Client Services Representative

• Works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals
• Prepares premium allocations
• Prepares and updates draft renewal proposals
• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, and other coverage related documents
• Assists client service teams in the preparation of presentation materials
• Analyzes and summarizes complex data and compiles reports without supervision
• Records data into appropriate insurance company and firm software programs
• Processes complex audits and complete audit worksheets
• Reviews contract requirements for complex cert requests
• Reviews quotes in depth
• Quotes flood and builder's risks policies as requested by an Account Manager
• Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
• Handles the renewing of bonds and flood policies
• Identifies and follow up on binding subjectivities
• Trains and mentors other Analysts
• Completes special projects as assigned
• Looks for opportunities to improve the firm, business segment and processes
• Brings issues and discrepancies to the attention of appropriate leadership

Senior Client Service Specialist, Commercial Risk

• 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

• 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

• The Account Coordinator is responsible for assisting the Vice President of Client Services, Account Manager and Client Service Representative with the plan implementation for new clients.
• Assisting with the handling of the overall servicing of account issues for existing clients.
• For new clients, the Account Coordinator will assist the Account Manager and Client Service Representative in the coordination of the plan implementation by producing and compiling educational materials.
• The Account Coordinator works closely with internal staff to communicate service issues and resolve claim payment issues.
• Serves as the in-house client contact when the Account Manager and Client Service Representative are unavailable.
• Assist with the coordination of implementing new groups and overall servicing of account issues for existing clients and brokers.
• Produce educational materials and help resolve claims/service issues.
• Provide administrative support to the Client Services department.
• Notify internal staff of any plan design changes, renewal changes, or other relevant information to ensure the plan runs smoothly for each client.

Account Coordinator, Client Services

• Conduct information sessions and walk in screening as needed for potential program candidates
• Facilitate client pre- and post-language assessments
• Meet with clients to complete employment plans and draft resumes and cover letters
• Enroll new participants via outreach and frequent communication with referral agencies and community partners
• Assist clients in initial goal setting, career planning, training, and barrier removal resulting in job readiness
• Assist clients in individual, group, and classroom settings in job search-related activities
• Escort clients to job interviews and facilitate interview and hiring process, as needed.
• Provide post-placement services including follow-up with participant and employer.
• Via phone, email, and in person; direct and support potential program candidates and partner organization staff on program information and how to apply for JVS services.
• Support recruitment efforts for E2E including partnership communications and outreach
• Monitor voicemail and email inquiries and respond to inquiries
• Provide Welcome Center coverage and support as needed
• Resolve and deescalate difficult customer situations with knowledge of principles and processes for providing customer services.
• Assist with data entry for E2E in Excel and Salesforce
• Support the mission and philosophy of the JVS and the Refugee Services division
• Establish positive working relationships with all members of the Refugee Services division and others at JVS.
• Attend and actively participate in staff meetings and team-based projects
• Effectively adapt to change in work environments, work priorities, and organizational needs
• Attend and actively participate in staff meetings and team-based projects.
• Work collaboratively with team members to ensure performance goals are met
• Performs other duties as required.

Client Support Specialist

• 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.

Client Services Manager – National Accounts

• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Demonstrate understanding of the client’s business including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
• Review associates' accounting, tax or auditing work: provide constructive review points
• May supervise associates on engagements
• Train and mentor associate staff
• May be involved in the client billing process by assisting Managers or Directors
• Identify and begin to develop knowledge in selected specialty practice
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Tax Senior Associate I, Private Client Services

• Support the onboarding and servicing operations of new and existing clients
• Work closely with Client Service Managers to facilitate timely processing of client requests
• Input prospect, client, and account information into the firm’s CRM
• Prepare and review account paperwork to determine accuracy and completeness
• Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
• Ensure required forms and documentation are accurately stored within the firm’s Document Management System
• Assemble marketing material packages and mail to prospects, clients and/or referral partners across the country
• Cross-reference client account deposits with the firm’s daily check blotter
• Set up new clients with their login information for the firm’s eStatement delivery portal
• Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts, and processing incoming and outgoing mail
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
• Perform special projects as needed.

Client Service Associate

• Managing the follow up maintenance transactions lifecycle from origination until the customer unit is in control/custody of the repair technician
• Timely and accurate documentation in all Cox Fleet systems
• Providing excellent customer service for all internal and external customer calls
• Obtain customers approval for all repairs and services to be performed
• Proactively contact customers to schedule preventative maintenance at regular intervals
• Partner and communicate consistently with Field Operations to schedule the right technicians
• Encourage customers to schedule repairs and maintenance in advance
• Continuously develop and improve company capabilities in Dispatching and Service Scheduling

Fleet Client Services Specialist II

• Support financial advisors and their clients with exceptional service and operational excellence
• Provide courteous and professional support through phone, email, and occasional in-person interactions
• Review workflows and paperwork for accuracy and completeness
• Prepare professional correspondence and documents to support advisors and clients

Client Services Consultant

• Develops and executes tactical plans at the business unit level
• Manages the strategic delivery of HR priorities
• Applies operational excellence and inclusion across HR processes
• Partners with business leaders to align programs with culture and conduct principles
• Manages and influences critical workforce activities including headcount reporting and analytics
• Collaborates with business partners to guide employee compensation

Human Resources Manager – Client Services

• responsible for managing medium to large sized clients
• support Vice Presidents or Senior Vice Presidents with complex relationships
• ensure superior client satisfaction
• proactively identify client needs and internal issues
• work closely with internal teams and clients
• develop and present fee proposals to VP or SVP
• manage conversion/start-up of new client relationships

Assistant Vice President, Operations Client Service

• Manage client relationships and sentiment via extensive daily interaction with client counterparts
• Manage the change management administration and communication with clients
• Champion inquiries from / issues raised by various State Street organizations
• Collaborate with STT’s middle and back office operations and provide input on plans to enhance operations

Operations Client Service, AVP

• Be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for family office clients
• Support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team
• Focus on client satisfaction with specific attention to client service and relationship management
• Proactively manage client issues and resolve problems in a timely and accurate manner

Client Service Manager II – Wealth Client Experience

• Project manage complex account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
• Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
• Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
• Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
• Complete ongoing KYC/AML reviews.
• Participant in and/or lead Insight committee & ad hoc meetings.
• Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client.
• File and organize client documentation into Insight central folders.
• Assist with client meeting preparation and attend meetings as required.
• Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
• Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
• Develop detailed knowledge of the clients and the environment in which we provide solutions.
• Manage ad hoc projects which may require coordinating with other areas of the firm.

Client Service Specialist

• Oversees a team of Client Service Managers to ensure efficiency and high-quality service, including hiring, training, and supervising team members to create high performing teams.
• Provides ongoing and consistent feedback to develop skills and improve performance, including Quality Assurance processes and regular coaching sessions to improve Client Satisfaction.
• Handles client inquiries, complaints, and feedback to improve service standards, acting as a point of escalation for clients/brokers and internal Navia teams.
• Proactively maintains close relationships with clients and brokers, educating them on opportunities to further develop the partnership to address client challenges.
• Accountable for hitting goals and targets by evaluating performance, conducting reviews, handling promotions or disciplinary action.
• Reports team performance and action plans to improve based on gaps identified in data analysis.
• Communicates priorities and updates to the team through regular team and individual meetings, acting as a change champion for the department.
• Reports technical issues, identifies opportunities for process improvements, and contributes ideas for enhancing efficiency and effectiveness.
• Documents enhancements to processes to ensure scalability.
• Collaborate with partners cross-functionally to ensure a seamless and cohesive experience for clients.
• Ensures adherence to industry regulations and company policies, including audit plan setups, payroll deduction reporting, change in status, eligibility and renewals as needed.

Client Services – Team Manager

• Act as the primary owner of day‑to‑day client relationships.
• Develop a deep understanding of each client’s business needs, requirements, and benefit strategy.
• Manage client expectations through proactive, transparent communication.
• Simultaneously manage a diverse portfolio of clients varying in size, scope, and services.
• Represent Navia at client benefit fairs to educate participants on plan features and benefits.
• Ensure completion and documentation of all items on each client’s service schedule.
• Provide timely project updates, deliverables, timelines, and issue‑resolution details.
• Escalate complex client issues to appropriate internal team members.
• Support client invoicing by reviewing work‑in‑progress reports and associate time/billing entries.
• Manage annual benefits open enrollment processes for assigned clients.
• Lead implementation of new clients and services onto Navia’s platforms.
• Manage the creation, review, and negotiation of service agreements and renewals.
• Document and manage client change orders and new work processes.
• Educate and train clients on system usage; lead system demos and webinars.
• Provide guidance on plan design, system functionality, and compliance considerations.
• Train internal associates on client benefit plans, systems, and processes.
• Identify and implement process improvements to ensure efficient service delivery.
• Ensure all client documentation is current in internal systems.

Client Services Manager

• Project manage account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
• Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
• Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
• Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
• Complete ongoing KYC/AML reviews.
• Participant in and/or lead Insight committee & ad hoc meetings.
• Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client.
• File and organize client documentation into Insight central folders.
• Assist with client meeting preparation and attend meetings as required.
• Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
• Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
• Develop detailed knowledge of the clients and the environment in which we provide solutions.
• Manage ad hoc projects which may require coordinating with other areas of the firm.

• Leads the development and execution of claim service strategies
• 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
• Develops innovative new products and services based on client input
• Serves as a knowledgeable resource to both internal and external customers

Senior Client Services Manager – National Accounts

• Leading, planning and supervising multiple engagements which include consulting, compliance, and tax planning services.
• Assisting with and managing IRS and state audits as well as responses to notifications as needed.
• Ability to guide clients and members of the firm through complex tax rules and regulations.
• Consulting with engagement team to promote new ideas and innovative planning opportunities to clients.
• Managing client communications and relationships.
• Participating and actively contributing to new business development activities.
• Training, supervising, and mentoring other Interns and Associates on the team.

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