Wealth Services Associate

Lion Street

Not specified; not specified; competitive compensa...
2-4 years relevant experience
Microsoft office suite proficiency
Fast-paced multitasking ability
This role is a client-centric position responsible for managing inquiries via phone, email, and fax while researching doctors and prescriptions

Job Summary

  • This role is a client-centric position responsible for managing inquiries via phone, email, and fax while researching doctors and prescriptions.
  • The individual will process claims on behalf of clients and advocate for them through service challenge escalations.
  • Integrity offers a competitive compensation package and benefits in a family-like environment that celebrates hard work.

Matching Summary

This role is a client-centric position responsible for managing inquiries via phone, email, and fax while researching doctors and prescriptions.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • 2-4 years relevant experience
  • Microsoft Office suite proficiency
  • Fast-paced multitasking ability

Nice-to-have

  • Excellent communication skills
  • Attention to detail
  • Professionalism in client interactions

Key Requirements

  • High School degree or equivalent
  • Prior customer service experience
  • Administrative experience required

Work Rights

Not specified

Tailored Resume

Cover Letter