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Client Service Medical Tool Jobs (NOW HIRING)

Health Care

Client Service Specialist

Baltimore, MD · On-site

$17 - $22.25/hr

Enjoy affordable medical, dental, and vision coverage; generous paid time off; employer-supported ... Overview The Client Service Specialist (CSS) position routinely independently performs multiple ...

Liberty Software

Client Service Supervisor

Dallas, TX · On-site

We're excited to grow our team by hiring a Client Service Supervisor who will lead by example in ... medical and life insurance for employees, with optional dental and vision coverage at no cost

Kantar

Manager, Client Service

New York, NY · Hybrid

Manager, Client Service Job Location: Hybrid- Chicago, New York City, Norwalk, Detroit About the ... Medical plans with comprehensive, affordable coverage for a range of health services * Health ...

WEX

Sr. Client Service Manager

About Team / Role As a Sr. Client Service Manager at WEX, you will be responsible for ensuring ... Leverage the root cause analysis tool to evaluate escalated issues and share information with ...

eNett

Sr. Client Service Manager

About Team / Role As a Sr. Client Service Manager at WEX, you will be responsible for ensuring ... Leverage the root cause analysis tool to evaluate escalated issues and share information with ...

Kantar Group

Manager, Client Service

Chicago, IL · On-site

Our media effectiveness client service team are experts in understanding the changing media ... Medical plans with comprehensive, affordable coverage for a range of health services * Health ...

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Client Service Medical Tool information

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How much do client service medical tool jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client service medical tool in the United States is $28.40, according to ZipRecruiter salary data. Most workers in this role earn between $25.00 and $31.49 per hour, depending on experience, location, and employer.

What cities are hiring for Client Service Medical Tool jobs?

Cities with the most Client Service Medical Tool job openings:

What are popular job titles related to Client Service Medical Tool jobs?

For Client Service Medical Tool jobs, the most frequently searched job titles are:

Client Service Associate (On-site)

Dubuque, IA • On-site

Wealth Enhancement Group
See more jobs at Wealth Enhancement Groupexternal

$45K - $60K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team.
This is an in-office position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 - $60,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Reception/ Office
  • Ensure office is welcoming; greet clients.
  • Schedule meetings manage distribute mail
  • Order office slash marketing materials; support vendors and technology sponsors.
New Client Onboarding
  • Ensures accurate completion of prospect or new client paperwork and account set up
  • Follow up on funds transfer from surrendering company
  • Maintains (CRM) database and client files (Filing, copies, data input)
  • Record incoming assets to the appropriate blotting tool
Client Relationship Management
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
  • May work with client's tax or legal counsel on client concerns
  • Gather client data and may prepare the materials for client meetings and reviews
Industry/Product/ Company Knowledge
  • Demonstrates knowledge and can accurately execute against WE's Suitability Guidelines, operational processes and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
  • Attends Client Services and company educational events
  • May attend vendor presentations
Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
Education/Qualifications
  • 4-year college degree preferred
  • 0-3 years of industry experience
  • Customer Service training, knowledge or experience
  • Solid oral and written communication skills
  • Strong attention to detail
  • Good problem-solving skills
  • Proficient with Microsoft Office
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure and prioritize work
  • Ability to work as a team member
  • Ability to learn WE's sales model, processes and procedures
  • Ability to learn financial product features and riders
  • Ability to learn the review process and how the review is completed
  • Salesforce experience a plus
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. Thus, the entire salary range for those who are classified as the Client Service Associate level is $42,500 to $63,7500. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
#LI-NR1
#LI -Onsite
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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