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! #J-18808-Ljbffr
$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...SuggestedWork at officeImmediate startFlexible hours$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$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... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$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- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...SuggestedFull timeWork at officeLocal area
$42.8k - $53.5k
...About the Job 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 patient. The...Work at office$60k - $65k
...Client Service Associate Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per week$70k - $80k
...dedicated to enriching the lives of our clients. We use team-driven processes that go beyond... ...planning and investment management services to more than 90,000 households across 17... ...information, visit Position: Sr. Client Service Associate Location: Boston, Massachusetts – this...Full timeTemporary workWork at officeWork from homeFlexible hours- ...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...Worldwide
- ...Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside...
- ...looking to build a career in investment operations with a globally respected investment office? We're seeking a motivated Client Service Associate to join our collaborative Client Service team, where you'll gain hands‑on experience supporting sophisticated client portfolios...Work at office
$70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets ,... ...technology innovation, and client-first service , Concentric offers an innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...Work at officeFlexible 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
$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$45k
...individual to join our growing practice. We are now building the team infrastructure to support the next phase of growth. The Client Service Associate is a foundational hire in that buildout — a role that will have an immediate and visible impact on the client experience...Work at officeImmediate start$110k - $140k
...This role will play a critical leadership role in shaping and scaling the joint operating model between Global Treasury and KKR Client Services across all asset classes, including credit, private equity, and co‑investments. You will serve as the point of contact for high...Local areaShift work- 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
- An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid...Work at office
$52k - $90.5k
...skills, prior relevant experience, and specific work location. 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- Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities...Full timeWork at officeLocal area
$70k - $80k
The Client Service Associate serves as a primary point of contact for high-net‑worth clients, delivering high‑touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This role is responsible for ensuring seamless...Local area- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...
$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- Focus Financial Partners in Needham, Massachusetts is seeking a Client Service Associate to support Wealth Advisors and enhance client relationships. This role involves managing client requests, ensuring accuracy, and providing excellent operational support. The ideal...Work at officeRemote work
$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 primary...Local area$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$50k - $55k
Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The candidate will service clients, handle organization tasks, and manage client relations. The ideal candidate will demonstrate proficiency with MS Office products...$90k - $140k
Senior Client Service Associate - Wealth Management Operations (Family Office) Work Arrangement: Hybrid (4 days in office) Compensation: $90,000-$140,000 base salary + bonus Overview A well‑established financial services organization is seeking an experienced Senior...Work at office- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...
$60k - $65k
...Oppenheimer”) is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the Company... .... Job Description: The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...Local area
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