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Client associate [h1.location_city]

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Client associate • concord ca

[last_updated.last_updated_variable_hours]
  • [promoted]
Client Experience Associate

Client Experience Associate

AtticusConcord, CA, US
[job_card.full_time]
At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives.Atticus makes it eas...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

MarinerWalnut Creek, CA, United States
[job_card.full_time]
Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary...[show_more][last_updated.last_updated_variable_days]
Client Liaison

Client Liaison

InsperityWalnut Creek, CA, United States
[job_card.full_time]
HR solutions available in the marketplace with an optimal blend of premium HR service and technology.With more than 90 locations throughout the U. Insperity is currently making a difference for thou...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Rockefeller FinancialWalnut Creek, CA, United States
[job_card.full_time]
About Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office...[show_more][last_updated.last_updated_variable_days]
Client Experience Associate

Client Experience Associate

PNC Bank NAWalnut Creek , CA
[job_card.full_time]
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions.Educates cus...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

RecruiticsLafayette, CA, United States
[job_card.full_time]
Reports to : Director, Client Management.As a Client Manager, you will own the client relationship while driving the execution, optimization, and strategic development of recruitment marketing campa...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Manager

Client Manager

Marsh McLennanWalnut Creek, CA, US
[job_card.full_time]
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...[show_more][last_updated.last_updated_30]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

Royal Bank of CanadaWalnut Creek, CA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_30]
Associate, Client Services

Associate, Client Services

Century GroupWalnut Creek, CA, United States
[job_card.temporary]
Century Group is an award-winning recruiting and staffing firm that provides top-tier talent to start up, mid-market and Global 1000 enterprises. Our team of driving individuals consists of former a...[show_more][last_updated.last_updated_30]
  • [promoted]
Wealth Management Client Associate

Wealth Management Client Associate

Bank of AmericaWalnut Creek, CA, US
[job_card.full_time]
Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...[show_more][last_updated.last_updated_30]
  • [promoted]
  • [new]
Client Service Associate

Client Service Associate

Morgan StanleyWalnut Creek, CA, US
[job_card.full_time]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Sr. Client Service Associate / Sr. Client Service Manager

Sr. Client Service Associate / Sr. Client Service Manager

Wealth Enhancement GroupWalnut Creek, CA, United States
[job_card.full_time]
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plannin...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBC Capital Markets, LLCWalnut Creek, CA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_30]
  • [promoted]
Part Time Client Associate - Broadway Plaza

Part Time Client Associate - Broadway Plaza

Callaway GolfWalnut Creek, CA, US
[job_card.part_time]
Callaway Golf is the leading manufacturer of premium golf clubs, balls, performance gear and accessories worldwide.Through an unwavering commitment to innovation, we push the limits of performance ...[show_more][last_updated.last_updated_variable_days]
Work From Home Client Services Associate

Work From Home Client Services Associate

Global Elite TexasConcord, California, USA
[filters.remote]
[job_card.full_time]
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal 2020 we transitione...[show_more][last_updated.last_updated_variable_days]
Client Manger

Client Manger

Marsh LLCWalnut Creek, CA, United States
[job_card.full_time]
We are seeking a talented individual to join our Client Management team at Marsh McLennan.This role will be based in California. This is a hybrid role that has a requirement of working at least thre...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTWalnut Creek, CA, US
[job_card.full_time]
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

Marsh & McLennan CompaniesWalnut Creek, CA, United States
[job_card.full_time]
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...[show_more][last_updated.last_updated_30]
  • [new]
Client Success Associate

Client Success Associate

VirtualVocationsConcord, California, United States
[job_card.full_time]
A company is looking for a Client Success Associate for the Midwest Coast.Key Responsibilities Lead implementations for new institutional clients and tailor configurations to complex diligence us...[show_more][last_updated.last_updated_variable_hours]
Client Experience Associate

Client Experience Associate

AtticusConcord, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About Atticus

At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives. But today, most never get it.

Atticus makes it easy for any sick or injured person in crisis to get the life-changing aid they deserve. In the last 6 years we've become the leading platform connecting people with disabilities to government benefits. We also help victims of accidents, misconduct, and violence get compensation from insurance. So far, we've gotten thousands of people access to over $4B in life-changing aid, and we're just getting started.

We've helped more than 110,000 people in need (see our 13,000+ five-star reviews) and raised more than $100 million from top VC firms like Fika, Forerunner, GV (Google Ventures), and True Ventures. We're small but moving fast our team grew from 89 to over 151 last year, and we expect to grow again in 2025.

The Job

Each day, hundreds of people seek our help getting disability benefits or insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice.

As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand their situation, figure out whether we can help them, and advise them on the next steps. You'll become an expert on a complex and interesting field, learn to rapidly navigate our internal tech platforms and tools (Salesforce, Front, etc.), and help hundreds of ordinary people (each with a unique story) every week. You'll be measured by and compensated for the impact you have on our clients.

This job is different from traditional customer service or sales : Our service is totally free, and clients are desperate for our help so you'll rarely talk to an angry customer. The conversations are deeply rewarding, and clients are profoundly grateful. You will have to navigate conversations on deeply personal and sad topics, gently but quickly offer guidance, and handle many different interactions over the course of a day.

Please note : You don't need any prior legal knowledge or experience to excel in this job.

Qualifications

Required :

  • You have a Bachelor's degree from a top four-year university with strong academic performance.
  • You care about people and can interact with folks from all walks of life; you're able to simultaneously be supportive to a person in crisis and quickly drive a conversation.
  • You're a quick learner and a competent writer, able to master complex new topics and platforms when given instruction and support.
  • You have a strong work ethic and are capable of juggling multiple competing priorities.

Bonus / Nice-to-Have :

  • You've previously worked at a high volume, high-performing service / sales / support team from a company known for great customer service.
  • You have completed a socially-focused, hands-on internship or have significant volunteer experience.
  • We are strongly committed to building a diverse team. If you're from a background that's underrepresented in tech, we'd love to meet you.

    Salary and Benefits

    This is a rare opportunity to join a startup that has strong traction (substantial funding, well-respected backers, tremendous growth, and many happy customers) but is still small enough that you can have a huge impact and play a role in shaping our culture.

    We're a certified B Corporation tackling a critical social problem. Our mission to help people in need drives everything we do, and your work here will touch many lives.

    We offer competitive pay including equity and generous benefits :

  • Medical and dental insurance with 100% of employee premiums covered
  • 15 vacation days & ~19 paid holidays each year (including two weeks at end-of-year)
  • Free membership to OneMedical
  • $600 / year reimbursable stipend for internet service
  • $1,000 reimbursable stipend for education and training outside of work
  • Up to $1,200 / year student loan repayment assistance
  • 401(k) and optional HSA / FSA
  • Humble, thoughtful, smart, fun colleagues
  • Location

    This job is fully remote and we're committed to empowering everyone with flexibility. Live wherever, work remotely, and travel to LA (on the company dime) as needed to be with your colleagues somewhere between quarterly and yearly. We care a lot about building a great culture and we think some interactions need to happen in person, so we put a lot of thought into retreats, offsites, and other ways to gather.