Simplifying the business of running a business.
Client Services Analyst – CSA
Location
United States
Posted
2 days ago
Salary
$21 - $25 / hour
Seniority
Senior
Job Description
Client Services Analyst – CSA
WEX
• Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports and deduction files. • Post and analyze imported and exported files. • Follow processing procedures and schedule to complete daily tasks. • Complete all processes (including Audits & Discrepancy Reports) timely and resolve them in project tracking tool. • Respond to and complete call center escalations timely (urgent updates). • Complete review of premium reconciliation for all applicable clients. • Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to client. • Respond to project management tool on any open items. • Regularly analyze internal system data and correct any errors or discrepancies and errors as found. • Process payroll exports to be performed with accuracy and in a timely manner. • Communicates directly with insurance carriers to make updates and keep eligibility in sync. • Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team. • Trouble shoots any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier. • Ability to interface professionally with clients and carriers’ phone and email. • Responsible for documenting and updating client processing procedures and documentation. • Assist with Annual Enrollment testing as necessary. • Reviews Audit results and correct any accounts that are identified by the audits. • Identify issues and communicate/escalate to the appropriate party.
Job Requirements
- Bachelor's Degree preferred
- Health and Wellness Benefit Administration
- Proficient in Microsoft Excel
Benefits
- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
Client Services Manager
CapitaCapita is a leading provider of business process services, driven by data, technology and people. #CreatingBetter
• Play a key role in the management and delivery of all client services, ensuring effective execution in line with contractual obligations while collaborating with Operational, Finance, and Change and Development teams to meet client expectations and identify opportunities for account growth • Manage the preparation and development of regular client meetings, reports and meeting packs, working with internal stakeholders to book meetings and ensure papers are complete, formatted and issued in a timely fashion • Manage instructions of services into the delivery team, including any decisions or actions from client meetings and follow through to completion • Maintain client account plans, actively working with the KAD/SCP, ensuring plans are actively maintained to identify further opportunities • Consider and review the effectiveness and efficiency of existing systems, processes and controls, document and make suggestions to continually enhance service delivery • Actively support operations by understanding, planning and communicating, operational changes and gaining buy-in/permission where required • Support the management of the client escalation process, ensuring all relevant stakeholders are kept aware of issues • Organisation and management of Change Control Notes or Letters of Variation for tasks outside of contract • Manage and raise invoices as per the contract and additional services • Support colleagues on rebids and extensions, including Contract Review Committee meetings
Vacation Client Support Advisor
HopesglobalgetawaysHopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Role Description Do you enjoy assisting others, organizing details, and creating positive customer experiences? We're growing our remote team and looking for enthusiastic, dependable individuals to join us as Vacation Client Support Advisors. In this role, you'll work directly with clients to help transform their vacation ideas into well-planned travel experiences. You'll provide guidance, coordinate reservations, answer travel-related questions, and ensure clients feel supported throughout every step of the planning process. If you enjoy customer service, problem-solving, and working independently, this opportunity offers the flexibility to build a rewarding remote career. - Connect with clients to learn about their travel interests, preferences, schedules, and vacation expectations - Research destinations, resorts, cruises, hotels, transportation, excursions, and travel experiences - Present customized vacation recommendations based on client goals, budgets, and travel styles - Coordinate reservations and travel arrangements using approved supplier and booking platforms - Prepare and distribute booking confirmations, travel documents, itineraries, and departure information - Assist clients with reservation changes, itinerary revisions, and special accommodation requests - Review reservations and travel details to help ensure all information is accurate before departure - Monitor active bookings and provide timely updates throughout the planning process - Maintain accurate client records, booking information, and communication history within company systems - Utilize preferred supplier partnerships and company resources to deliver exceptional client service - Continue developing industry knowledge through training sessions, supplier updates, and destination education Qualifications - Excellent written and verbal communication skills - Strong customer service and relationship-building abilities - Exceptional organizational skills with strong attention to detail - Ability to manage multiple projects and deadlines efficiently - Comfortable using web-based applications, booking platforms, and virtual communication tools - Professional, dependable, and solution-oriented attitude - Strong analytical and problem-solving skills - Self-motivated with the ability to work independently - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Benefits - Fully remote work opportunity - Flexible scheduling to support work-life balance - Comprehensive onboarding and training program - Ongoing coaching, mentorship, and team collaboration - Professional development and advancement opportunities - Performance-based rewards and recognition - Travel discounts and exclusive industry benefits - Supportive, team-oriented virtual work environment - Access to continuing education and professional learning resources
Financial Services Tax - Real Estate Manager
PwCBuild what’s next — with tech that matters PwC provides professional services across Audit and Assurance, Advisory and Tax — powered by a global network of over 370,000 people in 149 countries. You may know us for our business expertise, but technology is core to how we help clients move faster, build trust and deliver meaningful outcomes. As a technologist, you’ll work on agile teams with experienced engineers and product thinkers — using AI, cloud, cybersecurity and more to design scalable, real-world solutions. You’ll keep learning, stay challenged and be part of a network where your growth is built in — and your work drives what’s next.
The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Your expertise will be crucial in addressing operational tax risks and structuring tax strategies that align with stringent capital requirements and jurisdictional challenges. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for confirming project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. In this role, you will help our Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Your contributions will be integral to helping clients understand the pricing implications of goods and services between related parties and advising on tax implications of deals. Responsibilities - Advising clients on local and international tax affairs, focusing on strategic consulting for business analysis and profit sharing - Managing tax compliance and structuring for financial services clients, addressing operational tax risks and capital requirements - Analyzing complex tax proposals and developing meaningful recommendations for clients - Drafting and preparing tax documents, confirming accuracy and adherence to regulatory standards - Monitoring and analyzing financial trends to inform tax planning and decision-making - Leading teams in the execution of tax compliance projects, fostering a collaborative and inclusive environment - Coaching team members, recognizing their strengths, and encouraging personal development - Utilizing project management skills to oversee tax-related initiatives and meet client expectations - Building and maintaining relationships with clients to understand their tax needs and provide tailored solutions - Simplifying complex tax messages, highlighting key points for client understanding and engagement What You Must Have - At least a Bachelor's degree - At least 4 years of experience - At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - Excelling in corporate tax planning and strategic questioning - Demonstrating proficiency in financial statement analysis and tax auditing - Utilizing analytical thinking to monitor and analyze financial trends - Embracing change and demonstrating learning agility in dynamic environments - Developing and drafting comprehensive tax documents for diverse clients - Managing complex regulatory compliance consulting and submissions filing - Building and nurturing client relationships through effective communication and feedback The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines #LI-Hybrid #BI-Hybrid
Role Description The Associate Manager, Client Services role supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through launch, ensuring solutions meet client needs, quality standards, and regulatory requirements, and manages the day-to-day activities for the project(s) assigned. Works closely with clients and Executive personnel to continually define the problem and deploy solutions by supporting the team in executing various work streams. Ensures the engagement stays on track and is focused on delivering valuable insights to the client while also coaching and mentoring analysts and consultants on their team. Utilizes skills through a breadth of challenges delivering long-term effects to leaders in the health care sector. - Managing project(s) including both internal and external resources in the design, development, and delivery of client solutions. - Leveraging business experience and acumen in identifying strategic alternatives and project approach to client questions. - Proactively mentoring, coaching, and sharing subject matter expertise with others to elevate our capabilities to deliver world-class solutions for clients. - Serving as key point of contact with clients, managing the process of proposal preparation and/or modifications including overall bid integrity. - Providing follow-up with client after project deliverable has been completed to ensure client satisfaction. - Developing broader and deeper knowledge of consulting methodologies and the pharmaceutical market through on-the-job experience and training. - Providing direction, advice, and intellectual leadership to clients and delivery teams, through consistent participation in team meetings. - Proactively identifying Business Development opportunities and coordinating follow-up efforts. - Providing high-level input and ensuring the development of client records and presentations and delivering all or significant portions of findings to client. - Leading ad hoc work streams on critical people-related issues such as recruitment, learning, and development. - Ensuring clear communication throughout projects. - Ability to travel 15-50% of the time depending on project assignment. Qualifications - Education: Bachelor degree required. Masters, or MBA preferred. - Work Experience: 4 years of Pharmaceuticals, Managed Markets Consulting or Managed Markets agency experience with broad-based experience in sales, managed care, marketing and/or managed care analytics is required. - Defined experience within Commercial Strategy. - Demonstrable experience in leadership and influence in sizable and multi-disciplined teams, understanding and assessing client needs, incorporating in deliverables, and ensuring recommendations/results are implemented. - Experience in developing credible relationships with senior level managers and executives in the pharmaceutical and healthcare industry. Requirements - Technical Skills: Expertise in Microsoft Office Applications such as PowerPoint, Word, Excel, Outlook, etc. and project management software. - Working knowledge of relational database technology and data analysis tools such as SQL, SAS, SPSS, Tableau, and PowerBI. - Broad understanding of contracts and key business levers in managed markets. - Ability to contribute to business development through the identification of leads, development of proposals, knowledge of key issues, current developments, consulting methodologies, tools and techniques in the pharmaceutical and healthcare industries. Benefits - Compensation range: $95,000 — $115,000 USD. - Discretionary annual bonus. - Health insurance. - Retirement savings benefits. - Life insurance and disability benefits. - Parental leave. - Paid time off for sick leave and vacation.



