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

• As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Work closely will specialized operational groups to implement plan provisions, problem solve issues, and deliver outstanding service.
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
• Manage plan administration to perform to standards and performance guarantees.
• Raise and participate in the resolution of service issues appropriately within the organization.
• Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management.
• Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates.

Manager, Client Service Operations

• Responsible for the overall satisfaction and retention of large enterprise employer commercial client(s) book of business
• Serve as the relationship owner on assigned book of business, incorporating internal support where and when as needed to foster relationships with C-suite, influencers, and decision makers at the plan
• Develop strategy plans, with support of clinical account consultant and account manager
• Support member and client satisfaction execution and net promoter score goals
• Provide deep and approachable plan recommendations with support of reporting and internal stakeholders
• Maintain thorough knowledge of contractual obligations assigned book of business, including financials, performance guarantees, terms, and regulatory/compliance
• Lead the account team in managing client vendor relationships as appropriate
• Lead client renewal process, including contract management
• Lead ownership of performance guarantee reporting and maintenance
• Lead regulatory and compliance components Interpret current pharmacy and healthcare trends, and meet with clients to provide proactive recommendations for plan management; find ways of adding value to the client curating offerings tailored to the client’s specific needs
• Identify and contribute to process improvement efforts across Capital Rx
• Assemble internal resources to overcomes challenges
• Anticipates customer needs and proactively identifies new opportunities within assigned accounts
• Develop a comprehensive knowledge of our business, including products and services. Strong ability to field questions from the client side, answer them and answer them correctly
• Review and advise on JUDI product roadmap to ensure current priorities and milestones will meet the client expectation

Account Executive, PBA Enterprise Client Services

• Supervise a team, foster strong client relationships, and collaborate closely with Partners
• Oversee tax planning and compliance for ultra-high net worth individuals
• Perform primary review of complex tax returns
• Serve as a primary client contact, delivering proactive tax planning insights
• Monitor engagement budgets and performance
• Provide coaching, training, and real-time feedback to staff
• Actively participate in business development efforts
• Stay current on tax law changes

Tax Senior Manager – Private Client Services

• Main operational contact for benefits administrators, collaborate with service team and partners to deliver contractual commitments
• Partner with Managing Directors and Product Management to implement new products, services, and features
• Work with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans
• Manage plan administration to perform to standards and performance guarantees
• Raise and participate in the resolution of service issues (e.g., participant, reputational, risk/compliance related)
• Utilize knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management
• Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates

• Provide Tier 2+ support for software and hardware devices (virtual or physical) related to desktops, laptops, warehouse technologies, and associated peripherals.
• Act as primary IT support of site, which may include some after hour support and weekend activities.
• Demonstrates knowledge of client and warehouse hardware, software, operating systems, network configuration, server interaction, diagnostics and troubleshooting.
• Confers with end users, technology teams, and vendors to resolve incidents and fulfill requests.
• Installs/removes/configures hardware and software.
• Demonstrates appropriate interpersonal skills to manage and deliver exceptional customer service.
• Partners with end users to correlate business requirements to technology solutions (strong business acumen).

Senior Analyst, IT Client Support

• 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

• Support employer group clients and brokers by researching and answering inquiries via email and phone.
• Process updates to plan participants and benefits at the request of employer group clients, brokers, and senior members of the internal Navia team.
• Plan and attend meetings/calls with clients and brokers as needed, including regular recurring meetings.
• Assist with resolving escalated client and broker issues with direction and support from a senior team member.
• Understand and facilitate all aspects of the annual plan renewal process.
• Assist in creating new plan year forms and documents, complete renewal related tasks and tracking, and discuss rate changes with clients and brokers.
• Understand other Navia internal departments’ functions and processes at a high level and work with those departments to resolve client questions/issues as needed.
• Understand the file import process and the various types of files that clients send.
• Interpret Navia’s file specs and troubleshoot file issues.
• Audit client plans as needed.
• Assist with projects and tasks for team and department as necessary.
• Contribute to ongoing team analysis of procedures, aiming to streamline and automate processes and build efficiency.
• Meet department and team performance expectations.

Client Services Associate

• Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff
• Respond to Treasury Management client inquiries via phone, email, and virtual channels in a timely, accurate, and professional manner; maintain detailed records of client interactions
• Support client service delivery by troubleshooting product functionality issues, diagnosing problems, and working to resolve issues while adhering to quality and turnaround time standards
• Coordinate and support the implementation of new Treasury Management services and products with guidance from senior staff, ensuring compliance with policies and regulatory requirements
• Review client documentation, onboarding materials, and service agreements for accuracy, completeness, and compliance with established standards
• Obtain required internal approvals for Treasury Management services and access as directed
• Proactively address client questions and needs by researching issues, gathering information, and developing solutions; escalate complex matters to Senior Associates or management
• Maintain current knowledge of Treasury Management products, services, and internal procedures; stay informed of policy and process updates
• Support internal partners and team members in delivering excellent client outcomes; communicate issues and recommendations to management
• Assist with additional responsibilities as assigned by management, including documentation, reporting, data maintenance, and special projects

Treasury Management Client Services Associate II

• Provide exceptional service to clients and support Financial Advisor(s)/Private Wealth Advisor(s) teams daily
• Build trusted relationships with clients
• Assist with everyday client needs
• Provide service coverage for FA/PWA/team, including cultivating new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment related questions about client accounts
• Assist in educating/enrolling clients in digital tools
• Onboard and maintain client accounts, including collecting required documentation
• Enter unsolicited or solicited orders as directed by FA/PWA/team
• Support marketing strategy and FAs/PWAs in delivering against business plans

Registered Client Service Associate

• Advise clients on plan design best practices and compliance strategies.
• Lead the process of designing the client plan to optimize the balance of client objectives, participant needs, and regulatory risks.
• Provide scenario modeling and plan analysis to clients on potential plan design changes, funding options, and other analytical requests.
• Provide consulting on plan failures, ensuring corrective actions align with regulatory requirements.
• Maintain strong relationships with clients, advisors, and third-party vendors to ensure seamless plan administration.
• Serve as the primary contact for escalated or plan-level issues, ensuring timely resolution.
• Conduct regular client/advisor meetings to review plan performance and recommend improvements.
• Lead discussions on regulatory updates, ensuring clients remain compliant and informed.
• Own client contracting, billing, benchmarking, and fee adjustments as needed.
• Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth transitions.

Client Services Manager – Retirement

• 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 Services Specialist – 401K

• A successful Client Services Trainer will be professional, positive, empathetic, knowledgeable, and passionate about developing exceptional employees.
• This role is responsible for delivering both classroom-style and hands-on service training for new hires, gap training as needed, and supporting the onboarding process for new employees and teams transitioning from partner TPAs.
• Designing, managing, and maintaining all Navia training materials, ensuring alignment with legal requirements and industry best practices.
• Facilitating engaging and effective training sessions that support employee development and service excellence.
• Conducting quality assurance reviews of phone calls, emails, and other processes assigned to new hires during training.
• Collaborating with leadership to identify training needs and continuously improve the onboarding experience.

See all jobs on JobTailor

Client Services Project Lawyer

Manager, Client Service Operations

Account Executive, PBA Enterprise Client Services

Tax Senior Manager – Private Client Services

Manager, Client Service Operations

Senior Analyst, IT Client Support

Client Services – Team Manager

Client Services Manager

Client Services Associate

Treasury Management Client Services Associate II

Registered Client Service Associate

Client Services Manager – Retirement

Associate Client Services Specialist – 401K

Client Services Trainer