description The Concierge Associate is the initial point of contact for... ...'s site, acting as the "face" of our client. This role is responsible for delivering... ...continuously offers the highest level of service to all clients and SPS employees while...Full timeTemporary workPart timeWork experience placementImmediate start- AO Garcia Agency is seeking a highly motivated remote client role to provide flexible scheduling and a performance-driven environment. You will run video meetings, nurture warm leads, and build a client book. We provide the process and coaching; you provide the work ethic...Remote jobFlexible hours
$33 - $34.55 per hour
...Responsibilities Assist in the coordination of client transitions activity (i.e. onboarding,... ..., and deliver exceptional client service. Assist to ensure preparation of weekly,... ...client questionnaires. Seniorit y level Associate Employment type Contract Job function Finance...Contract work- Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...
$67k - $75k
...Client Service Associate The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to...Work at officeLocal areaFlexible hours- Morgan Stanley in New York is seeking a Registered Client Service Associate to help shape the client experience by delivering an elevated standard of care and by leveraging the firm’s full capabilities for clients. You will support client relationships, onboard accounts...
- The Sr. Registered Client Service Associate provides comprehensive administrative and operational support within a financial advisor's practice. This role is pivotal in enhancing the client experience and ensuring compliance standards. Key Responsibilities: Serve as the...Remote job
- ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr ApTask
- Talener is a full-service staffing company with headquarters in NYC and Boston. We started... ...two decades, Talener has worked with clients in dozens of industries, from legal and... ...everything in between. The Client Services Associate role is a clear, structured path toward...Work experience placementInternship
$60k - $70k
...leading middle-market investment bank and full service broker‑dealer. With roots tracing back to 1881... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Chrysler East, NY branch office. The...Local area
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