Client Success Associate
The Human Reach
About The Human Reach At The Human Reach, our mission is to revolutionize human potential. We envision a world where every individual is empowered to reach their peak performance and career joy, and every organization is equipped to cultivate a culture of excellence, growth, and innovation. Through our comprehensive coaching and consulting programs, we are transforming lives and careers, one person at a time. Want to see what this looks like in action? Check this out: Our Values Drive Everything We Do People First, Client-Centered With Hearts of Gold, we’re here to deliver real results–whether that’s creating a thriving workplace or helping our clients achieve their wildest goals. This is how we all win. We prioritize people–our team and our clients–above all else, fostering a culture of trust, celebration, respect, and collaboration. We’re driven to make an impact and share feedback with care, in pursuit of constant development. When people thrive, success follows. Purposeful Velocity We move fast with clarity and intention, balancing speed with focus to maintain momentum to achieve impact and results. We don’t just take action for the sake of taking action, we do it with intended impact. We are more than just busy. We are productive and purposeful. Data Forward Numbers know almost all of the story. We love and use data to make data-driven decisions above all else, ensuring we use statistically significant data before making a call. We know this is the way to make smart, measured decisions. See A Wall; Build A Ladder Taking calculated risks is part of the game, and we are all solution-makers when we see something that needs to be fixed. When we encounter hardship, we take full ownership of outcomes without blaming others, find a way to overcome, and document our learning so we avoid doing it again in the future. Resilient Positivity No matter the challenge, we stay focused and positive, knowing we can always find a way forward. We don’t give up when things get tough; optimism and positivity keeps us energized and solution-focused. We turn obstacles into opportunities and setbacks into comebacks. The Client Success Associate will play a critical role in ensuring quality client support, community engagement, and administrative efficiency. The ideal candidate is detail-oriented, highly organized, and proactive in assisting clients, managing communications, and handling administrative tasks. OUTCOMES Client Support: Respond to helpdesk tickets within 24 hours and label requests accurately and promptly, ensuring a positive client experience. Community Management: Manage and moderate the Facebook Group by approving/declining incoming requests and engaging with posts to foster community engagement within 24 hours. Coaching Support: Post coaching call reminders, upload session recordings, assist in live sessions, and provide administrative support to coaches. Client Success Updates: Share wins and maintain coaching call records. Administrative Support: Support administrative tasks by updating LinkedIn and resume files, tracking submissions, managing Dripify tasks, and sending follow-ups to ensure operational efficiency within the SLA. COMPETENCIES Customer-Centric Mindset: Proactively ensures a great client experience through clear communication and problem-solving. Attention to Detail: Accurately labels tickets, updates records, and follows up on assigned tasks without supervision. Proactivity & Initiative: Identifies ways to enhance processes, improve client engagement, and increase efficiency. Tech-Savvy & Quick Learner: Proficient in Google Drive, Airtable, Dripify, Chatgpt and other client management tools. Strong Communication Skills: Able to write clear, professional, and empathetic responses to clients. Time Management & Organization: Capable of juggling multiple priorities while meeting deadlines. Problem-Solving Ability: Can assess client inquiries and take appropriate action or escalated when necessary. Results-Driven: Focused on achieving key performance metrics, exceeding client expectations, and contributing to business growth. REQUIREMENTS Experience: 1-3 years of experience in customer service, virtual assistance, or client success roles. Technical Skills: Familiarity with ticketing systems, CRM tools, and email management platforms and use of Chatgpt. Soft Skills: Strong interpersonal and written communication skills. Availability: Be able to work in PST. Work Environment: Must have a reliable internet connection and a quiet, professional workspace. Fluency: C1/C2 English. WHY JOIN US? Work in a collaborative and supportive team. Gain hands-on experience with leading tech tools and platforms. Opportunities for growth and development. Remote work with flexible scheduling. Competitive salary Medical, dental, and vision coverage Generous PTO policy Remote work environment Opportunity to make a real difference in people's lives and careers Working directly with the CEO and leadership team We have fun! - Watch If you're passionate about empowering others to reach their full potential and want to join a mission-driven team that's transforming the coaching and consulting industry, we'd love to hear from you. At The Human Reach, you'll be part of a team that values both results and relationships, data and humanity, speed and intention! Originally posted on Himalayas. #J-18808-Ljbffr The Human Reach
$70k - $80k
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$105k - $120k
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$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...Work at officeRemote workMonday to Friday$115k - $130k
...Portfolio Associate-Wealth Management New York, NY | Hybrid $115K–$130K Base + Annual Discretionary Bonus Build Deeper Client Relationships. Expand Your Investment Exposure. A leading... ...Associate to join a highly successful Portfolio Management team overseeing...Full timeWork at officeFlexible hours$55k - $65k
...We are currently seeking a skilled Medical Biller to join our Client Implementation team, ensuring a smooth onboarding process for new... ...with physician and administrative office staff to ensure a successful account implementation Guide new clients through the onboarding...Full timeTemporary workWork at officeFlexible hours$90k - $110k
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$80k - $135k
...Global Markets Division. The business encompasses post-execution client services across Equities and Fixed Income. The Client... ...activity to ensure front to back straight through processing.The successful candidate will be helping the existing team support the new business...Full timeTemporary workPart timeWork at officeFlexible hours- ...career in a professional environment? We are looking for a Client Relationship Associate to join our expanding team and help individuals and... ...professional development resources designed to help you build a successful long-term career. Whether you're transitioning from...Remote workFlexible hours
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$65k - $75k
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