Client Services & Operations Associate

North Star Resource Group; Woodbury (MN); On-site; USD 63,039,000 - 74,501,000; Full time

Benefits offered by this job

PTO

Life Insurance

Disability Insurance

SIMPLE IRA

401k Match

Medical Coverage

Job summary

Waypoint Group is seeking a Client Service Assistant to support daily client-facing operations and maintain strong relationships. You will resolve routine and complex issues, collaborate with outside carriers and internal specialists, and ensure efficient use of internal systems.

The role emphasizes confidentiality, initiative, and excellent time management, with a focus on delivering superior customer experiences for clients. Strong communication skills are essential.

Qualifications

• Four-year degree or equivalent work experience.
• Strong written and verbal communication skills.
• Ability to handle confidential information with discretion.
• Excellent time management and attention to detail.

Responsibilities

• Execute and complete daily operations for client service.
• Resolve complex client situations and coordinate with carriers and internal teams.
• Master internal computer systems and maintain client relationships.
• Support additional tasks as assigned by leadership.

Skills

Verbal & written communication

Attention to detail

Time management

Confidentiality

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Microsoft Office Suite

Job description

Waypoint Group is seeking a Client Service Assistant to support daily client-facing operations and maintain strong relationships. You will resolve routine and complex issues, collaborate with outside carriers and internal specialists, and ensure efficient use of internal systems.

The role emphasizes confidentiality, initiative, and excellent time management, with a focus on delivering superior customer experiences for clients. Strong communication skills are essential.