Client Lifecycle Operations Position Available In Palm Beach, Florida

Client Lifecycle Operations Nsd Newco Boca Raton, FL Job Details Estimated:

$39.7K – $50.7K a year 23 hours ago Qualifications Microsoft Excel Mid-level Administrative experience High school diploma or GED Analysis skills Bachelor’s degree Computer skills Associate’s degree 2 years Communication skills

Full Job Description Position Summary :

The Client Lifecycle Operations Specialist is responsible for supporting the company’s business entities and business partners to ensure operational excellence. The position requires communication, analytical, and professional skills to collaborate with our clients and internal departments.

Duties and Responsibilities:

Accurately enter and process client enrollment documents and product-related information to enable end-to-end business. Communicate with internal and external partners including but not limited to agencies and dealerships. Review and verify documentation to ensure adherence to regulatory and procedural requirements. Maintain an organized digital filing system, centralizing documents for efficient access and retrieval. Conduct monthly audits of client accounts to ensure data integrity and accurate record-keeping. Manage and respond to client inquiries via phone and email, providing timely and knowledgeable assistance. Prepare and distribute scheduled reports to clients, ensuring accuracy and relevance of shared information. Order marketing supplies and ship them to clients as requested. Support special projects within NSD operations to enhance & optimize NSD and services to its clients. Maintain a high level of professionalism, customer service, and communication with all business partners while maintaining confidentiality of sensitive information.

Education and Work Experience:

High School Diploma; Associates/BA degree or equivalent a plus 2-3 years of workplace experience with administrative duties

Knowledge and Skills:

To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position. Must maintain highest level of Confidentiality at all times. Ability to communicate effectively (verbal and written) Excellent interpersonal skills Proficient computer skills: must have working knowledge of Excel and Word. Ability to multi-task, follow up, and meet deadlines. Strong attention to detail Ability to identify discrepancies and take initiative to research variances and correct.

Hours Required:

Monday to Friday 8:30AM to 5:00

PM Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk or hear, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and occasionally required to stand; walk; climb stairs. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by the job include close vision and the ability to adjust focus.

Work Environment:

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The usual environment is in a business office with a noise level in the work environment that is usually moderate. This position is Non-Exempt. This job description reflects management’s assignment of essential functions and may be subject to change at any time due to reasonable accommodation or other reasons.