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

• May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number)
• Organizing and drafting IRS Forms 8832 (Entity Classification Election)
• Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal
• Monitoring co-sourcing client in-boxes
• Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications
• Maintaining detailed trackers of contact with investors and their statuses
• Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics
• Performing special projects as required and any other duties assigned

Client Services Specialist

• 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

• Lead the growth of Apex’s infrastructure services within your designated local market.
• Develop and execute a strategic plan to expand relationships with municipal, utility, and public-sector clients.
• Leverage existing client relationships and your market insight to establish Apex as a trusted regional partner.
• Collaborate with Divisional and Regional Leadership to align local efforts with Apex’s broader infrastructure strategy.
• Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure priorities and funding mechanisms.
• Identify and pursue new project opportunities, lead proposal development, and manage interview and negotiation processes.
• Drive cross-selling of Apex’s complementary environmental, construction, and compliance services.
• Represent Apex at professional associations, technical committees, and industry conferences.
• Oversee delivery of municipal infrastructure projects including water and wastewater treatment, distribution/collection systems, stormwater management, transportation or civil engineering.
• Ensure technical excellence, quality control, and adherence to scope, schedule, and budget.
• Provide technical leadership, mentoring, and QA/QC oversight to project teams.
• Manage project performance, including backlog, utilization, and profitability metrics.
• Recruit, mentor, and develop engineers, project managers, and technical staff to grow Apex’s local presence.
• Foster a collaborative, high-performance culture focused on client satisfaction and technical excellence.

Client Service Leader – Water/Wastewater

• Delegate, support and provide guidance to colleagues in Senior CSC and CSC roles
• Pull data from 3-D and other Navi-tools to deliver facts-based presentations (including Strategic Business Plans, VALUE Summaries, and Performance Standard reports) to clients.
• Work closely with Clinical Account Executive on data, strategy, and the Navitus team approach to all meetings
• Ensure immediate Client Services team has a plan to mediate any unmet PGs moving forward; Client Services should always have a debrief with an internal department which has failed to meet a PG
• Client Services Executive should be able to perform both basic training and specialized training on client-facing platforms, as long as the client has placed this request ahead of time
• Facilitate resolution of escalated member/Client issues requests
• Manage Clients Contract maintenance and performance
• Travel to Client sites
• Provide mentoring to the coordinator levels
• Other duties as assigned

Client Services Executive

• Support/back up the CSE, Senior CSC and CSC responsibilities
• Create and present data for Strategic Business Plans, VALUE Summaries, and Performance Standard reports
• Investigate/follow-up if Performance Guarantees are not met and present those results to their assigned clients
• Conduct Client training (Client Portal Site, Navi-Claim, etc.)
• Assist with escalated member/Client issues requests
• Identify and present Client opportunities to improve costs, service and health
• Contract maintenance and performance
• Lead or support internal department and corporate projects
• Travel to Client sites
• Provide mentoring to the coordinator levels and CSEs
• Other duties as assigned

Client Services jobs in Rhode Island

See all jobs on JobTailor

Client Care Operations Specialist

Client Services Specialist

Director, Client Service Manager

Client Service Leader – Water/Wastewater

Client Services Executive

Senior Client Services Executive