Client Services Representative

• Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
• Develop and execute client retention strategies that strengthen relationships, build loyalty, and expand engagement opportunities.
• Monitor and assess client health through regular reviews, metrics and feedback loops, identifying potential risks and implementing preventative actions.
• Collaborate with internal stakeholders across Platforms including Operations, Product, Risk, and Legal to deliver seamless client service and resolve complex issues.
• Collaborate with Client Coverage Sales and Relationship Management to drive service success and enable future commercial opportunities.
• Anticipate client needs and stay informed on market trends, regulatory changes, and BNY initiated change, proactively offering insights and solutions.
• Advocate for clients internally, ensuring their voice is heard in product development, service enhancements, and process improvements.
• Uphold the highest standards of governance, risk management, and compliance in every client interaction.

Senior Vice President, Client Service Executive

• To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
• Performs client renewal and Client Service Instruction preparation for assigned clients.
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
• Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
• Educates the client on loss data - drivers of cost impacting assigned programs.
• Coordinate project activity.
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
• Identifies issues that impact customer satisfaction.
• Identifies and solicits cross selling opportunities.
• Coordinates client contracts.

Client Services Manager

• Manage accounting functions for property portfolios, including retail, residential, and commercial real estate.
• Oversee A/P and A/R activity across multiple properties and tenants.
• Prepare, analyze, and distribute monthly, quarterly, and annual financial statements.
• Perform income and expense variance analysis; prepare cash flow, NOI, and KPI reports.
• Handle recoverable billing, including RET/CAM reconciliations.
• Oversee general ledger functions, month-end close, and journal entries.
• Maintain fixed asset ledgers, track capitalization, and roll forward capital accounts.
• Assist in annual budgets and forecasting.
• Ensure compliance with federal, state, and local regulatory requirements (sales tax, debt reporting, RPIE, TC201, etc.).
• Support tax filings, payroll, and client correspondence.
• Maintain organized records and provide financial documentation to support management and clients.
• Perform other duties as required to support the team and firm.

Senior Associate, Client Accounting and Advisory Services

• To manage accounts of multiple client service programs or single large national program
• To maintain client, client broker and key vendor relationships
• Manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention
• Performs client renewal and Client Service Instruction preparation for assigned clients
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports
• Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients
• Educates the client on loss data - drivers of cost impacting assigned programs
• Coordinate project activity
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction
• Identifies issues that impact customer satisfaction
• Identifies and solicits cross selling opportunities
• Coordinates client contracts
• Performs other duties as assigned
• Supports the organization's quality program(s)
• Travel as required

Manager, Client Services – Workforce Absence

• Provide operational, administrative, and analytical support for client care programs
• Maintain service standards and monitor performance metrics
• Coordinate training initiatives
• Assist with reporting and quality assurance activities
• Support customer service initiatives and improvement projects
• Interact with North American veterinary clinics and pet parents by phone and email

Client Care Operations Specialist

• Assist Financial Advisors in servicing clients
• Receive and place orders as directed from Financial Advisor
• Process corporate actions where a license is warranted
• Schedule and confirm client appointments, enter data in SalesForce
• Manage the financial advisor's calendar to maximize productivity
• Maximize sales opportunities by contacting potential clients
• Provide operational guidance to Financial Advisors
• Ensure new business paperwork is accurately submitted
• Mitigate risk through appropriate authentication standards
• Maintain a professional environment

Registered Client Service Associate

• Conduct the smooth operation of a financial planning office
• Assist financial advisor(s) in managing office workflow
• Ensure accurate account set up and answer client questions
• Coordinate client appreciation events and seminars

Client Service Specialist – Manager

• Provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions
• Remarkets requests from clients when a significant increase to the renewal premium is identified
• Prepares renewal reviews and premium/loss summaries in accordance with Best Practice timelines
• Processes change requests; maintains schedules of insurance; and premium finance agreements
• Prepares renewal exposure review and updates future applications for renewal preparation with information received from clients
• Prepares Certificate holder list for client review and prepares certificate templates
• Responsible for maintenance of Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures
• Researches and provides recommendations to client risk management/coverage issues and internal workflow processes
• Receives and processes claim reports as backup to claims unit
• Gathers and reviews loss data to prepare detailed premium and loss summaries
• Clearly explains results to client/Sales executive/marketing/carriers
• Manages timetable for renewal process to meet or exceed established MMA Florida Region procedures
• Quotes and binds Special Event, Builders Risk and Flood policies

Client Service Associate

• Delivering high quality payroll, technical support, and training to POA clients and internal teams
• Optimizing the UKG Ready platform experience across Payroll, HRMS, and TLM modules
• Maintaining a book of key accounts utilizing the UKG Ready platform
• Inputting and processing payroll data accurately and timely
• Conducting client trainings and assisting in adding any additional products as needed
• Proactively anticipating client needs and maintaining frequent and professional client communication
• Actively seeking to grow POA business by identifying and acting on sales opportunities
• Coordinating client training activities within a book of business
• Attending client hand-off meetings with the Implementation Team
• Developing and maintaining positive relationships with POA leadership and clients
• Ensuring beneficial outcomes using discretion and judgment
• Providing quality control over data integrity for all clients
• Participating in internal and external training to improve professional skills

Payroll & Client Service Specialist – UKG Ready

• 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

• Provide service coverage for a FA/PWA/team
• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Support the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remain current on all policies, procedures, and new platforms
• Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
• Answer inbound phone calls or make outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
• Manage the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintain travel itineraries, prepare expense reports and manage the reimbursement process
• Assist with general in-office support functions such as copying, filing and scanning documentation
• Prepare and submit expense reports for processing at the direction of the FA/PWA

Private Wealth Management Client Service Associate

• Acts as a liaison to Home Office associates and their direct family members
• Researches and resolves escalated issues regarding clients’ accounts
• Determines best method to ensure client satisfaction
• Follows up to ensure client satisfaction
• Communicates and coordinates with Home Office departments to resolve issues

• Developing and executing strategic sales initiatives to drive revenue growth and market penetration
• Building and maintaining strong relationships with key clients and stakeholders to enhance customer relationship management
• Leading cross-functional collaboration efforts to align sales strategies with organizational goals
• Coordinating sales programs and initiatives to optimize performance and achieve targets
• Utilizing analytical thinking to assess market trends and forecast market penetration opportunities
• Innovating and implementing creative solutions to address client needs and improve service excellence
• Mentoring and coaching team members to foster professional growth and development
• Promoting systemic thinking to identify and leverage strategic alliances for mutual benefit
• Applying a strategic mindset to guide decision-making and drive business outcomes
• Facilitating external relationships to expand the organization's network and influence

Client Relationship Executive – Managed Services

• Developing and executing Cyber Managed Services go-to-market strategies to drive revenue growth and exceed sales targets
• Identifying, qualifying, and managing new Cyber opportunities with Partners and MDs through close and project kick-off
• Building trusted relationships with key Cyber executives as a strategic advisor throughout the sales process
• Leveraging market research, threat intelligence, and competitive insights to position PwC’s Cyber value proposition
• Orchestrating subject matter experts, solution architects, and delivery leaders to design tailored Cyber solutions
• Translating Cyber strategy into actionable sales plans that shape client engagements and support KPIs
• Identifying Cyber market gaps and converting opportunities into successful outcomes for the Firm
• Staying current on the evolving threat landscape to advise clients and internal teams
• Partnering with delivery teams post-sale to support smooth transitions and exceed client expectations

Client Relationship Executive – Cyber Managed Services

• Independently lead and facilitate meetings with clients, external partners and internal teams to drive collaboration and resolve operational challenges.
• Communicate the Zelis Payer experience vision to clients and teams, ensuring alignment with organizational goals.
• Guide clients toward optimal product configuration, collaborate to align on delivery timelines and manage each interaction with a solution and service-oriented mindset.
• Serve as a technical expert, offering specialized guidance and solutions to enhance Payer Experience.
• Maintain comprehensive knowledge of Zelis offerings, production fulfillment processes, healthcare enrollment procedures, and payment optimization strategies.
• Apply technical troubleshooting skills to resolve complex issues involving client mapping and data ingestion.
• Advocate for clients across all Zelis departments, assisting with technical aspects of payments and related business needs.
• Deliver training sessions, as needed, to support client success.
• Independently manage daily casework, ensuring timely resolution and continuous progress on long-term milestones across multiple client projects.
• Oversee and update project milestones to support ongoing client success.
• Communicate proactively and thoroughly with Payers, managing the overall service experience.
• Collaborate with cross-functional teams internally and externally to design, develop, test, and deploy client change requests.
• Identify and communicate potential barriers, proposing both immediate and long-term solutions for technical changes.
• Assess business need and associated impact of client-requested work to inform prioritization.
• Analyze complex data sets and business rules to deliver actionable insights that support client objectives.
• Ensure accurate translation of complex data into client-facing materials, demonstrating deep expertise in healthcare industry practices, claims communications, payment processing, and ID card production.

Client Service Specialist

• Responsible for the success, oversight, and client enablement of platforms, products, and services across the enterprise.
• Serve as a primary point of contact for clients, delivering end-to-end client service and monitoring client satisfaction across products and services.
• Partner with large or strategic clients and internal stakeholders to scope requirements that leverage standard product and service offerings or address acute issues impacting client health.
• Define and manage delivery plans for client implementations, product and platform configurations, service transitions, enhancements, changes, conversions, and complex remediation plans.
• Track and maintain project plans, including critical milestones, dependencies, risks, and issues across the delivery lifecycle.
• Identify, escalate, and help remediate impediments and service issues in partnership with Operations, Client Coverage, Product, Technology, and other internal teams.
• Act as a liaison to clients, developing a strong understanding of their business needs and aligning solutions with BNY’s commercial strategy and service model.

Vice President, Client Service Management – Global Collateral Platform

• Lead, manage, and develop payment business activities in multiple and complex markets
• Partner with relationship managers to consult on complex specific payment solutions
• Coordinate Request for Proposal response and proposal generation
• Provide production support on product issues and call on clients to address their business and product needs
• Review and analyze complex multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of the function, policies, procedures, and compliance requirements that influence and collaborate with a broader work team to meet deliverables and drive new initiatives within Global Payments Sales
• Collaborate and consult with Global Payments Sales peers, colleagues, and managers to resolve issues and achieve goals
• Lead Global Payments Sales projects and serve as a peer mentor

Lead Global Payments Services Client Account Manager

• Assesses risks and effectiveness of Front Line Unit (FLU) processes and controls to ensure compliance with applicable laws, rules, and regulations, while responding to regulatory inquiries, other audits, and examinations
• Engages in activities to provide independent compliance and operational risk oversight of FLU or Control Function (CF) performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures
• Identifies and escalates problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses
• Manages inventory of processes, risks, controls, and associated metrics for risk appetite and limits, reporting violations of compliance or regulatory activities
• Assists in the development of independent risk management reporting for respective area(s) of coverage as input into country/regional governance and management routines
• Analyzes and interprets applicable laws, rules, and regulations to provide clear and practical advice to stakeholders, and identify and manage risks
• Reviews and challenges FLU/CF process, risk, Single Process Inventory, and FLU/CF Risk and Control Self-Assessment related to themes or trends, while monitoring the regulatory environment to identify regulatory changes applicable to area(s) of coverage
• Lead, coach, and develop a team of Compliance and Operational Risk officers, fostering a culture of accountability, continuous improvement, and effective risk management.

Compliance & Operational Risk Manager – Client Services

• Drive the evolution and success of our clients’ customer loyalty programs.
• Shape loyalty strategies, leveraging data-driven insights and cross-functional collaboration to enhance customer experiences and maximize program ROI.
• Manage loyalty programs that enhance customer retention and satisfaction.
• Develop strategies to drive program adoption and engagement.
• Understand our client’s customer data and insights to refine loyalty program offerings.
• Collaborate with technology teams to ensure seamless execution and integration of loyalty programs.
• Manage the definition and execution of promotional campaigns to drive awareness and participation in the loyalty program.
• Monitor our client’s program's performance metrics, such as participation rates, redemption rates, and ROI.
• Oversee our clients program budget, ensuring effective allocation of resources and staying within budgetary constraints.

Associate Director, Client Services

• Develops and directs claim service strategies
• Manages branch underwriting and agency relationships within an assigned territory
• Monitors, facilitates and assists in the successful renewal of accounts
• Serves as primary contact for assigned clients, commercial branch contacts, agents and brokers
• Provides technical, administrative, process, and marketing expertise
• Builds and maintains business relationships with clients, agents and brokers
• Collaborates with underwriting to determine claim service renewals at profitable rates
• Leads development, delivery and evaluation of client service goals
• Customizes measurement tools, such as customer evaluation surveys, and coordinates claim quality reviews
• Builds consensus with claim, underwriting, agents, brokers and/or clients to facilitate resolution for all pertinent claim service issues
• Develops innovative new products and services based on client input and profitability goals
• Negotiates, communicates and monitors special claim handling instructions for risk management accounts and key commercial clients
• Accountable for the defined transition plans, special services and meetings for new accounts
• Serves as a knowledgeable resource to both internal and external customers

Client Services jobs in Florida

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Senior Vice President, Client Service Executive

Client Services Manager

Senior Associate, Client Accounting and Advisory Services

Manager, Client Services – Workforce Absence

Client Care Operations Specialist

Registered Client Service Associate

Client Service Specialist – Manager

Client Service Associate

Payroll & Client Service Specialist – UKG Ready

Client Services Supervisor

Private Wealth Management Client Service Associate

Registered Client Service Associate

Client Relationship Executive – Managed Services

Client Relationship Executive – Cyber Managed Services

Client Service Specialist

Vice President, Client Service Management – Global Collateral Platform

Lead Global Payments Services Client Account Manager

Compliance & Operational Risk Manager – Client Services

Associate Director, Client Services

Senior Client Services Manager