Top 22 client services associate Jobs in grand rapids mi

Client Retention Specialist (Remote)
Beyond Finance —Grand Rapids, MI
- $19 - $20 an hour
- Call employer
- Remote
- High school diploma or GED
- Associate's degree
- Communication skills
- Paid parental leave
- Paid holidays
Quick Apply
Client Service Associate
Cerity Partners —Grand Rapids, MI
- $25 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Relief Client Service Representative
BluePearl Vet, LLC —Grand Rapids, MI
- Part-time
- US work authorization
- Entry level
- Pet insurance
Full Time Client Service Associate
Independent Bank —Hudsonville, MI
- Full-time
- Office
- High school diploma or GED
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
4d
Client Service Coordinator
BluePearl Vet, LLC —Grand Rapids, MI
- Full-time
- Mid-level
- US work authorization
- 2 years
- Pet insurance
3d
Wealth Management Client Associate- West Central Michigan Market
Bank of America —Grand Rapids, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Full Time Client Service Associate
Independent Bank Corporation —Hudsonville, MI
- From $18 a year
- Full-time
- High school diploma or GED
- Mentoring
- In-person
- Paid time off
- Opportunities for advancement
Quick Apply
3d
Inside Sales - Customer Experience Specialist
Intertek —Kentwood, MI
- $20 - $26 an hour
- 8 hour shift
- Marketing
- Pass drug screening
- Research
- Health insurance
- Dental insurance
Quick Apply
Tax Manager, Private Client Services
BDO —Grand Rapids, MI
- $90,000 - $150,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Employee stock ownership plan
- Opportunities for advancement
Associate Account Manager/Client Specialist
Highstreet Insurance and Financial Services —Jenison, MI
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
Raymond James Financial, Inc. —Belmont, MI
- Full-time
- Research
- Office
- 3 years
- Paid holidays
- Health insurance
12h
Client Experience Associate-Financial Services
WEST MICHIGAN ADVISORS, LLC. —Holland, MI
- Part-time
- Office
- Administrative experience
- In-person
- Health insurance
- Dental insurance
Quick Apply
9d
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Grand Rapids, MI
- $142,900 - $301,300 a year
- Full-time
- DevOps
- Bachelor's degree
- Mentoring
Quick Apply
10d

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Entry Level Sales Representative
Eight Eleven Group —Grand Rapids, MI
Once you complete training, 80% of your time will be spent in front of customer decision makers to build partnerships, pipeline opportunities, and secure win-…
$46,000 - $51,000 a year
Quick Apply
Financial Professional - Entry Level
New York Life —Grand Rapids, MI
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$55,000 - $120,000 a year
Quick Apply
4d

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In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
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Client Service Excellence Representative - RS
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This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). Partner with our clients via inbound phone calls to assist…
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Client Retention Specialist (Remote)

Beyond Finance -
Grand Rapids, MI

Quick Apply

Job Details

$19 - $20 an hour

Benefits

Paid parental leave
Paid holidays
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Phone communication
De-escalation techniques
Conflict de-escalation
High school diploma or GED
Client database systems
Emotional safety support
CRM system proficiency
Client interaction via phone calls

Full Job Description

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.

While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

About The Role

Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision.

Key Responsibilities:

Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

What We Look For

Required - Experience in Retention, Sales, or Collections
High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
Ability to work in a fast-paced environment and handle high call volumes
Resilient and able to remain calm under pressure
Demonstrated ability to negotiate and deescalate client issues effectively
Tech saavy and proficiency with a Client Relationship Management system (CRM)
Strong customer focus and adaptability to different personality types
Strong verbal and written communication skills along with active listening
Supports team/department collaboration & inclusion
Troubleshooting and problem solving skills
Ability to multi-task, set priorities and manage time effectively
Willingness to adapt to a changing environment and learn about new financial solutions.

#LI-ST1

Why Join Us?

While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

Considerable employer contributions for health, dental, and vision programs
Generous PTO, paid holidays, and paid parental leave
401(k) matching program
Merit advancement opportunities
Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

Quick Apply

Refine Your Search

client services associate jobs in grand rapids mi

Client Retention Specialist (Remote)

Client Service Associate

Relief Client Service Representative

Full Time Client Service Associate

Client Service Coordinator

Wealth Management Client Associate- West Central Michigan Market

Full Time Client Service Associate

Inside Sales - Customer Experience Specialist

Tax Manager, Private Client Services

Associate Account Manager/Client Specialist

Client Service Associate

Client Experience Associate-Financial Services

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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