Client Services Representative

• Serve as the primary point of contact for inbound client calls, emails, and text messages.
• Schedule and confirm hood cleaning appointments with clients.
• Follow up after service to ensure client satisfaction.
• Monitor outstanding invoices and maintain accounts receivable aging report.
• Welcome new clients and guide them through the onboarding process.
• Build and maintain the daily service schedule.
• Monitor inventory levels and coordinate replenishment requests.

Client Service Associate

• Lead, manage, and develop payment business activities in multiple and complex markets
• Partner with relationship managers to consult on complex specific payment solutions
• Coordinate Request for Proposal response and proposal generation
• Provide production support on product issues and call on clients to address their business and product needs
• Review and analyze complex multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of the function, policies, procedures, and compliance requirements that influence and collaborate with a broader work team to meet deliverables and drive new initiatives within Global Payments Sales
• Collaborate and consult with Global Payments Sales peers, colleagues, and managers to resolve issues and achieve goals
• Lead Global Payments Sales projects and serve as a peer mentor

Lead Global Payments Services Client Consultant

• 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 Service Specialist

• 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

• Manage and grow relationships with a portfolio of high-value Global Payments & Liquidity clients, serving as a trusted advisor and strategic point of contact.
• Develop and execute client growth plans focused on wallet expansion, product adoption, deposit growth, and revenue retention.
• Identify, originate, and advance new treasury, payments, and liquidity opportunities in partnership with Relationship Managers and Product partners.
• Navigate complex client organizations, account structures, and solution requirements to drive timely execution and issue resolution.
• Provide strategic oversight and coordination of client initiatives, including new product adoption, account expansion, and critical client priorities.
• Partner across Sales, Product, Implementation, Service, and Operations teams to advocate for clients and ensure successful delivery of solutions.
• Serve as a Global Payments & Liquidity subject matter expert and relationship lead for some of the firm's most important and complex client relationships.

Lead Global Payments Services Consultant

• Developing and executing strategic sales initiatives to drive revenue growth and market penetration
• Building and maintaining strong relationships with key clients and stakeholders to enhance customer relationship management
• Leading cross-functional collaboration efforts to align sales strategies with organizational goals
• Coordinating sales programs and initiatives to optimize performance and achieve targets
• Utilizing analytical thinking to assess market trends and forecast market penetration opportunities
• Innovating and implementing creative solutions to address client needs and improve service excellence
• Mentoring and coaching team members to foster professional growth and development
• Promoting systemic thinking to identify and leverage strategic alliances for mutual benefit
• Applying a strategic mindset to guide decision-making and drive business outcomes
• Facilitating external relationships to expand the organization's network and influence

Client Relationship Executive – Managed Services

• Developing and executing Cyber Managed Services go-to-market strategies to drive revenue growth and exceed sales targets
• Identifying, qualifying, and managing new Cyber opportunities with Partners and MDs through close and project kick-off
• Building trusted relationships with key Cyber executives as a strategic advisor throughout the sales process
• Leveraging market research, threat intelligence, and competitive insights to position PwC’s Cyber value proposition
• Orchestrating subject matter experts, solution architects, and delivery leaders to design tailored Cyber solutions
• Translating Cyber strategy into actionable sales plans that shape client engagements and support KPIs
• Identifying Cyber market gaps and converting opportunities into successful outcomes for the Firm
• Staying current on the evolving threat landscape to advise clients and internal teams
• Partnering with delivery teams post-sale to support smooth transitions and exceed client expectations

Client Relationship Executive – Cyber Managed Services

• Track the status, coordination, priorities, and costs for all internal and external cohorts
• Manage the planning cycle and scheduling for leadership, facilitators, and client representatives
• Prepare and transmit cohort-facing communications before, during, and following cohorts
• Drive logistical coordination with the Events Team, Marketing Team, and Client Communications Team to develop strategy for each training as needed
• Manage any projects or enhancements to processes as needed
• Maintain, customize, and fulfill all materials, collateral, and consumables
• Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience

Associate, Client Services

Lead Global Payments Services Client Account Manager

• Assesses risks and effectiveness of Front Line Unit (FLU) processes and controls to ensure compliance with applicable laws, rules, and regulations, while responding to regulatory inquiries, other audits, and examinations
• Engages in activities to provide independent compliance and operational risk oversight of FLU or Control Function (CF) performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures
• Identifies and escalates problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses
• Manages inventory of processes, risks, controls, and associated metrics for risk appetite and limits, reporting violations of compliance or regulatory activities
• Assists in the development of independent risk management reporting for respective area(s) of coverage as input into country/regional governance and management routines
• Analyzes and interprets applicable laws, rules, and regulations to provide clear and practical advice to stakeholders, and identify and manage risks
• Reviews and challenges FLU/CF process, risk, Single Process Inventory, and FLU/CF Risk and Control Self-Assessment related to themes or trends, while monitoring the regulatory environment to identify regulatory changes applicable to area(s) of coverage
• Lead, coach, and develop a team of Compliance and Operational Risk officers, fostering a culture of accountability, continuous improvement, and effective risk management.

Compliance & Operational Risk Manager – Client Services

• Own the client experience in all interactions including detailed follow through
• Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels
• Keep internal and external stakeholders informed of status, risks and issues to delivery
• Work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients
• Learn and become an expert in Capital One credit, deposit, and treasury management products and services
• Research and learn about your client’s industry, business, and individual banking needs
• Collaborate within and across teams and organizations to analyze and resolve client issues
• Represent Client Solutions with internal partners and clients based on sound judgment
• Develop solutions to problems based on subject matter expertise

Senior Associate, Client Services

• Complete inbound and outbound phone calls daily
• Own the client experience in all interactions including detailed follow through
• Train and support Associates on partner teams on client facing processes that support the client experience
• Manage a portfolio of CML clients
• Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels
• Bring awareness to management of any constraints or concerns
• Keep internal and external stakeholders informed of status, risks and issues to delivery
• Work with partners when complaints, problems and/or issues arise to drive root cause and identify sustainable, repeatable solutions
• Make it easy for a client to interact with Capital One
• Learn and become an expert in Capital One credit, deposit, and treasury management products and services
• Research and learn about your client’s industry, business, and individual banking needs
• Collaborate within and across teams and organizations to analyze and resolve client issues
• Advocate for client’s needs with internal stakeholders by providing feedback
• Develop effective solutions for clients when issues arise
• Represent Support with internal partners and clients
• Develop solutions to problems based on subject matter expertise and research

Client Services Associate

• Act as a liaison between CHB Account Managers, clients, and customs brokerage operations to ensure seamless service delivery
• Monitor shipment entries, identify exceptions or delays, and proactively communicate with internal teams and clients to resolve issues
• Develop, maintain, and distribute performance metrics and client-facing reports using internal tools such as Customs Navigator
• Support client onboarding activities, including documentation processes and operational setup
• Coordinate and contribute to Quarterly Business Reviews (QBRs) with client stakeholders and internal teams
• Collaborate with Account Managers on shipment tracking, entry follow-ups, and reporting to avoid service disruptions
• Maintain and update SOPs while supporting compliance monitoring and staying aligned with evolving customs regulations

Senior Customs Client Support Associate

• Lead complex brand and advertising programs
• Act as a trusted adviser to senior client contacts
• Ensure work is delivered with quality, pace, and commercial discipline
• Guide a large team of junior colleagues through day-to-day delegation
• Drive commercial agenda/goals for portfolio revenue
• Provide guidance and contribute to expertise, thought leadership, design, storytelling, and client management of accounts

Senior Director, Client Service

• Responsible for strategizing and leading the DTFS Title and ART Analysts to provide first-class service
• Provide oversight of manual posting effort for average of $26M dollars of incoming receivables
• Ensure DTFS’ security interest is perfected in average of 130,000 assets
• Serve as lead interface for support of leadership in various departments
• Conduct regular interface with title vendor, Vitu CMS in support of title release processing
• Review total outstanding receipts in General Suspense to ensure timely escalation and alerts
• Provide oversight of accurately posting incoming daily receipts from portfolio system
• Collaborate with management teams to establish strategies for operational goals

Client Services Supervisor – Collateral Administration, Account Reconciliation

• 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

• Responsible for a customer-facing, service relationship with clients, maintaining a high level of engagement around service delivery, issue resolution, and healthcare initiatives unique to clients
• Intake, manage, track and resolve inquiries, issues, and escalations raised by client representatives, agents/consultants
• Monitor channels for inquiry intake, documenting and managing client representative concerns
• Arranges and facilitates all meetings to review the service plan and client specific issues
• Reviews the status of the deliverables with the internal teams involved
• Escalate high-priority or high-risk issues to Client Success Lead as needed
• Develop relationships with clients to understand their goals, processes, procedures and systems to provide support for the relationship with Blue Cross NC
• Provides plan/benefit administration support to client
• Coordinates the required corrective action as identified via data and root cause analysis
• Delivers client specific reporting, including reporting related to service issues and network disruption
• Identifies opportunities to control segment and book of business administrative or medical expense

Client Service Advisor – Sales Delivery Expert

• 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

• 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 North Carolina

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