Client Success Associate Entry Level Remote Jobs in Usa

Associate Recruiter - Roc Search

Location: Austin, TX

Company: Roc Search

Job Type: Full-time | Entry-Level

Onsite | Training & Career Growth Included

Roc Search is growing! With a global presence and an award-winning culture, we empower driven individuals to build a career that’s as ambitious as they are. Roc Search is a leading STEM (Science, Technology, Engineering, and Mathematics) recruitment company dedicated to Creating Limitless Opportunities by connecting top-tier talent with innovative organizations across various STEM sectors.

What we are Offering:

• Paid training and dedicated mentorship
• Uncapped commission (earn while you learn) based on your individual results
• Clear promotion path (your growth = our growth)
• Incentives: Lunch clubs, trips abroad, team outings
• A high-energy, competitive, and supportive team culture

Who We're Looking For

We want people who crave more than a job - they want a mission. If you're motivated by growth, driven by goals, and hungry for real financial rewards, this is where your career takes off.

You’ll thrive here if you:

• Hate losing more than you love winning
• Are hungry to learn and eager to prove yourself
• Don’t crumble under pressure—you rise to it
• Want to control how much you earn and how far you go

Whether you’ve had experience in sales, customer service, sports, or leadership roles, or you’re just someone who’s always outworked your peers—we want to hear from you.

What You’ll Be Doing

• Become an expert in your niche recruitment market (we’ll train you!)
• Source, interview, and place top-tier candidates in leading companies
• Build relationships with new and existing clients
• Work towards clear promotion goals and uncapped commission targets
• Hit the phones, hustle smart, and drive your own success

Compensation

Base: $40,000

Average Total Median Compensation (including base): $60,000-$65,000 year 1 (high performers $70,000-$80,000). Earnings are uncapped and based on individual performance.

Want to learn more?

If you're the kind of person who turns pressure into progress and setbacks into comebacks, we want you on the team. Apply now or email me at and let’s talk about your future with Roc Search!

Summary: The Associate Account Executive position serves as a key member of the client services team, bridging the gap between senior account management roles and senior account executives. This role is designed for individuals who have foundational experience in employee benefits insurance and are looking to advance their careers. The successful candidate will support account management activities, assist in client communications, and contribute to the overall success of the team.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Client Support:

• Assist Account Executives in managing client relationships and ensuring high levels of client satisfaction.
• Respond to client inquiries regarding benefit plans, claims, and billing, providing timely and accurate information.
• Maintain organized client documentation and ensure all client interactions are logged in the agency management system.

Data Management:

• Conduct data entry and maintain client information in agency management systems, ensuring accuracy and compliance with internal guidelines.
• Support the preparation of Request for Proposals (RFPs) by gathering necessary information and coordinating with carriers to meet deadlines.

Marketing & Communications:

• Assist in the creation and maintenance of marketing materials and communication booklets as per department guidelines.
• Participate in the organization and execution of enrollment meetings, ensuring all materials are prepared and available.

Reporting & Compliance:

• Compile and submit necessary data for compliance reports, including Medicare Part D disclosures and annual notices.
• Generate aggregate reports and stewardship reports as requested by Account Executives to support client analysis.

Technical Expertise:

• Engage in ongoing professional development by participating in training sessions and webinars related to employee benefits and insurance.
• Support senior team members in technical tasks and client renewals, demonstrating a commitment to learning and growth.

REQUIREMENTS:

• Education: Bachelor’s degree preferred.
• 3+ years of experience in an account management or support role within the insurance or employee benefits industry.
• Strong understanding of employee benefits and insurance products.
• Excellent communication skills, both written and verbal, with the ability to interact effectively with clients and team members.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and agency management systems.
• Ability to manage multiple tasks, prioritize effectively, and work collaboratively in a team environment.
• Bilingual Spanish is a plus.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

As a key member of Ryse, you will play an integral role in driving the growth of our business through B2B sales strategies. We’re building something special from the ground up, and we’re looking for dynamic, motivated individuals who are ready to roll up their sleeves, make an impact, and thrive in a fast-paced startup environment.

In the Sales Account Executive role, you will identify and engage new business opportunities, establish strong relationships with decision-makers, and drive the sales process from prospecting to closing. You’ll work closely with a small, agile team to build a sustainable pipeline, influence our sales strategy, and help shape the future of the company. Ryse is passionate about sales, enjoys the challenge of a startup environment, and is committed to developing a winning culture. We take ownership of our success and work in a collaborative, high-energy environment.

Job Responsibilities:

• Prospecting: Identify potential business clients.
• Lead Generation: Develop and maintain a pipeline of qualified leads.
• Sales Presentations: Conduct product demonstrations and presentations to prospective clients.
• Relationship Building: Establish and maintain strong relationships with key business decision-makers
• Sales Reporting: Track and report on sales metrics, forecasts, and progress toward targets.
• Market Research: Stay informed about industry trends and competitor activities
• Closing Sales: Successfully close deals and meet or exceed sales targets.

Qualifications:

• Entry-Level Experience: While previous sales experience is a plus, it’s not required. We’re looking for individuals with a passion for sales and a willingness to learn and develop their skills.
• Strong Communication Skills: The ability to confidently communicate, build rapport, and engage with diverse clients, from small business owners to senior executives in large enterprises.
• Other Qualifications: Bachelor's or Associate's degree preferred, experience in a customer-facing role.

Our office is located in Concord, CA.

Are you looking for more than just another 9–5 job? At ECP Business Capital, we are not searching for employees who simply want to collect a paycheck and clock out. We are looking for driven, hungry, and ambitious individuals who want to build a career, master the art of sales, and earn life-changing money in the process.

About the Role:

As an Entry-Level Financial Sales Broker, you’ll be on the front lines helping business owners secure the funding they need to grow and thrive. This role is not for the faint of heart—expect early mornings, late nights, and the discipline required to make hundreds of cold calls every single day. If you have the persistence, energy, and competitive spirit to succeed, the rewards are unmatched.

What You’ll Do

• Prospect hundreds of cold & warm inbound leads on a daily basis.

• Learn and master sales techniques to uncover client needs and present funding solutions. • Build and maintain a strong sales pipeline.

• Work alongside experienced brokers, learning from the best in the industry.

• Grow into a Senior Broker role with significantly higher earning potential.

Training & Compensation

We believe in investing heavily in our people. That’s why we provide a 15-week structured training program designed to turn entry-level recruits into top-producing brokers.

Training Period (Weeks 1–15):

$600 base salary per week + commissions

Top 10% earn $1,200+ per week during training

Post-Training (Associate Broker):

$700 base salary per week + commissions Top 10% earn $2,500+ per week

Senior Broker (average 4–8 months to achieve):

$865 base salary per week + commissions Top 10% earn $5,000+ per week

Who We’re Looking For

• Extremely ambitious, competitive, and resilient individuals.

• People who thrive in high-energy, fast-paced sales environments.

• Willingness to work long hours and push beyond comfort zones.

• Strong communication skills and ability to handle rejection.

• A desire not just to earn a paycheck, but to build wealth and a career.

Why ECP?

• Aggressive growth company with nationwide reach.

• Transparent path for career advancement.

• Hands-on mentorship from industry veterans.

• A culture built on winning, accountability, and team success.

Closing

If you’re ready to bet on yourself and put in the work, ECP Business Capital will provide the platform, training, and resources to help you win.

■ Apply today and start your journey toward becoming a top-producing broker.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA” certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Remittance Specialist to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result on hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

Remittance Specialists are responsible for processing payroll files with participant contributions, handling incoming and outgoing communication via phone and email, solving client issues, and assisting other team members.

The ideal candidate will be reliable, professional, detailed, and have strong commitment to working as a team.

Responsibilities

• Prepare Excel payroll files from clients for disbursement of funds to service providers.
• Communicate regularly with payroll staff via phone and email to ensure accurate data is exchanged and any errors corrected. Specialists must provide timely response with clients, and quick problem solving.
• Work in partnership with banking specialists to support assigned clients.
• Process payroll files through database
• Review reports for inaccuracy and contact clients for clarification as needed.
• Send, track, and follow-up on correspondences from clients and participants.
• Resolve complex issues that require research and investigation.
• Input data into system platforms and keep records updated.
• Communicate effectively at various levels within the company and clients alike.
• Regularly attend department and company meetings and training sessions.
• Receive and process files in preparation for distribution of funds (Elective and Non-elective Funds).
• Research and correct exceptions/differences identified through validation process.
• Process checks (two check-runs per week)
• Communicate via email and phone with clients to ensure appropriate notification and completion of files processed.
• File and other administrative duties as needed.

Job Qualifications

• Must have good communication skills and attention to detail.
• Proficiency in Microsoft Outlook, Excel, Word and QuickBooks are required.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Excellent communication and organizational skills.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Associate or bachelor’s degree, preferred.
• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry.
• Benefits administration experience a plus.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.

ADDITIONAL COMPETENCIES

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday.
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Docket Coordinator

The Docket Coordinator will exercise discretion and independent judgment in facilitating actions required to efficiently and accurately calendar all docket activities. The Docket Coordinator is responsible for performing the day-to-day duties of the Docket Department, monitoring information entered into the Firm Docketing system, and providing general litigation support. Maintains professionalism and strict confidentiality in all client and firm matters.

Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Maintain up-to-date knowledge of State, Federal, Local, and Judge's rules. Ability to research resource guides, rules and statutes, authorities, and numerous courts' websites.
• For each case being monitored, identify the correct rule set to be used in the calendaring system. Provide attorney and secretary with a printed copy of the judge's standing orders upon request.
• Maintain a working knowledge of the Docket Department's database as it relates to day-to-day work production. Create and distribute various calendar and timekeeper reports.
• Review court documents, legal correspondence, and attorney requests and enter deadlines into the Docket Department's database, CourtAlert. Maintain firm policies to ensure the accurate entry of deadlines and docket entries into CourtAlert.
• Communicate with case teams in advance of filings, review the filings for conformity with court rules, file with the court, and deliver courtesy copies. Communicate directly with the courts to ensure filings are accepted.
• Monitor daily receipts of all electronic court filings (ECF) to ensure that events are timely posted on attorney and firm calendars.
• Communicate quickly and clearly via email and phone to inquiries from attorneys, legal executive assistants, and paralegals regarding docket entries, court procedures, and filings.
• Participate in professional organizations that promote the on-going education of Federal, State and Local rule changes. Prepare and distribute announcements regarding same to local attorneys and legal support staff.
• Work with the Litigation Services Counsel to implement procedures for systems, processes, technology and services to ensure continual service enhancements, cost reductions, and organizational consistency with firm policy. Recommend changes in procedures to improve efficiency and effectiveness of the Department.
• Ensure consistent application of firm policy and adherence to risk management guidelines, as defined by the firm's legal malpractice carrier, to minimize potential malpractice exposure.
• Create Docket system electronic reminders and appointments/events on the attorney and firm calendar. Create and distribute printed reports, as requested, by attorneys.
• Answer and process incoming telephone calls and respond to e-mail inquiries disseminating information relative to the courts, judge's standing orders and Docket Department procedures.
• Assist with training of new Docket staff.
• Periodic review of case status (i.e. active or closed). Create and distribute reports to attorneys, obtain information and update database.
• Provide Electronic Case filing (CM/ECF) support to legal staff. Maintain knowledge base of e-filing requirements and procedures for all courts serviced by the Los Angeles and Dallas attorneys. Maintain tracking log of attorney court registrations, including expiration dates, and notify attorneys to ensure no lapse in registration. Assist attorneys with updating their PACER account for NextGen filing.
• Maintain accurate attorney filing credentials, create court admission accounts for attorneys, and troubleshoot credential issues.
• Forward court documents and incoming mail/email relating to active cases as provided by attorneys and legal support staff to appropriate firm personnel. Coordinate with the Record Center to ensure pleadings are indexed in the Records Management System.
• Perform searches for court information through on-line service providers such as Pacer, Courthouse News and others.
• Ensure exceptional client service levels are achieved in delivery of services to secretaries, paralegals, attorneys, and vendors.
• Participate in Docket Department meetings. Provide assistance with implementation of new technology and procedures affecting the firm.
• Ability and willingness to handle after hours filings when needed. Occasional overtime may be required.

Knowledge, Skills and Abilities

• Associate's Degree; college degree preferred. Three or more years of progressive docket-related experience preferably in a large law firm environment; or equivalent combination of education and experience. Prior experience and knowledge of docket tasks and procedures required. Strong knowledge of Federal/State/Local court rules required. Familiarity with Electronic Case Filing (CM/ECF) procedures a plus. Familiarity with Court Alert a plus.
• Computer proficient with familiarity of various database systems including Outlook, Google Chrome, MS Word, and Adobe preferred. Data entry skills with 85% accuracy and minimum keyboarding skills of 30 wpm are preferred. Ability to learn and utilize specific internal or third-party Docket Department software.
• Strong knowledge of court rules and procedures and the litigation process required. Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
• An aptitude for detail and accuracy to analyze, interpret, and process documentation for docketing purposes, perform essential duties relating to day-to-day docketing procedures, and respond to docket inquiries. Ability to articulate potential issues and propose resolutions to attorneys.
• Excellent follow-through skills with the proven ability to prioritize numerous tasks and handle multiple functions in a fast-paced, deadline-driven, detail-oriented work environment.
• Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish information in report format, written correspondence, e-mail, or verbally.
• Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position's responsibilities.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, perform data entry, proofread material for grammatical, typographical, and spelling errors, and perform Docket file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when performing and verifying calculations on forms and documents.

In our Los Angeles office, the annualized salary range for this position is $65,000 to $85,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

Katten will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of Article 9 to Chapter XVII of the Los Angeles Municipal Code.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies.

Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Company Description

The Speech Improvement Company, established in 1964, has provided expert coaching and workshops to executives and leadership teams around the world. Specializing in communication and presentation skills, we empower clients to influence effectively, leverage persuasion techniques, and maximize their message's impact with optimal delivery and visual aids. Backed by a team of highly trained Executive Communication Coaches, the The Speech Improvement Company is dedicated to helping thousands of clients master communication and leadership strategies. The Speech Improvement Company continues to set the standard for high-level communication excellence.

Role Description

We are seeking a highly organized, proactive, and detail-oriented Office Manager to join our growing team. This role is ideal for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and takes pride in keeping operations running smoothly behind the scenes.

You will play a critical role in supporting leadership, managing administrative systems, overseeing Executive Assistants (EAs), coordinating billing processes, and helping onboard and support new coaches. If you are resourceful, collaborative, and energized by structure and problem-solving, we'd love to meet you.

This is a full-time, in-person position. Hours are 8:30am - 5:30pm Monday - Friday at our Framingham, MA office. Salary: $50,000 - $60,000.

Executive & Administrative Support:

· Manage highly active calendars and scheduling across multiple coaches

· Schedule clients, confirm meetings, and maintain accurate data entry

· Monitor multiple coach email accounts and respond with professionalism and discretion

· Provide EA backup and coverage

· Edit and proofread documents for accuracy and clarity

· Prioritize new and existing tasks effectively in a dynamic environment

· Support special projects and company-wide initiatives

Operations & Team Management:

· Serve as Coach Liaison and primary point of contact for Executive Assistants

· Lead weekly EA meetings and support daily problem-solving needs

· Guide, empower, and manage the EA team

· Hire and coordinate training and onboarding for new Executive Assistants as needed

· Support and onboard new coaches

· Assist with tasks as needed to support the team and leadership

Billing & Financial Coordination:

· Partner with CFO on invoicing processes

· Create and send invoices as client agreements are signed

· Track per-session payments and maintain invoicing spreadsheets in SharePoint

· Monitor the company finance email account daily

· Participate in billing meetings and occasionally lead them to ensure accuracy

· Ensure billing details are captured for all billable appointments

Qualifications

· Bachelor's or Associate's degree preferred

· 2–3 years of administrative, operations, or executive support experience

· Experience managing teams or overseeing support staff is a plus

· Comfortable using Apple computers

· Proficient in Microsoft Office, Excel, and Adobe Acrobat, & Zoom

· Ability to quickly learn new software and web-based systems

· Experience with SharePoint, invoicing systems, and WordPress preferred

· Comfortable with video conferencing platforms

Skills & Attributes

· Exceptional organizational and time management skills

· Strong interpersonal and customer service skills

· Clear, professional written and verbal communication

· Ability to multitask and adapt in a fast-paced environment

· Proactive thinker who anticipates needs

· High level of discretion and professionalism

· Ability to remain calm and effective in high-pressure situations

· Team-oriented mindset with a willingness to contribute ideas and improvements

Why Join Us?

At The Speech Improvement Company, Inc., you'll be part of a collaborative, mission-driven team committed to excellence and growth. This role offers the opportunity to take ownership, develop leadership skills, and make a meaningful impact on daily operations and long-term success.