Client Services Representative

• Provide administrative support to the client services and compliance teams
• Assist with maintaining and updating client records, compliance documentation, and internal files
• Track deadlines, renewals, and required documentation related to client accounts
• Coordinate with internal departments to gather information and ensure client files are complete and compliant
• Maintain organized databases, spreadsheets, and document tracking systems
• Assist with preparing documentation for internal reviews and audits
• Respond to client inquiries and support requests in a professional and timely manner
• Support scheduling, document preparation, and other administrative tasks as needed

• 2+ years of experience in client services, administrative support, customer service, or operations coordination
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Strong communication and interpersonal skills

Experience within insurance, financial services, healthcare, or another regulated industry is a plus

• medical
• vision
• dental
• life and disability insurance
• company 401(k) plan