Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Customer Service Analyst providing direct assistance to clients in the health tech sector. Involved in training, presentations, and ensuring customer satisfaction.
Responsibilities
- Direct support for BU Pharma clients.
- Maintenance and configuration of requests for the Trade product.
- Conducting trainings, presentations, analytical reports and spreadsheets.
- Handling clients' requests and activities.
- Use of systems contracted by clients.
- Proactive interaction with internal teams, colleagues and clients to ensure customer success and satisfaction.
Requirements
- Degree in Administration, Accounting, Engineering, Marketing, Data Science or related fields, either completed or in progress; candidates from related areas are preferred.
- Experience or familiarity with customer relationship management.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Ability to deliver effective presentations and communicate clearly.
Benefits
- Health and dental insurance
- Pharmacy benefit: the company subsidizes part of your medications
- Life insurance
- Flu vaccination
- Integrated health-management program for employees and their dependents
- TotalPass: access to gyms and wellness services
- Childcare assistance
- Extended maternity and paternity leave
- Home office allowance (for remote positions)
- Transportation allowance (for on-site positions)
- Meal/food voucher
- Annual profit-sharing program (for eligible roles)
- Birthday day off
- Ongoing professional development activities
- Partnerships with educational institutions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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