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Position Summary: The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
$40,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Key personality traits for success include excellent verbal and written communication skills, a strong drive to deliver exceptional customer service, the ability to work effectively in a team, and a curious and inquisitive mindset.
$40,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets.
$65,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.
$55,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.
$55,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)Ability toOperate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Covala Group is a subsidiary of NFP. NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
$40,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Support the team’s marketing strategy by organizing and updating marketing projects, including digital and social media platform communications, virtual and in-person client meetings, and gifting.
InternExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Client Service Associate is in large measure the face of the enterprise and ongoing client satisfaction is highly dependent on the interaction of this person.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
$24 - $35 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Performs tasks in a manner that displays a commitment to excellence, best practices, compassionate and superior customer service with every client and co-worker. The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Covala Group is an administrator of disability insurance benefits for corporate clients with offices on Wall Street in Manhattan. The base salary range for this position in NYC is $40,000-70,000.
$40,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Service client accounts/portfolios, both in person, over the phone, and behind the scenes. exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s lead advisors.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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While enjoying the flexibility of working from home , you’ll be an integral part of a culture that values occasional in-person collaboration, fostering meaningful connections with your peers.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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In addition to the base salary, this position may be eligible for performance-based incentives. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.
$40,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago
in person jobs Title: associate client service in East-hartford, Connecticut
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