client support associate

Ryan Specialty Group

<div><div>Position Summary</div>
The Client Support Associate is responsible for clients who are using our digital platform by addressing inquiries and guiding them through policy-related matters throughout the policy lifecycle. This role resolves customer concern promptly, gathers feedback, and collaborates with internal teams. This position will work with production teams, back-office teams, and external customers. The Client Support Associate is responsible for providing excellent customer service to external clients. They maintain organized client records, identify process improvement opportunities, and educate clients on insurance details.<div></div><div>
What will your job entail?</div><div>
Job Responsibilities:</div><ul><li>Work as part of a team to support external clients by answer calls, chats and emails in an accurate and timely manner.</li><li>Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services.</li><li>Collaborates with underwriting and production teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and post issuance processes.</li><li>Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems.</li><li>Educates clients on insurance terminology, policy features, and any updates in the insurance industry that may impact their coverage.</li><li>Gathers client feedback on services, products, and overall satisfaction to identify areas for improvement and enhance the client experience.</li><li>Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries.</li><li>Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients.</li></ul><br>
Work Experience and Education:<br>
<ul><li>Bachelor&rsquo;s degree required, Business Administration, Customer Service, Business Operations preferred. Any other related discipline or commensurate work experience considered.</li><li>1 to 3 year of work experience in Insurance Industry or Customer Service is preferred.</li><li>Experience with ConceptOne (C1) and/or any Policy Administration systems a plus.</li></ul><div>
Ability to learn new applications and system features quickly.</div><ul><li>Ability to manage workload with minimal supervision.</li></ul><div><br>
Licenses and Certifications:<br>
<ul><li>Preferred: Certified Insurance Service Representative (CISR) is a plus.</li></ul></div><div></div><div>
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.</div><div></div><div>
How We Support Our Teammates</div><div></div><div>
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them &mdash; and their family members &mdash; achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.</div><div></div>
The target salary range for this position is $56,000.00 - $70,000.00 annually.<div></div><div>
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website <div>https://benefits.ryansg.com/.</div></div><div></div><div><br>
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at <div>HR@Ryansg.com</div></div><div></div><div><i><br>
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.</i></div></div>

Client Support Associate

Telemarketing

<p>A Customer Service Representative is responsible for <b>assisting customers with inquiries, resolving complaints, and providing information about products or services</b>. The role focuses on delivering a positive customer experience and maintaining customer satisfaction.</p><p>Position: Call Center Executive &mdash; Client Support Role (No Sales Targets)</p><p>Job Responsibilities:</p><ul><li>Handle inbound and outbound client calls in a professional manner</li><li>Provide accurate information and resolve client queries</li><li>Deliver high-quality customer support and service</li><li>Maintain proper call records and follow-up notes</li><li>Coordinate with internal teams when needed</li><li>Ensure a positive client experience on every interaction</li></ul><p>Why Join Us:</p><ul><li>No sales targets or pressure</li><li>Client support focused position</li><li>Fixed salary plus uncapped commissions</li><li>Daily and weekly performance incentives</li><li>Positive and collaborative work culture</li><li>Training and skill development programs</li><li>Career growth opportunities</li><li>Flexible working options</li></ul><p>Requirements:</p><ul><li>Good verbal communication skills</li><li>Customer-focused attitude</li><li>Basic computer knowledge</li><li>Ability to handle calls with patience and clarity</li><li>Call center or customer service experience is a plus, but not required</li></ul><p>Fixed Salary + Uncapped Commissions + Daily &amp; Weekly Incentives</p><p>Application Question(s):</p><ul><li>Do you live near Gulshan-e- iqbal Karachi?</li></ul><p>Language:</p><ul><li>Fluent In English (Required)</li></ul><p>Job Types: Full-time, Part-time, Fresher</p><p>Pay: Rs45,000.00 per month</p><p>Application Question(s):</p><ul><li>Do you live in or near by Gulistan-e-Johar/Gulshan-e-Iqbal?</li></ul><p>Language:</p><ul><li>Fluent in English (Required)</li></ul><p>Work Location: In person</p>

Client Support Associate | Customer Service-(Part Time)

Optas Capital

<p><b>Company Description</b></p><p>Optas Capital is a progressive wealth management and financial advisory firm dedicated to supporting entrepreneurs, executives, and high-net-worth individuals in achieving financial clarity and confidence. By blending strategic investment management with personalized financial planning, the firm helps clients grow, protect, and enjoy their wealth intentionally. Known for its proactive planning, tax strategies, and business integration, Optas Capital provides advice that aligns wealth with life goals. The firm prioritizes transparency, operates as a fiduciary, and emphasizes building long-term client partnerships based on trust and performance.</p><p><b>Role Description</b></p><p>This is a full-time hybrid role for a Client Service Associate, based in Dripping Springs, TX, with some work-from-home flexibility. The Client Service Associate will serve as the primary point of contact for clients, providing exceptional customer service and addressing client inquiries. Responsibilities include managing client accounts, coordinating communication between clients and advisors, assisting with financial documentation, and providing operational support to ensure smooth service delivery. The role plays a key part in fostering client satisfaction and supporting the success of the advisory team.</p><p><b>Qualifications</b></p><ul><li>Minimum 5 years of Registered Investment Advisory or Broker Dealer experience.</li><li>Strong Client Services, Customer Service, and Customer Support skills to ensure excellent client relationships and satisfaction</li><li>Excellent Communication skills, including verbal and written abilities, for effective interaction with clients and team members</li><li>Familiarity with Finance principles and an interest in financial services or wealth management</li><li>Exceptional attention to detail, organizational, and time management skills</li><li>Ability to handle sensitive client information with discretion and professionalism</li><li>Proficiency in financial software and tools is a plus</li><li>Bachelor's degree in Finance, Business Administration, or a related field is preferred</li></ul><p><b>Compensation, Benefits &amp; Schedule</b></p><p>Job Type: Full-time</p><p>Salary: $85,000 - $100,000 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Discretionary Company Bonus</li><li>Insurance: Health, Dental, Vision, Life</li><li>Flexible spending account</li><li>Paid time off (commensurate with experience)</li><li>Work from anywhere policy (2 weeks/year)</li><li>Parental leave</li><li>Cell phone stipend</li></ul><p>Job Type: Full-time</p><p>Pay: $85,000.00 - $100,000.00 per year</p><p>Work Location: Hybrid remote in Dripping Springs, TX 78620</p>

Client Service Associate

JAK Travel Agency

<div>
 Join JAK Travel Agency as a Remote Customer Support Associate based in Cincinnati, Ohio. You will assist clients in planning trips, answer questions, and provide professional, friendly guidance&mdash;all from a remote work environment. This role offers flexible hours and is well suited to entry-level candidates seeking experience in client services and the travel industry.
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  Responsibilities
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   Respond promptly to client inquiries via email, phone, or chat.
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   Assist clients with travel planning, itineraries, and general questions.
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   Maintain accurate and organized client records.
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   Provide professional, friendly, and helpful support.
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   Collaborate with the team to ensure high-quality service.
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  Qualifications
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   Excellent written and verbal communication skills.
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   Comfortable working independently in a remote environment.
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   Detail-oriented and organized.
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   Interest in travel or customer support.
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   Previous experience is a plus but not required.
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   Basic computer and internet skills.
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  </li>
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  Why Join Us
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   Fully remote with a flexible schedule.
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   Entry-level friendly.
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   Opportunity to gain experience in client support and travel services.
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   Work with a supportive, collaborative team.
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 This position is open to candidates located in Cincinnati, OH, and the surrounding area.
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Remote Customer Support Associate – Travel Services

Input 1

<div><p>Input 1 is looking for a Client Experience Associate who enjoys solving problems, learning complex software systems, and helping clients succeed. In this role, you will work directly with our clients to troubleshoot technical questions related to our Premium Billing System (PBS) and ensure that support requests are handled quickly and effectively.</p><p>
This position is a great opportunity for someone who wants to build deeper expertise in B2B SaaS products while developing strong technical troubleshooting and client communication skills.</p><p>
You will start by helping manage incoming support tickets, investigating client questions, and coordinating with internal teams. As your knowledge of PBS grows, you will begin independently resolving technical support issues and assisting with onboarding new clients.</p><p>
</p><p><b>What You&rsquo;ll Do:</b></p><p>
</p><p><b>Provide Technical Support</b></p><ul><li>
Respond to client support inquiries related to PBS functionality, workflows, configurations, and system behavior</li><li>
Investigate and troubleshoot client-reported issues by analyzing system behavior and reproducing issues when possible</li><li>
Resolve low to medium complexity technical support cases directly with clients</li><li>
Clearly communicate solutions, workarounds, and product guidance</li><li>
Escalate complex issues to Product or Engineering teams with proper documentation</li></ul><p><b>
Manage Support Tickets</b></p><ul><li>
Monitor and triage incoming support tickets to ensure timely response and prioritization</li><li>
Follow up on open tickets awaiting client responses or internal investigation</li><li>
Document troubleshooting steps and resolutions within the ticketing system</li></ul><p><b>
Support Client Experience Operations</b></p><ul><li>
Assist the Client Experience Manager in managing incoming technical inquiries</li><li>
Coordinate with Product, Development, and Operations teams to ensure issues are resolved efficiently</li></ul><p><b>
Develop Product Expertise</b></p><ul><li>
Build working knowledge of Input 1&rsquo;s Premium Billing System (PBS) and related services</li><li>
Participate in QA testing of new features and enhancements</li><li>
Document observations and feedback during product testing</li></ul><p><b>
Assist with Client Onboarding</b></p><ul><li>
Support onboarding activities for new clients</li><li>
Help clients understand system workflows and best practices</li><li>
Assist in tracking and summarizing client requests for custom development or enhancements</li></ul><p><b>
What We&rsquo;re Looking For:</b></p><p>
</p><p><b>Education</b></p><ul><li>
Bachelor&rsquo;s degree in Business, Information Systems, Finance, or a related field</li></ul><p><b>
Experience</b></p><ul><li>
3 years of experience in client support, technical support, SaaS support, or operations roles</li><li>
Experience working in a <b>B2B software</b></li></ul><p><b>
Technical Skills</b></p><ul><li>
Ability to quickly learn software platforms and technical workflows</li><li>
Experience using ticketing systems such as Zendesk, Jira, or Freshdesk is preferred</li><li>
Proficiency with Microsoft Office or similar productivity tools</li></ul><p><b>
Key Skills</b></p><ul><li>
Strong troubleshooting and problem-solving ability</li><li>
Excellent written and verbal communication skills</li><li>
Curiosity and desire to learn complex software systems</li><li>
Strong organizational skills and attention to detail</li><li>
Ability to collaborate effectively with cross-functional teams</li></ul></div>

Client Experience Associate (Software Technical Support)

SS&C Technologies

<div>
 As a leading financial services and healthcare technology company based on revenue, SS&amp;C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&amp;C for expertise, scale, and technology.
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  Job Description
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  Client Administration Associate &ndash; Private Insurance
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  Locations
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 : Kansas City, MO Hybrid or Remote | Hybrid
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  Get To Know Us:
  <br/>
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 The Client Administration Associate&rsquo;s objective will be to maintain the client service functions to support
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  Private Placement Life Insurance
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 product structures in a high quality and timely manner. These functions include monetary and clerical transaction processing, Private Placement Memorandum Supplement distribution, FinCen reviews and quality control functions.
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  Why You Will Love It Here!
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   Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
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   Your Future: 401k Matching Program, Professional Development Reimbursement
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   Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
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   Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
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   Wide Ranging Perspectives: Committed to Celebrating to Varity of Backgrounds, Talents and Experience of Our Employees.
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   Training: Hands-On, Team-Customized, including SS&amp;C University
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   Extra Perks: Discounts on fitness clubs, travel and more!
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  What You Will Get To Do:
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   Execute monetary and clerical functions in accordance with client instructions.
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   Respond to client requests (oral and written).
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   Maintain data on the administration system.
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   File/maintain client documentation in the Client Files.
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   Execute bulk mailings such as the PPM Supplement function, Privacy Mailings and other client notifications.
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   Execute quality control audits on prepared and processed work items.
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  </li>
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  What You Will Bring:
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  <li>
   Bachelor&rsquo;s Degree in a business-related field preferred and 2-4 years&rsquo; experience in a similar role in an insurance, financial services, or investment environment preferred.
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   Strong organizational skills and attention to detail required.
  </li>
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   The ability to maintain working relationships with clients.
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   Desire to learn and become proficient in the client service functions.
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   Maintain a service-oriented approach to our internal and external clients.
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   Ability to manage multiple projects with quickly changing requirements/priorities when needed.
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   Excellent customer service skills &amp; experience along with influential communication skills
  </li>
  <li>
   Strong knowledge of Microsoft Office products.
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   <br/>
  </li>
 </ul>
 Thank you for your interest in SS&amp;C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.
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 /Remote
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 #CA-JS
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 Unless explicitly requested or approached by SS&amp;C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
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 SS&amp;C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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 SS&amp;C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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 Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.
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 NY: Salary range for the position: $26.00 USD/hour to $33.00 USD/hour.
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Client Administration Associate - PA-LO-AX-Q1_2025-5

Hightower Advisors

Your Future Team
<br>Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service and Operations Associate who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Director.
<br><br>
<b>Characteristics you will need to be successful in this role:</b><br>
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
What You'll Do
<br><ul>
<li>Timely, consistent and accurate completion of operational tasks, activities and workflows including account services and transaction processing</li>
<li>Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards</li>
<li>Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks</li>
<li>Work with our custodian (Fidelity and Charles Schwab) to open accounts, obtain account information and complete service requests</li>
<li>Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)</li>
<li>First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement</li>
<li>Scheduling meetings</li>
<li>Opportunity to learn different functions within the practice by supporting multiple roles</li>
<li>Assist Marketing with client events and client gifts</li>
<li>Assist the team in operational, administrative, and marketing functions</li>
</ul>
What You'll Bring
<br><ul>
<li>Team player, strong work ethic, and expresses a “client first” attitude</li>
<li>BA/BS degree preferred in Business/Marketing/Communications or related field</li>
<li>Strong Microsoft Office and Outlook competency</li>
<li>Salesforce experience a plus</li>
<li>Process-driven tasking and follow up skills</li>
<li>Excellent client-facing skills</li>
<li>Strong written and verbal communication skills</li>
<li>The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner</li>
<li>Minimum 3 or more years of experience with Financial Service and or Client Service</li>
<li>Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time</li>
</ul>
What We Offer
<br><ul>
<li>Annual base salary range of $60,000-$75,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Client Service Associate - Natoma Wealth

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