144 Client Relations jobs in Nashville
Client Relations
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Join our dynamic Client Relations team at AB, where you'll be at the forefront of servicing existing clients and supporting sales and business development. This critical team collaborates with Sales Advisers, operations, investments, business development, marketing, legal & compliance, and senior leadership to support clients and drive new business across one of AB's key client segments North American Institutions (specifically Public Plans).
To thrive in this role, you should bring a passion for excellence, enjoy continuous learning, love collaborating across teams, and be relentless in promoting the needs of AB's clients. This role is based in Nashville, TN.
Your responsibilities will include, but are not limited to:
- Partnering with Institutional Advisers to oversee all aspects of day-to-day client account servicing. This includes timely and efficient delivery of client reports and materials, fielding ad-hoc client queries, arranging portfolio reviews, preparing review presentations, and managing transactional requests such as contract amendments or guideline changes.
- Developing and maintaining a strong working knowledge of clients and their needs, including the cadence of servicing deliverables, nuances of the client's contract/guidelines and any other aspects of the relationship that allow AB to improve the client experience.
- Assisting with prospecting efforts, which may involve arranging meetings, preparing thorough prep memos, conducting research (using tools like Preqin, eVestment, Market Lens), identifying new prospects, tracking and delivering follow-up items post-meetings, facilitating RFPs/questionnaires, and managing contact lists for marketing campaigns.
- Leading client matters with internal and external stakeholders through to successful resolution with minimal direction.
- Collaborating with Sales & Sales Leadership on client plans, business-at-risk reports, and other marketing campaigns.
- Proactively maintaining a strong working knowledge of AB products, investment processes, and operational infrastructure.
- Keeping accurate client records in AB's CRM system (Salesforce).
In addition to the above, more experienced Client Relations team members should expect to be assigned to more complex client relationships. Additional responsibilities may include:
- Operating independently and serving as the de facto relationship manager to oversee all aspects of day-to-day client account servicing.
- Establishing regular touch points with clients/prospects to build strong relationships based on trust and credibility.
- Anticipating client requirements/objectives, generating ideas, and driving solutions to complex client issues and new business opportunities.
- Acting as the Adviser's proxy in meetings, including client portfolio reviews, operational due diligence visits, prospecting meetings etc.
- Collaborating with Consultant Relations Directors to ensure coordinated and effective activity between clients and their consultants.
- Communicating client feedback and market trends to senior leadership and contributing to sales and client relations strategic goals and planning.
- Potentially managing your own small base of clients/prospects outside of those with Adviser involvement, subject to performance.
What We're Looking For:
- Bachelor's degree in finance, economics, marketing, or a related field, with an excellent academic record.
- Proven track record of outstanding performance and achievement.
- At least 2-3 years of experience in the financial services industry, ideally with client service/relationship management experience.
- A detail oriented, results focused, self-starter who can quickly understand client needs and focus on commercial delivery.
- An inquisitive mindset and strong organizational skills, with the ability to manage priorities and meet deadlines.
- Highly responsive with commitment to seeing tasks through to completion. Must be able to oversee and manage a complex to-do list, holding internal stakeholders (including senior colleagues) accountable for outstanding deliverables, ensuring all agreed-upon actions are completed promptly and efficiently.
- Ability to network and develop long-term relationships with clients and internal partners.
- Technical knowledge and/or genuine interest in the Institutional market, asset classes, and competitive landscape.
- A client-first mindset and the ability to influence and lead others to prioritize client needs.
- Ability to collaborate across all levels of the organization.
- Exceptional verbal, written communication, and presentation skills.
- Proficiency in Microsoft Word, PowerPoint, and Excel; experience with Salesforce.com, Preqin, eVestment, PowerBI, and MS Copilot is a plus.
- Series 7 License, or the ability to obtain it within 12 months of joining.
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,600 employees across 54 cities operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. We are also committed to nurturing continuous learning and professional growth for our employees through a wide range of training, including both technical and soft skills.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
If you're ready to challenge your limits and empower your career, join us!
Account & Relationship Management Executive - Enterprise Nursing Higher Education Field Sales (We...
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**OVERVIEW**
You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of authority in negotiations, you will play an important role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Develop effective sales approaches to target key accounts.
+ Engage in in-depth negotiations with higher autonomy to close deals.
+ Manage and nurture relationships with key customer accounts.
+ Provide accurate sales forecasts and activity reports.
+ Identify and analyze market conditions to uncover sales opportunities.
+ Handle moderately complex or higher-value sales opportunities.
+ Gather and utilize customer feedback to improve sales strategies.
+ Act as a mentor and trainer for junior sales staff.
+ Collaborate with other departments to ensure customer satisfaction.
+ Implement and refine sales techniques tailored to customer needs.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent experience.
**Experience:** 5+ years higher ed sales experience, enterprise level experience preferred.
+ Strategic Planning: Ability to develop and implement effective sales strategies.
+ Negotiation Tactics: Advanced negotiation skills for closing complex deals.
+ Customer Insight: Deep understanding of customer needs and preferences.
+ Analytical Thinking: Strong ability to analyze and interpret sales data.
+ Sales Software: Proficient use of advanced CRM and sales management tools.
+ Team Collaboration: Skills to work effectively with cross-functional teams.
+ Market Knowledge: Comprehensive awareness of market dynamics and trends.
+ Mentorship: Capability to train and mentor junior team members.
+ Overall skills: Strong attention to detail, collaborative team player, excellent communication and transparency, and exceptional negotiation skills.
**TRAVEL:** 20% + Occasional travel to customer locations, industry events, internal meetings
**Additional Information:** may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
This role is eligible for Bonus.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Receptionist (Client Services)
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Ingram Content Group (ICG) is hiring a Receptionist to support our Headquarters Offices in La Vergne, TN just outside Nashville. In this role, the Receptionist will maintain a high degree of knowledge regarding all Ingram policies, services, and procedures as detailed in the Basic, Advanced, and Specialty levels of the Customer Care certification process. You will demonstrate a high level of professionalism and courtesy when greeting associates, directing visitors, and answering switchboard phone calls. You'll respond to inquiries with a high degree of knowledge regarding all business units of ICG and all internal departments within each of these units. The Receptionist will represent the company by speaking and writing with refined, business-like vocabulary to ensure quality standards are met. You will ensure efficiency and accuracy when handling and resolving customer inquiries by maintaining a high degree of both product knowledge and knowledge of Ingram business units. Finally, you will document customers' comments and/or claims in a timely manner, utilizing strong spelling, grammar, punctuation, and data entry skills.
Ingram Content Group ("Ingram") connects people with content in all forms. Providing comprehensive services for publishers, retailers, libraries, and educators, Ingram makes these services seamless and accessible through technology, innovation, and creativity. With an expansive global network of offices and facilities, Ingram's services include digital and physical book distribution, print-on-demand, and digital learning.
Required Qualifications:
- High School diploma or GED
- 2 years of contact center/customer service experience
- 1 year of experience in a receptionist or similar role
- Successful completion of all Customer Care Specialist's certification training after hire
Preferred Skills:
- Basic Computer and Typing Skills
- Proven ability to multi-task well
Key Responsibilities:
- Maintains current knowledge of new policies, procedures, as well as company personnel and happenings by understanding and effectively utilizing the intranet to direct calls.
- Diagnoses, discerns and resolves customer issues with minimal supervision.
- Maintains elevated level of professionalism and courteousness in both physical appearance and demeanor.
- Processes all administrative work as directed by the supervisor.
- Serves as point of contact for customers reporting errors, tracking, orders, and checking the status of orders placed.
- Makes appropriate decisions when submitting credit adjustments and works to resolve discrepancies.
- Adheres to published work schedule.
- Scheduling flexibility as needed to support on-site happenings at the facility front desks as needed.
- This list is not exhaustive.
Hiring Salary Range: $17.99/hr - $21.77/hr. This range represents the anticipated low and high end of the salary for this position. It will be determined by factors including but not limited to: the applicant's education, experience, knowledge, skills, and abilities, geographic location, as well as internal equity and alignment with market data.
Perks/Benefits:
- A highly competitive compensation package with generous benefits beginning first day of employment for Medical/Prescription Drug plans, HSA, Vision, Dental and Health Care FSA.
- 10 vacation days & 10 sick days accrued annually and 3 personal days
- 401K match, Life and AD&D, Employee Assistance programs, Group Legal, & more
- Wellness program with access to onsite gym and basketball court for associates
- Encouraged continued education with our tuition reimbursement program
- Financial and in-kind opportunities to engage with non-profits in your community.
- Company match program for United Way donations
- Volunteer opportunities and in-kind drives for non-profits throughout the year
- Take breaks or brainstorm in our game room with ping pong & foosball
- Casual Dress Code
Ingram Content Group is a part of Ingram Industries Inc. and includes Ingram Book Group LLC, Ingram Publisher Services LLC, Lightning Source LLC, Ingram Library Services LLC, Tennessee Book Company LLC, Ingram Content Group UK Ltd. and Ingram Content Group Australia Pty Ltd.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information. EOE-Race/Gender/Veterans/Disabled. We participate in EVerify. EEO Poster in English. EEO Poster in Spanish.
Client Services Coordinator
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Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.***This position is an Onsite role based out of our Nashville, TN. office**About youYou are an experienced professional looking to take the next step of your career in commercial real estate! Your background includes delivering exceptional sales support to internal and external clients. In this position, you will be supporting marketing, operational duties and transactional management with a high level of business acumen and entrepreneurial spirit - which means YOU will be an integral part of the team's success.In this role, you will.Help oversee the team's transactions, tracking critical dates and regularly updating clients and colleaguesMaintain company databases to track prospects and business opportunitiesCreate/format proposals and presentations, collaborating with Colliers Marketing to help curate team marketing collateralBring a great attitude in learning the business and local marketplace by attending local business and industry events, networking, and participating in client meetingsProcess executed lease/amendment paperwork, create vouchers, collect pertinent documentation, sending tenant/property eblasts, create market surveys, print tour books, schedule tenant tours, etc.What you'll bringAt least 2+ years of sales or administrative experience in a professional environment (preferably real estate, sales, legal, architectural, construction or related)Adobe Creative Suite (InDesign) experience required.Commercial real estate experience is an asset.High proficiency in MS Office Suite (Word, Outlook, Excel, PowerPoint)High level of initiative and excellent communications skills, both oral and written#LI-SD1#LI-OnsiteMake your next move an expert one and join us as we lead the industry into the future.Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.Direct applicants only please, no agencies.Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact for assistance.
Client Services Coordinator
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Ingram Content Group (ICG) is hiring for a Client Services Coordinator to contribute to our IngramSpark team in LaVergne, TN just outside Nashville.
This individual will support customers by answering a wide range of questions, troubleshooting, resolving complaints, and providing guidance related to IngramSpark/Lightning Source service offerings.
At Ingram, our publisher-facing business offers more than just traditional wholesale services. It offers fully integrated and relevant solutions for client publishers. Comprised of book printing, digital book, distribution, publishing sales and marketing services, this part of Ingram's business helps publishers discover more ways to sell content in markets across the globe. Based in the Nashville area, New York, Berkeley and other locations, our teams are collaborative, innovative, dynamic, and passionate about the business.
The world is reading, and it is our goal to connect as many people to the content they want in the simplest ways. If you share that passion, enjoy working in a fast-paced environment and want to contribute to a strategic part of the business that is evolving and expanding, we can't wait to meet you!
Required Qualifications:
- High school diploma or GED
- 1 year customer/client service experience
Preferred Skills:
- Bachelor's degree
- Customer-facing experience
- Experience using critical thinking and problem-solving skills
Key Responsibilities:
- Acts as the primary and oftentimes sole point of contact for customers.
- Manages customer relationship interfacing between the customer and other departments such as sales, premedia, and operations.
- Increase sales volume via clarification of special offerings and upselling.
- Deals with all publisher queries efficiently and accurately on the phone, email and chat.
- Ensures customer questions and concerns are resolved with a satisfactory resolution.
- Manages new and outstanding customer requests, responding to emails and providing updates in a timely manner.
- Maintains up-to-date and accurate knowledge on the full range of Ingram services, to be able to advise customers appropriately.
- Uses a wide variety of internal systems and platforms to ensure customer requirements are recorded and actioned accurately.
- Liaison with internal teams across US, UK, and AU as necessary to meet the needs of the customer.
- Support the drive for sales growth via effective execution of upselling.
- Provide support and answer questions for third-party customer service agents, resulting in a positive customer experience.
- Attend recurring virtual meetings with customers to provide white-glove level of service and support.
- Maintain knowledge of industry best practices and components of customer success, such as metadata optimization and file creation compliance.
Hiring Salary Range: $19/hr - $23/hr. This range represents the anticipated low and high end of the salary for this position. It will be determined by factors including but not limited to: the applicant's education, experience, knowledge, skills, and abilities, geographic location, as well as internal equity and alignment with market data.
Perks/Benefits:
- A highly competitive compensation package with generous benefits beginning first day of employment for Medical/Prescription Drug plans, HSA, Vision, Dental and Health Care FSA.
- 10 vacation days & 10 sick days accrued annually and 3 personal days
- 401K match, Life and AD&D, Employee Assistance programs, Group Legal, & more
- Wellness program with access to onsite gym and basketball court for associates
- Encouraged continued education with our tuition reimbursement program
- Financial and in-kind opportunities to engage with non-profits in your community
- Take breaks or brainstorm in our game room with ping pong & foosball
- Casual Dress Code
The world is reading, and Ingram Content Group ("Ingram") connects people with content in all forms. Providing comprehensive services for publishers, retailers, libraries and educators, Ingram makes these services seamless and accessible through technology, innovation and creativity. With an expansive global network of offices and facilities, Ingram's services include digital and physical book distribution, print-on-demand, and digital learning. Ingram Content Group is a part of Ingram Industries Inc. and includes Ingram Book Group LLC, Ingram Publisher Services LLC, Lightning Source LLC, Ingram Library Services LLC, Tennessee Book Company LLC, Ingram Content Group UK Ltd. and Ingram Content Group Australia Pty Ltd.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information.
- EOE-Race/Gender/Veterans/Disabled
- We participate in EVerify.
- EEO Poster in English
- EEO Poster in Spanish
Client Services Representative
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JOB SUMMARY:To communicate with clients, both internal and external, in order to provide needed information for patient care.JOB RESPONSIBILITIESESSENTIAL FUNCTIONS:Follow client services department policies and procedures.Call Alert test reports for clinical lab testing to clients.Follow up with clients/physician offices on requisitions that have incomplete test orders, incomplete or erroneous patient demographics or insurance/billing information.Develop and maintain good relationships with customers, physicians, and colleagues to ensure customer satisfaction.Handle difficult calls tactfully, courteously, and professionally.Research and resolve problems with specimens and/or reports.Contribute to a positive work climate and to the team effort of the department and company.Perform all job responsibilities in alignment with the industry's best security practices and regulatory guidelines to protect the confidentiality, integrity, and availability of protected health information and other sensitive company data.Must be familiar with and abide by the Corporate Compliance Program and all Corporate policies, including the Privacy and Security policies.NON-ESSENTIAL FUNCTIONS:Work with other departments within PathGroup and subsidiaries.Nothing in the job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.Other duties as assigned.EDUCATION & LICENSURE:High school diploma or GED is required.REQUIREMENTS:One year of client services experience required.
Client Services Coordinator
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Company DescriptionJob DescriptionIngram Content Group (ICG)is hiring for a Client Services Coordinator to contribute to our IngramSpark team in LaVergne, TN just outside Nashville.This individual will support customers by answering a wide range of questions, troubleshooting, resolving complaints, and providing guidance related to IngramSpark/Lightning Source service offerings.At Ingram, our publisher-facing business offers more than just traditional wholesale services. It offers fully integrated and relevant solutions for client publishers. Comprised of book printing, digital book, distribution, publishing sales and marketing services, this part of Ingram's business helps publishers discover more ways to sell content in markets across the globe. Based in the Nashville area, New York, Berkeley and other locations, our teams are collaborative, innovative, dynamic, and passionate about the business. The world is reading, and it is our goal to connect as many people to the content they want in the simplest ways. If you share that passion, enjoy working in a fast-paced environment and want to contribute to a strategic part of the business that is evolving and expanding, we can't wait to meet you!Required Qualifications:High school diploma or GED1 year customer/client service experiencePreferred Skills:Bachelor's degreeCustomer-facing experienceExperience using critical thinking and problem-solving skillsKey Responsibilities:Acts as the primary and oftentimes sole point of contact for customers.Manages customer relationship interfacing between the customer and other departments such as sales, premedia, and operations. Increase sales volume via clarification of special offerings and upselling.Deals with all publisher queries efficiently and accurately on the phone, email and chat.Ensures customer questions and concerns are resolved with a satisfactory resolution.Manages new and outstanding customer requests, responding to emails and providing updates in a timely manner.Maintains up-to-date and accurate knowledge on the full range of Ingram services, to be able to advise customers appropriately.Uses a wide variety of internal systems and platforms to ensure customer requirements are recorded and actioned accurately.Liaison with internal teams across US, UK, and AU as necessary to meet the needs of the customer.Support the drive for sales growth via effective execution of upselling.Provide support and answer questions for third-party customer service agents, resulting in a positive customer experience. Attend recurring virtual meetings with customers to provide white-glove level of service and support.Maintain knowledge of industry best practices and components of customer success, such as metadata optimization and file creation compliance.Hiring Salary Range: $19/hr - $23/hr. This range represents the anticipated low and high end of the salary for this position. It will be determined by factors including but not limited to: the applicant's education, experience, knowledge, skills, and abilities, geographic location, as well as internal equity and alignment with market data.QualificationsAdditional InformationPerks/Benefits:A highly competitive compensation package with generous benefits beginning first day of employment for Medical/Prescription Drug plans, HSA, Vision, Dental and Health Care FSA.10 vacation days & 10 sick days accrued annually and 3 personal days401K match, Life and AD&D, Employee Assistance programs, Group Legal, & moreWellness program with access to onsite gym and basketball court for associatesEncouraged continued education with our tuition reimbursement programFinancial and in-kind opportunities to engage with non-profits in your communityCompany match program for United Way donationsVolunteer opportunities and in-kind drives for non-profits throughout the yearTake breaks or brainstorm in our game room with ping pong & foosballCasual Dress CodeThe world is reading, and Ingram Content Group ("Ingram") connects people with content in all forms. Providing comprehensive services for publishers, retailers, libraries and educators, Ingram makes these services seamless and accessible through technology, innovation and creativity. With an expansive global network of offices and facilities, Ingram's services include digital and physical book distribution, print-on-demand, and digital learning. Ingram Content Group is a part of Ingram Industries Inc. and includes Ingram Book Group LLC, Ingram Publisher Services LLC, Lightning Source LLC, Ingram Library Services LLC, Tennessee Book Company LLC, Ingram Content Group UK Ltd. and Ingram Content Group Australia Pty Ltd. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information.EOE-Race/Gender/Veterans/DisabledWe participate in EVerify.EEO Poster in English EEO Poster in Spanish
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Client Services Specialist
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Pay Rate: $16.80/hr on W2
Duration: 7 months
TN - REMOTE
Position Summary
MANAGER WOULD LIKE CANDIDATES TO RESIDE IN THE CST OR EST TIME
ZONES
IF SELECTED CANDIDATE PERFORMS WELL, AND HAS EXCEPTIONAL ATTENDANCE, THERE IS A GOOD CHANCE THIS POSITION COULD BE OFFERED A PERMANENT OPPORTUNITY
TOPS SKILLS:
- Ideally looking for someone who has solid excel experience. Can be beginner if able to learn.
- basic accounting. someone with the skill sets needed to support our debt management team.
Description:
Customer Service Representative is the face of Healthcare and impacts members' service experience by manner of how customer service inquiries and problems via telephone, internet or written correspondence are handled. Calls are typically non-routine and may require deviation from standard screens, scripts and procedures to engage, consult and educate members based upon the member's unique needs, preferences and understanding of Healthcare plans, tools and resources to help guide the members along a clear path to care. Act as subject matter expert by providing training, coaching, or responding to complex issues. Will be responsible to analyze and resolve issues associated with agent commissions. Answers questions and resolves issues as a "single-point-of-contact " based on phone calls, letters, and internet from brokers, marketing plan sponsors, PSS/ISO, members and providers. Activities may include providing Commission status information, benefit coverage interpretations, and explaining Commission transactions. Creates an emotional connection with our agents by understanding and engaging with agents. Taking accountability to fully understand the agent's needs by building a trusting and caring relationship with the agent. Anticipates agent's needs. Provides the agent with related information to answer the unasked questions, e.g. additional details, benefit plan details, agent self-service tools, etc. Uses customer service threshold framework to make financial decisions to resolve agent issues. Processes commission transactions and addresses agent complaints. Escalates issues as appropriate through the target system for grievances and appeals. Initiates out-reach/welcome calls to ensure constituents expectations are met or exceeded. Through in-depth analysis, identifies complaint trends and any emerging agent service issues and works to develop solutions to address potential problems. Educates agent on various elements of information and available services created to enhance the overall customer service experience with the company (i.e., assistance with agent self-service tools). Partners with other departments to deliver client specific presentations. Coordinates efforts both internally and across departments to successfully resolve service issues and develop process improvements intended to enhance the overall delivery of service. Serves as SME providing technical assistance when needed on call related issues, products, and/or system applications delivery matters. Coaches, trains and assists in the development of call center staff. May participate and/or lead special projects/initiatives addressing service issues. May provide technical or subject matter expertise concerning policies, procedures, and function-related applications/systems tools. Delivers internal quality reviews. Provides appropriate support in third party audits when required. Documents and tracks all contacts, events, and outcomes with clients using appropriate systems and processes.