Client Service Position Jobs in Usa
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This is a very important job for a friendly, helpful individual who enjoys working in a fast-paced environment and paying attention to detail. Key responsibilities include taking orders or preparing food, assisting in resolving any service or food issues, maintaining food-safety standards and maintaining a clean, safe work and dining environment.
A successful candidate will have a clean and tidy appearance, good work habits and a positive attitude. If you want to build a great career while providing fast, fun and friendly service to our customers, Taco Bell is the place to learn, grow and succeed!
Service Champion *****
Front Counter / Drive Thru
Greet Customers in the Restaurant
Take Orders
Handle Payment and thank Customers
Maintain a clean, safe working and dining environment
Be knowledgeable about Menu Items and Promotions
Training and Development
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Maintain confidentiality in accordance with RBC's Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Location: New Orleans, United States of America
Work hours/week: 40
Employment Type: Full time
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-01-15
Application Deadline: 2026-01-14
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
About the Role
We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.
**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!
Key Responsibilities
- Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
- Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
- New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
- Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
- Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
- Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.
Ideal Candidate Profile
- Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
- Experience: 10-15+ years in wealth management.
- Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
- New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
- Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.
What We Offer
- A collaborative, supportive environment with a strong focus on client success.
- Opportunities to work with an exclusive clientele and expand your professional network.
- The ability to make a tangible impact on clients' long-term financial legacies.
Company Description
Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
Better together:We check our egos at the door. We work together, so we win together.
The Client Support Specialist is a client facing position. The Specialist I operates as a member of a team to implement, configure, and maintain client data ingress, surveying and reporting throughout the lifecycle of the client's partnership with Press Ganey. With knowledge in PG applications and business procedures, they are responsible for gathering client specific requirements to configure platforms for surveying.
The Client Support Specialist should feel comfortable explaining complex topics and conceptualizing how various solutions work in a variety of use cases. The right candidate for this role will have an analytical approach and be able to match solutions for unique client business needs. This role requires a client centric focus to deliver prompt issue resolution, meet implementation timelines, target dates and internal service level agreements.
Duties and Responsibilities- Work within the Client Support team to address client data, surveying, and reporting requests
- Facilitate the integration of business owner needs, and translate operational needs and workflow into system specifications and configuration requirements
- Capture client requirements to appropriately configure products to meet client needs
- Offer clients best practice workflow design and associated application configurations
- Use tools to configure, test and validate all patient experience products
- Responsible for client support throughout the implementation or on-going support cycle
- Prioritize workload and manage timelines to meet client target dates for projects and implementations
- Serve as first level support to triage, troubleshoot and find the right expert to quickly resolve client requests
- Troubleshoot and resolve any issues while appropriately escalating to next level support or manager as needed
- 1-2 years of relevant experience in information technology, health care, client facing project management or operations role
- Experience working at or working with health systems
- Excellent written and verbal communication skills are required
- Excellent analytical, organization and problem-solving skills
- Strong attention to detail
- Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
- Ability to handle stressful situations
- A bachelor's degree in economics, computer science, or a related field is required.
Could require work beyond regular business hours.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $50,000 to $54,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
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.
Understory is seeking a motivated Client Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.
As a Client Manager at Understory, you'll be critical in supporting our efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.
You're exactly the professional we're looking for if you:
- Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
- Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
- Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
- Have a P&C license
- Have a track record of delivering accurate, on-time projects or document-related deliverables
- Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
- Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
- Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
- Are exceptional at maintaining clear, consistent documentation across all customer touchpoints
Your main role responsibilities will include:
- Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
- Cultivating and maintaining strong relationships with our Clients
- Collaborating seamlessly with the sales and underwriting teams to deliver superior service
- Providing regular updates and feedback to internal teams to drive product and service enhancements
- Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
- Supporting our client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics
Compensation includes:
- Base salary and annual bonus commensurate with experience
- Full-time benefits include:
- 100% of you and your eligible dependents medical, dental, and vision insurance premium
- 100% of your premium for a $25,000 life coverage policy
- Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
- Unlimited PTO
Step into a pivotal role at Understory as a Client Manager Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!
About Understory
Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.
Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.
Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.
Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit .
Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A Day in the LifeAs our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.
You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.
For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.
Our Future ColleagueWe'd love to meet you if your professional track record includes these skills:
- Yacht insurance experience required
- Personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
- 5+ years experience managing individuals and team goals preferred
- 3-5+ years yacht insurance background required with client facing experience
- Demonstrate an understanding of cultivating opportunities from within their client's centers of influence
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable BenefitsWe value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work if near an office; or fully remote on the East Coast
- Charitable contribution match programs
- Stock purchase opportunities
We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Remote working/work at home options are available for this role.
MUST LIVE IN PROXIMITY TO Schaumburg, Illinois / No Sponsorship Available / NO H-1B's
General Overview:
Service Manager's primary responsibility is to oversee the activities and responsibilities of the service delivery team. While not directly involved in hands-on support, they are expected to provide guidance and oversight to the team, ensuring that service and support are delivered to clients in accordance with established agreements and performance standards.
The Service Manager reports to the Director of Operations. The Service Manager develops and refines our company's best practices.
As the Service Manager, you'll be responsible for managing the day-to-day operations of the service desk, overseeing the technical support team, maintaining client satisfaction, and driving continuous service improvement. You'll work closely with technical staff, account managers, and leadership to ensure we're consistently meeting service-level goals and client expectations.
Responsibilities:
• Manage the service delivery team's daily activities as well as the dispatch process of service requests
• Lead and manage the service desk team, providing guidance, coaching, and performance management
• Provide accurate reports and metrics to company management on KPIs for service delivery
• Drive problem investigations and resolution as required
• Develop and maintain documentation, processes, and SOPs for service delivery
• Oversee service scheduling, escalation, and client satisfaction
• Active role in the daily management of all service calls
• Ensure quality and profitable services are performed to the agreed SLA
• To ensure that systems, processes and methodologies are followed according to company guidelines
• Identify trends and develop strategies to support these trends
• Participate in strategic planning to scale service delivery as the company grows
• Assist in the development of technical roadmaps for technical staff to fill knowledge gaps
• Build relationships with clients and participate in necessary client meetings (Pre & Post Sales)
• Support onboarding and offboarding of new team members
Experience Required:
• Knowledge and experience in cross-functional management methods and techniques
• Some knowledge of IT applications, processes, software, and equipment
• Strong organizational, presentation, and client service skills
• Skill in strategic planning with an ability to think ahead and plan over a 6–12-month time span
• Skill in planning and preparing written communications
• Skill in leading people and getting results with a strong client orientation
• Ability to multitask and adapt to changes quickly
• Ability to work in a team and communicate effectively
• Service awareness of all organizations' key IT services for which support is being provided
• Understanding of support tools, techniques, and how technology is used to provide IT services
• Familiarity with ITIL best practices or similar service management frameworks
- Previous experience as a Service Manager at an MSP.
- Bachelor's or associate degree in computer-related fields is a plus.
Location: Lyndhurst, NJ (in-office preferred; flexibility may be available depending on fit)
Type: Full-time
About Tekcard Payments
Tekcard Payments is a payment processing and technology company supporting merchants nationwide and a growing ISO/partner channel. We run a fast-paced operation where everyone wears multiple hats and client experience matters.
The Role (Not Generic “Customer Service”)
We’re hiring a Payments Client Services Analyst to support merchants and partners across day-to-day servicing, onboarding coordination, and light operations tasks. This is a B2B, finance-operations style support role—ideal for someone coming from banking, accounting support, fintech, merchant services, or other detail-driven client operations.
You will handle merchant requests, coordinate with internal teams (Underwriting/Risk/Tech/Accounting), and keep accounts moving. You may also support our Premier ISO/Partner channel with status updates, documentation requests, and basic system tasks.
What You’ll Do
- Merchant Support (B2B): Handle inbound merchant questions via phone/email/ticketing—funding/deposit questions, batching, statements, charge schedules, and general account support.
- Partner / ISO Channel Support: Assist partners with onboarding status, missing items, and basic platform/process questions (with clear escalation paths).
- Light Operations / Account Maintenance: Update merchant profiles (bank updates, ownership changes, contact changes), help key/confirm data in internal systems, and ensure clean documentation.
- Issue Triage + Escalation: Identify what’s a client education issue vs. a technical issue vs. a risk/underwriting issue; escalate with clean notes and supporting details.
- Chargeback/Dispute Assistance: Guide merchants on dispute documentation and timelines; route cases appropriately.
- Documentation & Case Notes: Maintain accurate notes, checklists, and follow-ups so nothing falls through the cracks.
You’re a Strong Fit If You…
- Communicate clearly and professionally (written + verbal).
- Are organized and comfortable working multiple queues at once.
- Like structured work: checklists, documentation, clean notes, follow-ups.
- Can learn systems quickly (CRM/ticketing, portals, spreadsheets).
- Can stay calm when a merchant is stressed about money/timing.
Relevant Backgrounds That Translate Well
We’re intentionally trying to avoid “retail-only customer service.” Strong backgrounds include:
- Bank branch operations, deposit ops, treasury support, ACH support
- Accounts receivable / billing support / client accounting support
- Mortgage servicing support / loan operations / escrow processing
- Merchant services support, fintech support, payment operations
- B2B customer support where accuracy + documentation mattered
Requirements
- 1–3+ years in a client-facing operations role (banking, fintech, accounting support, merchant services, etc.)
- Strong attention to detail and comfort with systems + Excel/Google Sheets
- Ability to handle sensitive information with professionalism and discretion
Nice to Have
- Payments/merchant services exposure (funding, batching, statements, chargebacks)
- Experience supporting partners/agents/ISOs (B2B channel support)
- Familiarity with onboarding workflows and verification steps
- Equal Opportunity Employer: Tekcard Payments is an equal opportunity employer.
Location NYC The Opportunity We are seeking a Specialist, Client Programs and Events to join the firm.
Within this position, you will be responsible for the comprehensive planning, coordination, and execution of client-facing events that support the Firm???s business development and marketing objectives.
These events include CLE seminars and webinars, receptions, dinners, and other high-profile functions.
Reporting to the Assistant Director of Client Programs and Events, the Specialist works as part of the global events team and collaborates closely with business development team, practice groups, partners and other administrative departments to ensure the seamless delivery of events of all sizes.
This position will be based in our New York office and has a hybrid in-office/remote working schedule.
Please note that the firm will not sponsor applicants for work visas for this position.
Handles the planning, coordination and execution of client-facing events, including CLE programs, seminars, webinars, and special events such as dinners, receptions and other interactive client engagement events.
Ensures all event details are executed to the highest standard, reflecting the Firm's brand and client service values.
Collaborates closely with the Business Development teams, practice groups, and partners to align event strategies with practice-specific and Firmwide goals.
Works as a collaborative member of the global client events team, supporting events in other offices as needed.
Partners with Business Development teams to identify target audiences and support BD initiatives to maximize ROI.
Ensures compliance with MCLE accreditation standards across relevant jurisdictions for CLE and educational programming.
Builds and helps maintain accurate invitation and attendee lists in the firm's CRM, ensuring data integrity.
Tracks event-related activities in Firm databases, aggregate and analyze data for reporting, and provide post-event analysis and recommendations for improvement.
Researches and maintains up-to-date intelligence on venues, restaurants and vendors.
Coordinates logistics such as catering, audio-visual requirements, and on-site or virtual event support.
Handles contract review and negotiations.
Develops detailed cost estimates for a variety of event types, leveraging market knowledge to ensure accuracy and value; monitors and maintains event budgets throughout the planning and execution process.
Presents event concepts and recommendations to stakeholders, tailoring proposals to event objectives and suggesting enhancements to create exceptional client experiences.
Manages Firm resources responsibly and in accordance with policies and procedures.
Stays informed of industry trends, competitor activities, and emerging event technologies to support innovative and effective event delivery.
Contributes ideas for process improvements and best practices within the events team.
Demonstrates exceptional interpersonal, written, and verbal communication skills to facilitate effective work relationships.
Supports the professional development of colleagues by sharing knowledge and best practices.
Maintains composure and problem-solving skills when unexpected challenges arise during events.
Performs other related duties as assigned to support the Firm???s business development and marketing initiatives.
Qualifications Proficient in relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Strong interpersonal and communication skills, with the ability to synthesize and convey information effectively in writing and verbally Demonstrates exceptional close attention to detail Solution-oriented, 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 Knowledge of Firm practice areas Familiarity with CRM systems and database management Excellent proofreading skills 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 five years related experience in a professional services environment 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.
Salary Details $100,000
- $110,000