Client Services Representative

• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information
• Collect, verify, and update required customer information accurately within Sentry systems
• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
• Perform other job-related duties as assigned

Associate Client Service Specialist

• Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
• Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
• Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Client Service Associate

• Supervise the daily performance of Project Attorneys to ensure a high level of productivity
• Monitor daily employee performance in relations to accepted call quality standards
• Listen to and grade select phone calls utilizing a standard Quality Assurance Scorecard
• Maintain proficient understanding of company policies and procedures
• Analyze team needs based upon predetermined business plan
• Ensure team is adhering to their schedule
• Act as a liaison between the Project Attorneys, Project Managers, and Client Services management
• Support customers and claimants directly through phone interactions

Client Services Supervisor

• CSA is responsible for receiving and responding to all types of communication: phone, email and web inquiries from customers (physician offices, laboratories, and hospitals), sales representatives and patients, while demonstrating a positive and professional image for Guardant Health at all times
• Contribute to volume growth in the territory by resolving cases quickly with a sense of urgency
• Work in a team environment and contribute to the department and company goals
• Keep precise and clear documentation of all email, fax, phone communications and follow-up activities
• Adhere to Standard Operating Procedures (SOP’s) pertaining to data entry and data verification requirements
• Enter and qualify new customer information into Salesforce.com and LIMS
• Contact physicians and other medical personnel to obtain missing information required to complete the order entry process
• Partner with the Clinical lab to ensure client information is correctly entered
• Send/re-send patient reports as requested by the customers
• Communicate professionally and effectively with all individuals, including external customers and internal Guardant Health team members
• Assist with other administrative duties as assigned based on Company needs
• Assist with kit ordering, coordinating Offsite Phlebotomy Services as needed
• Communicate to clients, patients and sales team using Salesforce (CRM) and other integrated software platforms
• Achieve team and individual goals and monitor personal metrics
• Use problem solving skills to resolve customer complaints and escalated situations
• Demonstrate flexibility and adaptability in a fast-paced dynamic environment

Client Services Associate

• Main operational contact for benefits administrators
• Collaborate with service team and internal partners to deliver on contractual commitments
• Work closely with specialized operational groups to implement plan provisions and problem solve issues
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans
• Manage plan administration to perform to standards and performance guarantees
• Raise and participate in the resolution of service issues appropriately

Client Service Manager

• Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Senior Client Services Specialist, Family Office

• Officer-level leader responsible for the strategic direction, leadership, and performance of CNA’s Client Services organization.
• Leads a national team of client-facing professionals who serve as trusted advisors to customers.
• Develops and maintains strong executive-level relationships with key distribution partners, brokers, and agencies across the country.
• Serves as a strategic business partner to senior Claim and Field leaders.
• Combines exceptional people leadership, organizational leadership, and relationship management skills to foster a high-performing, client-centric culture.
• Owns overall Client Services budget and is accountable for managing all expenses.

AVP, Claims Client Services

• Serves as the main point of contact for all non-clinical questions or concerns between clients, caregivers, and office staff
• Builds and manages relationships with assigned households to drive client satisfaction and retention
• Sets realistic expectations with families regarding service capabilities
• Coordinates with the Medicaid Support Liaison team to help prospective clients navigate the approval process
• Creates and maintains accurate weekly and monthly staffing schedules that reflect client preferences
• Completes all in-home competency checks for personal care clients and ensures required visits are completed
• Monitors utilization of authorized hours across assigned households

• Managing the overall relationship with Institutional Retirement clients
• Implementing and administering retirement plans and changes
• Overseeing client satisfaction, retention, and profitability of products
• Assisting Plan Sponsors with inquiries related to individual participant issues
• Helping with system setup and leading event management activities

• Develop and manage a geographic sales territory or portfolio of accounts
• Secure new business with enterprise accounts in the employee benefits space to attain individual sales goals and team/business unit growth objectives
• Develop a detailed Annual Territory Account Plan and manage to it consistently and effectively throughout the year, making necessary and continuous strategic adjustments and updates
• Proactively identify and contact prospects to develop a substantial new business pipeline, and close business
• Create urgency and interest in purchasing decisions through senior-level engagement at prospect accounts
• Effectively manage the process of developing financial proposals, presentation materials, business case information and other supporting collateral, during the selling cycle
• Provide leadership and direction to sales pursuit team and supporting resources in consulting, account management and other functions

Director of Client Services

• Review and analyze documents, claim forms, supporting materials, and contract-related information
• Respond to complex inquiries from customers and clients
• Follow standard protocols, procedures, and instructions from Project Managers and Supervisors
• Apply feedback quickly and accurately to meet project expectations
• Work collaboratively with internal teams, project managers, supervisors, and business partners
• Monitor claims and correspondence work to ensure procedures are followed and project goals are met
• Assist supervisors and project managers in resolving issues that arise
• Identify errors, monitor the overall health of the case, and help create solutions
• Support quality assurance, deadlines, deliverables, and client-focused project outcomes

Client Services Project Lawyer

• As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Work closely will specialized operational groups to implement plan provisions, problem solve issues, and deliver outstanding service.
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
• Manage plan administration to perform to standards and performance guarantees.
• Raise and participate in the resolution of service issues appropriately within the organization.
• Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management.
• Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates.

Manager, Client Service Operations

• Responsible for the overall satisfaction and retention of large enterprise employer commercial client(s) book of business
• Serve as the relationship owner on assigned book of business, incorporating internal support where and when as needed to foster relationships with C-suite, influencers, and decision makers at the plan
• Develop strategy plans, with support of clinical account consultant and account manager
• Support member and client satisfaction execution and net promoter score goals
• Provide deep and approachable plan recommendations with support of reporting and internal stakeholders
• Maintain thorough knowledge of contractual obligations assigned book of business, including financials, performance guarantees, terms, and regulatory/compliance
• Lead the account team in managing client vendor relationships as appropriate
• Lead client renewal process, including contract management
• Lead ownership of performance guarantee reporting and maintenance
• Lead regulatory and compliance components Interpret current pharmacy and healthcare trends, and meet with clients to provide proactive recommendations for plan management; find ways of adding value to the client curating offerings tailored to the client’s specific needs
• Identify and contribute to process improvement efforts across Capital Rx
• Assemble internal resources to overcomes challenges
• Anticipates customer needs and proactively identifies new opportunities within assigned accounts
• Develop a comprehensive knowledge of our business, including products and services. Strong ability to field questions from the client side, answer them and answer them correctly
• Review and advise on JUDI product roadmap to ensure current priorities and milestones will meet the client expectation

Account Executive, PBA Enterprise Client Services

• Supervise a team, foster strong client relationships, and collaborate closely with Partners
• Oversee tax planning and compliance for ultra-high net worth individuals
• Perform primary review of complex tax returns
• Serve as a primary client contact, delivering proactive tax planning insights
• Monitor engagement budgets and performance
• Provide coaching, training, and real-time feedback to staff
• Actively participate in business development efforts
• Stay current on tax law changes

Client Services jobs in Colorado

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Associate Client Service Specialist

Client Service Associate

Client Services Supervisor

Client Services Associate

Client Service Manager

Senior Client Services Specialist, Family Office

AVP, Claims Client Services

Client Service Manager

Client Service Manager

Director of Client Services

Client Services Project Lawyer

Manager, Client Service Operations

Account Executive, PBA Enterprise Client Services

Tax Senior Manager – Private Client Services