Top 53 client services associate Jobs in boca raton, fl

Client Services Associate (In-Office)
NFP Corp —Delray Beach, FL
- $52,000 - $67,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
On-Call Client Services Associate
Care Options for Kids —Delray Beach, FL
- $16 - $18 an hour
- Weekends as needed
- Remote
- Computer literacy
- High school diploma or GED
- Home Health
Quick Apply
4d
Registered Client Service Associate
Morgan Stanley —Boca Raton, FL
- Full-time
- Writing skills
- Mid-level
- Office
Part Time Seasonal Client Associate - Boca Raton FL
Travis Mathew —Boca Raton, FL
- Part-time
- Cash register
- Communication skills
- Entry level
Client Services Associate
Care Options for Kids —Delray Beach, FL
- $18 - $21 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Health insurance
- Dental insurance
Quick Apply
5d
Client Service Associate (CSA) - Wealth Management (RIA/Broker/Dealer) - Hybrid
Reshape Wealth —Boca Raton, FL
- Up to $105,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Boca Raton, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Client Manager
Gallagher —Boca Raton, FL
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Brokerage Registered Client Service Associate - Boca Raton, Florida
Truist Bank —Boca Raton, FL
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
The Tox® Client Experience Coordinator
The Tox Wellington —Wellington, FL
- $18 - $22 an hour
- Part-time
- In-person
- Entry level
- On-the-job training
- Employee discount
Quick Apply
11d
Client Service Associate - Personal Lines
Gallagher —Boynton Beach, FL
- Full-time
- High school diploma or GED
- 1 year
- Associate's degree
- Paid parental leave
- Health savings account
Client Service Associate
Modern Wealth Management —Plantation, FL
- $16 - $20 an hour
- Part-time
- Office
- Administrative experience
- High school diploma or GED
Quick Apply
Client Support Specialist
Fiserv —Coral Springs, FL
- Full-time
- Research
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Client Services Coordinator
Feeding South Florida —Boynton Beach, FL
- $20.19 - $22.50 an hour
- Monday to Friday
- Spanish
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Client Support Advisor
Fiserv —Coral Springs, FL
- Full-time
- Mid-level
- High school diploma or GED
- Analysis skills
- Employee stock purchase plan
- Paid holidays
8d
Private Client Trusts & Estates Associate / Senior Associate
Day Pitney —Boca Raton, FL
- Hybrid work
- Writing skills
- Mid-level
- Office
Client Service Representative
VCA Animal Hospitals —Coral Springs, FL
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Service Associate
Gallagher —Sunrise, FL
- Full-time
- High school diploma or GED
- 1 year
- Associate's degree
- Paid parental leave
- Health savings account
Sr. Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- 18 years or older
- Office
- High school diploma or GED
8d
Client Success Associate
SmartX Advisory Solutions —West Palm Beach, FL
- Full-time
- Finance
- Bachelor's degree
- Financial services
Quick Apply

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Client Services Associate (In-Office)

NFP Corp -
Delray Beach, FL

Quick Apply

Job Details

Full-time
$52,000 - $67,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee discount
Life insurance

Qualifications

Teamwork
Microsoft Excel
Customer relationship building
Microsoft Outlook
Phone communication
Catering
In-person customer service
Databases
High school diploma or GED
Managing clients in a customer support role
Client database systems
Attention to detail
Customer relationship management
Delegation
Office phone management

Full Job Description

Who We Are

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.

This role will be located in our brand-new office in Delray Beach, FL. Please pay special attention to the schedule listed in the requirements section.

Job Summary

Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. This individual will also be responsible for assist with the planning and coordination of seminars

Job Accountabilities

Pre-Sale and New Business

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets
Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications
Schedule medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines
Follow up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC
Partners with the New Business team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and clients as necessary
Participates in Relationship Manager/New Business case management calls
Reviews insurance policies and prepares them for delivery; follow up on delivery requirements when needed
Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses
Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers

Client Services

Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
Provides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process
Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager
Interacts daily with insurance carriers and vendors to ensure proper and timely execution of client service requests
Ability to follow through on a variety of requests and ability to create resolution on client and/or service-related matters
Creates client correspondence as needed according to the Lenox Style Guide

Business Operations

Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
Manages the Relationship Manager’s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms
Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information
Participates in occasional training and development sessions as directed by department(s) and Regional Manager
Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses

Seminar Planning & Coordination

Partner with marketing and compliance to ensure we are following outlined procedures
Coordinate logistics including venue booking, catering, materials and technology set up
Develop event timelines, planning checklists and tasks
Manage seminar calendars and scheduling on behalf of the Relationship Manager
Handle registration process, maintain attendee list and track RSVPs
Provide on-site support, including registration check in and technical trouble shooting
Coordinate printing of presentation materials
Follow up communication- send thank-you notes to attendees, sponsors, and speakers
Manage budget for events and keep Relationship Manager informed of costs and charges

Schedule Requirements

Standard work hours are 8:30 - 5:30pm ET
One day a week, the work schedule will be 10:30 - 7:30 pm ET to support a night-time seminar

Job Competencies: (knowledge, experience, skills & abilities and behaviors/attitudes)

Required Knowledge

Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)
Familiarity with business principles and practices
Familiarity working with Client Database Management systems
Knowledge of Customer Service disciplines

Required Skills/Abilities

Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)
Ability to interact with clients diplomatically and professionally
Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment
Ability to work independently and also to collaborate with teams
Proficient in Microsoft Outlook, Excel, Word and PowerPoint
Organizational, planning and critical thinking skills
Ability to multitask

Required Behaviors/Attitudes

Initiative
Team oriented; demonstrates a service attitude
Cares about delivering quality
Planning & Organizing
Confident / Assertive
Dependable
Take personal ownership for delivery of superior results; conscientious
Demonstrate strong commitment to meeting the needs of internal and external clients

EDUCATION

High School Diploma Required
College Degree Preferred

Experience

1-3 Years of Customer Service Experience
3-5 Years of Industry Experience Preferred

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $52,000-$67,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.

Pay: $52,000.00 - $67,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in boca raton, fl

Client Services Associate (In-Office)

On-Call Client Services Associate

Registered Client Service Associate

Part Time Seasonal Client Associate - Boca Raton FL

Client Services Associate

Client Service Associate (CSA) - Wealth Management (RIA/Broker/Dealer) - Hybrid

Registered Wealth Management Client Associate

Associate Client Manager

Brokerage Registered Client Service Associate - Boca Raton, Florida

The Tox® Client Experience Coordinator

Client Service Associate - Personal Lines

Client Service Associate

Client Support Specialist

Client Services Coordinator

Client Support Advisor

Private Client Trusts & Estates Associate / Senior Associate

Client Service Representative

Client Service Associate

Sr. Registered Client Service Associate

Client Success Associate

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