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

• Responsible for day-to-day operations and administrative support for one or more registered representative including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
• Coordinating with internal operation departments to ensure client requests are fulfilled.
• Managing client deposits
• Maintaining data integrity across all systems and updating as necessary
• Researching client issues in cooperation with back-office operation partners
• Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the brokerage service team, custodians, and Black Diamond
• Other duties as needed

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

• 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

• Lead or co-lead implementation of new client accounts
• Responsible for end-to-end management of implementation project delivery
• Communicate status and risks to appropriate client and leadership
• Work directly with clients, consultants, and coalition partners
• Support team development and effectiveness

Client Account Support Advisor

• 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

• Maintain and strengthen relationships with assigned strategic client(s), ensuring alignment on goals, performance expectations, and deliverables
• Ensure daily execution of all client commitments, including operational performance, service delivery, and contractual obligations
• Drive client satisfaction, retention, and expansion by identifying growth opportunities aligned with client strategic objectives
• Lead account strategy, including development and execution of client account plans focused on revenue growth, operational excellence, and long-term partnership value
• Monitor account performance, proactively identify risks or issues, and implement solutions to ensure consistent delivery and client success
• Partner with cross-functional leaders and Directors to support account management, client reviews, and business development initiatives including RFPs and renegotiations
• Oversee financial performance of client accounts, including budgeting, forecasting, and ensuring alignment with company financial goals
• Ensure operational practices and processes are standardized, compliant, and aligned with company directives and regulatory requirements, particularly within heavily regulated industries
• Lead, develop, and manage high-performing teams, including hiring, performance management, coaching, and succession planning
• Establish productivity metrics and ensure optimal resource utilization to achieve business and client objectives
• Represent Client Services in cross-functional initiatives and strategic projects
• Drive continuous improvement initiatives to enhance operational effectiveness and client outcomes

Senior Director, Client Services

• 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

• Responsible for overall client relations, operational effectiveness, revenue generation & client retention
• Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention
• Accountable for the achievement of all designated goals and objectives in the areas of operational effectiveness, revenue generation, and other success factors
• Proactively supports the development of client relationships and attends meetings & reviews as required
• In partnership with the Directors, establish and maintain long–term relationships with clients at a global strategic level
• Identifies and implements process improvement for operational effectiveness
• Creates an environment for success through regular communication forums
• Works closely with the Clients to assess any concerns about the planned program and associated business objectives
• Performs Client performance analysis and develops optimization plans with Operations

Vice President – Client Services

• Serve as primary point of client contact and coordinates program delivery
• Provide input to develop corporate and business unit strategies for account
• In conjunction with senior management help set client expectations in a professional and effective manner,
• Support day-to-day activities for the client program
• Manage client satisfaction and achievement of client specific KPI’s
• Collaborate with other team members to resolve client issues, problems or concerns on a timely and cost-effective basis
• Proactively use business experience and skills to identify new opportunities to enhance or extend relationship with client by providing additional solutions or services
• Assist in management of program profitability and performance metrics. Includes budgeting, forecasting, monitoring actuals, pricing/packaging of new offerings, accounts receivable management, invoice preparation and Service Level Agreements
• Suggest modifications to internal processes as needed for financial control
• Ability to work in a team environment and matrix organization and work remotely from team
• Help ensure that operational procedures are in place
• Participate in development and integration of Technology Solutions
• Serve as the client liaison for security to ensure appropriate customer access to client utilized systems and solution components
• Help establish high-level plans for software upgrades, migrations, and implementations

Director of Client Services

• Provide comprehensive administrative and operational support within the financial advisor’s practice.
• Enhance client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives.
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and educating them on firm services and solutions.
• Assist with account-related requests, including transactions, maintenance, and online access, while ensuring compliance with regulatory standards.
• Manage client onboarding by collecting documentation, assessing risk profiles, and maintaining accurate records.
• Prepare reports and meeting materials, monitor account alerts, and support audits and regulatory reviews.
• Collaborate with financial advisors on business plans, marketing initiatives, and client engagement strategies.
• Perform administrative tasks such as scheduling, travel arrangements, and expense reporting.

• Supports the Correspondent Account Executive covering Southern California, Arizona and Nevada.
• Coordinates with Account Executive on completion of specific tasks.
• Works with CPE analyst to identify and address client quality trends.
• Serves as point of contact for all client escalations.
• Provides feedback to CPE and client support regarding lender pipelines.

Client Services Consultant

• Demonstrates knowledge of client and warehouse hardware, software, operating systems, network configuration, server interaction, diagnostics and troubleshooting.
• Confers with end users, technology teams, and vendors to resolve incidents and fulfill requests.
• Diagnose and resolve unique problems with hardware, software and operating systems; determine the source of problems and classify their level, priority and nature.
• Configure, deploy, maintain, troubleshoot, inventory and support computer workstations, laptops, printers, mobile devices, phones and other computer and telecommunications equipment.
• Installs/removes/configures hardware and software.
• Address user tickets within documented service levels
• Diagnose and troubleshoot technical issues, including account setup and network configuration
• Provide prompt and accurate feedback to clients and follow up with clients to ensure their systems are functional
• Ability to work independently or via a team collaboration process.
• Experience providing support via in-person, phone, or remote methods.
• Demonstrates appropriate interpersonal skills to manage and deliver exceptional customer service.
• Partners with end users to correlate business requirements to technology solutions (strong business acumen).
• Prioritize and manage several open issues at one time
• Properly escalate unresolved issues to appropriate internal teams
• Individual will have a primary support role. This includes after hour and weekend support as needed.
• Periodic travel to support business initiatives is required.

Senior Analyst, IT 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

• 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

• Develop and implement comprehensive operational strategies, policies and procedures that support the company’s long-term goals
• Collaborate with Client Service management team to set goals and develop strategic plans for the department
• Ensure high quality service delivery across all client touchpoints
• Support resolution of complex client issues and complaints in a professional manner
• Track, analyze and actively manage service performance metrics
• Identify areas for optimization and implement changes to enhance efficiency and effectiveness
• Effectively communicate with clients, internal teams and stakeholders ensuring alignment and transparency
• Support transformation initiatives, foster a culture that embraces change

Director, Client Service

• Develop and implement a national standardization framework for client service and resource management across the business.
• Serve as an active member of the divisional senior leadership team, providing thought leadership and strategic input.
• Define short- and long-term goals aligned with divisional objectives for client outcomes and experience.
• Assess current best practices and client deliverables to standardize onboarding, renewal stewardship, service communications, and retention recovery plans.
• Evaluate market-specific nuances and determine where variances from industry standards are warranted.
• Partner with regional client service leaders to design and execute a national service model that improves efficiency and aligns service delivery with client expectations, including roles, workflows, SLAs, and stewardship.
• Provide ongoing guidance to regional client service leaders, including escalation management, workload balancing, and development of professional and technical bench strength.
• Drive adoption of existing technologies, AI, and offshore resources to improve compliance, data reliability, service delivery, and operating margins.
• Establish development benchmarks for client service talent tied to team KPIs and individual role and career progression.
• Provide ongoing training to the client service team on competitive practices, industry trends, and regulatory changes.
• Partner with senior leadership to evaluate emerging tools and resources, improve client retention and satisfaction, and identify staffing needs and bench strength.
• Perform other duties as assigned.

National Director – Client Service Operations, Property & Casualty

• Stakeholder Engagement: 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.
• 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 Services jobs in Montana

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Client Care Operations Specialist

Client Service Associate

Client Services Supervisor

Client Service Specialist

Client Account Support Advisor

Senior Client Services Specialist, Family Office

Senior Director, Client Services

Client Services Team Associate

Vice President – Client Services

Director of Client Services

Client Service Associate

Client Services Consultant

Senior Analyst, IT Client Services

Client Services Project Lawyer

Client Services Associate

Director, Client Service

National Director – Client Service Operations, Property & Casualty

Client Service Specialist