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
Wex is a financial technology service provider for fleet, travel and healthcare industries. It was founded in 1983, and is headquartered in Portland, Maine, USA, with a workforce of 5001-10000 employees. Its website is http://www.wexinc.com.