Client Services Representative

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

Client Service Associate – Managed Program

• 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

• Helping open and set up new client accounts, from start to finish
• Looking after everyday client requests - like updates, withdrawals and changes
• Keeping client records accurate, tidy and up to date
• Preparing paperwork and getting documents signed and returned
• Being a friendly, reliable point of contact for clients, colleagues and partners
• Helping our advisers stay organised and on top of their workload
• Spotting the little things that could be done better
• Making sure everything we do meets the high standards our clients expect

Client Service Administrator

• Manage and resolve customer support tickets across a range of operational, technical, and service-related topics
• Provide excellent customer service at every stage of the customer journey
• Handle customer queries and requests, taking ownership of resolution or escalation where required
• Act as a key liaison between customers and internal teams including Account Management, Engineering, Product, Finance, and Implementations
• Support incident management processes, supplier escalations, and customer communications during service disruptions
• Create and maintain customer-facing support content, guides, and documentation
• Maintain supplier documentation and escalation processes to ensure information remains accurate and up to date
• Identify recurring customer issues and collaborate with internal teams to improve processes and service quality
• Support initiatives focused on automation, operational efficiency, and continuous improvement
• Ensure customer queries are handled within agreed service levels and quality standards
• Contribute to maintaining strong customer satisfaction scores and resolution time targets
• Proactively identify opportunities to improve customer experience and team effectiveness

Client Services Executive

• Executes all administrative tasks related to account management and policy servicing
• Processes policy endorsements, renewals, cancellations, and maintains accurate account records
• Ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards
• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists
• Enters and rates policies in carrier websites and orders new policies as needed
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment
• Tracks claims and updates the agency management system with activity, payments, and closures
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients
• Orders motor vehicle reports “MVRs” and loss runs as directed
• Reviews and processes mail
• Acts as a backup for office phone calls and walk-in traffic as needed
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned

Client Service Specialist – Commercial Lines

• 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

Operations Project Consultant – Consumer Client Services, Fraud Servicing

• Own the overall client experience in your assigned territory and manage the customer relationship post implementation
• Articulate service line value and facilitate resolution to customer client inquiries
• Work cross-functionally with our Sales, Marketing, IT, Implementation, Operations, Clinical and Contracts Departments to drive client initiatives within the organization
• Perform monthly calls and quarterly business reviews with your book of business and onsite client visits to maintain client health and strengthen the client partnership
• Directly influence our clients’ experiences at the executive leadership level and act as the escalation point for any satisfaction issues within the relationship
• Balance the role as a client advocate and strong representative of Access TeleCare with minimal supervision
• Frequent travel within assigned territory & corporate offices
• Travel 30–40% within territory & corporate offices
• Other duties as assigned

Director, Client Services – Healthcare

• Supports real estate transactions by assisting internal and external customers with various inquiries by providing a high level of customer service
• Responsible for managing employees directly engaged in client management
• Implements and supports strategies and initiatives focused on building and maintaining client relationships
• Develops departmental policies, procedures and strategies focused on providing high quality customer service achieved through anticipating client needs and attending to those needs effectively
• Recommends improvements to existing processes and solutions to improve efficiency
• Understands how teams coordinate efforts and resources to achieve organizational objectives
• Provides subject matter guidance to team; may allocate work
• Impacts results of own team and effectiveness of related teams
• Gathers and analyzes data to identify and solve complex problems that arise with little or no precedent
• Exercises judgement based on previous experiences, practices and precedents
• Evaluates and communicates complex information in a clear, concise manner
• Exchanges ideas and information effectively
• Works autonomously within established procedures and practices
• Acts as a lead, coordinating the work of others but is not a direct supervisor
• Performs all other duties as assigned by management

Client Services Lead, Signature Closers

• Focus on functions and responsibilities designed to improve and enhance workflows, timeliness, and client responsiveness
• Provide dedicated and important support in the overall Client experience
• Work as part of a Team that cares for the clients’ needs

Client Service Specialist

• Leading implementation of operational changes
• Managing efficiency initiatives
• Partnering to review reporting and resolve challenges
• Building relationships across teams
• Supporting new business opportunities with operational insights

Director, Client Service Operations

• Manage daily client service requests
• Oversee and execute client onboarding
• Manage Advisor workflows and tasks, ensuring that all client touch points are made
• Develop and fine-tune internal company processes, workflows, and templates
• Advisor and company Calendar and email management
• Manage Schwab paperwork, money movement (wires, journals, Moneylinks, etc.) and trading
• Manage SmartRIA – executing compliance tasks as necessary
• Manage Gusto - executing payroll
• Project management and execution, reporting directly to CEO
• Various administrative tasks
• Resolve issues practically and proactively
• Participate in strategy meetings and help execute on goals of the firm

Operations, Client Service Associate

• Review and analyze client data weekly for trends, issues and additional opportunities for freight cost savings.
• Review open client requests.
• Check status and ensure progress towards request closure and client satisfaction.
• Review carrier performance, as well as, an assigned client’s satisfaction with carrier performance.
• Interdepartmental Communication at all levels both internally & externally for process improvements & client requests.
• Conduct monthly client reviews.
• Review company tools and services available to assigned clients.
• The document which tools are being utilized, the client’s satisfaction with the tools and demonstrate newer tools that the client may not be utilizing, where applicable.
• Attempt to engage the client on new services (organic revenue growth) and/or offer additional cost savings opportunities through cost analysis, if applicable.
• Create case studies highlighting the client's use of Transportation Insight’s products/services for marketing and retention purposes.
• Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service).
• Provide training and direction to Logistics Analyst personnel

Account Manager, Client Services

• Oversight of multiple client service teams
• Plan, direct, execute and complete tax consulting projects
• Conduct technical reviews of federal and state income tax returns
• Develop and maintain strong client relationships
• Provide innovative tax planning strategies and compliance expertise to clients
• Understand and manage firm risk on tax services performed
• Manage, develop, and mentor staff/managers on projects
• Assess performance through formal periodic reviews and informal feedback
• Maintain an active presence in the market to drive growth and attract new clients

Tax Senior Manager, Private Client Services

• Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos
• Knowledge on how to open all types of complex accounts (trusts, corporation, 401ks)
• Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
• Maintain and update client data in our CRM
• Set a high standard of client interaction as the first person a new client interacts with on the Client Service Team
• Attend Zoom meetings with clients and team members

Client Service Onboarding Specialist

• Be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for family office clients
• Support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team
• Focus on client satisfaction with specific attention to client service and relationship management
• Proactively manage client issues and resolve problems in a timely and accurate manner

Client Service Manager II – Wealth Client Experience

• Oversees a team of Client Service Managers to ensure efficiency and high-quality service, including hiring, training, and supervising team members to create high performing teams.
• Provides ongoing and consistent feedback to develop skills and improve performance, including Quality Assurance processes and regular coaching sessions to improve Client Satisfaction.
• Handles client inquiries, complaints, and feedback to improve service standards, acting as a point of escalation for clients/brokers and internal Navia teams.
• Proactively maintains close relationships with clients and brokers, educating them on opportunities to further develop the partnership to address client challenges.
• Accountable for hitting goals and targets by evaluating performance, conducting reviews, handling promotions or disciplinary action.
• Reports team performance and action plans to improve based on gaps identified in data analysis.
• Communicates priorities and updates to the team through regular team and individual meetings, acting as a change champion for the department.
• Reports technical issues, identifies opportunities for process improvements, and contributes ideas for enhancing efficiency and effectiveness.
• Documents enhancements to processes to ensure scalability.
• Collaborate with partners cross-functionally to ensure a seamless and cohesive experience for clients.
• Ensures adherence to industry regulations and company policies, including audit plan setups, payroll deduction reporting, change in status, eligibility and renewals as needed.

Client Services – Team Manager

• Act as the primary owner of day‑to‑day client relationships.
• Develop a deep understanding of each client’s business needs, requirements, and benefit strategy.
• Manage client expectations through proactive, transparent communication.
• Simultaneously manage a diverse portfolio of clients varying in size, scope, and services.
• Represent Navia at client benefit fairs to educate participants on plan features and benefits.
• Ensure completion and documentation of all items on each client’s service schedule.
• Provide timely project updates, deliverables, timelines, and issue‑resolution details.
• Escalate complex client issues to appropriate internal team members.
• Support client invoicing by reviewing work‑in‑progress reports and associate time/billing entries.
• Manage annual benefits open enrollment processes for assigned clients.
• Lead implementation of new clients and services onto Navia’s platforms.
• Manage the creation, review, and negotiation of service agreements and renewals.
• Document and manage client change orders and new work processes.
• Educate and train clients on system usage; lead system demos and webinars.
• Provide guidance on plan design, system functionality, and compliance considerations.
• Train internal associates on client benefit plans, systems, and processes.
• Identify and implement process improvements to ensure efficient service delivery.
• Ensure all client documentation is current in internal systems.

Client Services Manager

• Answer incoming phone calls, addressing customer needs, questions and concerns while escalating any problems, challenges or disputes to appropriate internal resources for resolution as appropriate
• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations, including the opening, servicing and closing of all account products offered by the bank (CDs, Money Market, Statement Savings and Retirement accounts)
• Enhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customers
• Conduct select teller transactions such as processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Open and process incoming mail, completing logs, reports, audits and control checks
• Monitor and process daily exception files for ACH and inclearing file
• Perform decisioning for rejected items
• Perform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of items
• Process manual cash letter or force-post items that cannot be sent electronically
• Review large inclearing items and submit items requiring management review for payment
• Perform all requirements for annual escheatment for Beal Bank USA and affiliates
• Image customer documents and quality control checks of documents
• Practice security protocols and procedures in order to protect customer confidentiality and privacy
• Participate in Community Engagement (CRA) activities to ensure that all required monthly goals are met
• All other duties assigned by Manager

Client Services Specialist

• Building relationships with our clients to better understand their unique needs and concerns
• Responding to customer inquiries in a professional, accurate, and in a timely fashion
• Responding to customer inquiries via Outlook, Salesforce, or phone
• Navigating quickly between multiple databases quickly and accurately
• Fulfilling requests and answering questions for internal and external customers
• Review and process of legal documents
• Research and analysis of legal documents

Associate Client Service Representative

• Handle inbound client contacts across phone, email, and chat
• Monitor live call center queues and maintain service level expectations
• Coach agents in real time and assist with escalations
• Conduct quality audits and track KPIs for the Supervisor of Support
• Maintain SOPs and support onboarding of new team members

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