Client Resources Inc Jobs in Usa

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

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• 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
  

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• 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
  

• 
  
• Bachelor's degree required
  
• A minimum of 2-5 years of work experience in a professional corporate environment
  
• Strong written and verbal communication skills
  
• Proficiency in Word, Excel, PowerPoint, and Outlook required
  
• Ability to work in a fast-paced environment and think clearly under pressure
  
• Excellent communication skills; team focused
  
• Extremely organized and detail-oriented
  
• Experience in financial services is preferred but not required
  

This position is fully on- site in Stamford, CT. 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.

Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.

Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).

Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .

Candidates must be located in the NYC metro area.

Life360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.

As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.

• Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
• Identify new business opportunities with media buying agencies and direct clients
• Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
• Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
• Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
• Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
• Travel as needed to meet with clients, attend industry events, and deepen relationships
• Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace

• 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
• Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
• Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
• Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
• Excellent communication, negotiation, and presentation skills
• High level of comfort working independently in a fast-paced environment
• Proficient in MS Office, Google Workspace & Salesforce

As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.

Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.

The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.

• Competitive pay and benefits
• Medical, dental, vision, life and disability insurance plans (100% paid for employees)
• 401(k) plan with company matching program
• Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
• Flexible PTO, 13 company wide days off throughout the year
• Winter and Summer Week-long Synchronized Company Shutdowns
• Learning & Development programs
• Equipment, tools, and reimbursement support for a productive remote environment
• Free Life360 Platinum Membership for your preferred circle
• Free Tile Products

Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference

• Be a Good Person - We have a team of high integrity people you can trust.
• Be Direct With Respect - We communicate directly, even when it's hard.
• Members Before Metrics - We focus on building an exceptional experience for families.
• High Intensity, High Impact - We do whatever it takes to get the job done.

We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.

We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.

Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors. CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance. CSA is responsible for helping the Financial Advisors manage existing relationships. CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Responding to clients' emails, letters, and phone calls. Handling client transactional requests. Solving client-related problems. Providing trade instructions to trade teams. Scheduling existing client meetings.

Scheduling Client Meetings. Facilitating Case Prep Meetings. Disseminating Necessary Actions. Final Oversight of Deliverables.

Ensuring the Completion of Action Items. Processing Data to Provide Deliverables from Meetings. Facilitating Paperwork to/from Clients to Custodians. Following Up with Clients. Collecting Necessary Documents from Clients. Updating Salesforce Data Entries. Ensuring the Delivery of Promises of Financial Advisors (FAs).

Excellent written and verbal communication skills. Detail-oriented. Critical thinking skills. Problem-solving skills. High-level confidentiality. High-level customer service skills. Team player. Responsible and trustworthy. Integrity. Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily. A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor. Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Experience in Salesforce is highly desired. Excellent customer service and good oral and written communication skills. Professional and articulate with strong attention to detail. Ability to work efficiently, effectively, and independently to see projects through to conclusion. Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Professional

Must have a high school diploma. Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role.

Bachelor's Degree.

Series 65 (Preferred)

Sponsorship of industry licensing and credentialing. Administrative, marketing, trade execution, and financial planning support for advisors. Personal office space with shared conference and meeting rooms. State-of-the-art tools in CRM, planning software, and behavioral finance. Company-sponsored employee events. Volunteer Time Off. Paid Time Off. Comprehensive health benefits package. Defined Contribution retirement package. A warm, welcoming culture built on teamwork, trust, and encouragement of one another.

Founded in 2007 by three Texas industry veterans. Widely recognized by independent companies for rapid growth and employee satisfaction. PAX advisors are independent advisors and do not offer clients proprietary products.

*Salary is negotiable

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Job Responsibilities:

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Medscape, a division of WebMD, develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. WebMD is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, ancestry, color, religion, sex, gender, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any other basis protected by law.

Medscape, a division of WebMD, is the leading online destination for physicians and healthcare professionals worldwide. Medscape develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. We're looking for an experienced and motivated client services professional to join our Client Success Organization. You will be responsible for building and maintaining strong post-sale/execution customer satisfaction, acting as the day-to-day lead on assigned accounts, and ensuring the timely and successful delivery of our solutions according to customer needs and objectives. This job is for you if you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment, and have strong communication skills with the ability to pivot.

Build and maintain strong client relationships, including onsite presence as needed. Support overall client satisfaction by providing the highest caliber customer-service experience. Partner with Sales to help meet client and internal goals and improve overall business performance. Manage day-to-day partnership and collaboration with all departments from sale to execution and launch. Collaborate with internal teams including Project Managers throughout the development lifecycle to ensure overall project health, including asset review, internal kick off meetings, Client reviews, quality checks, etc. Support regular client-facing communications and adhering to client communication standards by preparing and distributing kick off materials, client status reports, contact reports, MLR meetings and follow ups, etc. Ensure the timely and successful delivery of Medscape solutions in collaboration with customer needs and objectives. Learn and exhibit a thorough understanding of Medscape process to achieve optimum efficiency and speed to market. Demonstrate comprehensive understanding of revenue delivery and supporting overall team revenue goals. Client travel as required.

Bachelor's degree preferred or will consider related experience. Minimum of 1-2 years of experience with a combination of digital, agency and healthcare experience. Minimum of 1-2 years of experience in Account Management or Client Service.

Experience in pharmaceutical/HCP advertising, or healthcare, or medical/legal/regulatory review process strongly desired; equivalent experience in a highly regulated industry may substitute. Familiarity with HCP-based clients including MLR process. Understanding of digital advertising. Ability to thrive in a fast-paced, collaborative environment.

$58,500-65,000. This position is also eligible for a discretionary company bonus, based upon business results.

Employees in this position are eligible to participate in the company sponsored benefit programs, including the following within the first 12 months of employment: Health Insurance (medical, dental, and vision coverage), Paid Time Off (including vacation, sick leave, and flexible holiday days), 401(k) Retirement Plan with employer matching, Life and Disability Insurance, Employee Assistance Program (EAP), Commuter and/or Transit Benefits (if applicable). Eligibility for specific benefits may vary based on job classification, schedule (e.g., full-time vs. part-time), work location and length of employment.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our perks include:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

CLA is currently seeking a Tax Principal or Signing Director to support our clients in our growing Western Washington - Private Client Services Practice. The P/SD contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How you'll create opportunities in this Tax Principal - Private Client Services role:

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.
• Assume full responsibility for clients in a book of business, that includes a full range of services such as gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection.
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
• Review and approve work papers and trust, estate, gift and high net worth individual income tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Actively develop new business and expand services to existing clients.
• Collaborate with CLA's Wealth Advisory practice and other client professionals.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

What you will need:

• Bachelor's or master's in accounting, Taxation or related field
• Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
• 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Washington is: $160,000 - $350,000

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.