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

• 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

• 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

• Serve as the senior client contact across applicable product disciplines
• Manage client service reviews and due diligence visits across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing
• Monitor performance against Service Level Descriptions
• Lead project planning for key clients
• Review, approve, and ensure timely publication of monthly reporting to consultants and clients
• Support Relationship Manager activities
• Oversee complex, cross disciplinary initiatives.

Client Service and Delivery Manager – Global Fund Services

• 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

• 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 primary point of contact for brokers and employer groups ensuring accurate, timely, and high-quality support across all service and administrative needs.
• Manages inquiries, resolves issues, coordinates with internal teams.
• Coordinates client and broker onboarding, processes renewal paperwork, and maintains strong relationships that drive retention and client satisfaction.
• Oversee intake and prioritization of internal and external inquiries.
• Manage the end-to-end service workflows and monitor open service cases with timely follow-up.
• Use independent judgment to resolve complex issues while balancing client needs with organizational policies.
• Determine appropriate solutions and approve exceptions or escalated items within authority limits.
• Collaborate with client retention executive on plan renewals and preparation, including plan changes, identifying client needs, and ensuring alignment with client goals.
• Prepare and process renewal contracts and paperwork accurately and timely.
• Welcome and educate new clients and brokers on Trustmark products and processes while ensuring a smooth transition from prior carriers and new sales.
• Coordinate setup, system configuration, and delivery of onboarding materials; and conduct enrollment meetings as needed.
• Identify customer service trends and develop job aids and process documentation.
• Recommend and influence implementation of process improvement, insights on broker and employer needs, competitive dynamics, and operational challenges.
• Conduct root-cause analysis on recurring issues, and lead initiatives to address systemic problems.
• Represent client management in cross-departmental committees and projects focused on service operations and client experience.

Client Service Manager

• Lead and manage a team of Commercial Loan Servicing Advisors
• Ensure accurate execution of loan servicing activities and adherence to SLAs
• Oversee daily servicing activities and resolution of borrower inquiries
• Identify process improvement opportunities and promote operational excellence
• Ensure compliance with internal policies and regulatory requirements

Lead, Commercial Loan Client Service Advisors

• Service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.
• Handles day-to-day client calls and transactions and problem resolution.
• Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.
• Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Client Services Team Associate

• 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

• Functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank
• Handling day-to-day client calls and transactions and problem resolution
• Escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist
• Identifying potential problems, compliance issues, or fraud to maximize client satisfaction
• Developing working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures

Client Services Associate

• Lead end-to-end research design and delivery for complex media effectiveness studies, including methodology selection, survey design, and analytical approach
• Translate client business objectives into rigorous, insight-driven research frameworks that inform media strategy and decision-making
• Synthesize complex data into clear, compelling narratives that explain performance drivers and deliver actionable recommendations
• Serve as a trusted advisor to senior client stakeholders, guiding measurement strategy and campaign learning agendas
• Apply deep expertise in cross-platform media measurement (e.g., brand lift, attribution, audience insights across digital, CTV, and linear)
• Oversee quality, rigor, and consistency across all research outputs, establishing best practices and elevating team standards
• Mentor and develop team members, strengthening research, analytical, and storytelling capabilities across levels
• Partner cross-functionally (e.g., product, data science, operations) to deliver integrated, high-quality solutions
• Support account growth by identifying new research opportunities and contributing to proposals and client development

Director, Client Service

• Elevate service standards in every interaction - walk into any conversation with the knowledge and context to support our customers.
• Proactively address technical inquiries and challenges, serving as a trusted advisor on Ansarada’s suite of products.
• Onboard and educate new users through personalised guidance and training on the Ansarada platform.
• Identify opportunities for customer expansion and upsell — with AI surfacing the right signals at the right time.

• Serve as a core member of the United States & Canadian Markets Operations Leadership Team
• Lead the Enablement Partner Support team and provide operational support for Discover network participants including issuers, acquirers and processors
• Deliver operational readiness, improve our operating model and enhance partner support
• Establish and sustain a well managed operating environment and deliver impactful results

Director, Client Support

• Serve as a core member of the United States & Canadian Markets Operations Leadership Team
• Lead and manage the strategic priorities for our most critical operations vendors
• Deliver operational readiness, improve our operating model and enhance partner support
• Establish and sustain a well managed operating environment and deliver impactful results

Senior Director, Client Support

• Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
• Provides technical, administrative, process, and marketing expertise.
• Builds and maintains business relationships with clients, agents and brokers in support of new business, retention and cross-sell goals.
• Collaborates with underwriting to determine claim service renewals at profitable rates through understanding of client's business, organization, service requirements/standards and goals.
• Leads development, delivery and evaluation of client service goals
• Develops innovative new products and services based on client input and profitability goals.

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