Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Customer Service Analyst providing direct assistance to clients in the health tech sector. Involved in training, presentations, and ensuring customer satisfaction.
Responsibilities
- Direct support for BU Pharma clients.
- Maintenance and configuration of requests for the Trade product.
- Conducting trainings, presentations, analytical reports and spreadsheets.
- Handling clients' requests and activities.
- Use of systems contracted by clients.
- Proactive interaction with internal teams, colleagues and clients to ensure customer success and satisfaction.
Requirements
- Degree in Administration, Accounting, Engineering, Marketing, Data Science or related fields, either completed or in progress; candidates from related areas are preferred.
- Experience or familiarity with customer relationship management.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Ability to deliver effective presentations and communicate clearly.
Benefits
- Health and dental insurance
- Pharmacy benefit: the company subsidizes part of your medications
- Life insurance
- Flu vaccination
- Integrated health-management program for employees and their dependents
- TotalPass: access to gyms and wellness services
- Childcare assistance
- Extended maternity and paternity leave
- Home office allowance (for remote positions)
- Transportation allowance (for on-site positions)
- Meal/food voucher
- Annual profit-sharing program (for eligible roles)
- Birthday day off
- Ongoing professional development activities
- Partnerships with educational institutions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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