• Client Relationship Associate

    Job Location US-TX-Dallas
    Regular Full-Time
  • Overview

    The Client Relationship Associate will be responsible for creating, completing and delivering a variety of tasks, transactions and executables in support of the account management team and our clients, as assigned by the Director, Client Services. The candidate will have 1-3 years’ experience supporting client accounts (B2B) and/or client-facing teams within a service-oriented industry. Success in this role will require the person to be well organized and possess excellent time management and customer service skills. Client satisfaction and client retention will define the success of the person in this role.


    • Work cross functionally within the matrix organization to complete assigned transactions, tasks and special projects
    • Provides information and support to assist clients and co-workers either in person and/or via the phone
    • Other duties as assigned by Client Services leadership team


    • Bachelor’s degree preferred
    • Experience in SAAS, corporate wellness healthcare management, and/or human resources/benefits administration role is preferred
    • Willing to actively engage in and contribute to the corporate culture and uphold the company values
    • Experience supporting and serving clients (B2B) and/or client-facing teams in a service oriented industry required
    • Professional demeanor and excellent communication skills (written and verbal)
    • Expert computer skills (MS Word, Excel, and PowerPoint)
    • Action oriented:  Works smart and independently, is high-energy, highly responsive, seeks out & tackles challenges and is results-focused     
    • Multi-Tasking:  Willing and able to handle multiple transactions, projects and tasks.  Knows if, when and how to leverage available tools, support and resources to complete tasks on time and within scope, comfortable with frequent changes and change management. Proactive, persistent, agile, and flexible with a can-do attitude
    • Communication: Demonstrable verbal & written communication skills, able to create formal and informal client/broker documents
    • Customer Service Focus:  solutions oriented, responsive, gives proper attention to detail, acts with a sense of urgency and seeks to develop a personal connections with others. Excellent follow up and follow through skills
    • Time Management:  exceptional organizational and time/deadline management, effectively manages expectations regarding deliverables, plans the work and works the plan, delivers results that are on time and within scope
    • Self-Development:  Committed to continuous improvement, open to learning, motivated to seek out information and knowledge, improving business acumen and industry knowledge, wants to grow career
    • Tools and Skills: Proven ability to create and/or edit professional client-facing documents, presentations and/or reports using Microsoft Word, Excel and PowerPoint. Experience with tools such as CRM and SharePoint is preferred
    • Integrity & Trust:  Truthful & reliable, leads by example, delivers on promises, effectively manages expectations


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