[Remote] Client Service Associate (level 1)

Note: The job is a remote job and is open to candidates in USA. WEX is a company focused on employee benefits and benefit administration, and they are seeking a Client Service Associate to oversee client accounts. The role involves assisting the Sr./Strategic/Principal Client Service Manager in managing client relationships, ensuring quality service delivery, and streamlining processes for efficiency.

Responsibilities

• Assist and partner with the Sr./Strategic/Principal Client Service Manager to support client accounts
• Work with Sr./Strategic/Principal Client Service Manager in almost every facet as it pertains to the implementation, transition, and ongoing services
• Work on problems of limited scope, following standard practices and procedures to analyze situations or data and identify readily obtainable solutions
• Work is periodically reviewed against defined procedures or established precedents; typically receive general guidance on routine tasks and new assignments
• Proactively communicate status and progress of account work and issues to internal and external stakeholders
• Ensure all tasks are documented according to the internal guidelines and updated proactively in the internal system tracking tools to meet deliverable dates
• If deliverables are at risk, escalate to client delivery manager or leadership appropriately
• Review all client materials used for annual enrollment and ongoing administration to ensure that they are current and meet quality standards
• Keep clients (when appropriate), other team members and supervisor informed of progress, issues and risks for client work and task management
• Work with Sr./Strategic/Principal Client Service Manager and other management team members to identify training issues and suggest process improvements to streamline customer service efficiency
• Interface via email, virtual meetings and phone exchanges with clients in a professional and accurate manner
• Complete projects successfully with strict deadlines while under pressure
• Oversee and respond to client email distribution inboxes, questions and issues with internal team members
• Provide detailed internal and external communication to successfully document instruction and process

Skills

• Minimum 1-3 years experience in the employee benefits/benefit admin industry
• Bachelor's degree or related field experience
• Proven experience supporting client relationships and delivering exceptional service
• Excellent verbal and written communication skills across technical and business audiences
• Demonstrated ability to deeply understand client business needs and translate them into strategic service plans
• Strong problem-solving and analytical skills, with a focus on root cause resolution and process improvement
• Experience coordinating cross-functional teams to drive results and maintain seamless client delivery
• Highly accountable and proactive—you take initiative, follow through, and ensure nothing gets dropped

Benefits

• Health, dental and vision insurances
• Retirement savings plan
• Paid time off
• Health savings account
• Flexible spending accounts
• Life insurance
• Disability insurance
• Tuition reimbursement

Company Overview