Client Services Representative

• Maintaining data integrity by properly setting up sales deals in the CRM platform (EDGEonDemand)
• Preparing bid sheets, contracting, and enrollment of customers
• Handling incoming and outgoing correspondence
• Assisting with data integrity and providing general administrative support to the operations team
• Managing electricity and natural gas accounts in all deregulated territories
• Collaborating with other departments to streamline processes and enhance overall efficiency
• Contributing to special projects and initiatives aimed at enhancing operational effectiveness
• Assisting in conducting research and gathering data for operational analysis
• Aiding in the preparation of reports and presentations for management meetings
• Providing general administrative support to the Director-Procurement Operations, Principals, and Director-Energy Markets as needed

Client Service Specialist

• 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

• Complete assigned Shared Services tasks accurately and within defined SLA by following documented processes step by step, ensuring the submitting team can depend on consistent, error-free output.
• Identify and communicate ticket ambiguity before starting work, asking clear, specific questions that resolve scope uncertainty without requiring back-and-forth escalation.
• Escalate tasks that fall outside defined Shared Services scope promptly and with sufficient context, so the submitting team can redirect efficiently without delay.
• Document completed work in a way that supports quality review, providing a clear record of what was done and flagging anything that appeared inconsistent or unclear in the source material.
• Follow defined processes without shortcuts or improvisation, flagging process documentation gaps when a step doesn't match actual system behavior.
• Build working familiarity with the Selerix platform across assigned task types, developing broad knowledge that prepares team members for specialized roles over time.
• Participate in training for new task types as they transfer into Shared Services scope.
• Share learnings about task types, platform behavior, and common errors with teammates.

Client Services Specialist

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Client Service Associate

• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information
• Collect, verify, and update required customer information accurately within Sentry systems
• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
• Perform other job-related duties as assigned

Associate Client Service Specialist

• 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

• Conducts administrative intake and scripted clinical intake of calls for clinical review
• Provides quality customer service through interaction with providers, administrative staff and others
• Builds and maintains customer satisfaction with products and services; provides excellent service to internal and external customers
• Collects and enters confidential information ensuring the highest level of confidentiality in all areas
• Maintains high-quality documentation standards when collecting and performing data entry functions
• Provides ongoing telephonic support to providers and office staff related to HealthHelp’s Clinical Review process
• Provides administrative support to the Clinical Review Department if needed
• Participates and understands scope of responsibility pertaining to ongoing Quality Initiative Projects
• Maintains acceptable levels of performance for all Key Performance Indicators, such as Average Talk Time (ATT), Quality, and adherence to schedule
• Participates in the HealthHelp Quality Management Program as required
• Adheres to all HIPAA, state and federal regulations pertaining to the clinical programs
• Adheres to both URAC & NCQA standards in keeping with HealthHelp’s compliance initiatives
• Carries out other projects and responsibilities as assigned

Client Service Representative – Operations

• Be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits
• Collaborate with a matrixed service team to deliver contractual commitments
• Work closely with specialized operational groups to implement plan provisions
• Generate new points of view, champion bold ideas, and collaborate with Workplace Investing and Fidelity functional business partners
• Identify, surface, and effectively lead resolution of service issues

Senior/Director, Client Service Manager

• 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

• Manage and grow relationships with a portfolio of high-value Global Payments & Liquidity clients, serving as a trusted advisor and strategic point of contact.
• Develop and execute client growth plans focused on wallet expansion, product adoption, deposit growth, and revenue retention.
• Identify, originate, and advance new treasury, payments, and liquidity opportunities in partnership with Relationship Managers and Product partners.
• Navigate complex client organizations, account structures, and solution requirements to drive timely execution and issue resolution.
• Provide strategic oversight and coordination of client initiatives, including new product adoption, account expansion, and critical client priorities.
• Partner across Sales, Product, Implementation, Service, and Operations teams to advocate for clients and ensure successful delivery of solutions.
• Serve as a Global Payments & Liquidity subject matter expert and relationship lead for some of the firm's most important and complex client relationships.

Lead Global Payments Services Consultant

• Lead a team of Client Service Managers (CSMs) within Workplace Investing
• Responsible for operational functions for Defined Contribution, Non-Qualified, and Health Savings Accounts
• Measure success through client satisfaction, loyalty, and retention results
• Participate in and lead cross-functional initiatives having significant business impact.

Director, Client Service Operations

• 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

• Independently lead and facilitate meetings with clients, external partners and internal teams to drive collaboration and resolve operational challenges.
• Communicate the Zelis Payer experience vision to clients and teams, ensuring alignment with organizational goals.
• Guide clients toward optimal product configuration, collaborate to align on delivery timelines and manage each interaction with a solution and service-oriented mindset.
• Serve as a technical expert, offering specialized guidance and solutions to enhance Payer Experience.
• Maintain comprehensive knowledge of Zelis offerings, production fulfillment processes, healthcare enrollment procedures, and payment optimization strategies.
• Apply technical troubleshooting skills to resolve complex issues involving client mapping and data ingestion.
• Advocate for clients across all Zelis departments, assisting with technical aspects of payments and related business needs.
• Deliver training sessions, as needed, to support client success.
• Independently manage daily casework, ensuring timely resolution and continuous progress on long-term milestones across multiple client projects.
• Oversee and update project milestones to support ongoing client success.
• Communicate proactively and thoroughly with Payers, managing the overall service experience.
• Collaborate with cross-functional teams internally and externally to design, develop, test, and deploy client change requests.
• Identify and communicate potential barriers, proposing both immediate and long-term solutions for technical changes.
• Assess business need and associated impact of client-requested work to inform prioritization.
• Analyze complex data sets and business rules to deliver actionable insights that support client objectives.
• Ensure accurate translation of complex data into client-facing materials, demonstrating deep expertise in healthcare industry practices, claims communications, payment processing, and ID card production.

• Track the status, coordination, priorities, and costs for all internal and external cohorts
• Manage the planning cycle and scheduling for leadership, facilitators, and client representatives
• Prepare and transmit cohort-facing communications before, during, and following cohorts
• Drive logistical coordination with the Events Team, Marketing Team, and Client Communications Team to develop strategy for each training as needed
• Manage any projects or enhancements to processes as needed
• Maintain, customize, and fulfill all materials, collateral, and consumables
• Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience

Associate, Client Services

Reg Client Service Associate

• Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Senior Client Services Specialist, Family Office

• Act as the day-to-day liaison between the company and its clients
• Handle information requests, issues, and other client-related tasks
• Manage correspondence, requests for information and issues from clients in a timely, professional and thorough manner
• Assist in preparing and conducting client meetings
• Facilitate meeting process
• Document and publish minutes from the meeting
• Participate in regular internal meetings with manager, team, and staff from other departments
• Produce and distribute reports on client and department activity
• Proactively communicate with clients and internal team regarding issues with their business
• Ensure company staff are informed on a proactive basis of client issues, concerns and changes
• Aggressively seek out additional business opportunities with existing and prospective clients
• Support the achievement of department goals and notify management and teammates when problems arise
• Represent SCS with professional and ethical work standards

Client Service Account Specialist

• Analyze complex legal factual issues while conducting extensive and well reasoned legal research.
• Independently develop and present defense strategies on behalf of clients for auto and general liability cases from inception through trial;
• Handle all aspects of case management, discovery, trial preparation from inception through resolution.
• Prepare pleadings, written discovery, motions and briefs in support of defense strategies.
• Provide effective and timely information, legal advice, and other services.
• Communicate with the court, witnesses, opposing counsel, and co-counsel with professional diplomacy and discretion.
• Participate in claims file reviews;
• Provide advice and training to the claim partners and clients.
• Work closely with the claim department to ensure legal compliance, mitigate risk, and negotiate settlements.
• Stay current on Texas Insurance Laws, advising internal teams, and independently participate in mediation, depositions, arbitration, trials, and settlement discussions to protect the company’s interests.
• Attend continuing legal education seminars in order to maintain a high level of professional expertise.
• Integrate legal support staff into the case handling process;
• Create and maintain software documentation.

Client Legal Services Attorney

• Lead and manage a team of Commercial Loan Servicing Advisors
• Ensure accurate execution of loan servicing activities and adherence to SLAs
• Oversee daily servicing activities and resolution of borrower inquiries
• Identify process improvement opportunities and promote operational excellence
• Ensure compliance with internal policies and regulatory requirements

Lead, Commercial Loan Client Service Advisors

• Lead day-to-day communication for assigned health plan clients
• Manage requests and deliverables with tight tracking
• Coordinate outreach, scheduling, field ops, reporting
• Build client reports, dashboards, and status updates
• Flag risks early and drive fixes fast
• Maintain milestones, notes, and documentation
• Support onboarding and launch of new programs

Client Services jobs in Texas

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Client Service Specialist

Senior Vice President, Client Service Executive

Client Services Specialist

Client Service Associate

Associate Client Service Specialist

Credit Portfolio Manager – Professional Services, Contractors

Client Service Representative – Operations

Senior/Director, Client Service Manager

Client Services Supervisor

Lead Global Payments Services Consultant

Director, Client Service Operations

Director, Client Service Manager

Client Service Specialist

Associate, Client Services

Reg Client Service Associate

Senior Client Services Specialist, Family Office

Client Service Account Specialist

Client Legal Services Attorney

Lead, Commercial Loan Client Service Advisors

Client Services Manager