Client Services Representative

• 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

• manage reconciling and processing positions related to Corporate Action events
• serve as primary contact for Prime Broker clients, providing support across Asset Servicing specific to Corporate Action and Income events
• research and resolve questions or issues presented by clients
• perform reconciliations for applicable client account positions as required
• craft robust client communications
• identify and manage risk to the business
• hold or attend client conference call meetings and/or in-person meetings

Asset Servicing Client Service Lead

• Own a portfolio of pharmaceutical accounts with responsibility for retention, expansion, and overall account health
• Develop and execute annual account growth plans aligned to client brand and portfolio strategies
• Work with your Client Success Managers and Business Development partners to identify and close upsell/cross-sell opportunities in partnership with Sales, contributing to revenue growth targets
• Lead quarterly business reviews (QBRs) to both internal stakeholders and external partners to clearly present campaign metrics and demonstrate measurable ROI
• Collaborate with client to understand the brands strategic imperatives and business objectives, ensuring campaigns are strategic and set up for success
• Cultivate strong client relationships acting as a trusted advisor in the space
• Displays understanding and ownership of full MLR submission and approvals process, acting as the expert in content guardrails and functionality of the platform
• Collaborate with client stakeholders and extended teams for project execution
• Manage and mentor a team of Client Services Managers and Coordinators, fostering a high-performance, solutions-oriented team culture
• Lead collaboration across Sales, Operations, Product, Data, and Medical teams to deliver integrated solutions
• Contribute to department-level strategic initiatives and best practices, including working with Product team on internal roadmap priorities based on client feedback and market opportunity
• Escalate and resolve risks proactively to protect revenue and client satisfaction

Senior Director, Client Services

• Greeting clients with a warm and professional demeanor
• Managing appointments and front desk flow
• Supporting communication between the veterinary team and pet owners
• Assisting with safe restraint of cats and dogs during exams and procedures
• Helping maintain a smooth, organized, and efficient hospital environment

Client Service Representative, Veterinary Assistant

• ensuring the integrity of our database of private companies and contacts
• manage and execute import requests from across our client base
• support the success of our clients’ programs through providing best practices
• utilize Outlook, Churnzero, The FHR Exchange, Salesforce and other resources

Client Services Data Ops Associate

• To manage accounts of multiple client service programs or single large national program
• To maintain client, client broker and key vendor relationships
• Manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention
• Performs client renewal and Client Service Instruction preparation for assigned clients
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports
• Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients
• Educates the client on loss data - drivers of cost impacting assigned programs
• Coordinate project activity
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction
• Identifies issues that impact customer satisfaction
• Identifies and solicits cross selling opportunities
• Coordinates client contracts
• Performs other duties as assigned
• Supports the organization's quality program(s)

Manager, Client Services

• Lead teams to deliver industry-leading work by utilising knowledge of social-first strategy and output
• Build in-depth relationships with clients
• Work across both retainers and project work
• Develop appropriate strategy and output for each client
• Ensure account decisions are guided by developed strategy
• Inspire account teams to produce Born Social’s best work in all areas of delivery
• Own Senior client relationship development, identifying value of Born Social's work
• Create, communicate and deliver effective account plans that facilitate growth
• Lead pitches, proposals and scoping for additional work
• Educate clients on Born’s development and thought leadership content

• Lead and develop a high-performing team
• Run a consistent coaching cadence: structured weekly 1:1s where reps come prepared with their own agenda and a self-assessment, plus one to two hours of side-by-side coaching every week.
• Deliver feedback in the moment, not just at review cycles.
• Run consistent QA case reviews and coach to performance candidly.
• Build individualized development plans and clear career maps so every rep knows what growth looks like and how to get there.
• Own new hire ramp post-training to independent productivity.
• Own your team's service metrics
• Hold the line on CSAT, first-time resolution, time to resolve, SLA, and utilization, and drive them proactively rather than reacting once they slip.
• Develop your team into confident upsellers. Coach reps on spotting and positioning the right opportunities, grow that skill through hands-on practice, and keep each person accountable to their handoffs and revenue contribution with weekly check-ins.
• Use Salesforce and reporting tools to audit performance, surface trends, and make decisions from data rather than anecdote.
• Set the standard for client experience
• Define and model what “excellence” looks like across chat, voice, and email interactions.
• Treat client impact as the north star. Go beyond closing the ticket and look for the moment that earns a client's loyalty.
• Own escalations directly. Step in before it escalates; engage with clients meaningfully; triage cross-functional situations with clear communication, accountability, and follow-through until resolution.
• Build strong cross-functional partnerships with Onboarding, Client Success, Sales, Product, and Engineering to drive customer advocacy across the company.
• Lead with AI
• Be AI-forward in your own practice and make AI fluency a team capability, not a personal hobby.
• Streamline and automate the workflows that slow your team or your clients down.
• Translate new tools into repeatable team frameworks, and model the behavior you expect from the team.

Client Support Manager

• Supports the Correspondent Account Executive covering Southern California, Arizona and Nevada.
• Coordinates with Account Executive on completion of specific tasks.
• Works with CPE analyst to identify and address client quality trends.
• Serves as point of contact for all client escalations.
• Provides feedback to CPE and client support regarding lender pipelines.

Client Services Consultant

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper level client management
• Has intermediate to advanced level tax preparation skills
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manages multiple assignments inside an engagement
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• Trains, supervises and mentors lower level staff
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Tax Supervisor – Private Client Services

• Serve as the senior relationship lead for a curated portfolio of premier clients
• Deliver a concierge-level, white-glove experience
• Translate complex accounting and tax concepts into clear, confident communication
• Anticipate needs by deeply understanding each client’s business and financial landscape
• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution
• Oversee onboarding and elevate the client journey from day one
• Protect the client experience with urgency, discretion, and professionalism
• Partner with leadership to continuously refine and elevate service delivery

Client Service Manager

• The Manager of Fleet Client Services will lead and provide directions for the scheduling team to optimize work volumes and staffing levels, ensuring operational efficiency and excellent customer service.
• Responsible for managing and growing a portfolio of Fleet Maintenance clients in a high-volume market, potentially encompassing multiple small to medium markets within an assigned geographic territory.
• Responsible for making decisions and managing accounts to ensure they achieve measurable results from the product, implementing a robust performance management process aligned with organizational expectations and utilizing tools for goal accomplishment.
• Ensure exceptional customer experience by building and maintaining client relationships.
• Evaluate growth opportunities by client needs and market trends, assess business options to address those needs and make recommendations to leader.
• Responsible for annual sales targets and customer churn metrics.
• Serve as the key point of contact for both internal and external clients, addressing escalations and inquiries.
• Monitor client, market and competitor activity and provide feedback to the team leaders on key changes and business needs.

Manager, Fleet Client Services

• 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

• To manage accounts of multiple client service programs or single large national program;
• To maintain client, client broker and key vendor relationships;
• To manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
• Performs client renewal and Client Service Instruction preparation for assigned clients.
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.

Client Service Manager – Casualty Claims Experience Required (Auto, GL, WC)

• Independently managing a portfolio of assigned clients
• Triaging client needs and acting as the first line of support for inbound requests
• Partnering with multiple departments across the entire organization
• Closing out all outstanding requests
• Ensuring client goals are met through proactive management and optimization, including regular client check-ins
• Providing on-going support for clients through the initiation and/or coordination of tasks across various divisions within the company
• Coordinating delivery of reporting to clients as needed
• Updating client records and maintaining internal systems
• Facilitating resolution of client service issues by clarifying issues/concerns and expediting resolution
• Demonstrating flexibility to adapt to ever-changing business environments and varying priorities
• Providing feedback and recommendations to management by consistently collecting information and analyzing client needs

Client Services Associate

• Lead, coach, and develop a team of Customer Support Associates and Specialists
• Establish clear performance expectations around response times, case quality, documentation, and client communication
• Monitor and manage KPIs including TTFR, TTR, CSAT, backlog health, and SLA adherence
• Conduct regular 1:1s, performance reviews, and skill development planning
• Create a culture of ownership, urgency, and continuous improvement
• Analyze large datasets across Salesforce (or CRM), WMS, OMS, and reporting tools to identify trends, performance gaps, and operational risks
• Identify inefficiencies in workflows, documentation, and system configurations
• Act as a liaison between Support and internal operational teams

• Works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals
• Prepares premium allocations
• Prepares and updates draft renewal proposals
• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, and other coverage related documents
• Assists client service teams in the preparation of presentation materials
• Analyzes and summarizes complex data and compiles reports without supervision
• Records data into appropriate insurance company and firm software programs
• Processes complex audits and complete audit worksheets
• Reviews contract requirements for complex cert requests
• Reviews quotes in depth
• Quotes flood and builder's risks policies as requested by an Account Manager
• Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
• Handles the renewing of bonds and flood policies
• Identifies and follow up on binding subjectivities
• Trains and mentors other Analysts
• Completes special projects as assigned
• Looks for opportunities to improve the firm, business segment and processes
• Brings issues and discrepancies to the attention of appropriate leadership

Senior Client Service Specialist, Commercial Risk

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

Client Service Associate – Managed Program

• Set the tone for the practice as we build and maintain each customer's trust and confidence.
• Responsible for pivoting around which the hospital operates.
• Handle customer inquiries and provide exceptional service.
• Perform tasks related to customer interaction, payments and service recommendations.

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Client Service Analyst

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Manager, Client Services

Associate Director, Client Services

Client Support Manager

Client Services Consultant

Tax Supervisor – Private Client Services

Client Service Manager

Manager, Fleet Client Services

Senior Analyst, IT Client Services

Client Service Manager – Casualty Claims Experience Required (Auto, GL, WC)

Client Services Associate

Client Support Manager

Senior Client Service Specialist, Commercial Risk

Client Service Associate – Managed Program

Client Service Representative