Client Services Representative

• Partner closely with the Vice President and Chief Human Resources Officer
• Lead the evolution of Penn's HR Business Partnership model
• Establish standards for service delivery and operational excellence
• Provide strategic counsel on workforce planning and organizational change
• Build a high-performing community across Penn's HR community

Executive Director leading HR Business Partnership model at University of Pennsylvania

Executive Director, HR Business Partnership, Client Services

Executive Director leading HR Business Partnership model at University of Pennsylvania. Partnering with executives to deliver strategic HR services and operational excellence in a complex organizational setting.

• Preparation, review, negotiation of CIT documentation for US based clients, working closely with Legal, Compliance the business.
• Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, working closely with Legal, Compliance and the business to firstly identify non-standard requirements and then to either negotiate, identify workable solutions and/or obtain business risk acceptance for such items.
• Act as gatekeepers to the BNY Investments Business Acceptance Council, the forum that risk accepts non-standard client requirements.
• Support distribution activities, including binding RFPs, to ensure any non-standard requirements are identified and then risk accepted by the business.
• Co-ordinate any changes to client legal documents required post onboarding.
• Support sub-advisory clients with prospectus/SAI updates.
• Maintain client records related to team responsibilities in an organised fashion.
• Perform key control functions in respect of mandate governance, ensuring any issues identified are resolved promptly and efficiently.
• Represent client-facing teams in respect of any regulatory change initiatives, attending internal and external working groups, identifying impacts to Newton’s client’s and/or distribution operating model, developing solutions and overseeing implementation to ensure compliance.
• Support team initiatives and projects as required.

Senior Specialist responsible for client services at BNY Investments in Pittsburgh

Senior Specialist, Client Service

Senior Specialist managing client services and legal documentation for BNY Investments. Preparing and negotiating contracts while coordinating regulatory compliance and governance in Pittsburgh.

• 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 executing tasks for seamless client experience

Client Services Specialist

Client Services Specialist managing routine tasks to support Selerix's client experience initiatives. Wide scope for learning and development into specialized roles within the organization.

• Serve as the primary point of contact for inbound client calls, emails, and text messages.
• Schedule and confirm hood cleaning appointments with clients.
• Follow up after service to ensure client satisfaction.
• Monitor outstanding invoices and maintain accounts receivable aging report.
• Welcome new clients and guide them through the onboarding process.
• Build and maintain the daily service schedule.
• Monitor inventory levels and coordinate replenishment requests.

Client Service Associate managing client communications and onboarding at Kitchen Guard

Client Service Associate

Client Service Associate responsible for client communications, scheduling, and accounts receivable at Kitchen Guard. Ensuring satisfaction and operational efficiency for the team.

• Overseeing talent acquisition delivery for a strategic client partnership
• Leading a team of recruiters
• Driving recruitment excellence and influencing business outcomes
• Building trusted relationships with senior stakeholders
• Conducting regular 1-1s, team meetings, and performance reviews
• Developing recruiting metrics and analytics (time to fill, cost per hire, candidate satisfaction, etc.)
• Managing programs, events, and campaigns to build candidate pipelines
• Driving comprehensive hiring strategies including passive outreach and recruitment marketing
• Overseeing P&L management and Cielo-specific reporting

Client Services Manager leading recruitment delivery for a strategic client in Japan

Client Services Manager

Client Services Manager overseeing talent acquisition delivery with a focus on strategic partnerships in Japan. Leading a team of recruiters and driving recruitment excellence.

• Lead, manage, and develop payment business activities in multiple and complex markets
• Partner with relationship managers to consult on complex specific payment solutions
• Coordinate Request for Proposal response and proposal generation
• Provide production support on product issues and call on clients to address their business and product needs
• Review and analyze complex multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of the function, policies, procedures, and compliance requirements that influence and collaborate with a broader work team to meet deliverables and drive new initiatives within Global Payments Sales
• Collaborate and consult with Global Payments Sales peers, colleagues, and managers to resolve issues and achieve goals
• Lead Global Payments Sales projects and serve as a peer mentor

Lead Global Payments Services Client Consultant for Wells Fargo's Global Payments team

Lead Global Payments Services Client Consultant

Lead Global Payments Services Client Consultant managing payment business activities and client relationships for Wells Fargo's Global Payments team. Requires extensive experience in Global Payments Sales and Treasury Management.

• Leading large, multi-disciplinary teams across onboarding, servicing and payment management activities.
• Setting and delivering strategic priorities that improve client experience, operational performance and business outcomes.
• Driving transformation, automation and AI-enabled initiatives that improve efficiency, scalability and service quality.
• Developing high-performing leadership teams through coaching, succession planning and talent development.
• Using data and insights to drive informed decision making and continuous improvement.
• Strengthening risk and control environments across onboarding, servicing and payments activities.
• Building strong partnerships across Coverage, Product, Sales, Risk, Operations and Technology teams.
• Supporting key client relationships and representing Client Operations with senior business stakeholders where appropriate.

Lead Client Services Director for cash management and payment solutions at Lloyds Bank

Client Services Director – Gem

Client Services Director managing onboarding and servicing teams in Corporate & Institutional Banking. Leading operational transformation in cash management and payment solutions at Lloyds Bank.

• Manage accounting functions for property portfolios, including retail, residential, and commercial real estate.
• Oversee A/P and A/R activity across multiple properties and tenants.
• Prepare, analyze, and distribute monthly, quarterly, and annual financial statements.
• Perform income and expense variance analysis; prepare cash flow, NOI, and KPI reports.
• Handle recoverable billing, including RET/CAM reconciliations.
• Oversee general ledger functions, month-end close, and journal entries.
• Maintain fixed asset ledgers, track capitalization, and roll forward capital accounts.
• Assist in annual budgets and forecasting.
• Ensure compliance with federal, state, and local regulatory requirements (sales tax, debt reporting, RPIE, TC201, etc.).
• Support tax filings, payroll, and client correspondence.
• Maintain organized records and provide financial documentation to support management and clients.
• Perform other duties as required to support the team and firm.

Senior Associate managing accounting for real estate clients in South Florida

Senior Associate, Client Accounting and Advisory Services

Senior Associate managing accounting functions for diverse real estate property portfolios in South Florida. Overseeing A/P, A/R, financial statements, and compliance with regulatory requirements.

• 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.

Registered Client Service Associate supporting financial advisors at Ameriprise Financial

Registered Client Service Associate at Ameriprise Financial providing support to financial advisors. Assisting in client servicing, preparing financial plans, and conducting investments research.

• 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 managing business for Broadridge clients.

Client Service Representative – Flexible Options

Client Service Representative responsible for client management at Broadridge. Engaging with clients, ensuring key deliverables and driving business growth with flexible working options.

Find Your Next Role

See all jobs on JobTailor

Executive Director, HR Business Partnership, Client Services

Senior Specialist, Client Service

Client Services Specialist

Client Service Associate

Client Services Manager

Lead Global Payments Services Client Consultant

Client Services Director – Gem

Senior Associate, Client Accounting and Advisory Services

Client Service Associate

Client Service Representative – Flexible Options