Client Services Representative
Baker Tilly Vantagen, LLC —Appleton, WI
- $15.97 - $41.00 an hour
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
Quick Apply
17h
Client Services Representative (Temporary)
Baker Tilly Vantagen, LLC —Appleton, WI
- $15.97 - $41.00 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Associate's degree
Quick Apply
17h
Client Service Associate
Knuth Financial Life Planning —Appleton, WI
- $22.83 - $28.00 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- 401(k)
Quick Apply
Client Service Administrator - Gateway Associates
Thrivent —Appleton, WI
- $60,000 - $70,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Retirement plan
Quick Apply
4d

Discover related jobs

Based on your search for client services associate jobs.

Registered Client Service Associate
The MOHR Enterprises LLC —Kohler, WI
This role is ideal for someone with wealth management, brokerage, RIA, or investment advisory support experience who is already licensed or has strong…
$70,000 - $85,000 a year
Quick Apply
Financial Advisor
Edward Jones —Waupun, WI
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour
Client Experience Associate
PNC Financial Services Group —Columbus, OH
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.
$33,750 - $56,250 a year

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in neenah, wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near neenah, wi

Customer Service Representative jobs in Appleton, WI

Client Services Associate jobs in San Francisco, CA

Associate Degree jobs in Denver, CO

Client Services Associate jobs in Saint Petersburg, FL

Client Services Associate jobs in Des Moines, IA

Patient Access Associate jobs in Baltimore, MD

Clinical Research Associate jobs in Austin, TX

Client Services Associate jobs in Beverly Hills, CA

Food Service Worker jobs in Prince George's County, MD

Customer Service Representative jobs in Warren, MI

Customer Service Representative jobs in Columbus, OH

Remote Customer Service jobs in Broward County, FL

Customer Service Representative jobs in Upper Marlboro, MD

Customer Service Representative Remote jobs in Danbury, CT

Customer Service Representative jobs in Rochester, NY

Member Services Representative jobs in Los Angeles, CA

Customer Service Representative jobs in Schaumburg, IL

Cx Customer Experience jobs in Remote

Patient Access Representative jobs in Miami, FL

Customer Service Representative jobs in New Haven, CT

Client Services Representative

Baker Tilly Vantagen, LLC -
Appleton, WI

Quick Apply

Job Details

Full-time
$15.97 - $41.00 an hour
17 hours ago

Qualifications

Customer communication
Employee relationship building
De-escalation techniques
Conflict de-escalation
High school diploma or GED
Ethernet
Desktop applications
Data interpretation
Clinical confidentiality policies
Quality data entry
Customer data entry

Full Job Description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

We are looking to hire a temporary Client Services Representative to support our Benefits Administration team. This position will begin in September and run through March 2027.

(Employees must be within 50 miles of one of the offices listed on this job posting.)

Responsibilities:

Support large volumes of inbound and outbound contacts promptly.
Identify customer needs, clarify information, research issues and provide next steps and solutions.
Keep detailed records of contacts in the agent ticketing system.
Maintain ownership of contact experience and resolution for assigned casework.
Follow compliance guidelines and reference job aides when addressing varying topics.
Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.
Maintain awareness of client updates, policy or procedure changes
Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.
Project a professional attitude and positive image.
Build sustainable relationships with internal service partners.
Complete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.
Demonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.
Adhere to attendance and punctuality standards.
Adapt to change and meet the changing demands of the work environment.
Assist other department personnel as needed due to fluctuating workloads.
Compliance with HIPAA regulations and all Baker Tilly Vantagen guidelines.

Qualifications:

High School diploma required, associate's degree preferred.
2 years of customer service experience with high level of customer engagement in lieu of associate's degree.
A basic understanding of health insurance terminology is preferred.
Ability to effectively work in a remote contact center environment.
Strong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.
A hard-wired ethernet connection is required – high- speed WIFI with consistent minimum download speeds of 100 mbps and upload speeds of 10 mbps. Live demonstration of this may be required.
Ability to work in high pressure environment and deal effectively with all customers including strong de-escalation skills.
Commitment to high quality service.
Excellent oral & written communication skills.
Ability to locate and interpret complex information from a variety of data sources.
Ability to work in a fast-paced production and quality environment to meet required standards
Ability to work a flexible 8.5-hour shift based on business needs. Scheduled work hours may vary from day to day, and employees will be notified of schedule changes in advance.
Shift start times may be as early as 8:00 a.m. Eastern Time (ET), and some shifts may begin later in the day and end as late as 8:00 p.m. ET. Candidates must be able to accommodate varying schedules within these operating hours.
Ability to follow scripts, procedures, client-specific guidelines, and compliance requirements.
Understanding of confidentiality expectations, including handling sensitive personal and health-related information.

The pay rate range for this job position is $15.97 to $41.00. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Quick Apply

Refine Your Search

client services associate jobs in neenah, wi

Client Services Representative

Client Services Representative (Temporary)

Client Service Associate

Client Service Administrator - Gateway Associates

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in neenah, wi

Explore jobs in more locations

Overview

Job Description:

Job Seeker Tools

Employer Tools

Browse

Stay Connected