Client Associate jobs in Cheyenne, WY

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Client Success Associate (Entry level, Remote)
  • INFUSE
  • Cheyenne, WY FULL_TIME
  •  

    The Client Success is responsible for developing customer relationships that promote retention and loyalty. Works closely with customers to ensure that they are satisfied with the services they receive and to improve upon areas of dissatisfaction.

    Responsibilities and Duties

    • Develop and maintain relationships with a select group of named accounts to ensure campaign success
    • Serve as a trusted advisor for our clients and be an expert in INFUSEmedia offerings
    • Collaborate with internal subject matter experts to deliver campaign leads and ensure clients are happy with the outcome
    • Collaborate with the Sales team from proposal to delivery, including identifying and ensuring delivery options, integrations, and other operational aspects
    • Create and coordinate account documentation including reports, RFPs, and other recommendations
    • Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding

    Qualifications

    • Minimum two years of account management and/or customer success/service experience preferred
    • Organized, detail-oriented, and able to manage 30 clients at once
    • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
    • Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
    • Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
    • Comfortable using and learning software: MS Office (Excel), custom-built software, CRM, ticketing/tracking systems, etc.
    • Outstanding written and verbal communication skills, coupled with strong empathy for customers and their success
     

     

  • 1 Month Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join ...
  • 1 Month Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Trenton, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 1 Month Ago

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Client Success Expert (Remote)
  • INFUSE
  • Cheyenne, WY FULL_TIME
  • The Client Success Expert is responsible for developing customer relationships that promote retention and loyalty. Works closely with customers to ensure that they are satisfied with the services they...
  • 2 Months Ago

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Client Success Agency Team (Remote)
  • INFUSE
  • Cheyenne, WY FULL_TIME
  • We consider every individual who joins our team a critical part of defining who we are — which is why we are looking for a professional with a strong understanding of B2B marketing, demand, and client...
  • 1 Month Ago

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Client Success Entry Level (Remote)
  • INFUSE
  • Cheyenne, WY FULL_TIME
  • The Client Success is responsible for developing customer relationships that promote retention and loyalty. Works closely with customers to ensure that they are satisfied with the services they receiv...
  • 2 Months Ago

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0 Client Associate jobs found in Cheyenne, WY area

Cheyenne (/ʃaɪˈæn/ shy-AN or /ʃaɪˈɛn/) is the capital and most populous city of the U.S. state of Wyoming and the county seat of Laramie County. It is the principal city of the Cheyenne, Wyoming, Metropolitan Statistical Area which encompasses all of Laramie County. The population was 59,466 at the 2010 census. Cheyenne is the northern terminus of the extensive and fast-growing Front Range Urban Corridor that stretches from Cheyenne to Pueblo, Colorado which has a population of 4,333,742 according to the 2010 United States Census. Cheyenne is situated on Crow Creek and Dry Creek. The Cheyenne,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$49,794 to $65,287
Cheyenne, Wyoming area prices
were up 2.3% from a year ago

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023