Client Service Associate
Location
United States
Posted
77 days ago
Salary
$65K - $80K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Client Service Associate
RIA Recruiting
Master Plan Investment Group is a growing financial planning and investment management firm located in Hopewell, NJ. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of inclusion and success, this may be a good fit for you! Find out more about us at masterplaninvestmentgroup.com This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Eastern and Central time zones. Compensation: - Salary range of $65K-80K, commensurate with relevant experience - Quarterly bonuses up to 10% of salary - Great Work/Life Balance with a Monday-Friday Schedule - Health Insurance Stipend - 401(k) with 3% employer match, after 1 year of service - Generous Professional Development Budget - Professional, Fun, Motivating Atmosphere - Permanently remote position Responsibilities include: - Respond to client requests with timeliness and accuracy in mind - Assist Advisors with client meeting prep and follow-up tasks - Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks - Update internal portfolio models using MorningStar and broker dealer model management system, when quarterly model updates are communicated. - Calendar Management for Financial Advisor(s) including client appointments - Prepare materials and support for retirement plan meetings - We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time! Requirements: - 2 years of financial services experience and prior remote working experience - Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.) - Experience working with financial planning software (i.e., RightCapital, IncomeLab) and Morningstar - Ability to travel to our office in Hopewell, NJ for quarterly , for quarterly for internal strategic planning meetings, or semi annual at minimum Skills: - Series 7 and 66 (or 63 & 65) - Ability to prioritize tasks, problem-solve, and meet deadlines - Organization skills & attention to detail - Ability to anticipate client and advisor needs - Ability to work independently while prioritizing projects and managing your time - Ability to learn and implement new technology and software quickly - Ability to communicate well and work in a collaborative environment - Ability to follow office processes and policies related to office operations & client privacy The Process: Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
• Provides strong, engaged leadership, effectively directs team members to meet expectations and accomplish organizational, team, and individual goals • Establishes priorities on brands and contributes to team discussions and problem-solving • Exhibits superior interpersonal skills to lead, motivate, and unify team and ensure a positive employee experience • Develops team members through coaching, mentoring, performance management, and training and development • Leadership and guidance of a team of VP Account leaders • Demonstrates success as an effective agency leader with the ability to drive both client and internal team initiatives • Responsible for forecast development of LOB accounts and ensures accurate forecast updates monthly and quarterly • Attains and exceeds annual revenue plan for individual clients/brands within LOB
Provider Data Services Senior Coordinator
CVS HealthBringing our heart to every moment of your health.
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary The Provider Data Services, Senior Coordinator automates and manually loads, maintains, and resolves all new and revised participating provider data transactions (basic to complex) that are contractually sensitive or strategic in nature for Aetna's National Provider business. This role maintains and updates provider demographic and contract information, including contractually sensitive or complex transactions, in appropriate systems, in support of claims adjudication and provider directory. - Works collaboratively with internal/external constituents to implement new provider and complex contractual arrangements. - Directly contacts providers and/or outside vendors to clarify data quality issues. - Conducts and manages audits of provider information and escalates issues for resolution as appropriate. Required Qualifications - Provider Data Services background (1-3 years) or Network background (1-3 years). - Demonstrated ability to handle multiple assignments. Preferred Qualifications - Great communication skills both oral and written. - Analytical thinker. - Proficient with MS Suite (Excel, Word) Education - High school diploma, G.E.D., or equivalent experience. Anticipated Weekly Hours 40 Time Type Full time Pay Range The typical pay range for this role is: $18.50 - $38.82 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include: - Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan. - No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. - Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility. For more information, visit https://jobs.cvshealth.com/us/en/benefits We anticipate the application window for this opening will close on: 03/19/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Director of Client Success, Legal Marketing
EverService Holdings, LLC700 Employees - Business Solutions that Power Growth
About EverService Holdings, LLC: EverService is a global provider of tech-enabled business solutions for companies of all sizes, helping them to grow and scale with digital marketing, website design & development, scheduling & booking services, 24/7 answering services, inbound & outbound sales, live virtual receptionists, client & patient intake, and IT services. The company focuses on end-to-end solutions specialized for the legal, medical, home services, retail and technology industries integrated with clients’ CRM, EHR and operational systems. Summary of Position: We are seeking a Director of Client Success to join our dynamic legal marketing team at a leading digital marketing agency specializing in the legal industry. In this role, you will be responsible for handling complex client issues and ensuring timely and effective resolution. Your primary focus will be to manage escalations, maintain high client satisfaction, and ensure our digital marketing services continually meet the high standards we set for ourselves and our clients. You will play a critical role in supporting our mission to help our clients grow their client base, increase online visibility, and navigate the specialized challenges of legal advertising compliance through innovative and data-driven digital marketing solutions. Key Responsibilities: - Act as a strategic advisor for clients by identifying business and digital marketing opportunities, determining strategy, and executing plans - Proactively de-escalate client concerns and complaints stemming from campaign results, performance metrics, or relationship challenges - Investigate and resolve digital marketing campaign issues efficiently and completely, ensuring a satisfactory outcome for all parties involved - Maintain clear, professional, and empathetic communication with clients throughout the escalation process while providing regular updates and follow-up as needed - Collaborate with relevant teams to implement process improvements that enhance service quality and prevent future escalations - Work closely with Customer Support, Sales, and Digital Marketing and other teams to gather information, resolve issues, and provide insights into potential systemic problems - Develop and maintain detailed records of escalated issues, resolutions, and client feedback - Generate regular reports on escalation trends and resolution effectiveness for management review - Assist in developing training materials and resources for clients to help them better understand our services and avoid common issues - Monitor client interactions and ensure adherence to company policies and best practices - Provide feedback and recommendations for improving service delivery
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Enhanced Service Specialist I role is responsible for managing complex enrollment processes, maintaining accurate client records, and serving as a key liaison between clients, carriers, and internal teams. The role requires basic knowledge of employee benefits, strong problem-solving skills, and the ability to work independently in a fast-paced environment. The Enhanced Service Specialist I will assist with escalated client issues, assist other associates, including offshore vendor, and contribute to process improvements. Key Responsibilities - Advanced Enrollment Management: - Process and oversee complex enrollment requests, ensuring accuracy and efficiency in benefit administration. - Assist Account Managers by gathering client data (e.g., client questionnaires, census data), creating cases in Salesforce, and ensuring smooth processing in carrier portals. - Manage new hire enrollments, terminations, and benefit changes, in Ease and EE Navigator, including handling exceptions and discrepancies. - Conduct audits for associates and vendor to ensure enrollment changes are processed accurately. - Follow up with carriers regarding enrollment, terminations, billing discrepancies, and paid to date status. - Maintain and update client records in Salesforce, Ease, and EE Navigator. - Client Communication: - Provide enrollment and open enrollment, and renewal status updates to Account Managers and clients. - Serve as an escalation point for complex client inquiries and resolve issues efficiently. - Respond promptly to client inquiries, ensuring clear communication and resolution timelines. - Foster and maintain strong relationships with clients and carriers. - Collaboration & Team Support: - Participate in cross-functional projects and initiatives aimed at improving team performance and service delivery. - Proactively identify potential client issues and develop solutions to mitigate risks and enhance service quality. - Maintain a client-first approach, ensuring satisfaction and long-term retention. Qualifications - Minimum of a High School Diploma; advanced education or degree preferred. - 1 year of experience in employee benefits products such as (group health, dental, vision, life, and worksite) is preferred. - Proficiency in using Microsoft Office suite and CRM systems (Salesforce), Ease, and EE Navigator. - Strong verbal and written communication skills. - Excellent customer service and relationship building skills. - High attention to detail and problem-solving abilities. - Ability to manage high workloads and prioritize effectively in a fast-paced environment. - Strong problem-solving, decision-making, and critical thinking skills. Requirements - Remote work is permitted, with occasional in-office attendance required for meetings, training, and team collaborations. - Full-time position, Monday to Friday, with overtime during peak periods, holidays, and weekends as requested. Compensation - Hourly Range: $20.44 - $23.00 per hour. - Actual compensation may vary from posting based on work experience, education, and/or skill level. - The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. - The Company may ultimately pay more or less than the posted range. - This range may be modified in the future. Benefits - Market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.



