Client Services Representative

• The Client Services Key Account Specialist is responsible for delivering high-touch, operationally rigorous support to Guardant Health’s Key Accounts.
• Ensure timely case resolution, accurate clinical documentation, and proactive account management while serving as a trusted liaison between clients and internal teams.
• Navigate EMR systems to extract and resolve clinical data issues, managing client communications and supporting account-level needs.
• Coordinate repeat orders, critical clinical documentation processes, including follow up on Advance Beneficiary Notices (ABNs), tissue procurement, and pathology report review.
• Identify and resolve missing, incomplete, or incorrect information impacting case processing. Document findings, actions taken, and resolutions in internal systems with precision and compliance.

Senior Client Services Specialist – Key Accounts

• Assist Financial Advisors in servicing clients including preparing financial plans
• Receive and place orders as directed from Financial Advisor and assigned clients
• Process corporate actions
• Schedule and confirm client appointments, enter data in SalesForce
• Manage the financial advisor's calendar
• Maximize sales opportunities by contacting potential investment clients
• Provide operational guidance to Financial Advisors
• Ensure new business paperwork is accurately submitted
• Submit and process operational requests
• Work in coordination with the Financial Advisor to review reports

Brokerage 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

• Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Senior Client Services Specialist, Family Office

• Support administration and performance of the client portfolio (projects and pursuits) to achieve BC and client business outcomes.
• Serve as an active CST member (Deputy CSM) for a Type I or Type II client; may serve as CSM for a Type II client in select cases.
• Contribute to development of client growth strategies and business cases aligned with 1-, 3-, and 5-year milestones.
• Build a track record of securing and delivering profitable assignments within Area/Market priorities.
• Maintain utilization targets aligned with portfolio responsibilities.
• Apply growth and business case thinking to support delivery decisions and reinforce BC’s value through tangible client-recognized outcomes.
• Maintain accurate and current client data within BC information systems (e.g., WS+).
• Support effective engagement of SMEs and Delivery leaders to broaden service impact.
• Assist in expanding client relationships across functional areas and organizational levels; gather and synthesize market intelligence to inform strategy.
• Maintain regular client engagement (approximately 20% of time, billable or non-billable).
• Identify and communicate emerging risks affecting client performance or BC exposure.
• Flexibility to adapt and execute various additional assignments based on evolving needs.

Client Services Manager – Waste Market Sector

• 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 Representative jobs in Tennessee

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Senior Client Services Specialist – Key Accounts

Brokerage Client Service Associate

Client Services Supervisor

Senior Client Services Specialist, Family Office

Client Services Manager – Waste Market Sector

Client Services Project Lawyer