Client Services Representative

• Provide operational, administrative, and analytical support for client care programs
• Maintain service standards and monitor performance metrics
• Coordinate training initiatives
• Assist with reporting and quality assurance activities
• Support customer service initiatives and improvement projects
• Interact with North American veterinary clinics and pet parents by phone and email

Client Care Operations Specialist

• Serve as primary service contact for assigned clients, managing day-to-day service needs with accuracy and responsiveness
• Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards
• Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements
• Prepare client review materials, organize documentation for signatures, and maintain accurate client records
• Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items
• Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions
• Oversee moderately complex client inquiries independently, exercising judgment within established guidelines
• Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps
• Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards
• Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality

Client Services Specialist

• 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

• Provide best-in-class customer experiences for WASH’s business to business clientele
• Interpret and resolve client requests within established SLAs
• Take ownership during client interactions and achieve first-contact resolution outcomes
• Prepare correspondences for internal and external clients
• Calculate and explain client disbursements
• Generate client revenue and portfolio reports
• Interpret and explain contract terms
• Diffuse difficult client interactions and handle escalations
• Liaise with key departments to address a variety of client inquiries
• Achieve and maintain quality assurance standards
• Participate in special projects, as requested

Client Support Associate – Temporary

• Oversees all aspects of work comp business for an assigned group of IO physicians
• Register, verify, update, or modify all new work comp patients while obtaining all necessary patient and billing information
• Coordinate with case managers, referring office, or adjusters to obtain outside records prior to an appointment.
• Ensure that records received are complete and documented.
• Expeditiously obtain all authorizations for workers’ compensation appointments and surgeries.
• Investigate and follow-up on all incoming phone calls for workers’ compensation patients within 24 hours.
• Make all appropriate documentation in the patient chart thorough and accurate.
• Document phone calls and appropriate items in the case management system
• Forward medical records when requested to case managers, employers and adjusters
• Maintain knowledge of workers compensation laws and offer education to providers and team members
• Coordinate Special Services Requests
• Work closely with doctors to ensure all reports are handled and completed in a timely manner
• Schedule appointments and procedures pertaining to Work comp for the Iowa Ortho Physicians, including (but not limited to) MRI/CT and outpatient testing.
• Provide exceptional customer service to patients, employers and insurance companies calling on accounts
• Exhibit complete professionalism in all duties performed as a coordinator
• Communicate with physicians and staff as necessary, to provide concise information and process completion
• Assist nurse case managers and insurance adjusters in coordinating patient care
• Complete all work log tasking within the required parameters
• Track all scheduled tests and ensure accuracy on any notes in patient accounts
• Assist with scheduling
• Provide assistance to the billing department, as needed, to collect overdue claims payment.
• Provides excellent customer service to internal and external customers
• Provides assistance in the best interest of Iowa Ortho and our patients. All other duties as assigned.

Client Services Coordinator

• Functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.
• Handle day-to-day client calls and transactions and problem resolution.
• Escalate items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist.
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction.
• Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Client Services Representative jobs in Iowa

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Client Care Operations Specialist

Client Services Specialist

Client Services Consultant

Client Support Associate – Temporary

Client Services Coordinator

Client Services Associate