Client Relationship Examples Jobs in Usa
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Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
- Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
- Incentive Opportunities
- Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
- Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
- Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What We Value \"WE CARE\":
- Win as a team and are dedicated to ensuring and applauding each other's success.
- Encourage creativity, innovation and smart risk-taking.
- Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
- Act with integrity, transparency, candor, and respect.
- Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
- Embrace community by bringing positive change to those we live and work in.
Who You Are:
- Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
- Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
- Able to work cooperatively in a diverse work environment
- Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
- Possess excellent written and verbal communication skills and a high level of integrity.
- Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
- Professional, assertive, and friendly with the ability to make decisions independently.
- Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
- Available at least (20) hours per week.
- Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
- Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
- Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
- Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
- Support all service enhancers to build strong relationships including active use of Concierge.
- Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
- Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
- Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
- Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
- Actively participate in community/store activities and events that promote the Talbots Brand.
- Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
- Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location: Store 00324 Holden, MA-Holden,MA 01520
Position Type: Regular/Part time
Pay Range: $16.00 - $20.00 Hourly USD
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact . The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
Are you competitive, motivated, and looking for a career where your income and advancement are directly tied to your performance?
International Sports Management (ISM) is the global leader in executive hosting where we create environments for top companies to host existing accounts, new business prospects and internal staff for some of the biggest sporting events in the world. Our Denver office is a newly established and rapidly growing division, currently made up of one manager and small team of sales professionals, so you’ll receive on demand attention from your direct report.
Because our team is still small, this office operates with a startup-style environment inside a global company. The people who help us grow the Denver office will have the opportunity to earn quickly, develop quickly, and step into leadership roles as we expand.
We plan to build multiple new sales teams in Denver over the next year, and early team members will be in prime position for advancement. Our next training session will begin in late March, so we encourage you to apply.
What You’ll Do
• Sell corporate hospitality and ticketing packages to premier events including:
- College Football Playoff National Championship
- PGA Tour events and golf majors
- NCAA Division I Men’s Basketball Tournament
• Prospect and connect with executives and decision-makers at major companies
• Generate new business across major U.S. markets from our downtown Denver office
• Manage the full sales cycle from prospecting to closing deals
• Build relationships with companies that use sports hospitality to host clients and reward employees
This role starts as an inside sales position focused on outbound business development, with opportunities to grow into account management and leadership roles as the Denver office expands.
What We Offer
• Base salary + uncapped commission
• First-year earnings: $50K–$70K+
• Year two potential: $80K+
• Structured sales training and mentorship
• Monthly, quarterly, and annual incentives
• Medical and dental benefits
• 401(k) with company match
• Paid vacation + major holidays (4+ weeks PTO in 2025)
Who Thrives Here
• Competitive individuals motivated by performance-based earnings
• Former athletes, team leaders, or highly driven graduates
• People interested in building a long-term career in sales or business
• Strong communicators who enjoy building relationships
• Self-starters who work well in fast-paced, high-energy environments
Recent graduates and early-career professionals are encouraged to apply.
Who This Role Is NOT For
This role may not be a good fit if you:
• Prefer a slow-paced work environment
• Are uncomfortable making outbound calls or prospecting for new business
• Are looking for a job where compensation is mostly fixed salary
• Prefer highly structured roles with little competition
This role is for individuals who want to build real sales skills, control their earning potential, and grow quickly in a competitive environment.
This position will be based in our Bay area, CA office (hybrid).
The Manager, Client Programs and Events is responsible for the comprehensive management and execution of in-person and virtual client events supporting the organization's West Coast offices, with a primary focus on California-based programs for Palo Alto and Los Angeles.
This includes CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.
Additional responsibilities include budget oversight, vendor management, event logistics, post-event analysis, and maintaining compliance with firm policies and industry standards.
The Manager, Client Program and Events: Oversees the planning and execution of client programs and events, including large-scale client events, CLE programming and special events, in the Palo Alto and Los Angeles offices.
Collaborates closely with the business development team, practice groups, and partners to ensure all events support the Firm???s strategic business development objectives and client engagement goals.
Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm.
Manages all aspects of event logistics, including venue selection, vendor management, contract negotiations, and on-site execution.
Develops and proposes innovative event concepts and agendas that align with practice group priorities and firmwide business development strategies, ensuring each event supports broader firm objectives.
Develops and manages event estimates and budgets to ensure cost-effective delivery.
Provides strategic guidance to partners and stakeholders throughout the event planning process, ensuring alignment with business objectives and client expectations.
Expected to generate new ideas and proactively identify opportunities for improvement, while following established team guidelines and best practices.
Conduct comprehensive post-event analysis, including ROI measurement and stakeholder feedback, to inform continuous improvement and future event planning.
Oversees Palo Alto and Los Angeles event-related data tracking and management, ensuring accurate and timely reporting of program and event-related KPIs for client reviews, annual practice reviews, and other knowledge strategy needs.
Contributes to global event tracking and reporting.
Ensures all CLE and educational programming complies with MCLE accreditation standards and advises staff on compliance requirements.
Mentor and support the professional development of junior team members, fostering a collaborative and high-performing team environment.
Monitor industry trends, competitor activities, and emerging event technologies to ensure the firm???s events remain innovative, competitive, and aligned with best practices.
Demonstrates exception interpersonal, written, and verbal communication skills.
Demonstrate effective crisis management and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.
Qualifications Knowledge of Firm operations, policies and procedures Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Broad and thorough knowledge of events planning functions Experience with database management (InterAction is a plus) Familiarity with legal business issues and Fortune 500 companies Strong writing and editing skills Personally handles more complex issues/duties requiring independent exercise of discretion and judgment Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's Degree Minimum of seven years related experience in a law firm, professional services firm, or similar high-velocity client-service environment.
Benefits The overall well-being of our team is important to us.
We offer generous benefits to help you achieve wellness in all areas of your life.
Competitive salaries and year-end discretionary bonuses.
Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
Generous paid time off.
Paid leave options, including parental.
In-classroom, remote, and on-demand learning and professional development opportunities.
Robust well-being classes and programs.
Opportunities to give back and make an impact in local communities.
The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
This position may be eligible for a discretionary year-end bonus.
Salary Details $155,000 ??? $180,000
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
Provide coaching, mentoring, and development opportunities to team members.
Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
Ensure seamless client onboarding and ongoing service delivery across the advisory business.
Monitor and enhance the client experience by identifying service gaps and implementing improvements.
Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
Promote a client-first mindset throughout the team.
Advisor Support:
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Identify opportunities for process improvement and implement changes to enhance operational efficiency.
Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
Develop and deliver training programs for new and existing client service associates.
Ensure team members are proficient in systems such as Schwab and Salesforce.
Facilitate cross-training to build team flexibility and coverage.
Maintain and update training materials and reference resources.
Project and Performance Management:
Lead or support department-level projects related to client service enhancements and operational improvements.
Track and report on key service metrics.
Provide regular updates to leadership on team performance, challenges, and successes.
Ensure compliance with internal procedures and regulatory standards.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
- Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
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.
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.
MUST HAVE PRIOR SCHEDULING EXPERIENCE AND ABILITY TO WORK ANY DAYS OR HOURS
The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:
- Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
- Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
- Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
- Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
- Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
- Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
- Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
- Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
- Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
- Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
- Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
- Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
- Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
- Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
- Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
- Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
- Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
- Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
- Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
- Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.
Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).
Our client is a well-established, global FinTech company that supports the financial services industry in the digital transformation of their incentive and retention award plan administration processes. Their clients include some of the most prominent banks, asset managers, wealth managers, insurance companies and private capital firms in the world. They employ over 90 professionals in offices throughout the U.S. and Europe in an entrepreneurial culture that places significant value on employees. The company is proud that nearly a quarter of their employees have been with them for over ten years, and that many of their leaders have been promoted through the organization. Despite having already achieved a sizeable market share, the company is poised to capitalize on tremendous growth opportunities that exist in the current U.S. and European target markets and in untapped markets throughout Asia and the Middle East.
The Role: Executive Services Associate / Team Support
The Executive Services Associate is a great client service role to accelerate or start your career and give you valuable training and exposure to all departments with direct contact to clients. S/he will closely support the Executive Services team by liaising with executives regarding reporting, data and analytics, communicating regarding clients' online investment and compensation plan accounts, facilitating the set-up and execution of related events and communications.
Ongoing responsibilities will include:
- Communicate with Financial Services executives via phone and email regarding online client requests
- Act as Team Support to help at the front desk in answering calls, assisting with administrative tasks, booking meetings and travel, maintaining and restocking office kitchen, and other special projects as needed.
- Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
- Special projects or any other requests by the Executive Services Manager.
- Facilitate the set-up and execution of plan related events including, but not limited to: event creation within the Company system, document generation and posting, collection of electronic signatures and elections and communication management.
- Coordinate with internal teams to process market events and corporate actions for both domestic and international securities.
- Compile and deliver executive and plan related data analytics to clients.
- Provide feedback about business processes to promote a high level of efficiency.
- Work with clients' HR and Recruiting departments to assess and perform valuations of deferred compensation awards held by potential hires/new hires.
- Communicate with clients' HR, Recruiting and Legal departments to resolve general inquiries relating to client request
- Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
- Compile and deliver executive, plan and award related data analytics to clients.
- Analyze business inefficiencies and assist with process (re)engineering.
Compensation and Professional Development
The chosen candidate will earn a competitive base salary, be eligible for a discretionary performance bonus and will participate in a generous benefits package. Given the company's history of promoting from within, it is anticipated that the successful candidate will have numerous opportunities for growth within functional areas throughout the organization. Further, success in this role will broaden the candidate's credentials within the marketplace while vastly expanding their professional network within the financial services industry.
Candidate Profile & Qualifications
Ideal candidates will have an aptitude to learn, will enjoy problem solving and will possess outstanding organization skills. Candidates should be creative, outside-the-box thinkers who thrive in a client-focused setting. Previous client service is a plus. In addition, candidates should have a genuine interest in pursuing a long-term career in the FinTech sector.
Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.
This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.
Leadership, Coaching & Team Development
- Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
- Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
- Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
- Recruit, train, and develop intake staff to support team growth and operational continuity.
- Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
- Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
- Lead department-specific operational projects that advance efficiency, client experience, and service excellence.
Client Acquisition & Service Excellence
- Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
- Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
- Monitor and elevate the quality of conversations, documentation, and client interactions.
Operations, Workflow & Process Improvement
- Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
- Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
- Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
- Collaborate with other departments to ensure a smooth and effective new client onboarding experience.
Performance Management & KPI Oversight
- Set, monitor, and report on daily, weekly, and monthly KPIs including:
- speed to answer
- lead response time
- contact rate
- qualified conversions
- QA scores
- productivity and service-level adherence
- Use data to drive performance, staffing decisions, and process adjustments.
- Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.
What You Bring
- BA/BS in Business or related field preferred.
- 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
- Proven success meeting or exceeding goals in a service-based or professional services environment.
- Strong leadership and communication skills with demonstrated success motivating hourly teams.
- Deep understanding of CRM systems, intake workflows, and sales/service best practices.
- Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
- Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
- Experience with sales enablement or workflow technology.
- High emotional intelligence with a demonstrated commitment to a client-first approach.
- Law firm or professional services experience is strongly preferred.
Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
Client Service Manager
Division: Account Management
About the Role
We are seeking a Client Service Manager (CSM) to serve as the primary point of contact for assigned healthcare and union/fund clients, supporting retiree populations with a high-touch, service-driven approach. This is a hybrid, client- and member-facing position that blends account management, benefit administration, healthcare support, and operational coordination.
The ideal candidate brings healthcare account management or health insurance experience (Medicare experience strongly preferred), thrives in a collaborative environment, and enjoys solving problems—not just identifying them. This role requires professionalism, organization, and the ability to manage multiple priorities across a portfolio of 12–18 clients.
Training Program
All new hires participate in a structured 12-week paid training program:
Weeks 1–6: Hands-on training with the Retiree Advocacy (Call Center) team
Weeks 7–12: CSM-specific training, shadowing, and collaboration with billing and operations
Training is full-time and in-person. After completion, the role transitions to a hybrid schedule (3–4 days in-office; 1–2 remote depending on season).
Key Responsibilities
Client Management & Account Oversight
- Serve as the single point of contact for assigned clients
- Provide information regarding eligibility, billing, member services, and benefit structure
- Interpret client-specific data related to products, billing, eligibility, and plan specifications
- Design, prepare, and coordinate member communications on behalf of clients
- Deliver timely reporting and insights
- Develop creative solutions to client challenges
- Lead client events (virtual and onsite) to strengthen engagement
- Travel occasionally (less than 10%)
Escalation & Service Excellence
- Handle escalated calls from members and clients
- Ensure gold-standard service delivery and maintain service quality expectations
- Maintain strong follow-up practices (24–48 hour turnaround expectations)
Advocacy Team Support (Call Center Partnership)
- Support the Advocacy team with group-specific questions
- Oversee age-ins and disenrollments
- Provide cross-team training when new groups or changes are introduced
- Assist with operational coordination and special projects as assigned
Required Qualifications
- High School diploma or equivalent
- 4+ years of experience in customer-facing roles such as client service, account management, sales, operations, benefit administration, or project management
- 2+ years of healthcare-specific experience (health insurance, provider billing, client benefits, Medicare, or medical call center environment)
- Life & Health License (Arizona) – must obtain within 6 months (company sponsored)
- Proficiency in Microsoft Word, Excel, and Office applications
- Strong written and verbal communication skills
- Professional, self-aware, and detail-oriented
Preferred Qualifications
- Experience with Medicare, Medicare Advantage, or Supplement plans (fully insured or self-funded)
- Salesforce proficiency
- ADIP certification
- Experience managing multiple client accounts simultaneously
- Strong presentation skills and client-facing professionalism
Ideal Candidate Profile
- Comfortable managing 12–18 client accounts simultaneously
- Proactive problem solver who proposes solutions
- Collaborative and willing to “roll up sleeves” during peak seasons
- Highly organized and prepared for client-facing presentations
- Thrives in fast-paced, service-driven environments
- Takes initiative and consistently delivers exceptional service
Work Environment & Culture
- Hybrid schedule (3–4 days onsite weekly; additional remote flexibility during off-peak seasons)
- Business casual dress code
- Fast-paced, team-oriented environment (October–December is peak season)
- Supportive, mission-driven culture
Job Title: AWM - Operations - Client Support - Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.
Key Responsibilities
- Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
- Guide clients through troubleshooting steps, website navigation, and product/service usage
- Collaborate with client service professionals and financial advisors to enhance the overall client experience
- Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
- Coordinate and process team-specific tasks as requested by the business
- Work efficiently across multiple systems and platforms
- Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
- Provide operational support and assist with special projects as assigned
- Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
- Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
Qualifications & Requirements
- Bachelor's degree required
- Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple priorities and competing deadlines
- Proven analytical and problem-solving skills
- Team-oriented with a positive attitude and strong work ethic
- Ability to collaborate effectively with all levels of the organization
- Flexible and capable of performing well under pressure in a team environment
- Excellent written and verbal communication skills
- Strong active listening abilities
- Exceptional interpersonal and rapport-building skills
- Ability to thrive in a fast-paced environment
- Strong interest in client service
- Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
