Client Services Representative

• 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

• Support the Senior Director, Marketing and Special Services with various tasks
• Conduct marketing/companies of interest outreach as directed
• Create and edit excel spreadsheets to track various progress of deals, endorsements, and player information
• Create and track calendared dates for player appearances/player signings
• Research potential marketing/endorsement opportunities for current clients
• Assist with various client service needs of clients including restaurant reservations, hotel reservations, housing, equipment, and other needs as they arrive
• Assist in organizing client data to excel the client service and marketing efforts
• Assist with holiday gift ideas, award gifts, etc.
• Various administrative duties as assigned

Client Services, Baseball Internship

• 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

• Own the services sales cycle: Lead pursuits from early qualification through signed Statement of Work (SOW), with or without AE/SE support
• Elevate conversations: Uplevel customer and account team discussions across the Customer Outcomes lifecycle to influence platform adoption, multi solution expansion, and long term value creation
• Drive value-led selling: Apply value frameworks (e.g., Smartsheet Value Selling, MEDDIC, Challenger) to uncover priorities, link them to Smartsheet solutions, and advise the customer through opportunity closed-won
• Engage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers to accelerate deal velocity and eliminate last mile friction
• Generate and progress pipeline: Maintain ~3× coverage by identifying whitespace, creating new opportunities, and advancing stalled pursuits with clear next steps and mutual action plans
• Forecast with discipline: Use Salesforce and Clari for precise pipeline hygiene, risk surfacing, and call accuracy; proactively course correct to protect the quarter while shaping the next
• Contribute thought leadership: Mentor peers, share market/competitive insights, and inform GTM refinements (offers, packaging, playbooks)

Client Services Director

• 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

• Provide prompt, personalized service via phone, email, and follow-up communication.
• Manage RingCentral inbound and outbound calls while maintaining professionalism and call quality.
• Deliver first-call resolution for benefit, reimbursement, billing, COBRA, claims, enrollment, and eligibility inquiries.
• Support members through Qualifying Life Events (QLEs), explaining required documentation and next steps.
• Assist with ID card requests, including research, reorders, and carrier follow-up.
• Handle overage dependent reviews, notifications, and eligibility processing.
• De-escalate emotionally charged situations using empathy, active listening, and clear communication.
• Complete and manage Salesforce Case Types, including: EE-Level Enrollment/Eligibility Cases (member adds, terms, demographic corrections, plan changes, etc.) ER-Level Employer Changes (group demographics, group adds/updates, corrections) ID Card Cases.
• Investigate and resolve benefit, reimbursement, denial, and claims-related questions.
• Own resolution of errors when they occur and ensure transparent communication with members and internal teams.
• Make outbound calls to gather missing information, provide updates, or close open cases.
• Fulfill one-off reporting requests for internal teams, brokers, or employers as needed.
• Maintain client records and document discrepancies or updates accurately.
• Provide general administrative support and contribute to special projects.
• Assist other business units when workload demands or cross-functional needs arise.
• Manage multiple systems in a dual‑monitor environment to support high call volume efficiently.
• Handle user management tasks within assigned systems as directed (e.g., access, updates, troubleshooting).
• Log into phone systems on time and adhere to scheduled breaks and productivity expectations.
• Maintain a distraction-free home workspace with reliable high-speed internet.
• Protect confidentiality and maintain compliance with HIPAA and privacy standards.

Client Services Representative jobs in Washington

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Client Services Supervisor

Client Services, Baseball Internship

Senior Client Services Specialist, Family Office

Client Services Director

Client Services Project Lawyer

Client Services Specialist, Tier 1 Support