Client Services Representative

• Maintaining data integrity by properly setting up sales deals in the CRM platform (EDGEonDemand)
• Preparing bid sheets, contracting, and enrollment of customers
• Handling incoming and outgoing correspondence
• Assisting with data integrity and providing general administrative support to the operations team
• Managing electricity and natural gas accounts in all deregulated territories
• Collaborating with other departments to streamline processes and enhance overall efficiency
• Contributing to special projects and initiatives aimed at enhancing operational effectiveness
• Assisting in conducting research and gathering data for operational analysis
• Aiding in the preparation of reports and presentations for management meetings
• Providing general administrative support to the Director-Procurement Operations, Principals, and Director-Energy Markets as needed

Client Service Specialist

• 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

• To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and 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.
• 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.

Client Services Manager

• Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients.
• Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions.
• Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department.

Senior Tax Manager – Private Client Services

• Managing project(s) including both internal and external resources in the design, development and delivery of client solutions
• Leveraging business experience and acumen in identifying strategic alternatives and project approach to client questions
• Proactively mentoring, coaching and sharing subject matter expertise with others to elevate our capabilities to deliver world-class solutions for clients
• Serving as key point of contact with clients, managing the process of proposal preparation and/or modifications including overall bid integrity
• Providing follow-up with client after project deliverable has been completed to ensure client satisfaction
• Developing broader and deeper knowledge of consulting methodologies and the pharmaceutical market through on the job experience and training
• Providing direction, advice and intellectual leadership to clients and delivery teams, through consistent participation in team meetings
• Proactively identifying Business Development opportunities and coordinate follow up efforts
• Provides high level input and ensures the development of client records and presentations and delivers all or significant portions of findings to client
• Leading ad hoc work streams on critical people-related issues such as recruitment, learning and development
• Ensures clear communication throughout projects
• Serving as key point of contact with clients
• Ability to travel 15-50% of the time depending on project assignment.

Associate Manager, Client Services

• Serve as a single point of contact for a given set of Global Strategic Accounts.
• Own execution of order fulfilment for relevant strategic accounts across all global sites for that customer.
• Balance customer delivery requirements, supply constraints, and revenue priorities.
• Lead daily execution alignment across Strategic Account Managers, Product Management, Regional Commercial, Finance, Planning, Manufacturing, Quality, and Distribution.
• Co-Own with Strategic Account Managers and Regional commercial leadership identification and communication of risks and opportunities.
• Own resolution of critical fulfilment issues and delivery risks.
• Embed daily management discipline, leveraging standard work and performance routines.
• Ensure robust, standardized processes are in place to consistently meet customer and business expectations.
• Lead or contribute to process improvement and business transformation initiatives.
• Operate effectively in a fast-paced, deadline-driven environment.

Client Services Order Fulfillment Lead

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
• Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions
• Take on the primary review of complex tax returns and maintain regular communication with clients
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities

Tax Senior Manager – Private Client Services

• 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

• Complete assigned Shared Services tasks accurately and within defined SLA by following documented processes step by step, ensuring the submitting team can depend on consistent, error-free output.
• Identify and communicate ticket ambiguity before starting work, asking clear, specific questions that resolve scope uncertainty without requiring back-and-forth escalation.
• Escalate tasks that fall outside defined Shared Services scope promptly and with sufficient context, so the submitting team can redirect efficiently without delay.
• Document completed work in a way that supports quality review, providing a clear record of what was done and flagging anything that appeared inconsistent or unclear in the source material.
• Follow defined processes without shortcuts or improvisation, flagging process documentation gaps when a step doesn't match actual system behavior.
• Build working familiarity with the Selerix platform across assigned task types, developing broad knowledge that prepares team members for specialized roles over time.
• Participate in training for new task types as they transfer into Shared Services scope.
• Share learnings about task types, platform behavior, and common errors with teammates.

Client Services Specialist

• 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

• Manage accounting functions for property portfolios, including retail, residential, and commercial real estate.
• Oversee A/P and A/R activity across multiple properties and tenants.
• Prepare, analyze, and distribute monthly, quarterly, and annual financial statements.
• Perform income and expense variance analysis; prepare cash flow, NOI, and KPI reports.
• Handle recoverable billing, including RET/CAM reconciliations.
• Oversee general ledger functions, month-end close, and journal entries.
• Maintain fixed asset ledgers, track capitalization, and roll forward capital accounts.
• Assist in annual budgets and forecasting.
• Ensure compliance with federal, state, and local regulatory requirements (sales tax, debt reporting, RPIE, TC201, etc.).
• Support tax filings, payroll, and client correspondence.
• Maintain organized records and provide financial documentation to support management and clients.
• Perform other duties as required to support the team and firm.

Senior Associate, Client Accounting and Advisory Services

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

• Candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database.
• Candidate should be experienced working in a high-pressure, high-volume environment where accuracy is paramount.
• Highly adaptable professional with the ability to thrive in diverse environments and engage respectfully with people of varied backgrounds and perspectives.
• Responsible for creation of financial documents and approval process using Adobe suite of software products.
• Familiarity with Agile methodologies, including regular application testing throughout the development lifecycle.
• Ability and availability to perform regular application testing within an Agile development framework.
• Candidate must be computer savvy and capable of learning new software applications with relative ease.
• Have Client service experience. Candidate will communicate directly with clients as well as internal departments.
• Be comfortable working within a team while owning their own work.
• Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines.
• Candidate must utilize great time management skills to handle extremely high seasonal volumes.

Client Service Representative – Flexible Options

• Support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met
• Coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets
• Support the process for issuing and managing certificates of insurance
• Prepare client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year

Client Service Associate, Business Insurance

• Manages the day-to-day administration of a portfolio of clients across various product lines and prioritizes their needs
• Serves as the single point of contact in addressing an array of requests from basic to complex, such as plan level changes and reconciliations, from plan sponsors, advisors and TPAs
• Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth
• Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary
• Take full ownership of the end-to-end client experience, managing your case queue and ensuring all transactions, updates, and issues are completed accurately and on time, with proactive identification and escalation of any risks or gaps
• Facilitates regularly scheduled client calls to discuss outstanding items and provide updates on company initiatives
• Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure
• Demonstrates efficiency and flexibility in overseeing detailed processes in a fast-paced environment with frequent interruptions and changing priorities
• Assists other areas of the organization with various functions when volume is high and/or staffing levels are low
• Participation in unit meetings, ongoing training and self-development
• Conducts themselves professionally and partners with upper Management accordingly
• Participate in call queues as needed
• Performs other duties and responsibilities as assigned

Client Service Manager

• 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

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
• Responsible for relationship management for plan accounts and financial advisors ensuring a successful service experience
• Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts
• Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth
• Develop strong working relationships with daily client contacts
• Provide ownership for the resolution of issues escalated by clients and financial professionals
• Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments
• Review existing book of business to identify plan retention
• Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies
• Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services
• Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services
• Lead and/or participate in projects that create additional value for existing relationships

Client Relationship Manager, Client Services – Retirement

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Provide a high level of consultative client service while communicating and coordinating with clients and partners.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establish and maintain strong working relationships with dedicated clients and financial professionals.
• Deliver client retention by anticipating client’s needs, recommending changes or actions.
• Achieve service level goals, retention and organic growth goals established for each financial partner.
• Manage day to day schedule for self and team according to client needs and needs of the business.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity.
• Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional.
• Support peers and Manager(s) by handling escalated items/calls from clients.
• Develop and maintain strong internal relationships across departments and locations.
• Perform other duties and participate in or lead special projects as assigned.

Client Services Representative jobs in United States

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Client Service Specialist

Senior Vice President, Client Service Executive

Client Services Manager

Senior Tax Manager – Private Client Services

Associate Manager, Client Services

Client Services Order Fulfillment Lead

Tax Senior Manager – Private Client Services

Executive Director, HR Business Partnership, Client Services

Senior Specialist, Client Service

Client Services Specialist

Client Service Associate

Lead Global Payments Services Client Consultant

Senior Associate, Client Accounting and Advisory Services

Client Service Associate

Client Service Representative – Flexible Options

Client Service Associate, Business Insurance

Client Service Manager

Client Service Specialist II

Client Relationship Manager, Client Services – Retirement

Senior Retirement Service Consultant, Client Services – Retirement