Client Services Representative

• 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

• Serve as primary service contact for assigned clients, managing day-to-day service needs with accuracy and responsiveness
• Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards
• Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements
• Prepare client review materials, organize documentation for signatures, and maintain accurate client records
• Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items
• Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions
• Oversee moderately complex client inquiries independently, exercising judgment within established guidelines
• Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps
• Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards
• Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality

Client Services Specialist

• Deliver exceptional service by addressing client questions and providing timely solutions
• Research and resolve complex client service issues while keeping advisors informed of progress and outcomes
• Serve as a trusted resource for clients, advisors, and internal team members
• Communicate next steps clearly and proactively to ensure a seamless client experience
• Support financial advisors with client servicing, account maintenance, and planning-related activities
• Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete
• Attend client meetings when requested, take detailed notes, and assist with follow-up action items
• Run reports and provide data from portfolio management and financial planning platforms
• Review client presentations and planning materials for quality and accuracy
• Track client workflows, outstanding requests, and deliverables to ensure timely completion
• Utilize CRM systems, financial software, and technology platforms to maintain accurate client records
• Prepare and submit client maintenance forms and documentation
• Develop and maintain written procedures and systems that support team efficiency

Client Services Consultant

• Provide best-in-class customer experiences for WASH’s business to business clientele
• Interpret and resolve client requests within established SLAs
• Take ownership during client interactions and achieve first-contact resolution outcomes
• Prepare correspondences for internal and external clients
• Calculate and explain client disbursements
• Generate client revenue and portfolio reports
• Interpret and explain contract terms
• Diffuse difficult client interactions and handle escalations
• Liaise with key departments to address a variety of client inquiries
• Achieve and maintain quality assurance standards
• Participate in special projects, as requested

Client Support Associate – Temporary

• Oversees all aspects of work comp business for an assigned group of IO physicians
• Register, verify, update, or modify all new work comp patients while obtaining all necessary patient and billing information
• Coordinate with case managers, referring office, or adjusters to obtain outside records prior to an appointment.
• Ensure that records received are complete and documented.
• Expeditiously obtain all authorizations for workers’ compensation appointments and surgeries.
• Investigate and follow-up on all incoming phone calls for workers’ compensation patients within 24 hours.
• Make all appropriate documentation in the patient chart thorough and accurate.
• Document phone calls and appropriate items in the case management system
• Forward medical records when requested to case managers, employers and adjusters
• Maintain knowledge of workers compensation laws and offer education to providers and team members
• Coordinate Special Services Requests
• Work closely with doctors to ensure all reports are handled and completed in a timely manner
• Schedule appointments and procedures pertaining to Work comp for the Iowa Ortho Physicians, including (but not limited to) MRI/CT and outpatient testing.
• Provide exceptional customer service to patients, employers and insurance companies calling on accounts
• Exhibit complete professionalism in all duties performed as a coordinator
• Communicate with physicians and staff as necessary, to provide concise information and process completion
• Assist nurse case managers and insurance adjusters in coordinating patient care
• Complete all work log tasking within the required parameters
• Track all scheduled tests and ensure accuracy on any notes in patient accounts
• Assist with scheduling
• Provide assistance to the billing department, as needed, to collect overdue claims payment.
• Provides excellent customer service to internal and external customers
• Provides assistance in the best interest of Iowa Ortho and our patients. All other duties as assigned.

Client Services Coordinator

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

Client Services jobs in Iowa

See all jobs on JobTailor

Client Care Operations Specialist

Client Services Specialist

Client Services Consultant

Client Support Associate – Temporary

Client Services Coordinator

Client Services Associate