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Simplifying the business of running a business.
Client Service Associate, Level 1
Location
United States
Posted
95 days ago
Salary
$19 - $26 / hour
Seniority
Mid Level
Job Description
Client Service Associate, Level 1
WEX
• Assist and partner with the Sr./Strategic/Principal Client Service Manager to support client accounts. • Work with Sr./Strategic/Principal Client Service Manager in almost every facet as it pertains to the implementation, transition, and ongoing services. • Work on problems of limited scope, following standard practices and procedures to analyze situations or data and identify readily obtainable solutions. • Work is periodically reviewed against defined procedures or established precedents; typically receive general guidance on routine tasks and new assignments. • Proactively communicate status and progress of account work and issues to internal and external stakeholders. • Ensure all tasks are documented according to the internal guidelines and updated proactively in the internal system tracking tools to meet deliverable dates. • If deliverables are at risk, escalate to client delivery manager or leadership appropriately. • Review all client materials used for annual enrollment and ongoing administration to ensure that they are current and meet quality standards. • Keep clients (when appropriate), other team members and supervisor informed of progress, issues and risks for client work and task management. • Work with Sr./Strategic/Principal Client Service Manager and other management team members to identify training issues and suggest process improvements to streamline customer service efficiency. • Interface via email, virtual meetings and phone exchanges with clients in a professional and accurate manner. • Complete projects successfully with strict deadlines while under pressure. • Oversee and respond to client email distribution inboxes, questions and issues with internal team members. • Provide detailed internal and external communication to successfully document instruction and process.
Job Requirements
- Minimum 1-3 years experience in the employee benefits/benefit admin industry
- Bachelor's degree or related field experience
- Proven experience supporting client relationships and delivering exceptional service
- Excellent verbal and written communication skills across technical and business audiences
- Demonstrated ability to deeply understand client business needs and translate them into strategic service plans
- Strong problem-solving and analytical skills, with a focus on root cause resolution and process improvement
- Experience coordinating cross-functional teams to drive results and maintain seamless client delivery
- Highly accountable and proactive—you take initiative, follow through, and ensure nothing gets dropped
Benefits
- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
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