Client Operations Associate

3 weeks ago

New York, United States APN Consulting Full time
APN Consulting has an immediate need for a direct client requirement:
Job Title: Client Operations Associate
Location: Remote
Duration: 3-6 Months

Position Summary:
The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client management teams
The Client Operations Associate (Contractor) will work in partnership with the Client Operations Management team, internal stakeholders, and Client Management to ensure the highest utilization and satisfaction of the Client Health products is achieved while working to handle requests specific to strategic initiatives

The position requires an individual who maintains excellent communication, organization, and prioritization skills, along with the ability to mobilize internal resources to maximize the client experience

Responsibilities will include but are not limited to collaborating with the Client Operations Management team to audit existing clients we support to ensure data matches across systems
Review new group launches for existing clients to ensure the setup is accurate and complete
Update client playbooks with all details of the client relationship and setup
Support client reporting requests and fulfill client benefit fair requests
Work with internal teams to issue member refunds
Work collectively with the Client Operations Management team to assist with ongoing ad hoc needs as needed

Role and Responsibilities
  • Develop an established relationship with key client contacts, the Client Management team, and other internal business partners
  • Support the Client Management team with strategic initiatives
  • Ensure expectations are set appropriately related to open tasks to all parties
  • Secure successful execution and resolution of client needs and requests
  • Capability to recognize and manage the nuances of all market segments
  • Other duties as assigned

Skill Requirements / Preferences:
  • Stellar customer service skills
  • Dedication and willingness to manage to fruition, a high volume of client requests, and expectation of proactive outreach to help client managers meet their goals
  • Quality-focused with the ability to meet deadlines and multitask
  • Clear and effective oral and written communication skills
  • Strong critical thinking skills, with excellent analysis and organizational skills
  • Strong ability to perform root cause analysis, critical thinking, and resolve conflict
  • Team-oriented, with the ability to work individually when needed
  • Advanced PC proficiency in MS Word, Excel, PowerPoint, and Salesforce
  • Healthcare industry knowledge is preferred

Education Requirements:
  • Associate/Bachelor's Degree
  • 2+ years within a client management or data analytics support capacity

  • Client Operations Associate

    4 days ago

    New York, United States Jukebox Health Full time

    At Jukebox, our mission is to help older adults age in place for as long as they would like by making their homes safer and more accessible. We do this by partnering with health plans to offer occupational therapist-led home safety assessments and affordable home renovations personalized to each older adult's situation.This is an opportunity to get in on the...

  • Client Operations Associate

    1 month ago

    New York, United States Jukebox Health Full time

    Job DescriptionJob DescriptionAt Jukebox, our mission is to help older adults age in place for as long as they would like by making their homes safer and more accessible. We do this by partnering with health plans to offer occupational therapist-led home safety assessments and affordable home renovations personalized to each older adult's situation.This...

  • Client Operations Associate

    1 day ago

    New York, United States Jukebox Health Full time

    At Jukebox, our mission is to help older adults age in place for as long as they would like by making their homes safer and more accessible. We do this by partnering with health plans to offer occupational therapist-led home safety assessments and affordable home renovations personalized to each older adult's situation. This is an opportunity to get in on...

  • Client Associate

    4 days ago

    New York, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Client Reporting Associate

    1 month ago

    New York, United States The Rockridge Group Full time

    Job DescriptionJob DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is...

  • Client Services/Operations Associate

    1 month ago

    New York, United States Coda Search│Staffing Full time

    Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-10 years experience in a client services/operations function,...

  • Client Associate

    4 weeks ago

    New York, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

  • Client Relationship Associate

    4 weeks ago

    New York, New York, United States Robert Half - US Full time

    Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...

  • Client Associate

    4 weeks ago

    New York, United States UBS Full time

    Your role As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance. We're Looking for a Client Associate To: * Act as a Relationship Manager for Ultra High Net Worth clients with complex estate...

  • Client Services Associate

    4 days ago

    New York, United States MarketAxess Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Sustainable Corporate Clients Associate

    4 days ago

    New York, United States BBVA Full time

    Summary of Responsibilities: A Corporate Banking Associate is a member of a client-facing team within BBVA’s Corporate and Investment Bank. The Associate’s primary responsibility is to support Corporate Clients - US Sustainable Banking Relationship Managers in developing, marketing, and delivering the bank’s wide range of banking products and services...

  • Client Services Associate

    5 days ago

    New York, United States MarketAxess Holdings, Inc. Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • Client Marketing Associate

    4 days ago

    New York, United States MBK Search Full time

    07th May, 2024The Client Marketing Associate will be a critical member of the Client Marketing team within the broader Marketing organization and will work across our client's investment and fund marketing strategies. They will support day-to-day client marketing efforts, partnering across investments and business development teams and in alignment with...

  • Client Operations Analyst

    1 month ago

    New York, United States Proskauer Rose Full time

    The world’s leading organizations and global players choose Proskauer to represent them when they need it the most. With 800+ lawyers in key financial centers around the world, we are known for our pragmatic and business-savvy approach. Proskauer is the place to turn when a matter is complex, innovative and game-changing. We work seamlessly across...

  • Senior Client Associate

    1 day ago

    New York, United States Flagstar Bank Full time

    The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

  • Client Services Associate

    4 days ago

    New York, United States SPS North America Inc Full time

    Job DetailsLevelEntryJob LocationFCNY - New York, NYPosition TypeFull TimeSalary Range$17.00 - $17.50 HourlyJob CategoryCustomer ServiceDescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services...

  • Client Operations Analyst

    4 days ago

    New York, United States Proskauer Full time

    Job DescriptionThe world's leading organizations and global players choose Proskauer to represent them when they need it the most. With 800+ lawyers in key financial centers around the world, we are known for our pragmatic and business-savvy approach. Proskauer is the place to turn when a matter is complex, innovative and game-changing. We work seamlessly...

  • Strategic Client Associate

    4 weeks ago

    New York, United States Fathom, Inc. Full time

    Fathom is on a mission to use AI to understand and structure the world's medical data, starting by making sense of the terabytes of clinician notes contained within the electronic health records of the world's largest health systems. Our deep learning engine automates the translation of patient records into the billing codes used for healthcare provider...

  • Supervisor, Client Operations

    1 week ago

    New York, United States Starcom Full time

    **Company Description** Who is Starcom**: **Job Description** Job Description**: Our Client Operations Department manages client-specific operational tasks across virtually every practice area within the agency, including: Strategy, Investment, HR, Finance, Invoice Reconciliation, and Agency Administration & Compliance. We centralize and standardize...

  • Registered Client Associate

    4 weeks ago

    New York, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...