Client Services Associate

at  Curi

ABOUT US

Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted—in medicine, business, and life.

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.

QUALIFICATIONS

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

We’re looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate providing front-line responses to calls and emails generally directed to Curi across our entire geographic footprint, with a primary objective of immediately providing a resolution/substantive guidance or promptly connecting clients with the appropriate Curi staff who can provide appropriate resolution/guidance. To achieve this, you will become highly knowledgeable of guidelines and processes within the core functions of Curi Insurance and Curi Advisory, and to a lesser extent, Curi RMB Capital. To achieve high client satisfaction, excellent communication skills and a focus on ‘high touch’ client service are essential.
You will also support specific Client Services programs: Policyholder Dividends, The Legacy Fund, and excess cyber and broad regulatory insurance policies.