client associate

Financial Designs. Inc.

About the RoleFD National is seeking a Client Associate to join their Service Team, supporting day-to-day client service and benefits administration. This role is ideal for someone who is detail-oriented, service-driven, and comfortable managing multiple client requests in a fast-paced environment.You will serve as a key point of contact for client inquiries, help resolve issues, and ensure a smooth experience for both clients and internal teams.Key ResponsibilitiesClient Service &amp; Issue Resolution<ul><li>Resolve client issues and escalations related to employee benefits, including carrier coordination</li><li>Communicate clearly with clients, carriers, and internal teams to drive timely resolution</li></ul>Benefits Administration Support<ul><li>Manage post&ndash;Open Enrollment Evidence of Insurability (EOI) processes through carrier approval</li><li>Coordinate and process HSA funding requests and related communications</li><li>Respond to employee and employer benefit inquiries, including coverage, eligibility, and plan details</li></ul>Service Coordination &amp; Follow-Through<ul><li>Support and process retroactive enrollment and eligibility changes with carriers</li><li>Research and resolve billing discrepancies and carrier audit variances</li><li>Manage multiple service requests simultaneously, ensuring timely follow-up and resolution</li><li>Maintain accurate records of client interactions and service activity</li></ul>Team Support &amp; Process Improvement<ul><li>Handle ad hoc or non-standard client requests across benefit plans</li><li>Provide support on FSA/HSA plan administration, including participant questions and issue resolution</li><li>Collaborate with team members to deliver consistent, high-quality service</li><li>Contribute to improving workflows and overall client experience</li></ul>QualificationsRequired:<ul><li>3-5 years of experience in employee benefits, insurance, or healthcare-related operations</li><li>Strong communication and client service skills</li><li>Highly organized with strong attention to detail</li><li>Ability to manage multiple priorities and follow through on tasks</li><li>Proficiency in Microsoft Office (Outlook, Excel, Word)</li></ul>Preferred:<ul><li>Experience working with a CRM or ticketing system (Hubspot a plus)</li><li>Familiarity with employee benefits (medical, dental, vision, etc.)</li><li>Bilingual (English/Spanish)</li></ul>Pay: $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Are you located in Miami/South Florida?</li></ul>Language:<ul><li>English (Required)</li></ul>Ability to Commute:<ul><li>Miami, FL 33126 (Required)</li></ul>Work Location: In person

Client Associate

TravisMathew Apparel

<div>TravisMathew is a premium apparel brand that exists because we seized an opportunity&mdash;and we&rsquo;re inviting you to take yours. Back in 2007, we saw there weren&rsquo;t many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life&mdash;plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
ROLES AND RESPONSIBILITIES
<ul><li>Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service
</li><li>Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals
</li><li>Maintain in-depth knowledge of apparel each season, including fit, fabric and intended use of the line
</li><li>Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business
</li><li>Adhere to client service standards and company policies and procedures
</li><li>Foster a friendly, open and inviting environment for all in-store guests
</li><li>Foster a work environment focused on teamwork and productivity
</li><li>Maintain store cleanliness and organization, including front of house and stock space
</li></ul>TECHNICAL COMPETENCIES (Knowledge, Skills &amp; Abilities)
<ul><li>Proficient in Microsoft Applications
</li><li>Proficient in point-of-sale (POS) systems
</li><li>Strong written and verbal communication skills
</li><li>Ability to make decisions independently, or escalate when applicable
</li><li>Ability to work non-traditional hours; weekends, evenings and holidays
</li></ul>EDUCATION AND EXPERIENCE
<ul><li>Minimum 1-year experience in a client services related capacity
</li></ul>PHYSICAL REQUIREMENTS / WORK ENVIRONMENT (if applicable)
<ul><li>Work is performed in a retail environment / store
</li><li>Walk, sit, stand, bend, reach and move continually during working hours
</li></ul>If your experience is close to what we're looking for, please consider applying! Experience comes in many forms &ndash; skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
 
 
TravisMathew is an Equal Employment Opportunity</div>

Part Time Seasonal Client Associate - Miromar

AV Private Limited

Job DescriptionRole: Client Relation Associate Gender: Male/Female Rs. 70000/- Rs. 80000/-Location: Lahore, Johar Town-D2 (In-person) No remote opportunities available. Time: 12pm-10pmCompany Description:Affinity Vibez is hiring on behalf of a group of UK-based companies operating under a single CEO, delivering high-quality services across multiple industries:<ul><li>London Motor Sports &ndash; A UK-based automobile service provider specializing in garage services, vehicle maintenance, diagnostics, and customer-focused car care solutions, selling &amp; purchasing of cars.</li><li>Home World Management &ndash; An international property management company offering end-to-end real estate services, including property management, client handling, and investment support across global markets.</li><li>These companies are committed to excellence, customer satisfaction, and building long-term client relationships through professional and reliable services.</li><li>This not a call center, this is a corporate firm where working as a services provider. </li></ul>Job Duties &amp; Responsibilities:<ul><li>Handle customer inquiries via calls, email, or chat in a professional manner (Depends on the nature of inquiry)</li><li>Provide accurate information about automobile or property management services</li><li>Generate leads and convert prospects into customers (No Fixed Targets)</li><li>Build and maintain strong client relationships</li><li>Maintain customer records and follow up on inquiries</li><li>Collaborate with internal teams to ensure smooth service delivery</li></ul>Requirements:<ul><li>Excellent communication skills (spoken and written English)</li><li>Strong interpersonal and problem-solving abilities</li><li>Ability to work independently and as part of a team</li><li>Previous experience in customer support, sales, or marketing is preferred</li></ul>What we offer:<ul><li>Competitive salary + performance-based increments</li><li>Opportunity to work with UK-based companies</li><li>Career growth and skill development</li><li>Supportive and professional work environment</li><li>Training on Software SAP</li></ul>Job Type: Full-timePay: Rs70,000.00 - Rs80,000.00 per monthWork Location: In person

Client Relation Associate

Commerce Bank

<div>About Working at Commerce
Building a career here is more than just steps on a ladder. It&rsquo;s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let&rsquo;s talk. 
Compensation Range
Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client&rsquo;s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.
Essential Functions<ul><li>
Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients</li><li>
Act as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absence</li><li>
Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision</li><li>
Maintain a professional presence and approach with a strong desire to exceed client expectations</li><li>
Identify opportunities for expansion of relationships with existing clients</li><li>
Perform other duties as assigned</li></ul>
Knowledge, Skills &amp; Abilities Required<ul><li>
Basic knowledge of wealth management services and products</li><li>
Demonstrated superior customer service skills and the ability to work independently</li><li>
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li><li>
Client centric and desire to exceed client expectations</li><li>
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li><li>
Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision</li><li>
Professional presence and approach and desire to exceed client expectations</li><li>
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li><li>
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li><li>
Intermediate level proficiency with Microsoft Word, Excel and Outlook</li></ul>
Education &amp; Experience<ul><li>
High School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred.</li><li>
2+ years of office experience required</li><li>
Financial institution experience preferred</li><li>
Open to continuing education and development with desire to expand responsibilities</li></ul>
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $27.65 per hour.
#LI-AC1
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.
Location: 1345 E. Battlefield St, Springfield, Missouri 65804
Time Type:
Full time</div>

Private Client Advisor Associate

Morton Brown Family Wealth

Morton Brown Family Wealth is looking for a Client Experience Associate who is organized, reliable, and takes pride in creating a welcoming and well-run office environment.If this opportunity excites you, please send your resume and a brief cover letter to info@mortonbrownfw.com.Client Experience Associate (Front Desk)Location: Allentown, PA (In-Office)Type: Full-TimeSalary: Commensurate with experience, $45,000 - $60,000Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned SabbaticalAbout Us Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.About the Role The firm is seeking a Client Experience Associate who is responsible for managing front desk operations and providing clerical support across the firm. This role serves as the first point of contact for clients and visitors while supporting scheduling, data management, and administrative workflows.This position plays an important role in maintaining the day-to-day flow of the office through organization, accuracy, and consistent follow-through.What You&rsquo;ll Do &middot;Answer and direct incoming telephone calls and communications to appropriate team members&middot; Greet clients and visitors and manage front desk interactions and meeting arrivals&middot; Own scheduling and calendar management, ensuring accurate meeting details, appropriate time allocation, and coordination across team calendars&middot; Assist with data entry and maintain accurate client information across CRM, client portal, and internal systems&middot; Maintain office organization, including conference room setup, supply inventory, and general upkeep&middot; Handle incoming and outgoing mail and packages (FedEx, UPS, USPS)&middot; Support team members with administrative tasks and internal projects&middot; Order and maintain inventory of office supplies&middot; Assist with basic office upkeep, including light kitchen maintenanceWhat We&rsquo;re Looking For&middot; 3+ years of experience in an administrative, clerical, or front desk role&middot; Demonstrated ability to manage calendars, scheduling, and administrative workflows&middot; Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)&middot; Experience with CRM software (Salesforce preferred) and cloud-based environments&middot; Familiarity with scheduling tools (e.g., Calendly)&middot; Strong organizational skills and attention to detail&middot; Ability to learn and adopt new technologies and systems&middot; Experience in financial services is a plusWhy Morton Brown &middot; Direct access to firm leadership and mentorship&middot; A culture that values collaboration, accountability, and growth&middot; Opportunity to contribute to a team-oriented, high-performing environment&middot; Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical&middot; The opportunity to play a meaningful role in the day-to-day client and team experienceWhy the Lehigh Valley? The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.Morton Brown Family Wealth is an Equal Opportunity EmployerPay: $45,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Client Experience Associate

Ameriprise Financial

<div>About Our Company 
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The registered client service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.
Key Responsibilities 
Assist advisor in servicing clients, which includes preparing financial plans, conducting investment research, and completing trades and transactions. Frequent communication with financial advisors, bank representatives and others via email and phone. 
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up.
Prepare and ensure new business paperwork successfully submitted, which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications, and coordinate rollovers.
Prepare for and coordinate marketing events, which includes creating marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties, such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, providing support for closes, setting up of client files, and copying new business correspondence and alerts.
Required Qualifications:<ul><li>
Bachelors degree or equivalent.</li><li>
3 - 5 years relevant experience required.</li><li>
Series 7 or ability to obtain within 150 days.</li><li>
State securities agent registration (S63 or S66) or ability to obtain within 150 days.</li><li>
Experience working in a client service environment.</li><li>
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.</li><li>
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.</li><li>
Able to communicate with all levels within the organization. Process oriented and can work with a team.</li><li>
Strong computer and software skills.</li></ul>
Preferred Qualifications:<ul><li>
State IAR registration (S65 or S66) or ability to obtain within 150 days.</li><li>
Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.</li></ul>
Base Pay Salary
The estimated base salary for this role is $58,300-$80,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div>
Exempt/Non-Exempt</div></div></div></div></div></div></div>
Non-Exempt<div><div><div><div><div><div><div>
Job Family Group</div></div></div></div></div></div></div>
Business Support &amp; Operations<div><div><div><div><div><div><div>
Line of Business
</div></div></div></div></div></div></div>AFIG Ameriprise Financial Institutions Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</div>

Registered Client Service Associate

Crystal Wambeke, LLC

About Us: We are a bookkeeping firm in Southern Pines, NC and we are looking for a Client Success Associate who can keep our operations running smoothly behind the scenes and help us maintain and strengthen client relationships. This position is a Part-Time, hybrid remote position, with 10-20 hours per week expected.Please read the full job description and apply as requested at the bottom by sending your resume directly.Position Summary: This role supports both the internal team and our clients. The Client Success Associate role will own lead outreach and qualification, marketing support, sales, lead follow‑up, partnership outreach and nurture, client onboarding, day‑to‑day client care, invoicing, and email inbox management. This is an ideal position for someone who enjoys keeping the systems running, enjoys talking with people, has strong sales and marketing skills, and communicates well.Key Responsibilities day-to-day:Client Success &amp; Client Support<ul><li>Manage general company inboxes and route messages to the right team members.</li><li>Assist with onboarding new clients&mdash;collecting documentation, setting up files, and coordinating with the bookkeeping team.</li><li>Maintain digital filing systems, client records, and internal trackers.</li><li>Monitor internal deadlines, follow up with staff or clients as needed, and help projects stay on schedule.</li><li>Be a source of support for the team and our clients .</li></ul>Sales &amp; Marketing Support<ul><li>Help manage the firm&rsquo;s sales pipeline: schedule discovery calls, send follow-ups, and track leads.</li><li>Draft and send outreach emails or marketing updates to clients and prospects.</li><li>Assist with social media, newsletters, or content coordination.</li><li>Support preparation of proposals, service quotes, and engagement letters.</li></ul>Partner &amp; Client Relationship Management<ul><li>Serve as a first point of contact for client questions and updates.</li><li>Track client satisfaction and proactively check in to ensure ongoing needs are met.</li><li>Coordinate quarterly client updates or service reviews.</li><li>Follow up with clients for missing information, signatures, or feedback.</li><li>Help identify opportunities for expanded services or improved client experience.</li></ul>Qualifications:<ul><li>Prior experience in office administration, client service, or marketing coordination (experience in a bookkeeping or financial services environment preferred).</li><li>Strong organizational skills, with the ability to manage multiple priorities and deadlines.</li><li>Excellent communication and follow-up skills.</li><li>Experience using technology tools (Google Workspace, CRM systems, QuickBooks, ClickUp/Asana, or similar).</li><li>Professional, reliable, and proactive&mdash;able to anticipate needs and take ownership of tasks.</li><li>Ability to handle sensitive information with discretion and professionalism.</li><li>Self-motivated, resourceful, and able to prioritize tasks.</li><li>Must be able to lift 25 pounds.</li><li>Must be able to sit, stand, and walk for extended periods of time as well as navigate stairs.</li><li>Will occasionally need outside errands performed, therefore a dependable and insured vehicle, a clean driving history, and a valid driver's license are required.</li><li>This position will be mostly in-office, with occasional work shifts remote. Must have adequate space and privacy available during work hours for meetings and productivity requirements.</li></ul>What We Offer:<ul><li>Flexible schedule (some remote flexibility if applicable).</li><li>Opportunities for professional growth and training in bookkeeping and business operations.</li><li>Supportive, collaborative team environment.</li><li>Pay based on experience.</li><li>Paid sick time</li></ul>Email resume directly to Crystal. Her email is crystal{at}wambekeassociates.com. To ensure you are not a robot and that you've read the job description, please include your favorite type of candy in your email. Bonus points if you use the email to include why you are the perfect fit for this job. No phone calls please.Job Type: Part-timePay: $20.00 - $23.00 per hourWork Location: Hybrid remote in Southern Pines, NC 28387

Client Success Associate

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