Top 30 Client services associate Jobs in Chapel Hill Nc

Lead Coordinator & Client Care Liaison
Confidential —Raleigh, NC
- $15 - $18 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid time off
Quick Apply
Client Care Coordinator
Greenleaf Psychological & Support Services —Durham, NC
- $18 - $19 an hour
- Part-time
- Private practice
- Customer service
- HIPAA
Quick Apply
Client Experience Associate I
Primeritus Financial Services Inc —Raleigh, NC
- $20 - $21 an hour
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
7d
Client Service Specialist
Ameriprise Financial —Raleigh, NC
- Full-time
- Office
- US work authorization
- Experience equivalent to degree accepted
- Work from home
13d
Client Success Associate (CSA)
Think Tech Advisors —Raleigh, NC
- Full-time
- Mid-level
- Office
- Travel
- Paid time off
Sr Clinical Trial Supplies Associate - Hybrid Based (NY or NJ) - Client Dedicated
サイネオス・ヘルス —Morrisville, NC
- $56,400 - $95,900 a year
- English
- Bachelor's degree
- Team management
- Employee stock purchase plan
- Health insurance
Client Service Representative
VCA Animal Hospitals —Chapel Hill, NC
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Wealth Client Specialist
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
5d
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Client Service Supervisor
BluePearl Vet, LLC —Cary, NC
- $22 - $31 an hour
- Weekends as needed
- Mid-level
- US work authorization
- Paid holidays
- Disability insurance
Client Relationship Associate Director, Connected Devices PM (Clinical Research)
IQVIA —Durham, NC
- $90,200 - $251,200 a year
- Full-time
- Remote
- 7 years
- Microsoft Excel
- Computer literacy
- Work from home
Wealth Client Specialist-Trust
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
5d
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
Client Services Specialist
Baileys Jewelry Management Inc —Raleigh, NC
- Extended hours
- Customer service
- Administrative experience
- Communication skills
Quick Apply
Senior Institutional Client Management Associate
CAPTRUST —Raleigh, NC
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Disability insurance
Retail Client Merchandising Representative
CRO-US —Durham, NC
- $17 an hour
- Part-time
- Customer service
- Merchandising
- Ability to lift 50 pounds
- Paid training
- Mileage reimbursement
Quick Apply
Client Relations Coordinator (CRC)
Baileys Jewelry Management Inc —Raleigh, NC
- Full-time
- Merchandising
- Mid-level
- Cash register
Quick Apply
13d
Sales/Customer Service Representative
Black Forest Industries —Cary, NC
- Email
- Communication skills
- Entry level
- Retail sales
- Paid holidays
- Health insurance
Expert Client Success Manager
Veradigm —Raleigh, NC
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- US work authorization
- Health insurance
- Dental insurance
Principal Client Success Manager
Veradigm —Raleigh, NC
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- US work authorization
- Health insurance
- Dental insurance

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Lead Coordinator & Client Care Liaison

Confidential
Raleigh, NC

Quick Apply

Job Details

Full-time
$15 - $18 an hour

Benefits

Paid time off

Qualifications

Patient scheduling systems
Microsoft Excel
Customer relationship building
Microsoft Outlook
Interpersonal skills
Writing skills
Sales referrals
Client rapport building
Presentations for conferences or internal meetings
In-person customer service
Driver's License
Task assignment
Delegation
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 - $18.00 per hour

Benefits:

Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in chapel hill nc

Lead Coordinator & Client Care Liaison

Client Care Coordinator

Client Experience Associate I

Client Service Specialist

Client Success Associate (CSA)

Sr Clinical Trial Supplies Associate - Hybrid Based (NY or NJ) - Client Dedicated

Client Service Representative

Wealth Client Specialist

Client Success Manager

Client Service Supervisor

Client Relationship Associate Director, Connected Devices PM (Clinical Research)

Wealth Client Specialist-Trust

Client Services Associate/Trader

Client Services Specialist

Senior Institutional Client Management Associate

Retail Client Merchandising Representative

Client Relations Coordinator (CRC)

Sales/Customer Service Representative

Expert Client Success Manager

Principal Client Success Manager

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