Client Success Associate - Flexible Work

IMA Financial Group, Inc.; Portland (OR); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase Plan

Medical Plans

Dental Coverage

Vision Coverage

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Well-Being Stipend

Job summary

IMA Financial Group, Inc. is seeking a client support specialist to handle onboarding, renewals, open enrollment, and ongoing client questions with limited oversight. You will apply growing technical knowledge to support the client lifecycle.

You will serve as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting, and review benefit contracts for accuracy before delivery to clients.

Qualifications

• 1+ years of relevant experience in client services or benefits support.
• Technical application skills include OE guide applications.
• General understanding of the client lifecycle.

Responsibilities

• Independently performs core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support.
• Serves as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting.
• Reviews benefit contracts and materials for accuracy and completeness prior to client delivery.
• Responds to more complex client questions and manages defined lifecycle tasks with limited oversight.
• Supports entry‑level financial analysis, claims & utilization reporting, and renewal preparation.
• Informally guides peers and contributes to workflow execution through independent decision‑making within established parameters.

Skills

1+ years experience

OE guide applications

client lifecycle

Tools

OE guide applications

Job description

IMA Financial Group, Inc. is seeking a client support specialist to handle onboarding, renewals, open enrollment, and ongoing client questions with limited oversight. You will apply growing technical knowledge to support the client lifecycle.

You will serve as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting, and review benefit contracts for accuracy before delivery to clients.