Client Associate jobs in Missouri

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Client Service Representative - Sales Support
  • Reinsurance Associate Inc.
  • Fenton, MO FULL_TIME
  • Company Description: Come join our team and be a part of an industry leader, two-time St. Louis Top Workplace winner. We believe in providing support to our community and offer paid opportunities to volunteer for community service events which honored us as the 2023 Auto Success Champions of Charity. Wise F&I delivers industry-leading administration services for automotive F&I-related, voluntary protection products such as VSC, Appearance, Tire & Wheel, Key Replacement, GAP and Theft-deterrent protection. We process and adjust claims for these contracts within programs that are underwritten by only Excellent (A- or better) rated Insurance Carriers. As a rapidly growing automotive F&I product provider with over 30 years of continuous operation in the Automotive F&I space, our operating partners include seasoned Insurance Agents, national Lenders and their client Automotive Dealers.

    Job Description: Are you ready for an exciting opportunity within Wise F&I's Client Services team, supporting the Client Relations, Sales team and our partners? In this role you will be responsible for administrative functions such as establishing new partners in the appropriate systems, ensuring complete and accurate information along with processing inbound client supply requests for sales and marketing items, and other support functions for the Client Services team. This is a great role to join the team and learn about our key business requirements, processes and partners to launch your career with Wise F&I. The ideal candidate will bring strong customer service experience, a willingness to learn and grow with a positive attitude, supply / inventory experience and/or automotive experience. The successful candidate will enjoy splitting their daily work between processing new partner set-ups in the systems ensuring accurate and complete information, along with processing outbound supply fulfillment orders, and other support functions as needed for the Client Services team.

    Job Responsibilities / Tasks include:

    • Accurately establish all dealer and agent system setup and configuration
    • Send internal & external notifications for new set-ups and account changes
    • Properly document all interaction in the applicable systems
    • Timely and accurate process Supply / Order Fulfillment to Client Agents/Dealers utilizing online tools and shipping resources
    • Basic Form/Brochure Inventory Supply Management, including keeping accurate up to date inventory and shipping logs
    • Working with supply vendors to order and maintain ample supply stock
    • General Administrative Duties including supporting mail processing and handling, claims and business letter processing, other general administrative and support tasks as needed

    Required Skills and Experience:

    • 1 year Customer Service / Administrative Experience
    • Minimum 2 years of college with Associates Degree
    • Microsoft Office familiarity including Word and Outlook
    • Supply or Inventory management experience / Shipping/Mail applications and systems
    • Self-motivated & goal oriented
    • Team-based focus
    • Outstanding verbal and written communication skills
    • Must be able to lift up to 30lbs.

    The following are a plus but not required:

    • Bachelor's Degree (4 yrs of college)
    • Customer Relationship Management Experience
    • Bilingual skills - Fluent in Spanish

    Benefits:

    • Competitive Hourly Wage (40 hrs/week)
    • Annual Performance Evaluation w/ Compensation Review
    • Opportunity for Advancement
    • Bright, Modern Workspaces
    • 9 Paid Holidays (per year)
    • Paid Vacation Days (after 2 months)
    • 401K Retirement Plan (100% company match up to 4% of income with immediate vesting)
    • Insurance - paid benefits include Health, AD&D, Life and L/T Disability
    • Voluntary benefits include Dental, Vision, Supplemental Life and S/T Disability

    Convenient suburban location near intersection of I-270 and I-44 in southwest St. Louis County. We are an Equal Opportunity Employer.

  • 11 Days Ago

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Client Service Representative – Cancellations Specialist
  • Reinsurance Associate Inc.
  • Fenton, MO FULL_TIME
  • Company Description: Come join our team and be a part of an industry leader, two-time St. Louis Top Workplace winner. We believe in providing support to our community and offer paid opportunities to v...
  • 11 Days Ago

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Certified Phlebotomist
  • HealthEcareers - Client
  • Osage, MO FULL_TIME
  • Lake Regional Health System is looking for a dedicated, professional Certified Phlebotomist to join our Laboratory team. With our state-of-the-art hospital and network of clinics, therapy sites, and p...
  • 3 Days Ago

E
Client Service Associate
  • Edelman Financial Engines
  • Saint Louis, MO FULL_TIME
  • Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent indi...
  • 18 Days Ago

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Client Service Associate
  • Edelman Financial Engines
  • Kansas, MO FULL_TIME
  • At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled wi...
  • 19 Days Ago

S
Client Service Associate
  • St. Louis Trust & Family Office
  • ST. LOUIS, MO FULL_TIME
  • DescriptionST. LOUIS TRUST & FAMILY OFFICE works with approximately 60 client families across the country, advising on more than $15 billion of total wealth. We are a multi-family office and trust com...
  • 19 Days Ago

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Strategic Client Associate
  • FATHOM
  • New York, NY
  • Fathom is on a mission to use AI to understand and structure the world's medical data, starting by making sense of the t...
  • 4/26/2024 12:00:00 AM

B
Senior Client Associate
  • Brown Brothers Harriman & Co.
  • New York, NY
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you thi...
  • 4/26/2024 12:00:00 AM

A
Senior Client Associate
  • Ascendo Resources
  • Miami, FL
  • We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
  • 4/25/2024 12:00:00 AM

R
Client Associate
  • Russell Tobin
  • Memphis, TN
  • Client Associate Location: Memphis, TN Salary: $60,000 - $90,000 A leading financial institution is looking to hire a Cl...
  • 4/24/2024 12:00:00 AM

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Client Associate (Benefits)
  • Hire Standard Staffing
  • Brooklyn, NY
  • Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families saf...
  • 4/24/2024 12:00:00 AM

C
Client Associate
  • Confidential
  • Weston, MA
  • Our client is a wealth management firm dedicated to providing comprehensive financial planning and investment management...
  • 4/23/2024 12:00:00 AM

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Registered Client Associate
  • Wells Fargo & Co.
  • Baltimore, MD
  • By using a Site or interacting with a Wells Fargo advertisement or page or account on a third party site, you consent to...
  • 4/23/2024 12:00:00 AM

H
Registered Client Associate
  • Harrison Gray Search & Consulting
  • Alexandria, VA
  • Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its...
  • 4/22/2024 12:00:00 AM

Missouri is landlocked and borders eight different states as does its neighbor, Tennessee. No state in the U.S. touches more than eight. Missouri is bounded by Iowa on the north; by Illinois, Kentucky, and Tennessee across the Mississippi River on the east; on the south by Arkansas; and by Oklahoma, Kansas, and Nebraska (the last across the Missouri River) on the west. Whereas the northern and southern boundaries are straight lines, the Missouri Bootheel protrudes southerly into Arkansas. The two largest rivers are the Mississippi (which defines the eastern boundary of the state) and the Misso...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,536 to $66,261

Client Associate
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
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 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
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
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 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
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
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
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
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