Client Services Representative

• 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

• 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

• Leads the region and/or teams according to the values, ethics and parameters outlined
• Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network
• Accountable for achievement of all designated goals and objectives in the areas of operational effectiveness, revenue generation and other success factors
• Proactively supports development of client relationships and attend meetings & reviews as required
• In partnership with the Directors, establish and maintain long – term relationships with client at a global strategic level
• Identifies and implements process improvement for operational effectiveness, for client teams, based on client specific requirements whilst adhering to broader operational effectiveness goals, including technology requirements
• Creates an environment for success through regular communication forums, including operational team meetings and strategic leadership meetings with regional directors and managers, including all functional areas within the region
• Works closely with the Clients to assess any concerns on the planned program and associated business objectives
• Conducts Client performance analysis and develops optimization plans with Operations; recommends actions around process delivery enhancement
• Conducts Client profitability analysis & optimization recommendations (specifically related to contract/SOW terms and performance)

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Client Services Project Lawyer

Registered Client Service Associate

Senior Vice President – Client Services, Healthcare