Client Services Representative

• Serve as the face of Renalogic to assigned clients, representing program operations, value and impact
• Manage end-to-end client experience, ensuring smooth implementation and ongoing support for dialysis cost containment and clinical support programs
• Take accountability for new-client implementation for all assigned accounts, ensuring completion and documentation of critical steps for compliance
• Collaborate with clients to ensure ImpactCare, ImpactAdvocate, and ImpactProtect teams receive necessary client information
• Ensure client information is entered and updated in relevant systems
• Distribute regular program reporting and present value and impact to clients and stakeholders
• Retain groups year over year and actively upsell other products and create referral business
• Engage groups through client stewardship meetings, on-site events, and relationship-building activities
• Create, distribute, and present client implementation, retention, and renewal reports to internal stakeholders, including Senior Leadership and Board of Directors
• Report on client KPIs and distribute quarterly client reports to key client contacts
• Develop relationships with key client contacts and other stakeholders; maintain a pulse on their strategic priorities and challenges
• Work cross functionally with internal operational teams to address client needs, issues, opportunities and customizations

Client Service Manager

Client Service Associate, Private Wealth

Client Services Manager

Client Services Associate

Registered Client Service Associate

Experienced Tax Associate – Private Client Services