6,431 Client Retention jobs in the United States
Client Service Retention Specialist

Posted today
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Client Service Retention Specialist
**What does a successful Client Service Retention Specialist do at Fiserv?**
As a Retention Specialist, you will be responsible for retaining client relationships for small to mid-sized businesses. The role responds to at risk clients identified by event triggers and predictive attrition analysis through reactive and proactive efforts. The role is responsible for building strong relationships, merchant education and issue resolution.
**What you will do:**
+ Responsible for responding and resolving client issues at the point of contact through both reactive and proactive efforts for day-to-day
+ merchant inquiries.
+ Establish a rapport with clients through verbal and written communication.
+ Will make outbound calls to merchants for targeted core projects and campaigns.
+ Recommend value added products and services.
+ Navigate through multiple CRM systems.
**What you will need to have:**
+ 1-3 years of payments or financial industry experience
+ Proficiency with Microsoft Office Suite Products
+ Knowledge of payment processing and products, platforms, systems, and operational areas preferred.
+ High school diploma or equivalent education and/or equivalent military experience.
+ Locatedin Omaha, Hagerstown, or Coral Springs area.
**What would be great to have:**
+ Associate's degree or equivalent work experience.
+ 2+ years of experience in customer service or a related contact center role.
**Salary Range:**
$40,000.00-$50,500.00
These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Client Outreach Retention Consultant

Posted 5 days ago
Job Viewed
Job Description
The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this job works in partnership with the organization's National Contact Center (NCC) and advisory business partners and is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the organization's solutions when appropriate.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, based on the client-facing duties of the position, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.
**Key Responsibilities and Duties**
+ Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions while advocating for the organization's products and services.
+ Receives inbound call transfers from the NCC of clients that are at risk of leaving and/or clients interested in learning more about and engaging with the organization's advisory services.
+ Performs outreach calls to identified retention clients while adhering to stated service level agreements.
+ Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention.
+ Communicates and educates internal business partners on process updates and cross training.
+ Participates in proactive outreach campaigns and/or pilot programs, as necessary.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 6 or 7; Series 63
**Licenses and Certifications**
+ Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2025-08-29
Base Pay Range: $64,000/yr - $87,200/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Client Service Retention Specialist
Posted 17 days ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Client Service Retention Specialist
**What does a successful Client Service Retention Specialist do at Fiserv?**
As a Retention Specialist, you will be responsible for retaining client relationships for small to mid-sized businesses. The role responds to at risk clients identified by event triggers and predictive attrition analysis through reactive and proactive efforts. The role is responsible for building strong relationships, merchant education and issue resolution.
**What you will do:**
+ Responsible for responding and resolving client issues at the point of contact through both reactive and proactive efforts for day-to-day
+ merchant inquiries.
+ Establish a rapport with clients through verbal and written communication.
+ Will make outbound calls to merchants for targeted core projects and campaigns.
+ Recommend value added products and services.
+ Navigate through multiple CRM systems.
**What you will need to have:**
+ 1-3 years of payments or financial industry experience
+ Proficiency with Microsoft Office Suite Products
+ Knowledge of payment processing and products, platforms, systems, and operational areas preferred.
+ High school diploma or equivalent education and/or equivalent military experience.
+ Locatedin Omaha, Hagerstown, or Coral Springs area.
**What would be great to have:**
+ Associate's degree or equivalent work experience.
+ 2+ years of experience in customer service or a related contact center role.
**Salary Range:**
$40,000.00-$50,500.00
These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Client Service Retention Specialist
Posted 17 days ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Client Service Retention Specialist
**What does a successful Client Service Retention Specialist do at Fiserv?**
As a Retention Specialist, you will be responsible for retaining client relationships for small to mid-sized businesses. The role responds to at risk clients identified by event triggers and predictive attrition analysis through reactive and proactive efforts. The role is responsible for building strong relationships, merchant education and issue resolution.
**What you will do:**
+ Responsible for responding and resolving client issues at the point of contact through both reactive and proactive efforts for day-to-day
+ merchant inquiries.
+ Establish a rapport with clients through verbal and written communication.
+ Will make outbound calls to merchants for targeted core projects and campaigns.
+ Recommend value added products and services.
+ Navigate through multiple CRM systems.
**What you will need to have:**
+ 1-3 years of payments or financial industry experience
+ Proficiency with Microsoft Office Suite Products
+ Knowledge of payment processing and products, platforms, systems, and operational areas preferred.
+ High school diploma or equivalent education and/or equivalent military experience.
+ Locatedin Omaha, Hagerstown, or Coral Springs area.
**What would be great to have:**
+ Associate's degree or equivalent work experience.
+ 2+ years of experience in customer service or a related contact center role.
**Salary Range:**
$40,000.00-$50,500.00
These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Retention Client Manager - Legal & Professional
Posted 13 days ago
Job Viewed
Job Description
Do you enjoy building solid customer relationships resulting in growth?
Do you enjoy collaborating cross-functionally to deliver on common goals?
About the Role
As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content. You will initiate contact with and sell to both prospects and existing customers. You will be responsible for assessing their needs and creating a pipeline of new business opportunities and retention.
Responsibilities
*Initiating and answering inbound and outbound sales contact directly with prospective/existing customers
*Achieving and exceeding where possible your monthly sales and KPI target
*Accepting orders, closing sales, and maintaining customer records on CRM
* Recording sales prospecting activity in computer-based tracking systems
* Working with moderately complex territory assigned accounts, products, services, sales or account management processes
* Contacting clients with moderate authority and opportunity to set and negotiate service terms
* Continuing to build knowledge of business and the market or account needs
Requirements
* Be able to adapt information and style to the audience
* Be able to develop competence by performing structured work assignments
* Have general understanding of sales methodology and a proven track record in achieving sales quotas
* Have a Bachelor's or equivalent experience
* Be able to apply broad knowledge of products and solutions.
* Display excellent experience in telesales and selling subscription product
Work in a way that works for you
We promote a healthy work/life balance across the organization, with various flexible and remote working options available to employees
Working with Us
LexisNexis Legal & Professional is proud to be an equal-opportunity employer. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Together, we are building a diverse and inclusive workplace.
Working for you
We believe in a healthy work/life balance. We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer: - Comprehensive, multi-carrier health plan benefits - Disability insurance - Dependent care and commuter spending accounts - Life and accident insurance - Retirement benefits (salary investment plan/employer stock purchase plan) - Modern family benefits, including adoption and surrogacy
About our Team
LexisNexis is a data and analytics company with 10,500 colleagues serving customers in more than 150 countries. We're one of the largest information and analytics companies on the planet. We design solutions that help our customers increase productivity, improve decision-making and outcomes, and be more successful.
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1- .
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Please read our Candidate Privacy Policy .
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers:
EEO Know Your Rights .
RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
Business Development
Posted today
Job Viewed
Job Description
Job Description
Hello go-Getter,
Are you ready to shape your future with us? JBA.com has over 35 yeaars of success and diverse portfolio of clients. At JBA.com, a leading staffing and consulting firm, we're searching for Business Development Managers who are relentless in their pursuit of success and excel at securing "YES, WE NEED YOUR HELP" from our clients.
You will lead our growth, taking on challenges and making business deals happen. If you stay focused despite external factors and love to win, we want you on our team.
Why JBA.com?
- Great Record of Success: With over 35 years of experience, we have built strong relationships with variety of industries.
- Career Growth: Start onsite, prove yourself, and then enjoy the flexibility of hybrid or remote work.
- Support and Development: We provide training and mentoring to ensure your success.
What we're looking for:
- A keen eye for spotting and seizing opportunities.
- Relentless drive, unstoppable to succeed and make a meaningful impact.
Are you ready for this exciting challenge? Please send a copy of your resume. We'll arrenge a phone conversaton to discuss how you can becom an integral part of our team.
You want to succeed, then we will help you to succeed and together we can shape our future at JBA.COM. We look forward to hearing from you.
Best Regards,
Jacqueline Buickians
JBA International, LLC
1192 North Lake Avenue, Pasadena, CA 91104
e: | w:
Business Development
Posted today
Job Viewed
Job Description
Job Description
Position Overview
We are seeking Part-Time Clinical Outreach to oversee outreach and relationship-building efforts in the mental health industry. This contracted position is key to expanding Arise Hillside Treatment Center's (AHTC) referral network and maintaining professional relationships with clinicians, treatment facilities, and other behavioral health professionals.
Responsibilities
Outreach & Networking:
o Schedule and conduct in-person appointments weekly with clinicians, treatment centers, sober living facilities, and other professionals.
o Maintain relationships with existing referral sources while developing new connections.
o Promote AHTC services at industry events, CEU luncheons, and conferences.
Client & Professional Engagement:
o Meet with and engage professionals such as therapists, psychiatrists, and ED consultants
o Represent AHTC at community events (conferences, networking events, industry
parties) to establish and strengthen its reputation in mental health and addiction recovery.
Team Collaboration:
o Participate in weekly conference calls to provide updates and collaborate on
strategies with the AHTC team.
o Share feedback on industry trends and outreach initiatives.
o Follow up after each meeting, logging activity and outcomes in monthly reports.
Knowledge of CiR Services:
o Stay well-versed in AHTC's history, services, and what sets us apart in the
behavioral health space.
o Utilize AHTC's marketing materials and website content to effectively communicate
its mission and services.
Qualifications:
- Proven experience in the mental health, addiction recovery, or behavioral health field.
- Excellent communication skills and a proven track record in building and
- Maintaining professional relationships with referral sources.
- Strong organizational skills with attention to detail.
- Proficiency in Microsoft Office and CRM software.
- Valid drivers license and willingness to travel within the state
- Commitment to supporting clients and families in their recovery journey.
Contracted position, with pay dependent on experience (DOE).
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Business Development Manager
Posted 8 days ago
Job Viewed
Job Description
Due to a promotion in our team, we are hiring another business development manager to take over a mix of existing accounts and new sales territory. To excel in this role you should be an active listener, have a compelling sales personality, and a hunger to chase and close new business from cold calls and inbound warm leads.
Responsibilities:
Contacting potential clients to establish rapport and arrange meetings.
Planning and overseeing new marketing initiatives.
Researching organizations and individuals to find new opportunities.
Increasing the value of current customers while attracting new ones.
Finding and developing new markets and improving sales.
Attending conferences, meetings, and industry events.
Developing quotes and proposals for clients.
Developing goals for the development team and business growth and ensuring they are met.
Requirements:
Bachelor’s degree in business, marketing or related field.
Experience in sales, marketing or related field.
Strong communication skills and IT fluency.
Ability to manage complex projects and multi-task.
Excellent organizational skills.
Ability to flourish with minimal guidance, be proactive, and handle uncertainty.
Company Details
Business Development Manager
Posted 13 days ago
Job Viewed
Job Description
Due to a promotion in our team, The General Stanton Inn we are hiring another business development manager to take over a mix of existing accounts and new sales territory. To excel in this role you should be an active listener, have a compelling sales personality, and a hunger to chase and close new business from cold calls and inbound warm leads.
Business Development Manager Responsibilities:- Contacting potential clients to establish rapport and arrange meetings.
- Planning and overseeing new marketing initiatives.
- Researching organizations and individuals to find new opportunities.
- Increasing the value of current customers while attracting new ones.
- Finding and developing new markets and improving sales.
- Attending conferences, meetings, and industry events.
- Developing quotes and proposals for clients.
- Developing goals for the development team and business growth and ensuring they are met.
- Training personnel and helping team members develop their skills.
- 2 Experience in sales, marketing or related field.
- Strong communication skills and IT fluency.
- Ability to manage complex projects and multi-task.
- Excellent organizational skills.
- Ability to flourish with minimal guidance, be proactive, and handle uncertainty.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.