Client Service Advisor

Overview

Ultimate Staffing is currently engaged in a direct hire search for a Client Relationship Specialist. The ideal candidate will posess engaging communication skills and have a passion for helping clients. This role is located in the North area of Houston and requires your presence in the office daily.

• Document, follow up on, and execute action items resulting from client meetings
• Schedule, prepare, and organize materials for client meetings
• Initiate and respond to client service inquiries with professionalism and accuracy
• Coordinate with insurance carriers to process client requests and ensure timely resolution
• Prepare, submit, and track all onboarding and account-opening documentation
• Initiate, monitor, and confirm the movement of funds in accordance with established procedures
• Provide clients with secure login credentials and assist with account access as needed

• Must be deadline driven with a high degree of integrity
• Key skills include organization, reliability, detail-oriented and accuracy

If you possess the experience and skills outlined above, we encourage you to apply.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.