Client Services Representative

• 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

• Manage relationships for a portfolio of small to mid-tier small and medium-sized business accounts to support client satisfaction, retention, and growth.
• Resolve simple client inquiries directly and coordinate with internal teams to facilitate resolution of moderate to complex issues.
• Educate clients on products, reporting, self-service tools, and relevant industry information to support effective platform use.
• Monitor account health, review portfolio performance, and create customized business reviews that illustrate financial performance, card volume trends, and industry comparisons.
• Maintain accurate and current client records, including contract details, communication logs, and product matrices.
• Identify opportunities to increase penetration of products and services across multi-product client environments.
• Communicate clearly with clients regarding pricing models, funding, compression management, and issue resolution status.

Client Support Tier 2 – Senior Associate

• Define and lead enterprise-level strategies that advance client objectives and position the organization as a market leader
• Serve as a primary strategic partner to senior client stakeholders
• Translate market trends, competitive intelligence, and performance analytics into strategies
• Oversee integrated business planning, forecasting, and alignment across multiple portfolios
• Establish success metrics and optimization through data-driven insights
• Mentor senior account leaders and foster a culture of high performance
• Direct large-scale budgets, staffing models, and resource allocation
• Partner with internal and client teams to uphold medical, legal, and regulatory standards
• Identify and lead organic growth opportunities

Vice President, Client Services – Promo

• 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 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 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

• Manage the delivery of contracted services, ensuring service level agreements (SLAs) and key performance indicators (KPIs) are consistently met or exceeded.
• Oversee project schedules, scope, risks, and budgets while ensuring operational teams and partners clearly understand client requirements.
• Serve as a trusted advisor to clients, providing day-to-day support, guidance, and proactive communication.
• Build strong, long-term client relationships while identifying opportunities to enhance service value or extend contracts.
• Collaborate with account managers to highlight growth opportunities and support business development initiatives.
• Establish and maintain consistent processes to review service performance, generate reports, and capture client feedback.
• Assist with administrative and coordination tasks vital to ensuring seamless service operations.

Client Service Representative

• Collaborate with sales partner to follow through on their initial business development efforts and solidify partnership with the new client.
• Collaborate with internal MSH colleagues to manage the end-to-end lifecycle of the sales process & delivery commitments.
• Continuously expand MSH footprint and service offerings into newly acquired and existing partnerships.
• Become a business partner to our customers by staying informed of emerging market trends and technology knowledge, and providing solutions that position them for successful project completion.
• Participate in the full-life cycle recruitment including role definition, strategic candidate sourcing, understanding market trends, offer development and negotiation presentation, and onboarding of candidates.
• Evaluate competencies, background, technical skills, and culture fit of each individual.
• Work with the MSH India Intelligence Team for market research and candidate sourcing.
• Create innovative ways to reach out to potential candidates and market candidates to clients.
• Understand micro & macro market trends and build sourcing and engagement strategies.
• Manage the candidate experience through empathy, transparency, and a deep understanding of our candidates' hopes and desires.
• Participate in all continuous training initiatives, prioritizing your personal and professional development.

Client Services Manager

• Effectively respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Accurately onboard new accounts and ensure the appropriate settings are applied.
• Provide an excellent advisor experience that encourages them to want to use Canvas more.
• Work with colleagues on complex cases.

Client Service Specialist

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Client Service Associate

• Lead/assist in processing of daily transactions for all cash programs
• Monitor money movements
• Answer any/all investor inquiries expeditiously and accurately
• Coordinate with Sales and the custodian during the client on-boarding process
• Gather information and necessary documents for external audit confirmations
• Perform data entry of bank statements into SCCM’s proprietary system for reconciliation
• Assist with interest rate variance analysis and coordinate with bank team on discrepancies

• Responsible for revenue targets that will build to a team’s book of business.
• Will actively contribute to building Kantar’s network of brand experts who deliver quality data and insights to their clients.
• Leads mid-size to large, complex accounts; both overseeing accounts and involved in day to day of projects.
• Provides guidance to team and contributes to expertise, thought leadership, design, storytelling, and client management of accounts.
• Responsible for employee engagement and contributes to building Brand Performance team culture.

Vice President, Client Service

• Serve as a primary point of contact for clients and institutional partners utilizing Nasdaq indexes and related products, ensuring their expectations and service benchmarks are consistently met.
• Act as a technical liaison between clients and internal teams to analyze, troubleshoot, and resolve production issues in a timely and effective manner.
• Partner with clients and partners to define business and system requirements, developing streamlined processes that enhance the overall client experience.
• Identify and escalate unresolved support issues, contributing to root-cause analysis and resolution on behalf of the business.
• Synthesize and communicate client feedback and requirements to leadership, helping to shape and improve Nasdaq's index product offerings.

Senior Index Client Services Analyst

• Assist in the coordination of client transitions activity (i.e. onboarding, off boarding)
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Help manage client communications to ensure timely and proactive updates are provided
• Participate in relevant projects across the department

• Own the revenue operations infrastructure: forecasting, pipeline management, capacity planning, and financial reporting across the client portfolio
• Build and maintain margin models at the client, squad, and service-line level—ensuring every engagement is commercially viable as we scale
• Partner with leadership on pricing strategy, rate card evolution, and deal structuring to protect margins while remaining competitive
• Develop the financial frameworks that guide decisions on when to hire, when to invest, and when to hold—translating growth ambitions into executable financial plans
• Track and report on key financial KPIs: revenue per client, gross margin, utilization rates, client lifetime value, and cost-to-serve
• Help to draft and negotiate renewals amendments and scope changes across all client engagements
• Serve as the commercial point of contact for clients on contract terms, pricing adjustments, and expansion discussions
• Standardize and templatize commercial agreements to reduce legal overhead and accelerate deal velocity as client count grows
• Identify and manage commercial risk scope creep, under-priced engagements, payment terms that strain cash flow—before they become problems
• Build the operational playbook for client health monitoring: early warning systems for churn risk, expansion signals, and margin erosion
• Partner with the growth and client services teams to ensure smooth handoffs between sales, onboarding, and ongoing delivery
• Design the operational systems that allow us to add 10+ clients per year without proportional headcount growth—process automation, standardized workflows, and smarter resource allocation
• Evaluate and implement tools and technology (including AI-powered solutions) that improve commercial operations efficiency
• Build the reporting infrastructure that gives leadership real-time visibility into commercial performance and capacity
• Develop the hiring and capacity models that connect revenue growth to staffing decisions—ensuring we’re always right-sized for the work

Director, Client Services

• Implements highly complex solutions in support of performance plan objectives to resolve issues and risks, optimize efficiency, reduce variability, and improve controls, effectiveness, quality, and sustainability
• Oversees partnerships with support organizations and Line of Business (LOB) partners to gather information needed to support the implementation of solutions that resolve critical business challenges and opportunities
• Integrates process design best practices and applies business redesign concepts to ensure continuous process improvement tactics are in alignment with long-term strategic goals
• Manages change by establishing appropriate governance routines to inspect the health of programs and project portfolios aligned to a unit or division within an LOB
• Ensures Enterprise Change Management policies and standards are applied and adopted to change initiatives in partnership with LOB stakeholders
• Understands information associated with the process in accordance with the Process Management – Enterprise Policy.
• Understands applicable laws, rules, regulations, and policies relevant to the process.
• Serves as main point of contact with FLU/CF leaders and stakeholders, managing objectives and expectations and conducting business reviews.
• Understands customers’ needs and expectations; collects customer feedback and responds appropriately.
• Identifies and manages standardized risks inherent in the process or where the process is designed to mitigate risk, ensuring controls are missing or inadequate.
• Identifies controls designed to reduce the inherent risk of process failure and anticipates outcomes; assesses process and control performance, remediates deficiencies in processes or controls, and measures the effectiveness of each control.

Process Design Manager – Client Services

• Provide day-to-day support for Macmillan’s distribution team
• Partner closely with Sales, Operations, and Clients to ensure accurate materials and smooth execution across publishing cycles
• Prepare materials for launch meetings
• Support Sales Conference readiness by ensuring titles are updated
• Conduct seasonal audits to confirm metadata is complete and accurate
• Assist with weekly reporting by pulling P&B (print and bind) and reprint detail sheets
• Act as a point of contact for sales materials requests
• Run and distribute weekly sales and inventory reports
• Provide administrative and project support to the Client Services teams

Sales Assistant, Client Services – Distribution

• You’ll act as the face of Grasshopper in managing our clients’ questions or concerns in order to provide both an effortless banking and a seamless resolution experience.
• Your role will primarily be to shepherd our clients through the onboarding, account opening, and account management processes.
• Additionally, it will focus on providing ongoing support for our ancillary product and service offerings, as well as strengthening the client’s overall relationship with the bank.
• Communication and Service skills are paramount in this role as you’ll be expected to collaborate across departments including Banking, Operations, Technology, and Risk and Compliance, to assist with the development of and adherence to best practices for our team and our clients.
• Responsibilities include:
• - Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses
• - Log, dispatch, and resolve client requests according to defined processes
• - Interact with other departments and third-party vendors to help solve client inquiries
• - Provide guidance and assistance on a wide variety of projects and tasks
• - Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging
• - Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank
• - Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others.

Client Services Specialist

• Assist in leading the firm’s feedback ecosystem.
• Translate raw feedback and interview findings into actionable service improvement plans.
• Refine and overhaul the onboarding process.
• Partner with administrative leads to modify workflows.
• Assist with reporting and presentations integrating feedback data.

Senior Client Service Manager – Client Experience

• Leads the region and/or teams according to the values, ethics and parameters outlined
• Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network
• Accountable for achievement of all designated goals and objectives in the areas of operational effectiveness, revenue generation and other success factors
• Proactively supports development of client relationships and attend meetings & reviews as required
• In partnership with the Directors, establish and maintain long – term relationships with client at a global strategic level
• Identifies and implements process improvement for operational effectiveness, for client teams, based on client specific requirements whilst adhering to broader operational effectiveness goals, including technology requirements
• Creates an environment for success through regular communication forums, including operational team meetings and strategic leadership meetings with regional directors and managers, including all functional areas within the region
• Works closely with the Clients to assess any concerns on the planned program and associated business objectives
• Conducts Client performance analysis and develops optimization plans with Operations; recommends actions around process delivery enhancement
• Conducts Client profitability analysis & optimization recommendations (specifically related to contract/SOW terms and performance)

Senior Vice President – Client Services, Healthcare

• Lead the client service and operations function supporting advisors, recordkeepers, retirement plan sponsors, and enterprise wealth partners.
• Own the full post-sale lifecycle, including onboarding, implementation, adoption tracking, and ongoing value delivery.
• Develop scalable service models, governance standards, and operating playbooks.
• Monitor client adoption and satisfaction metrics to improve retention and growth.
• Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
• Drive process improvement and automation to increase efficiency and scalability.
• Own monthly and quarterly billing cycles, ensuring accurate fee application and fiduciary compliance.
• Oversee reconciliation, reporting, audit readiness, and revenue accuracy.
• Lead cross-functional initiatives tied to partner implementations and product enhancements.
• Build and develop a high-performing Client Service and Operations team.

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Client Services Manager

Client Service Specialist

Client Service Associate

Client Service Associate

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Client Service Associate

Director, Client Services

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Client Services Specialist

Senior Client Service Manager – Client Experience

Senior Vice President – Client Services, Healthcare

Director of Client Service and Operations