Client Services Representative

• Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service.
• Develop and execute client retention strategies that strengthen relationships, build loyalty, and expand engagement opportunities.
• Monitor and assess client health through regular reviews, metrics and feedback loops, identifying potential risks and implementing preventative actions.
• Collaborate with internal stakeholders across Platforms including Operations, Product, Risk, and Legal to deliver seamless client service and resolve complex issues.
• Collaborate with Client Coverage Sales and Relationship Management to drive service success and enable future commercial opportunities.
• Anticipate client needs and stay informed on market trends, regulatory changes, and BNY initiated change, proactively offering insights and solutions.
• Advocate for clients internally, ensuring their voice is heard in product development, service enhancements, and process improvements.
• Uphold the highest standards of governance, risk management, and compliance in every client interaction.

Senior Vice President, Client Service Executive

• Partner closely with the Vice President and Chief Human Resources Officer
• Lead the evolution of Penn's HR Business Partnership model
• Establish standards for service delivery and operational excellence
• Provide strategic counsel on workforce planning and organizational change
• Build a high-performing community across Penn's HR community

Executive Director, HR Business Partnership, Client Services

• Preparation, review, negotiation of CIT documentation for US based clients, working closely with Legal, Compliance the business.
• Triage and negotiation of bespoke IMAs (including investment guidelines) for SMAs, working closely with Legal, Compliance and the business to firstly identify non-standard requirements and then to either negotiate, identify workable solutions and/or obtain business risk acceptance for such items.
• Act as gatekeepers to the BNY Investments Business Acceptance Council, the forum that risk accepts non-standard client requirements.
• Support distribution activities, including binding RFPs, to ensure any non-standard requirements are identified and then risk accepted by the business.
• Co-ordinate any changes to client legal documents required post onboarding.
• Support sub-advisory clients with prospectus/SAI updates.
• Maintain client records related to team responsibilities in an organised fashion.
• Perform key control functions in respect of mandate governance, ensuring any issues identified are resolved promptly and efficiently.
• Represent client-facing teams in respect of any regulatory change initiatives, attending internal and external working groups, identifying impacts to Newton’s client’s and/or distribution operating model, developing solutions and overseeing implementation to ensure compliance.
• Support team initiatives and projects as required.

Senior Specialist, Client Service

• Supports clients directly by handling all general banking inquiries.
• Responsibilities include conducting relationship reviews, managing daily overdrafts, processing mail deposits, closing accounts, and opening additional accounts for existing clients.
• Team Members process a high volume of monetary and non-monetary transactions and requests.
• Work directly with external clients to resolve day-to-day issues.
• Support clients with handling all general banking inquiries via a high volume of emails and phone calls.
• Responsible for processing high volume of monetary and non-monetary transactions.
• Be able to prioritize work and completing client request in a timely manner.
• Apply problem-solving skills and assist clients with research matters.
• Use communication skills to deliver high-quality service to a specialized client base.
• Provide clients information related to BNY products and services representing a limited number of lines of business.
• Leverage a general understanding of broader BNY services and offerings.
• Monitor client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed.
• Participate in internal activities and initiatives designed to improve the client experience.
• Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.

Client Service Specialist II

• Maintain accurate and comprehensive records within the collections database
• Prepare and distribute aging reports, account statements, and collection correspondence
• Monitor and assist with the management of Accounting ServiceNow tickets
• Support the planning, coordination, and execution of firmwide collection campaigns
• Maintain organized files, records, and supporting documentation

Client Account Services Administrator

• Assist Financial Advisors in servicing clients including preparing financial plans
• Receive and place orders as directed from Financial Advisor
• Process corporate actions and manage financial advisor's calendar
• Establish and maintain administrative functions such as answering calls and performing maintenance of client records
• Maximize sales opportunities and provide operational guidance to Financial Advisors
• Ensure new business paperwork is accurately submitted and mitigate risk through appropriate authentication standards
• Submit and process operational requests and assist with branch location needs

Brokerage Registered Client Service Associate

• 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

• Serves as a senior point of contact to major clients on moderately complex service issues.
• Collaborates with clients and influences internal stakeholders to align client needs.
• Proactively partners with Client Service Data, Insights & Analytics to improve service.
• Ensures exceptional service meets client expectations.
• Monitor and ensure execution of service commitments.
• Foster client growth by identifying opportunities for their success.
• Consult on and participate in client service activities related to sales support.

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
• Build impactful relationships with clients and maintain relationships with firm leadership
• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs
• Take responsibility for accurate time and billing for self and team
• Responsible for training, supervising and ongoing development of associates and seniors
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements

Tax Manager – Private Client Services

• Provides client service to partners, intermediaries, and plan sponsors
• Develops and maintains knowledge of retirement plans and Ascensus products/services
• Works with Relationship Manager to deliver client satisfaction
• Resolves client issues and engages clients with consulting
• Communicates with team to keep all informed and aid current client strategy
• Provides thorough, high-quality research and problem-solving
• Delivers client retention by anticipating needs and recommending changes

Retirement Service Consultant, Client Services

• Track project transitions end-to-end and publish regular reporting for stakeholders to assess success and identify improvement opportunities
• Prepare business presentations and communicate project updates to frontline operations teams
• Coordinate awareness of scheduled maintenance windows with frontline support to ensure alignment on system availability and reduce unnecessary escalations
• Maintain thorough documentation of transition plans, progress, and completion milestones
• Identify and contribute to process improvements in project transitions, including the exploration and application of AI tools for increased efficiency
• Actively participate in planning and executing global, regional, and local project transitions with a focus on support readiness and end-user experience
• Conduct A/B data integrity and quality assurance testing
• Monitor KPIs and develop presentations for stakeholder reporting
• Build and refine statistical models for KPI tracking and outlier analysis
• Document all analytical processes, methodologies, and findings clearly and consistently
• Learn and apply enterprise best practices for knowledge creation, maintenance, and governance
• Actively participate in the end-to-end knowledge production process, from content development through publication and review
• Solicit feedback from stakeholders and end users and implement improvements to existing knowledge assets
• Leverage data and customer feedback to identify knowledge gaps, anticipate future content needs, and recommend proactive solutions

Client Services Technology Intern/Co-op - Undergraduate

• Drive the delivery of products and services for client accounts
• Manage the servicing and maintenance of client business in enrollment and re-enrollment activities
• Serve as the sales liaison between group administrators and the Organization's internal departments for problem resolution
• Plan, organize, staff, direct and control the day-to-day operations of the department
• Oversee the servicing and maintenance of client business
• Represent client service management and administration in finalist meetings and new sales opportunities
• Collaborate and build relationships with key internal and external stakeholders

Manager, Client Service

• Serve as a primary day-to-day contact supporting client needs and requests
• Ensure timely and accurate delivery of client products and services
• Build and maintain strong client relationships to support long-term success
• Partner with internal teams to support service delivery and resolve issues
• Monitor service performance and ensure client expectations are met
• Research and analyze client inquiries and provide effective solutions
• Participate in client meetings and support client engagements

Client Service Analyst

• Lead, coach, and develop a high-performing client services team
• Build strong relationships with clients and act as a trusted partner
• Translate client needs into actionable solutions and service plans
• Serve as an escalation point for complex client issues
• Drive adoption of data and technology solutions across clients and teams
• Monitor performance and service delivery metrics to ensure high-quality outcomes
• Collaborate with cross-functional teams to deliver client success
• Identify process improvements and drive operational efficiencies

Associate Director, 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

• Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
• Provides technical, administrative, process, and marketing expertise.
• Builds and maintains business relationships with clients, agents and brokers in support of new business, retention and cross-sell goals.
• Collaborates with underwriting to determine claim service renewals at profitable rates through understanding of client's business, organization, service requirements/standards and goals.
• Leads development, delivery and evaluation of client service goals
• Develops innovative new products and services based on client input and profitability goals.

Client Services Manager – National Accounts

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Client Service Associate

• Main point of contact for clients regarding routing, student information, school schedules
• Manage compliance and scheduled trips with drivers
• Generate and review reports on trip counts and billing concerns
• Build and maintain client relationships

Client Services Representative II

• 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 Pennsylvania

See all jobs on JobTailor

Senior Vice President, Client Service Executive

Executive Director, HR Business Partnership, Client Services

Senior Specialist, Client Service

Client Service Specialist II

Client Account Services Administrator

Brokerage Registered Client Service Associate

Client Services Supervisor

Senior Vice President, Client Service Executive

Tax Manager – Private Client Services

Retirement Service Consultant, Client Services

Client Services Technology Intern/Co-op - Undergraduate

Manager, Client Service

Client Service Analyst

Associate Director, Client Services

Client Services Project Lawyer

Client Services Manager – National Accounts

Client Service Associate

Client Services Representative II

Administrator