Client Services Representative

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
• Responsible for relationship management for plan accounts and financial advisors ensuring a successful service experience
• Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts
• Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth
• Develop strong working relationships with daily client contacts
• Provide ownership for the resolution of issues escalated by clients and financial professionals
• Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments
• Review existing book of business to identify plan retention
• Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies
• Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services
• Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services
• Lead and/or participate in projects that create additional value for existing relationships

Client Relationship Manager, Client Services – Retirement

• 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

• Respond to client inquiries via phone, email, and online chat in a timely and professional manner
• Provide accurate information regarding company products, services, and policies
• Resolve customer concerns and escalate complex issues when necessary
• Assist clients with account updates, order status, and general service requests
• Maintain accurate records of client interactions using CRM and company databases
• Follow up with clients to ensure complete resolution and customer satisfaction
• Coordinate with internal departments to address client needs efficiently
• Process customer requests and maintain confidential client information
• Meet quality, productivity, and response time standards
• Participate in virtual meetings, training sessions, and team collaboration
• Perform general administrative duties and other responsibilities assigned by management

Client Service Representative

• Deliver exceptional service by addressing client questions and providing timely solutions
• Research and resolve complex client service issues while keeping advisors informed of progress and outcomes
• Serve as a trusted resource for clients, advisors, and internal team members
• Communicate next steps clearly and proactively to ensure a seamless client experience
• Support financial advisors with client servicing, account maintenance, and planning-related activities
• Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete
• Attend client meetings when requested, take detailed notes, and assist with follow-up action items
• Run reports and provide data from portfolio management and financial planning platforms
• Review client presentations and planning materials for quality and accuracy
• Track client workflows, outstanding requests, and deliverables to ensure timely completion
• Utilize CRM systems, financial software, and technology platforms to maintain accurate client records
• Prepare and submit client maintenance forms and documentation
• Develop and maintain written procedures and systems that support team efficiency

Client Services Consultant

• Responsible for leadership of the support staff for Private Wealth Management
• Oversee the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank
• Manage teams of associates that handle day-to-day client calls and transactions and problem resolutions
• Identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship
• Develop working knowledge of assigned area accounts through frequent client contact

Client Services Team Leader

• Serve as the primary day-to-day contact for assigned clients, providing responsive support on routine account questions, transaction requests, and service inquiries.
• Assist in processing participant and plan-level transactions—such as contributions, distributions, and plan updates—in accordance with established procedures and compliance requirements.
• Coordinate with internal departments (e.g., operations, compliance, investments) to ensure accurate and timely completion of client deliverables.
• Prepare and maintain required client documents, reports, and meeting materials, ensuring accuracy and confidentiality.
• Log and track client communications and service activities in CRM and recordkeeping systems for audit and reporting purposes.
• Monitor deadlines, follow up on open items, and escalate more complex or sensitive requests to senior representatives or management.
• Support onboarding activities for new client accounts and plan transitions, assisting in data collection, setup, and testing as needed.
• Participate in team initiatives to streamline service workflows, enhance client satisfaction, and reinforce compliance best practices.
• May perform other duties/responsibilities as needed or assigned.

• Lead and develop a high-performing team
• Run a consistent coaching cadence: structured weekly 1:1s where reps come prepared with their own agenda and a self-assessment, plus one to two hours of side-by-side coaching every week.
• Deliver feedback in the moment, not just at review cycles.
• Run consistent QA case reviews and coach to performance candidly.
• Build individualized development plans and clear career maps so every rep knows what growth looks like and how to get there.
• Own new hire ramp post-training to independent productivity.
• Own your team's service metrics
• Hold the line on CSAT, first-time resolution, time to resolve, SLA, and utilization, and drive them proactively rather than reacting once they slip.
• Develop your team into confident upsellers. Coach reps on spotting and positioning the right opportunities, grow that skill through hands-on practice, and keep each person accountable to their handoffs and revenue contribution with weekly check-ins.
• Use Salesforce and reporting tools to audit performance, surface trends, and make decisions from data rather than anecdote.
• Set the standard for client experience
• Define and model what “excellence” looks like across chat, voice, and email interactions.
• Treat client impact as the north star. Go beyond closing the ticket and look for the moment that earns a client's loyalty.
• Own escalations directly. Step in before it escalates; engage with clients meaningfully; triage cross-functional situations with clear communication, accountability, and follow-through until resolution.
• Build strong cross-functional partnerships with Onboarding, Client Success, Sales, Product, and Engineering to drive customer advocacy across the company.
• Lead with AI
• Be AI-forward in your own practice and make AI fluency a team capability, not a personal hobby.
• Streamline and automate the workflows that slow your team or your clients down.
• Translate new tools into repeatable team frameworks, and model the behavior you expect from the team.

Client Support Manager

• Serve as the senior relationship lead for a curated portfolio of premier clients
• Deliver a concierge-level, white-glove experience
• Translate complex accounting and tax concepts into clear, confident communication
• Anticipate needs by deeply understanding each client’s business and financial landscape
• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution
• Oversee onboarding and elevate the client journey from day one
• Protect the client experience with urgency, discretion, and professionalism
• Partner with leadership to continuously refine and elevate service delivery

Client Service Manager

• 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 Representative jobs in Arizona

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