Top 40 Client services associate Jobs in Durham 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
10d
Client Service Representative
VCA Animal Hospitals —Chapel Hill, NC
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Experience Associate and Executive Assistant
Woodward Financial Advisors —Chapel Hill, NC
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Inventory management
- Mid-level
- Office
- Free parking
- Paid parental leave
Quick Apply
Client Success Associate (CSA)
Think Tech Advisors —Raleigh, NC
- Full-time
- Mid-level
- Office
- Travel
- Paid time off
Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Full-Time Client Service Representative
VCA Animal Hospitals —Raleigh, NC
- From $16 an hour
- Full-time
- Cleaning
- Guest services
- Communication skills
- Wellness program
- Paid parental leave
2d
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 Manager - Assistant Manager - Aventon Cary
Pegasus Residential, LLC —Cary, NC
- Bilingual
- Mid-level
- High school diploma or GED
Quick Apply
Registered Client Service Associate - Raleigh, NC
LPL Employee Services —Raleigh, NC
- $25.85 - $43.08 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Associate Director, Client Services
Kobie Marketing —Raleigh, NC
- Full-time
- Remote
- Marketing
- 8 years
- Analysis skills
Quick Apply
Premier Client Banker
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Trading and Client Services Representative
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Client Service Associate - MoneyGuide
Envestnet —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Disability insurance
Client Services Specialist
Baileys Jewelry Management Inc —Raleigh, NC
- Extended hours
- Customer service
- Administrative experience
- Communication skills
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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 Service Specialist, Business Insurance
Marsh McLennan Agency —Durham, NC
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Tuition reimbursement
Expert Client Success Manager
Veradigm —Raleigh, NC
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- US work authorization
- Health insurance
- Dental insurance
Sales/Customer Service Representative
Black Forest Industries —Cary, NC
- Email
- Communication skills
- Entry level
- Retail sales
- Paid holidays
- Health insurance

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Lead Coordinator & Client Care Liaison

Confidential
Raleigh, NC

Quick Apply

Job Details

Full-time
$15 - $18 an hour
10 days ago

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 durham nc

Lead Coordinator & Client Care Liaison

Client Service Representative

Client Experience Associate and Executive Assistant

Client Success Associate (CSA)

Client Service Associate - NR

Client Success Manager

Full-Time Client Service Representative

Client Services Associate/Trader

Client Services Manager - Assistant Manager - Aventon Cary

Registered Client Service Associate - Raleigh, NC

Associate Director, Client Services

Premier Client Banker

Trading and Client Services Representative

Client Service Associate - MoneyGuide

Client Services Specialist

Registered Wealth Management Client Associate

Retail Client Merchandising Representative

Client Service Specialist, Business Insurance

Expert Client Success Manager

Sales/Customer Service Representative

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

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