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

• Be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits
• Collaborate with a matrixed service team to deliver contractual commitments
• Work closely with specialized operational groups to implement plan provisions
• Generate new points of view, champion bold ideas, and collaborate with Workplace Investing and Fidelity functional business partners
• Identify, surface, and effectively lead resolution of service issues

Senior/Director, Client Service Manager

• Main operational contact for benefits administrators
• Collaborate with service team and internal partners to deliver on contractual commitments
• Work closely with specialized operational groups to implement plan provisions and problem solve issues
• 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

Client Service Manager

• Lead the growth of Apex’s infrastructure services within your designated local market.
• Develop and execute a strategic plan to expand relationships with municipal, utility, and public-sector clients.
• Leverage existing client relationships and your market insight to establish Apex as a trusted regional partner.
• Collaborate with Divisional and Regional Leadership to align local efforts with Apex’s broader infrastructure strategy.
• Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure priorities and funding mechanisms.
• Identify and pursue new project opportunities, lead proposal development, and manage interview and negotiation processes.
• Drive cross-selling of Apex’s complementary environmental, construction, and compliance services.
• Represent Apex at professional associations, technical committees, and industry conferences.
• Oversee delivery of municipal infrastructure projects including water and wastewater treatment, distribution/collection systems, stormwater management, transportation or civil engineering.
• Ensure technical excellence, quality control, and adherence to scope, schedule, and budget.
• Provide technical leadership, mentoring, and QA/QC oversight to project teams.
• Manage project performance, including backlog, utilization, and profitability metrics.
• Recruit, mentor, and develop engineers, project managers, and technical staff to grow Apex’s local presence.
• Foster a collaborative, high-performance culture focused on client satisfaction and technical excellence.

Client Service Leader – Water/Wastewater

• Assist with monitoring the successful completion of home deliveries by contract carriers, including tracking and analysis of on schedule deliveries and voice of customer (VOC) reports
• Cultivate positive working relationships with contract carriers and helpers
• Use route planning software to build efficient delivery routes
• Handle the dispatch of contract carriers; resolve issues throughout the day as needed
• Assist the Operations Manager in identifying issues with inventory, deliveries and/or customer satisfaction, including restructuring routes to improve operational efficiencies
• Manage and develop contract carriers expectations for home delivery; make appointments for pickup and delivery
• Coach and develop dispatch and warehouse personnel to meet and exceed the customers’ expectations
• Travel to multiple sites and/or stores to ensure client expectations are met (e.g., problem solve routing, delivery and inventory issues)

Lead Account Manager, Client Services

• 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

• Delegate, support and provide guidance to colleagues in Senior CSC and CSC roles
• Pull data from 3-D and other Navi-tools to deliver facts-based presentations (including Strategic Business Plans, VALUE Summaries, and Performance Standard reports) to clients.
• Work closely with Clinical Account Executive on data, strategy, and the Navitus team approach to all meetings
• Ensure immediate Client Services team has a plan to mediate any unmet PGs moving forward; Client Services should always have a debrief with an internal department which has failed to meet a PG
• Client Services Executive should be able to perform both basic training and specialized training on client-facing platforms, as long as the client has placed this request ahead of time
• Facilitate resolution of escalated member/Client issues requests
• Manage Clients Contract maintenance and performance
• Travel to Client sites
• Provide mentoring to the coordinator levels
• Other duties as assigned

Client Services Executive

• Leading implementation of operational changes
• Managing efficiency initiatives
• Partnering to review reporting and resolve challenges
• Building relationships across teams
• Supporting new business opportunities with operational insights

Director, Client Service Operations

• Support/back up the CSE, Senior CSC and CSC responsibilities
• Create and present data for Strategic Business Plans, VALUE Summaries, and Performance Standard reports
• Investigate/follow-up if Performance Guarantees are not met and present those results to their assigned clients
• Conduct Client training (Client Portal Site, Navi-Claim, etc.)
• Assist with escalated member/Client issues requests
• Identify and present Client opportunities to improve costs, service and health
• Contract maintenance and performance
• Lead or support internal department and corporate projects
• Travel to Client sites
• Provide mentoring to the coordinator levels and CSEs
• Other duties as assigned

Senior Client Services Executive

• Maintain administrative functions for CVAS operations while ensuring that company policies and guidelines are interpreted correctly and followed
• Process bid requests & agreements via email, client portals, etc.
• Deliver completed reports to clients through e-mail and/or various portals
• Create and submit retainer invoices
• Check the CVAS database for prior work experience

Client Services Representative jobs in New Hampshire

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