Client Advocate I

Role Overview

A Client Advocate I serves as a member of the Client Advocacy team specializing in scaled client success, managing a diverse portfolio of clients within Shared Services through an efficiency-focused service model.

What You Will Do

Conducts annual account reviews, identifies unused services, serves as primary escalation point for client concerns, documents client interactions, and collaborates with Client Onboarding team.

Why It Might Be a Fit

Ideal candidate thrives in fast-paced environments, demonstrates strong organizational skills, excels at managing multiple priorities simultaneously, and embraces technology-driven service delivery models.

Requirements

• 1-3 years of experience in customer service, account management, or administrative support role
• Experience in high-volume service environment preferred
• Demonstrated comfort with technology and automated systems
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in fast-paced environment
• Bilingual Spanish/English preferred
• Proficiency in Microsoft Office products, particularly Outlook and Excel
• Ability to quickly learn and navigate multiple software systems
• Experience with CRM systems preferred
• Professional certifications in customer service or human resources a plus

Benefits

• health benefits
• 401(k)
• recognition awards
• bonuses
• paid holidays
• paid time off (PTO)
• flexible spending
• ancillary benefits
• retirement savings plan