Client Support Associate

Title

Client Support Associate

Location

Hybrid – Raleigh, NC or Edina, MN

About Us

Curi is a full-service advisory firm comprised of three distinct business units—Curi Advisory, Curi RMB Capital, and Curi Insurance—each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated, approachable, and authentic, Curi goes the extra mile and delivers proven, actionable, and meaningful outcomes—in medicine, business, and life.

The Role

We are looking for a team player with excellent communication skills to work on our Client Services team as a Client Support Associate (CSA). In this role, you will report to the Manager, Client Services and be responsible for serving as a primary point of contact for client inquiries across Curi’s geographic footprint. You will deliver timely, accurate, and high-touch responses to incoming calls and emails, either resolving issues directly or connecting clients with the appropriate internal experts.

To be successful, you will need to develop a strong understanding of key functions within Curi Insurance and Curi Advisory, with working knowledge of Curi RMB Capital. Exceptional communication skills and a client-first mindset are essential to ensure satisfaction in every interaction.

In this position, you will also play a key role in administering programs such as Policyholder Dividends, the Legacy Fund, and offering tier 1 technological assistance for Curi’s portals.

Key Result Areas

1. Frontline Client Support & Communication

• Serve as the initial point of contact for client inquiries via phone and email, delivering prompt, professional, and solution-focused responses.
• Maintain a high-level understanding of services across Curi Insurance and Curi Advisory to provide immediate assistance or accurate referrals.
• Use internal systems to document interactions and maintain updated client information.
• Educate clients on benefits, the client portal, and company initiatives to enhance engagement and satisfaction.

2. Program Administration

• Coordinate the distribution of Policyholder Dividends in alignment with leadership direction.
• Manage the Legacy Fund (Member Savings Account), ensuring accurate tracking and reporting.
• Ensure relevant systems supporting the Dividend and Legacy Fund programs are consistently updated and complete.

3. Technological Assistance for Curi Portals

• Manage client inquiries and assist with basic troubleshooting when client is experiencing difficulty interacting with Curi portals.
• Problem solving may involve working with our IT team to bring issues to resolution.

4. Operational & Team Support

• Contribute to continuous service improvement efforts and the development of client support standards.
• Participate in department initiatives and strategic projects as needed.
• Provide general administrative support and assist with special assignments as directed.

Key Skills 

• Strong organizational and time-management skills
• Ability to produce high-quality work with minimal supervision
• Excellent verbal and written communication skills
• Excellent customer service skills with desire to take ownership and drive issues to resolution
• Ability to display a professional demeanor in all encounters
• Ability to handle multiple tasks simultaneously
• Ability to effectively work within a team environment
• Ability to maintain and preserve confidentiality

Key Qualifications

• High School Diploma or equivalent plus three years of customer service experience; OR
• Bachelor’s degree plus one year of customer service experience

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values: 

ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
 
CURIOSITY: We ask and listen, stay curious, and are eager to learn.
 
TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
 
INCLUSION: We respect, recognize, and encourage the differences that make us stronger—we are better together.
  
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.