Top 49 client services associate Jobs in cary, nc

Lead Coordinator & Client Care Liaison
Confidential —Raleigh, NC
- $15 - $17 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
Client Associate
Clarity Wealth Management —Raleigh, NC
- From $20 an hour
- Part-time
- Hybrid work
- Background check
- Office
- Administrative experience
- Flexible schedule
Quick Apply
Client Service Associate
Fidelity Bank —Cary, NC
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Client Services Associate
Pathfinder Wealth Consulting —Cary, NC
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Copay Program Manager, Client Services
Mercalis —Morrisville, NC
- $50,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Analysis skills
- Health savings account
- AD&D insurance
Client Experience Associate
Primeritus Financial Services Inc —Raleigh, NC
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
Client Service Associate
Gallagher —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
CLIENT SUCCESS ASSOCIATE (CSA)
Think Tech Advisors —Raleigh, NC
- Full-time
- Mid-level
- Office
- Travel
- Paid time off
Sales & Customer Service Representative
Goldfish Swim School - Wake Forest —Raleigh, NC
- $15 - $17 an hour
- Part-time
- High school diploma or GED
- Working with children
- Organizational skills
- Paid training
- On-the-job training
Quick Apply
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Sales/Customer Service Representative
Black Forest Industries —Cary, NC
- Email
- Communication skills
- Entry level
- Retail sales
- Paid holidays
- Health insurance
Registered Client Service Associate
Morgan Stanley —Raleigh, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Care Coordinator
Welwynn Outpatient Center —Raleigh, NC
- $20 - $22 an hour
- Full-time
- Mid-level
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
8d
Client Services Specialist
Baileys Jewelry Management Inc —Raleigh, NC
- Extended hours
- Customer service
- Administrative experience
- Communication skills
Quick Apply
Client Services Associate/Trader
Hilltop Wealth Advisors, LLC —Chapel Hill, NC
- $50,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Client Specialist
First Citizens Bank —Raleigh, NC
- Full-time
- High school diploma or GED
- Bachelor's degree
- Entry level
8d
Client Manager Business Insurance
Marsh McLennan Agency —Cary, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Tuition reimbursement
Client Service Specialist
Ameriprise Financial —Raleigh, NC
- Full-time
- Office
- Experience equivalent to degree accepted
- Associate's degree
21h
Client Service & Admin Coordinator
The Gorman Group —Clayton, NC
- $15 - $25 an hour
- Full-time
- Background check
- Computer literacy
- Office
- Paid holidays
- Paid time off
Quick Apply
10d
Client Manager
Gallagher Benefit Services —Morrisville, NC
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Health savings account

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Lead Coordinator & Client Care Liaison

Confidential
Raleigh, NC

Quick Apply

Job Details

Full-time
$15 - $17 an hour

Benefits

Health insurance
Paid time off

Qualifications

Patient scheduling systems
Microsoft Excel
Customer relationship building
Microsoft Outlook
Writing skills
Client rapport building
Presentations for conferences or internal meetings
Driver's License
Task assignment
Healthcare software applications

Full Job Description

The Sales and Lead Coordinator & Client Care Liaison position is responsible for reaching out to all new potential clients and maintaining accurate records. Working with the Sales and Lead Coordinator to onboard new clients and acting as a liaison for new and existing clients to resolve issues. This position will report to the office manager for daily routine operations and to the president regarding any compliance or operational questions.

SUPERVISION EXERCISED: Office Manager

PRINCIPAL ACCOUNTABILITIES AND ESSENTIAL FUNCTIONS:

The duties and responsibilities described below do not represent a comprehensive list for this position.

Additional tasks may be assigned periodically as necessitated by business demands.

 Handle lead calls and schedule meetings with outside marketing staff.

 Maintain data base (CRM) for all leads updating lead status daily.

 Conduct telephone admissions / interviews for prospective clients.

 Review services, the cost of care, and complete client service agreement and initial paperwork.

 Discuss with client and family to accurately assist in the completion of all admission paperwork and assure the client and family understand the process of the nurse in developing the home care plan and their responsibilities.

 Schedule and facilitate client and caregiver Meet and Greet appointments.

 Evaluate client and employee satisfaction.

 Assist with generating required reports and documentation of sales activity including the Weekly Schedule, Pre-Call Plan, Marketing Action Plan and Sales Call Activity Log within designated timelines.

 Effectively communicate with the Agency team and referral sources.

 Helping to file the initial paperwork with insurance for clients.

 As the client care coordinator, speaking with clients who have complaints and liaising with the appropriate staff members to get a resolution.

 Maintain regular and predictable attendance.

 Maintain positive relationships with all clients, caregivers and referral sources

REQUIRED JOB KNOWLEDGE AND SKILLS:

 Experience with public speaking along with demonstrated presentation skills.

 Proficiency with Microsoft Office (Word, Excel, PowerPoint and Outlook) applications,

scheduling systems and other healthcare industry-related software.

 Ability to work well with a team.

 Results oriented; proactively measure outcomes.

 Ability to form relationships and maintain rapport.

 Ability to listen and communicate clearly, fluently and diplomatically - both orally and in writing.

 Ability to remain flexible, resilient, calm and maintain a sense of humor in all situations.

 Present a well-groomed image that reflects the professionalism of the business.

 Ability to plan, organize, prioritize, integrate, delegate and accurately complete work activities within specific deadlines while managing interruptions.

 Work independently and proactively with a minimum amount of direction and/or supervision.

 Ability to generate goodwill for agency with applicants, caregivers, prospects, clients, their family members and referral sources. Demonstrate a strong commitment to client service excellence and caring for caregivers.

 Ability to lawfully work in the U.S.

PHYSICAL/ENVIRONMENTAL DEMANDS:

 Combination of sitting, standing, bending, reaching, stretching, stooping, walking, climbing stairs and moving intermittently during working hours.

 Must be able to see and hear or use prosthetics that enable these senses to function adequately to fully meet the requirements of this position.

 Must be able to properly operate office equipment.

 Must have a valid driver’s license and reliable transportation.

 Must be able to maintain verbal and written communication with co-workers, leadership team, supervisors, clients, family members, vendors and all business associates within or outside the agency.

 Successful completion and ongoing compliance with all licensing, certification, continuous education, background testing, drug and alcohol testing, OIG and health assessments as may be required under federal, state, or local law or employer policy.

 All of the above demands are subject to ADA requirements.

Job Type: Full-time

Pay: $15.00 - $17.00 per hour

Benefits:

Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in cary, nc

Lead Coordinator & Client Care Liaison

Client Associate

Client Service Associate

Client Services Associate

Copay Program Manager, Client Services

Client Experience Associate

Client Service Associate

CLIENT SUCCESS ASSOCIATE (CSA)

Sales & Customer Service Representative

Client Success Manager

Sales/Customer Service Representative

Registered Client Service Associate

Client Care Coordinator

Client Services Specialist

Client Services Associate/Trader

Wealth Client Specialist

Client Manager Business Insurance

Client Service Specialist

Client Service & Admin Coordinator

Client Manager

I want to receive the latest job alert for client services associate in cary, nc

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