Client Services Representative

• Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients.
• Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions.
• Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department.

Senior Tax Manager – Private Client Services

• 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

• 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

• 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.
• Diagnose and resolve unique problems with hardware, software and operating systems; determine the source of problems and classify their level, priority and nature.
• Configure, deploy, maintain, troubleshoot, inventory and support computer workstations, laptops, printers, mobile devices, phones and other computer and telecommunications equipment.
• Installs/removes/configures hardware and software.
• Address user tickets within documented service levels
• Diagnose and troubleshoot technical issues, including account setup and network configuration
• Provide prompt and accurate feedback to clients and follow up with clients to ensure their systems are functional
• Ability to work independently or via a team collaboration process.
• Experience providing support via in-person, phone, or remote methods.
• 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).
• Prioritize and manage several open issues at one time
• Properly escalate unresolved issues to appropriate internal teams
• Individual will have a primary support role. This includes after hour and weekend support as needed.
• Periodic travel to support business initiatives is required.

Senior Analyst, IT Client Services

• 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

• Develop and implement a national standardization framework for client service and resource management across the business.
• Serve as an active member of the divisional senior leadership team, providing thought leadership and strategic input.
• Define short- and long-term goals aligned with divisional objectives for client outcomes and experience.
• Assess current best practices and client deliverables to standardize onboarding, renewal stewardship, service communications, and retention recovery plans.
• Evaluate market-specific nuances and determine where variances from industry standards are warranted.
• Partner with regional client service leaders to design and execute a national service model that improves efficiency and aligns service delivery with client expectations, including roles, workflows, SLAs, and stewardship.
• Provide ongoing guidance to regional client service leaders, including escalation management, workload balancing, and development of professional and technical bench strength.
• Drive adoption of existing technologies, AI, and offshore resources to improve compliance, data reliability, service delivery, and operating margins.
• Establish development benchmarks for client service talent tied to team KPIs and individual role and career progression.
• Provide ongoing training to the client service team on competitive practices, industry trends, and regulatory changes.
• Partner with senior leadership to evaluate emerging tools and resources, improve client retention and satisfaction, and identify staffing needs and bench strength.
• Perform other duties as assigned.

Client Services Representative jobs in Kansas

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Senior Tax Manager – Private Client Services

Client Care Operations Specialist

Client Services Supervisor

Senior Analyst, IT Client Services

Client Services Project Lawyer

National Director – Client Service Operations, Property & Casualty