Client Services Representative

• Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
• Develop and execute client retention strategies that strengthen relationships, build loyalty, and expand engagement opportunities.
• Monitor and assess client health through regular reviews, metrics and feedback loops, identifying potential risks and implementing preventative actions.
• Collaborate with internal stakeholders across Platforms including Operations, Product, Risk, and Legal to deliver seamless client service and resolve complex issues.
• Collaborate with Client Coverage Sales and Relationship Management to drive service success and enable future commercial opportunities.
• Anticipate client needs and stay informed on market trends, regulatory changes, and BNY initiated change, proactively offering insights and solutions.
• Advocate for clients internally, ensuring their voice is heard in product development, service enhancements, and process improvements.
• Uphold the highest standards of governance, risk management, and compliance in every client interaction.

Senior Vice President, Client Service Executive

• Candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database.
• Candidate should be experienced working in a high-pressure, high-volume environment where accuracy is paramount.
• Highly adaptable professional with the ability to thrive in diverse environments and engage respectfully with people of varied backgrounds and perspectives.
• Responsible for creation of financial documents and approval process using Adobe suite of software products.
• Familiarity with Agile methodologies, including regular application testing throughout the development lifecycle.
• Ability and availability to perform regular application testing within an Agile development framework.
• Candidate must be computer savvy and capable of learning new software applications with relative ease.
• Have Client service experience. Candidate will communicate directly with clients as well as internal departments.
• Be comfortable working within a team while owning their own work.
• Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines.
• Candidate must utilize great time management skills to handle extremely high seasonal volumes.

Client Service Representative – Flexible Options

• Support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met
• Coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets
• Support the process for issuing and managing certificates of insurance
• Prepare client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year

Client Service Associate, Business Insurance

• 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

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client's Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Senior Tax Manager – Private Client Services

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Director I – Private Client Services

• The District Service Manager is responsible for leading embedded service operations and managing dedicated service teams supporting key customer sites within an assigned district.
• This role focuses on hiring, developing, and leading service technicians and subcontractors while managing customer relationships, service delivery, operational performance, and labor costs.
• The District Service Manager serves as a primary point of contact for embedded service customers, ensuring service excellence, continuous improvement, and achievement of business objectives.
• This position will increase and maintain the service contract base, drive time-and-material revenue through customer engagement and account strategy development, and improve overall customer satisfaction.
• The successful candidate will ensure technical performance metrics and quality goals are met or exceeded while implementing and monitoring key processes established by the organization.
• The role carries direct responsibility for revenue generation, operational performance, and management of an operating budget.
• Assure customer satisfaction levels for service and security systems are met or exceeded throughout the assigned territory and embedded customer locations.
• Manage the performance of the workforce to meet or exceed customer satisfaction expectations.
• Manage overtime, direct labor costs, billed work, and parts inventories to meet financial goals.
• Maintain proper staffing levels by recruiting and hiring competent individuals necessary to accomplish team goals.
• Develop capabilities of the workforce assigned within the territory to ensure employees are trained, productive, and proficient in meeting customer needs.
• Lead and manage embedded service personnel at customer locations, ensuring alignment with customer expectations and organizational objectives.
• Responsible for retention and growth of revenue and profit for the Business Team.
• Ensure compliance with corporate policies and procedures regarding safety, including OSHA, as well as protection of proprietary information and company assets.
• Provide the workforce with the resources required to fulfill their responsibilities.
• Ensure workforce properly maintains company vehicles and equipment.
• Responsible for implementing and maintaining quality systems within the territory.
• Schedule and meet with customers regularly to ensure satisfaction levels are being met or exceeded.
• Serve as a trusted advisor and operational partner to embedded services customers.
• Partner with Sales, Systems, Service, and Support associates to develop account strategies and action plans that contribute to business growth and customer retention.

District Service Manager, Client Services

• Maintain accurate and comprehensive records within the collections database
• Prepare and distribute aging reports, account statements, and collection correspondence
• Monitor and assist with the management of Accounting ServiceNow tickets
• Support the planning, coordination, and execution of firmwide collection campaigns
• Maintain organized files, records, and supporting documentation

Client Account Services Administrator

• Partner with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships
• Grow revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
• Underwrite all types of credit account exposure
• Manage an assigned credit portfolio
• Successfully close new business relationships and expand existing relationships
• Manage credit risk and respond to prospect or customer credit questions
• Make independent calls on assigned portfolio of relationships
• Provide customer service and participate in joint sales calls with Relationship Manager(s)
• Identify customer needs

Credit Portfolio Manager – Professional Services, Contractors

• Own onboarding engagement, narrative and timeline
• Set and manage expectations around data, reporting, LLM Chat and service scope
• Lead Quarterly Business Reviews / check-ins (formal or informal)
• Triage client issues, decide severity and determine escalation path
• Communicate clearly and calmly during incidents
• Translate technical or data complexity into clear, client-appropriate explanations
• Coordinate internally to resolve issues
• Identify renewal risks, expansion signals, and recurring pain points
• Build trusted, long-term relationships with client stakeholders
• Feed structured insight back into product, data, and leadership teams

Client Service Lead

• 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

• Work within hospital radiology environment to evaluate and troubleshoot imaging equipment issues and implement appropriate repairs.
• Evaluate basic customer biomedical equipment issues, implement appropriate repairs; as assigned, perform planned maintenance (PM), safety, environmental inspections and maintain effective customer relations.
• Follow appropriate GEHC policies, procedures, hospital protocol and complete necessary documentation, as guided.
• Complete Preventative Maintenance on designated equipment.
• Perform safety and environmental inspections ensuring compliance to Health and Human Services and Environmental Health and Safety guidelines.
• Document all repair actions and submit reports/summaries according to schedule.
• Maintain approved parts inventory.
• Manage vendor's service delivery processes in compliance with GEHC policies, as instructed.
• Maintain daily communications with customers to ensure resolution and proper follow-up, leading to customer satisfaction.
• Learn and ensure proper care of tools and test equipment and ensure calibration.
• Enhance and maintain technical knowledge of current standards, codes and procedures regarding safe and effective use of medical equipment.
• Mentor with and assist more experienced technicians on progressive repairs and resolution, and will work as a member of the local team to provide efficient service delivery to all accounts within his/her assigned area.
• Meet Health and Human Services, as well as Environment Health and Safety requirements.
• Complete all planned Quality and Compliance training within the defined deadlines.
• Identify and report any and all customer quality or compliance concerns immediately to the Quality Organization.

Client Service Technician, Apprentice

• Work within hospital radiology environment to evaluate and troubleshoot imaging equipment issues and implement appropriate repairs
• Evaluate basic customer biomedical equipment issues, implement appropriate repairs; as assigned, perform planned maintenance (PM), safety, environmental inspections and maintain effective customer relations
• Follow appropriate GEHC policies, procedures, hospital protocol and complete necessary documentation, as guided
• Complete Preventative Maintenance on designated equipment
• Perform safety and environmental inspections ensuring compliance to Health and Human Services and Environmental Health and Safety guidelines
• Document all repair actions and submit reports/summaries according to schedule
• Maintain approved parts inventory
• Manage vendor's service delivery processes in compliance with GEHC policies, as instructed
• Maintain daily communications with customers to ensure resolution and proper follow-up, leading to customer satisfaction
• Learn and ensure proper care of tools and test equipment and ensure calibration
• Enhance and maintain technical knowledge of current standards, codes and procedures regarding safe and effective use of medical equipment
• Mentor with and assist more experienced technicians on progressive repairs and resolution, and will work as a member of the local team to provide efficient service delivery to all accounts within his/her assigned area
• Meet Health and Human Services, as well as Environment Health and Safety requirements
• Complete all planned Quality and Compliance training within the defined deadlines
• Identify and report any and all customer quality or compliance concerns immediately to the Quality Organization
• Aware of and comply with the GEHC Quality Manual, Quality Management System, Quality Management Policy, Quality Goals, and applicable laws and regulations as they apply to this job type/position.

Client Service Technician

• Support the Senior Director, Marketing and Special Services with various tasks
• Conduct marketing/companies of interest outreach as directed
• Create and edit excel spreadsheets to track various progress of deals, endorsements, and player information
• Create and track calendared dates for player appearances/player signings
• Research potential marketing/endorsement opportunities for current clients
• Assist with various client service needs of clients including restaurant reservations, hotel reservations, housing, equipment, and other needs as they arrive
• Assist in organizing client data to excel the client service and marketing efforts
• Assist with holiday gift ideas, award gifts, etc.
• Various administrative duties as assigned

Client Services, Baseball Internship

• Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
• Perform other duties as assigned

Client Service Associate

• 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

• Serve as the main point of contact for corporate issuers, legal counsel, investment banking teams and other capital markets clients.
• Manage financial print and disclosure projects from initial request through final delivery, including composition, proofing, client revisions, EDGAR filing support, print, mail and electronic delivery.
• Partner closely with internal composition, EDGAR, print production, digital delivery and quality control teams to help ensure work is completed accurately and on schedule.
• Review client instructions, monitor project status, identify risks and proactively share updates, next steps and timing expectations.
• Support SEC filing and transaction-related workflows, including prospectuses, registration statements, proxy materials, merger documents and other financial disclosures.
• Troubleshoot and resolve client issues promptly and professionally, escalating concerns when needed to help protect deadlines and client satisfaction.
• Maintain accurate project notes, job details, client instructions, version history and status updates across internal systems, while upholding quality, confidentiality, security and compliance standards in a highly regulated financial services environment.
• Balance competing priorities and urgent client requests while maintaining a high level of service and attention to detail during overnight hours.

Capital Markets Client Service Associate – Overnight Shift

• 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

Tax Manager – Private Client Services

• The VP of Client Services will have ownership of the senior-level client and agency partner relationships beyond the day-to-day operations
• This person will be responsible for client retention by maintaining executive- and senior-level relationships and identifying additional opportunities with existing clients
• They are responsible for assessing and managing the risk associated with clients and agency partners, as well as meeting client and EVERSANA INTOUCH goals for each account’s financial health, targets, and objectives
• They lead the coordination and development of the integrated marketing plans internally and with external agency partners
• Strong thought leadership within EVERSANA INTOUCH and within the industry is required, along with the ability to bring new services to our clients frequently, allowing them to understand the depth of EVERSANA INTOUCH’s offerings
• Our employees are tasked with delivering excellent business results through the efforts of their teams

VP, Client Services

• Serve as a trusted advisor to senior client stakeholders (CIO, CTO, Head of Engineering, Risk, and Line of Business leaders)
• Drive growth across strategic accounts by identifying and expanding AWS-led transformation opportunities
• Partner closely with AWS and internal Capgemini teams to develop and execute joint go-to-market strategies
• Build and maintain strong executive-level relationships aligned to long-term client priorities
• Lead complex deal cycles involving:
• - Cloud transformation
• - Application modernization
• - Data platforms
• - AI-enabled solutions
• Collaborate with delivery, consulting, and alliance teams to ensure strong solution positioning and execution
• Navigate regulatory, risk, and compliance considerations within Financial Services environments

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