Client Services Associate- and Retirement Plans
Listed on 2026-01-27
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Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM
Overview
BRS Financial Group specializes in guiding individuals, families, and business owners through the complexities of financial planning and retirement savings. With years of expertise and a client-centered approach, we create personalized strategies to help clients define goals, manage assets, maximize savings, and develop long-term plans tailored to their needs. Based in Fresno, CA, we provide a highly personalized level of service and offer comprehensive employee benefit packages for businesses, including medical, dental, vision, life, disability, and retirement plans.
We are proud to deliver peace of mind so clients can focus on what matters most: enjoying life now and in retirement.
This is a full-time on-site role located in Fresno, CA, for a Client Services Associate specializing in Employee Benefits and Retirement Plans. Key responsibilities include assisting Spanish speaking clients with inquiries, providing exceptional customer and client support, daily data entry into various insurance vendor sites, and working closely with clients to ensure their insurance claims are handled efficiently and effectively.
Responsibilities- Assisting Spanish speaking clients with inquiries
- Providing exceptional customer and client support
- Daily data entry into various insurance vendor sites
- Working closely with clients to ensure their insurance claims are handled efficiently and effectively
- Strong Client Services and Customer Support skills to effectively assist and maintain communication with clients.
- Excellent Customer Service and Communication abilities for creating a positive client experience and addressing inquiries with precision.
- Able to communicate verbally and electronically proficiently in Spanish and English
- Understanding of insurance principles to support clients in navigating their benefit and retirement planning needs.
- Detail-oriented and organized with the ability to efficiently manage multiple tasks and responsibilities.
- Proficiency with relevant software tools and systems is a plus.
- Prior experience in a claims processing or client services role is preferred.
- Bachelor’s degree in Business, Finance, or a related field is an asset.
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