Client Support Associate Job at Employment Hero (Vancouver)

Client Support Associate

To provide centralised support for a variety of tasks, incorporating valuations,...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Ideally some experience within financial service but not essential
Excellent Administrator with great attention to detail and a good level of Excel
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Job Responsibility

Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate
Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLA’s
Contact and liaise with relevant product providers/third parties to obtain accurate policy information
Support with existing client review processes including liaison with advisers for meeting bookings, data cleansing with updates to Curo as required
Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards
Undertake whole of market research for both standard and enhanced annuity comparisons
Preparation and collation of policy information forms in line with requirements of the Advice Delivery team
Bespoke valuation requirements for high net worth clients, not limited to Family Office Proposition, but in line with these requirements
Preparation and issuing of Letters of Authority for both new and existing clients, ensuring these are processed in line with team SLA’s and where required liaison with clients, colleagues or third parties
Complete project related activities or general tasks as instructed by your line manager or senior colleagues and follow through to completion dealing with any queries that arise from these activities

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Client Support Associate

As a Client Support Associate, your mission is to serve as the voice of Pomelo C...

Location

United States

Salary:

70000.00 - 90000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

3+ years of experience providing customer or client support, ideally within a high-growth startup, healthcare, or technology environment
Proficiency with Zendesk (or a similar help desk platform) for ticket management, macro creation, and reporting
A proven track record of maintaining high customer satisfaction (CSAT/NPS) scores and managing a fast-paced queue
Exceptional written and verbal communication skills with a meticulous attention to detail
An independent and critical thinker who is comfortable operating in an environment where processes are constantly being optimized and defined
Proficiency in leveraging data (e.g., ticket volume, resolution time) to drive process improvements

Job Responsibility

Deliver high-quality support: Provide empathetic, timely, and resolutions-focused client support to our clients across all communication channels (email, chat, phone)
Timely situation resolution: Troubleshoot complex client issues through both independent and cross-functional problem-solving to deliver high-quality responses within a timely manner
Template and documentation development: Create, refine, and maintain a library of support templates, internal knowledge base articles, and client-facing FAQs to improve response time and streamline knowledge dissemination
Scaling support operations: Proactively identify, standardize, and automate support processes to drive efficiency and deliver great client outcomes at scale
Leverage technology to drive efficiency: Use platforms, like Zendesk, to manage the ticket lifecycle from intake to resolution, ensuring accurate logging and reporting of all client interactions
Collaboration: Work closely with Operations and Clinical teams to communicate client feedback, reproduce bugs, and advocate for user needs

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Client Support Associate

Employment Hero is on a mission to make employment easier and more valuable for ...

Location

Canada , Vancouver

Salary:

Not provided

Employment Hero

Expiration Date

Until further notice

Requirements

Knowledge of Canadian payroll
1+ years of client support or client management experience
Exceptional organizational skills to juggle multiple tickets simultaneously
Analytical mindset with the ability to generate reports, track key metrics, and analyze pipeline performance
Excellent interpersonal and communication skills to build trust with clients and internal teams
A proactive, solution-oriented mindset with a passion for delivering an outstanding client experience
Tech savvy and possesses the ability to learn new platforms and software rapidly
Experience working in a start-up or fast paced environment

Job Responsibility

Provide timely, accurate, and professional support to clients via email and video calls
Troubleshoot and resolve client inquiries related to HR and payroll products, ensuring clear explanations and solutions for any technical or functional challenges
Offer support and guidance on navigating Employment Hero platform, ensuring clients understand how to use the system to meet their HR and payroll needs
Provide assistance with payroll-related queries, including calculations, tax deductions, and compliance issues, in alignment with Canadian payroll regulations
Work closely with the Implementation, Client Success, Risk and Compliance, Benefits teams, Finance, and Operations to ensure accurate and effective solutions for clients
Maintain detailed and accurate records of client interactions and resolutions to ensure all issues are tracked and resolved effectively
Act as a liaison between clients and internal teams, collecting feedback on system improvements and potential feature requests
Contribute to the development and enhancement of internal processes, guides and manuals to improve support efficiency and client satisfaction
Assist existing clients with KYC/ KYB when creating new accounts
Generate and present monthly reports on implementation progress, client feedback, and potential risks to internal stakeholders

What we offer

Work remotely, with the flexibility to own your time and impact
Access cutting-edge tools to amplify your work, knowledge and outputs
Surround yourself with ambitious, outcome-driven colleagues who challenge you to do the best work of your life
Own ESOP (employee share options) in one of the world’s fastest-growing tech companies
Very generous parental leave policy
Subsidised egg freezing
A WFH office expense budget
Outstanding learning & development opportunities

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Francisco

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support an experienced Wealth Advisor team managing nearly $2B AUM
Drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

15% 401(k) contribution on TOTAL compensation
Bonus
Benefits
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

Associate Director, Client Tax Support

This is a foundational role and the first dedicated hire focused on client tax s...

Location

United States , New York

Salary:

130000.00 - 170000.00 USD / Year

Clear Street

Expiration Date

Until further notice

Requirements

Exceptional client service instincts
Experience supporting retail clients within a broader broker-dealer environment
Deep understanding of how clients engage with tax concepts, documentation, and reporting
Ability to design clear, intuitive, and scalable support approaches
Tax technical knowledge
Experience in client-facing tax support operations
Experience with tax form review and documentation support
Experience with tax reporting and withholding client inquiries

Job Responsibility

Define and deliver a best-in-class, client-centric tax support experience
Lead day-to-day tax support activities
Serve as a key player in defining the long-term vision for client tax support delivery
Own day-to-day client tax support operations for institutional and retail client populations
Provide timely and accurate responses to client tax questions
Act as escalation point for complex tax form review and tax documentation questions
Drive continuous improvement in client satisfaction, response quality, and turnaround times
Define and help execute the vision for a modern, digital-first client tax support experience
Support the development of scalable client-facing tax support solutions
Identify opportunities to standardize, automate, and simplify tax support processes

What we offer

Competitive compensation packages
Company equity
401k matching
Gender neutral parental leave
Full medical, dental and vision insurance
Lunch stipends
Fully stocked kitchens
Happy hours

Fulltime

Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)

Senior Associate, Product Management - Client & Associate Platforms (Mobile & We...

Location

United States , Richmond, Virginia; Charlotte, North Carolina

Salary:

101100.00 - 115400.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's degree or military experience
At least 1 year of experience in product management, or 1 year of experience in product design, agile delivery, data science, or software engineering

Job Responsibility

Modernize the Experience: Deliver products that support a Top 10 Commercial Bank, prioritizing high-availability mobile and web interfaces
Empower the Field: Craft strategies that equip our financial advisors with mobile-optimized tools
Drive Mobile Innovation: Build 'always on' technologies
Orchestrate Delivery: Own the roadmap for new features
Risk Mitigation: Strengthen controls through automated monitoring and secure mobile authentication protocols

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Senior Associate, Product Management - Client and Associate Platforms

Senior Associate, Product Management - Client and Associate Platforms. Product M...

Location

United States , Charlotte; Richmond

Salary:

101100.00 - 115400.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor’s degree or military experience
At least 1 year of product management experience or at least 1 year of experience in product design, agile delivery, business analysis, data science, or software engineering

Job Responsibility

Deliver products to support the strategy and operations for a Top 10 Commercial Bank
Craft strategies that equip the Bank to deliver tailored solutions for clients, build a world class team of financial advisors, and enable a market-leading operation for the origination and management of loans, treasury, and capital markets products
Build “always on” technologies to increase profitability and empower associates
Reduce operational risks through strengthening controls and monitoring of key processes
Own the strategy and delivery of new products and features in partnership with technology teams and collaborate with Product, Tech, and Design partners in the ecosystem to deliver shared outcomes

What we offer

comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

Fulltime

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Client Support Associate

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