58,905 Services jobs in the United States

Client Services

92702 Santa Ana, California Adecco US, Inc.

Posted 1 day ago

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**Client Services Account Admin**
We're looking for a skilled **Client Services Account Admin** to join our team.
The primary purpose of the position is to support the Mortgage-Backed Securities team and provide trustee and paying agent services for residential and commercial structured products.
**Pay:** $29.63/HR (21.66/HR)
**Shift:** M-F: 8 AM - 5 PM
**Location:** ONSITE - Santa Ana, CA
**Temp:** **_Contract Position_**
**Primary Duties and Responsibilities:**
+ Daily administration of 100+ RMBS/CMBS trusts.
+ Manage cash accounts for domestic and some internationalclients; including investment, liquidation and distribution of funds.
+ Respond to daily inquiries from Clients, Investors and otherdeal parties.
+ Review and approve monthly distribution payments and statements.
+ Review compliance to ensure conformity to the transaction documents.
+ Perform ongoing maintenance of deal/account informationacross several bank applications.
+ Monthly preparation of documents requested by various dealparties, in particular mortgage loan servicers.
+ Collaborate with other team members to address departmentprojects.
+ Ensure compliance with KYC and new account opening processes.
**Qualifications:**
+ Bachelor's Degree.
+ Cash management experience.
+ Organized, detail-oriented, proactive.
+ Excellent written and verbal communication skills.
+ Ability to read and interpret legal transactional documents.
+ Able to balance day-to-day activities with big-picture concerns.
+ Ability to involve team proactively in decisions.
+ Ability to prioritize multiple responsibilities in a fast paced,deadline driven environment.
+ Candidate needs to be proficient/advanced in both MS Office/Word and Excel.
If you're a self-starter with a proven Financial Mortgage Services background, we encourage you to apply.
This role is being recruited for by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this position and other opportunities with Adecco in Santa Ana, CA apply today!
**Pay Details:** $29.63 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance
**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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Client Services

74152 Tulsa, Oklahoma Robert Half

Posted 21 days ago

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Description We are looking for a dedicated Customer Experience Specialist to join our team in Tulsa, Oklahoma. This is a Contract-to-Permanent position, offering the opportunity to grow within the organization after successful completion of training. In this role, you will provide exceptional service to clients, many of whom require special care, while maintaining accuracy in documentation and communication.
Responsibilities:
- Deliver outstanding customer service by addressing inquiries and concerns with empathy and professionalism.
- Handle a high volume of paperwork and data entry tasks with precision and attention to detail.
- Respond to inbound calls and manage outbound communications as necessary.
- Assist clients with disabilities or special needs, ensuring their unique requirements are met.
- Maintain accurate and organized records of client interactions and service requests.
- Collaborate effectively with team members to ensure seamless service delivery.
- Adapt to a hybrid work environment following successful completion of training and conversion, if applicable.
- Uphold company standards by maintaining confidentiality and adhering to all policies and guidelines. Requirements - Proven experience in customer service, preferably in a call center or similar environment.
- Strong skills in data entry and order processing with attention to accuracy.
- Ability to handle inbound and outbound calls effectively.
- Demonstrated patience, empathy, and client-oriented approach when working with individuals with special needs.
- Excellent organizational and time management skills.
- Strong communication abilities, both verbal and written.
- Proficiency in using computer systems and software for documentation and communication.
- Ability to work onsite Monday through Friday during standard business hours. TalentMatch®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Client Services Coordinator

35007 Alabaster, Alabama Banfield Pet Hospital

Posted today

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Job Description

Client Service Coordinator
SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
ESSENTIAL RESPONSIBILITIES AND TASKS
+ Live and exemplify the Five Principles of Mars, Inc. within self and team.
+ Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
+ Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.
+ Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
+ Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
+ Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
+ Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
+ Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
+ Conduct administrative functions as necessary.
+ Other job duties as assigned.
THE FIVE PRINCIPLES
+ Quality - The consumer is our boss, quality is our work and value for money is our goal.
+ Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
+ Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure.
+ Efficiency - We use resources to the full, waste nothing and do only what we can do best.
+ Freedom - We need freedom to shape our future; we need profit to remain free.
HIRING QUALIFICATIONS / COMPETENCIES
Leadership- Customer Focus- Peer Relationships- Integrity & Trust- Action Oriented- Listening
Functional- Preventative care and OWPs- Communication Skills- Client Service Skills- Priority Setting- Time Management
CAPABILITIES AND EXPERIENCE (CAN DO)
+ Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
+ Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
+ Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
+ Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
+ Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
+ Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
+ Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
+ Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.
ATTITUDES (WILL DO)
+ Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
+ Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
+ Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
+ Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned.
+ Independence - Able and willing to perform tasks and duties without supervision.
+ Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.
SPECIAL WORKING CONDITIONS
+ Ability to work at a computer for long periods of time.
+ Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
+ Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
+ Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
+ The noise level in the work environment is moderately high.
+ Requires sufficient ambulatory skills in order to perform duties while at hospital.
+ Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
+ Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
+ Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
EXPERIENCE, EDUCATION AND/OR TRAINING
+ High School Diploma or equivalent preferred.
+ Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
+ One year related experience required with customer service preferred.
+ Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.
Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
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Client Services Representative

85067 Phoenix, Arizona US Tech Solutions

Posted 2 days ago

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Job Description

**Location:** Hybrid - Phoenix, AZ (2800 N Central Ave, 1-2 days onsite per week)
**Duration:** 6 months with Possibility for Extension
**Job Description**
+ We're looking for a **Client Services Representative** to manage a portfolio of TPA and Non-TPA clients, ensuring exceptional service delivery, retention, and business growth. This hybrid position offers the opportunity to collaborate in person in the Phoenix office while enjoying flexibility to work remotely most of the week.
**Key Responsibilities:**
+ Serve as the primary point of contact for assigned clients, managing communication, issue resolution, and retention.
+ Understand client needs, document specifications, and provide customized solutions aligned with business goals.
+ Collaborate with internal partners to deliver seamless service and identify cross-selling or growth opportunities.
+ Coordinate with Client Development and SMEs to facilitate training, product enhancements, and API requests.
+ Proactively anticipate client needs and address inquiries related to billing, pricing, and agreements.
+ Conduct regular client meetings, provide updates, and ensure service standards are consistently met.
+ Stay current with industry regulations and trends, ensuring compliance and best practices.
+ Support product development through client feedback and ongoing engagement.
**Qualifications:**
+ Bachelor's degree or equivalent professional experience preferred.
+ Minimum 3 years of experience in the **financial industry** , with at least 2 years in **client relationship management** .
+ Retirement industry certification is a plus.
**Core Competencies:**
+ Strong communication (written and verbal) and client engagement skills.
+ Excellent attention to detail and ability to multitask.
+ High comfort level interacting with senior management.
+ Proven problem-solving and process management abilities.
+ Ability to work under tight deadlines with professionalism and accuracy.
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ( .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Client Services Assistant

85067 Phoenix, Arizona CBRE

Posted 2 days ago

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Job Description

Client Services Assistant
Job ID

Posted
06-Oct-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative, Marketing, Sales Support
Location(s)
Phoenix - Arizona - United States of America
**About the Role:**
As a Client Services Associate you will provide general administrative support to an office or group of sales professionals. The Client Services Associate collects, compiles, and analyzes sophisticated data and information and creates straightforward written descriptions of results.
**What You'll Do:**
+ Capture documentation to complete voucher forms and process Brokers' commission payments.
+ Maintain CBRE brand client messaging by applying templates to produce marketing materials.
+ Answer, screen, and advise incoming telephone calls.
+ Respond to general inquiries and provides information as needed, while maintaining confidentiality.
+ Read and route incoming mail. Compose and prepare routine communications, faxes, and emails for sales professionals.
+ Maintain and update relevant databases and assists with website updates.
+ Coordinate and maintain filing system and other records.
+ Coordinate schedules and appointments for sales team members.
+ Attend Sales team meetings to record meeting minutes or action items.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ High school diploma.
+ 2 years' of experience providing support to teams of professionals
+ Sales or Marketing experience preferred.
+ Ability to write routine reports and communications.
+ Ability to calculate figures such as percentages, discounts, and commissions.
+ Ability to conduct basic financial analysis.
+ Requires basic analytical skills.
+ Microsoft Office Suite, internet research, and web publishing skills required.
+ Ability to edit templates in Power Point and/or InDesign.
+ Basic knowledge of accounting and marketing preferred.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
**Applicant AI Use Disclosure**
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at .
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Client Services Manager

02133 Boston, Kentucky Vaco

Posted 2 days ago

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Job Description

Welcome to Vaco - an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings.
Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the career of a lifetime.
+ Ranked the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees)
+ An Inc. 5000 fastest growing private company in America every year since 2007!
**Description** :
The Client Services Manager is responsible for generating sales, increasing revenue and profitability.  This position establishes and develops client relationships as well as works with one or more recruiters to fulfill open job orders. The position will collaborate with business stakeholders, business leaders and subject matter experts to plan and deliver projects effectively and timely.
** **
**Essential** **Job Functions:**
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required.
**Duties and** **Responsibilities** :
+ Establish and maintain target list developing client relationships.   
+ Conduct prospecting activities including phone calls, "ad calls," skills marketing, email, social media, in-person meetings, and other methods.   
+ Generate new job orders weekly in line with performance objectives.
+ Manage new and open job orders from intake to fulfillment.   
+ Utilize Bullhorn to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities.   
+ Collaborate with teammates to cross-sell and/or fulfill open positions across other lines of business and/or national practices as appropriate.   
_The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time._ _Reasonable_ _accommodations_ _may be made to enable qualified individuals with disabilities to perform the essential functions_ _._
**Desired Competencie** **s** **:**  
+ **Customer/Candidate Focus** **-** ** ** Builds strong customer relationships and delivers customer-centric solutions.
+ **Results Oriented** **-** ** ** Consistently achieves results, even under tough circumstances.
+ **Communicates Effectively** **-** ** ** Develops and delivers written and verbal communication that conveys clear understanding of different audiences and their levels of comprehension. Active listener to ensure clear understanding.
+ **Planning Forethought and Alignment** **-** ** ** Plans and prioritizes work to meet commitments aligned with organizational goals.
+ **Interpersonal Intelligence** **-** ** ** Understands self and others' emotions and is able to manage self and others' emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
+ **Decision Quality** **-** ** ** Makes good and timely decisions that keep the organization moving forward.
+ **Collaborative** **-** ** ** Partners and connects with others to achieve shared goals or objectives, seeking input and inspiring others to value the same, building trust with each collaborative interaction.
**Education** **and Experience** **:**  
+ Bachelor's degree required.  
+ Minimum 0 to 18 monthsof experience in audit, tax, and/or public accounting or directly relevant experience highly preferred. 
+ CPA, CFA, MBA or other professional designation a plus.  
+ Previous experience in recruiting or business development a plus. 
**Location** **: In** **office.**
Hybrid/Remote option may be considered with Management approval.
**Travel Requirements:**
Less than 5% (almost no travel)
**Physical Demands:** The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this position:
Frequent: Sitting, walking, eye/hand/foot coordination and repetitive motion.
Occasional: Standing and bending.
Infrequent: Lifting up to 10 pounds.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. An applicant may also be eligible to participate in certain incentive compensation programs based on achieving certain performance targets set forth each year and subject to the incentive compensation plan's terms and conditions. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Salary Range for this role:
$50,000-$80,000 USD
Vaco, LLC ("we," "our," or "Vaco") respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California ("consumers" or "you"). For additional details, click here ( .
California residents may also access Vaco's HR Notice at Collection for California Applicants and Employees ( .
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
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Client Services Associate

01887 Wilmington, Massachusetts HUB International

Posted 2 days ago

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Job Description

**About HUB**
**Join our Stevie Award Winning Team at HUB International!**
When you join the team at HUB International, you become part of the largest
privately owned global insurance broker, providing a broad array of property,
casualty, risk management, life and health, employee benefits, investment and
wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 750 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their
needs. We believe in empowering our employees. As a global firm, we offer
employees resources in both technology and industry expertise, but we still
maintain the local flavor of our offices. Our structure enables our teams to
maintain their own unique, regional culture.
We currently have an opportunity for a **Client Services Associate** .
**SPECIFIC** **RESPONSIBILITIES** **:**
+ Assist the CRM in client retention and building relationships with key client personnel. Acquire a thorough understanding of client's business, insurance objectives, and benefit program.
+ Assist the CRM in the daily management of client accounts including claims questions, administrative issues, client requests and keep CRM informed of status.
+ Provide meeting /conference call notes to CRM, recapping key discussion points and action items.
+ Prepare benchmark reports and supplemental sales materials for presentation to clients.
+ Implementation and carrier coordination and completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
+ Implementation and renewal paperwork for HSA/HRA/FSA/COBRA. Review final employee documents for accuracy
+ Implement and coordinate value added services offered to client (ThinkHR, Choosewell, etc).
+ Assist with the preparation of communications, benefit guides, open enrollment memos, PowerPoint Presentations and Brainsharks.
+ Other responsibilities/duties as assigned or requested by Management.
**QUALIFICATIONS**
+ One year experience in employee benefits account management
+ Life/Health license required within six months of employment
+ Proficiency with Microsoft Office products.
+ Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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Client Services Associate

01887 Wilmington, Massachusetts HUB International

Posted 2 days ago

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Job Description

**About HUB**
**Join our Stevie Award Winning Team at HUB International!**
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for a **Client Services Associate** . The selected employee will be responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices, policies and standard procedures of the Company.
**Responsibilities:**
+ Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
+ Collaborates with Account Management Team on service strategies, aligning client's business needs and ensuring insurance objectives are met with highest service standards.
+ Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
+ Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
+ Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
+ Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
+ Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
+ Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
+ Other responsibilities as assigned by Manager/Team Leader.
**Qualifications:**
+ Related insurance support experience.
+ Producer's license or ability to obtain license within six months of hire.
+ Proficiency with Microsoft Office and automated agency management systems.
+ Excellent customer service and communication skills.
+ Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency.
+ Ability to problem solve and communicate outcomes to stakeholders.
+ Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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Client Services Associate

01887 Wilmington, Massachusetts HUB International

Posted 2 days ago

Job Viewed

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Job Description

**About HUB**
**Join our Stevie Award Winning Team at HUB International!**
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for a **Client Services Associate** . The selected employee will be responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices, policies and standard procedures of the Company.
**Responsibilities:**
+ Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
+ Collaborates with Account Management Team on service strategies, aligning client's business needs and ensuring insurance objectives are met with highest service standards.
+ Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
+ Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
+ Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
+ Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
+ Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
+ Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
+ Other responsibilities as assigned by Manager/Team Leader.
**Qualifications:**
+ Related insurance support experience.
+ Producer's license or ability to obtain license within six months of hire.
+ Proficiency with Microsoft Office and automated agency management systems.
+ Excellent customer service and communication skills.
+ Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency.
+ Ability to problem solve and communicate outcomes to stakeholders.
+ Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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Client Services Lead

21741 Hagerstown, Maryland Huntington National Bank

Posted 2 days ago

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Job Description

Description
Summary:
Responsible for the workflow management, escalation support, reporting, and team member training and mentorship of a Client Service team that establishes and delivers an optimal and consistent client experience. Additionally assist the Client Service Manager in interactions with various internal sales and operations channels and external third-party service providers.
Duties and Responsibilities:
+ Ensure appropriate distribution of workload to service agents and that the team's service level agreements are met.
+ Resolve client escalations, identify root causes, and implement operational improvements to prevent future issues. Identify processing and Interchange qualification issues and advise merchants on chargebacks, billing, and funding investigations.
+ Provide team members the daily guidance, training, and support necessary to be successful in their roles and assist in building a client service and escalation team that delivers an optimal client experience.
+ Review statements and fees, reprice accounts, perform account maintenance, facilitate payment card industry (PCI) compliance conversations, and assist with other inquires as needed.
+ Answer product questions related to point of service (POS) terminal products and gateways and value-added resellers (VARS).
+ Assist in developing and managing client activation and client retention programs.
+ Develop and report on key success metrics.
+ Maintain expertise in industry trends, regulatory, and compliance requirements to support internal teams and clients.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ Minimum 5 years of experience in merchant services, or related industry.
+ Prior team lead or management roles in client service, operations, vendor management, and client escalation resolution.
Preferred Qualifications:
+ Strong analytical and problem-solving skills, with the ability to manage quantitative analysis.
+ Excellent communication skills, with experience delivering executive-level presentations and interacting with partners and clients.
+ Collaborative team member with a track record of building effective relationships with both internal and external partners.
+ Client-focused with a drive to resolve inefficiencies and manage change effectively.
+ Thorough knowledge of various software programs including Word and Excel, Salesforce, and the ability to quickly learn additional systems/software.
+ Proficient in program and project management with strong organizational abilities.
+ Complaints management and root cause analysis in a large, complex financial institution.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$57,000 - $113,000 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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