Client Services Representative

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Provide a high level of consultative client service while communicating and coordinating with clients and partners.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establish and maintain strong working relationships with dedicated clients and financial professionals.
• Deliver client retention by anticipating client’s needs, recommending changes or actions.
• Achieve service level goals, retention and organic growth goals established for each financial partner.
• Manage day to day schedule for self and team according to client needs and needs of the business.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity.
• Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional.
• Support peers and Manager(s) by handling escalated items/calls from clients.
• Develop and maintain strong internal relationships across departments and locations.
• Perform other duties and participate in or lead special projects as assigned.

Senior Retirement Service Consultant, Client Services – Retirement

• 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

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
• Build impactful relationships with clients and maintain relationships with firm leadership
• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs
• Take responsibility for accurate time and billing for self and team
• Responsible for training, supervising and ongoing development of associates and seniors
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements

Tax Manager – Private Client Services

• Owning the administration of new client contacts and supporting them throughout their life cycle
• Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services
• Developing new business opportunities and managing against operational feasibility
• Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups
• Participating in architectural system designs to meet client needs
• Complying with regulatory and policy mandates
• Ensuring all procedures are updated to mitigate process risks
• Ensuring the accuracy and timeliness of client requests
• Identifying improvements towards process efficiency and risk mitigation
• Supporting operational processes daily

Director, Client Service 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

• 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

• 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

• Coordinate communication with multiple areas of the wealth management business
• Hire, lead, and manage teams supporting sales and service activities
• Implement process changes to adhere to identified control gaps
• Supervise escalated situations and review identified items
• Train new staff members and audit staff on a regular basis

Wealth Client Support Supervisor

• Review of tax returns, income tax projections and tax workpapers
• Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations
• Provide effective consulting, planning and compliance for clients
• Oversee and manage the day to day needs of clients and tax return process including identification and resolution of tax issues
• Perform tax research to resolve issues
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice
• Maintaining knowledge of new tax issues and general business trends impacting client

• Managing the overall relationship with Institutional Retirement clients
• Implementing and administering retirement plans and changes
• Overseeing client satisfaction, retention, and profitability of products
• Assisting Plan Sponsors with inquiries related to individual participant issues
• Helping with system setup and leading event management activities

Client Service Manager

• Act as a liaison between CHB Account Managers, clients, and customs brokerage operations to ensure seamless service delivery
• Monitor shipment entries, identify exceptions or delays, and proactively communicate with internal teams and clients to resolve issues
• Develop, maintain, and distribute performance metrics and client-facing reports using internal tools such as Customs Navigator
• Support client onboarding activities, including documentation processes and operational setup
• Coordinate and contribute to Quarterly Business Reviews (QBRs) with client stakeholders and internal teams
• Collaborate with Account Managers on shipment tracking, entry follow-ups, and reporting to avoid service disruptions
• Maintain and update SOPs while supporting compliance monitoring and staying aligned with evolving customs regulations

Senior Customs Client Support Associate

• Track project transitions end-to-end and publish regular reporting for stakeholders to assess success and identify improvement opportunities
• Prepare business presentations and communicate project updates to frontline operations teams
• Coordinate awareness of scheduled maintenance windows with frontline support to ensure alignment on system availability and reduce unnecessary escalations
• Maintain thorough documentation of transition plans, progress, and completion milestones
• Identify and contribute to process improvements in project transitions, including the exploration and application of AI tools for increased efficiency
• Actively participate in planning and executing global, regional, and local project transitions with a focus on support readiness and end-user experience
• Conduct A/B data integrity and quality assurance testing
• Monitor KPIs and develop presentations for stakeholder reporting
• Build and refine statistical models for KPI tracking and outlier analysis
• Document all analytical processes, methodologies, and findings clearly and consistently
• Learn and apply enterprise best practices for knowledge creation, maintenance, and governance
• Actively participate in the end-to-end knowledge production process, from content development through publication and review
• Solicit feedback from stakeholders and end users and implement improvements to existing knowledge assets
• Leverage data and customer feedback to identify knowledge gaps, anticipate future content needs, and recommend proactive solutions

Client Services Technology Intern/Co-op - Undergraduate

• Serve as a primary day-to-day contact supporting client needs and requests
• Ensure timely and accurate delivery of client products and services
• Build and maintain strong client relationships to support long-term success
• Partner with internal teams to support service delivery and resolve issues
• Monitor service performance and ensure client expectations are met
• Research and analyze client inquiries and provide effective solutions
• Participate in client meetings and support client engagements

Client Service Analyst

• Lead, coach, and develop a high-performing client services team
• Build strong relationships with clients and act as a trusted partner
• Translate client needs into actionable solutions and service plans
• Serve as an escalation point for complex client issues
• Drive adoption of data and technology solutions across clients and teams
• Monitor performance and service delivery metrics to ensure high-quality outcomes
• Collaborate with cross-functional teams to deliver client success
• Identify process improvements and drive operational efficiencies

Associate Director, Client Services

• manage reconciling and processing positions related to Corporate Action events
• serve as primary contact for Prime Broker clients, providing support across Asset Servicing specific to Corporate Action and Income events
• research and resolve questions or issues presented by clients
• perform reconciliations for applicable client account positions as required
• craft robust client communications
• identify and manage risk to the business
• hold or attend client conference call meetings and/or in-person meetings

Asset Servicing Client Service Lead

• 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

• 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 and notation in all Cox Fleet systems regarding each customer contact
• 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
• Partner and communicate consistently with Field Operations to schedule the right technicians to accounts
• Encourage customers to schedule repairs and maintenance in advance
• Continuously develop and improve company capabilities in Dispatching and Service Scheduling
• Additional duties and special projects as assigned

Fleet Client Services Specialist II

• 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

• handling medium to large projects for a Line of Business that may be regional or national in scope
• recommending policy and procedural changes and developing measurement criteria and project plans
• working with senior management to evaluate current methods and develop strategies to implement change and improvements
• leading and managing Fraud Servicing initiatives
• serving as primary contact within the Fraud servicing organization
• preparing documentation for tracking, monitoring, and escalation of initiatives or risk related issues to management
• gathering and organizing data to monitor and test effectiveness of key initiatives

Client Services jobs in New Jersey

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Senior Retirement Service Consultant, Client Services – Retirement

Client Care Operations Specialist

Client Services Supervisor

Tax Manager – Private Client Services

Director, Client Service Manager

Compliance & Operational Risk Manager – Client Services

Client Account Support Advisor

AVP, Claims Client Services

Wealth Client Support Supervisor

Tax Manager – Private Client Services

Client Service Manager

Senior Customs Client Support Associate

Client Services Technology Intern/Co-op - Undergraduate

Client Service Analyst

Associate Director, Client Services

Asset Servicing Client Service Lead

Client Services Project Lawyer

Fleet Client Services Specialist II

Director, Client Service

Operations Project Consultant – Consumer Client Services, Fraud Servicing