Hybrid Operations & Client Services Associate

Zachary Piper Solutions; North Carolina; Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

PTO

Sick Leave

Holidays

Job summary

Piper Companies is seeking an Operations Associate in the Raleigh-Durham, NC area for an award-winning company. The role is on-site with hybrid flexibility (3 days on-site per week: Tue, Wed, Thu) from 9-6, supporting client communications via phone, email, chat and text.

Responsibilities include handling client communications, resolving issues, processing service requests such as withdrawals and ownership changes, and explaining contract benefits.

Qualifications

• Bachelor’s degree required.
• Onsite hybrid 3 days per week: Tue, Wed, Thu.
• Must have intermediate computer skills.
• Ability to thrive in a team environment and communicate effectively.

Responsibilities

• Manage client communications through phone, email, chat, and text with professionalism.
• Respond promptly to client needs, resolving issues fully and escalating only when necessary; follow up through completion.
• Process service requests such as withdrawals, surrenders, and ownership/beneficiary changes.
• Explain contract benefits and provide product and transaction information.

Skills

Communication skills

Multichannel support

Team player

Customer service

Computer skills

Education

Bachelor’s degree

Job description

Piper Companies is seeking an Operations Associate in the Raleigh-Durham, NC area for an award-winning company. The role is on-site with hybrid flexibility (3 days on-site per week: Tue, Wed, Thu) from 9-6, supporting client communications via phone, email, chat and text.

Responsibilities include handling client communications, resolving issues, processing service requests such as withdrawals and ownership changes, and explaining contract benefits.