WEX

Client Service Associate, Level 1

WEX

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $20 - $26 per hour

About the role

  • 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.

Requirements

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client relationship managementproblem-solvinganalytical skillsprocess improvementproject management
Soft Skills
communication skillsproactiveaccountabilityteam coordinationattention to detail