Exclusive Client Jobs in Usa

Job Title: Client Advisory Analyst

Position Summary:

Pareto Intelligence™ is a bold and innovative healthcare analytics organization redefining how health plans approach data, insights, and performance improvement. We are a team of passionate professionals driven to challenge conventional thinking and deliver transformative analytic solutions that others say are not possible.

Our Client Advisory Analysts are key members of this mission—immersing themselves in advanced data analytics, modeling, and problem-solving to drive measurable client outcomes. This role bridges data and decision-making, helping clients interpret analytical insights while contributing to the enhancement of Pareto’s proprietary tools and methodologies.

Essential Duties and Responsibilities:

• Serve as a trusted partner to clients, interpreting outcomes from Pareto’s suite of data analytic tools.
• Manage multiple client engagements and relationships concurrently.
• Apply critical thinking to develop customized analytic interpretations and solutions for client needs.
• Provide live demonstrations and user instruction for Pareto’s data analytic tools to current and prospective clients.
• Collaborate extensively with technical and non-technical team members to ensure seamless delivery and insight translation.
• Uphold the security, confidentiality, and integrity of client information across all engagements.
• Innovate by translating client feedback into enhancements for Pareto’s analytic and visualization tools.
• Contribute to process improvements and product evolution through active participation and solution-oriented thinking.

Education and Experience Requirements:

• Bachelor’s degree in data Analytics; Economics; Management Information Systems; Finance; Accounting; or a related field.
• Up to 2 years of consulting or data analytics experience.
• Strong quantitative and analytical skills with the ability to apply statistical analysis to unstructured problems.
• Proficiency in interpreting data outputs and translating findings into actionable insights.
• Demonstrated experience presenting analytics and system functionality to client stakeholders.

Skills and Attributes:

• Complex Problem Solving: Ability to identify and address challenges by evaluating information, assessing options, and implementing effective solutions.
• Critical Thinking: Ability to use logic and reasoning to evaluate alternative approaches and determine optimal strategies.
• Deductive Reasoning: Ability to apply general rules to specific problems to derive accurate conclusions.
• Inductive Reasoning: Ability to identify patterns and relationships across diverse data and scenarios.
• Communication Skills: Strong oral and written communication skills with the ability to convey complex ideas clearly.
• Quality Assurance: Commitment to accuracy, precision, and thorough self-review of analytical outputs.
• Adaptability: Ability to thrive in an entrepreneurial environment where learning and innovation are continuous.

Travel Requirements:

The successful candidate must be willing and able to travel as needed; estimated travel is less than 25% of the time.

Compensation and Benefits:

The expected base salary for this position ranges from $75,000 - $85,000 USD with a bonus target of up to 5% of the base salary. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.

Equal Employment Opportunity Statement:

Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.

The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.

As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.

Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.

Learn more at

The Opportunity:

Procom is seeking a seasoned professional to join our team as a Client Services Associate.

This role provides the opportunity to:

• Work in a collaborative Client Services team that supports the efforts of the business to respond to and serve client and consultant expectations
• Build a foundation for long-term career growth in a growing, entrepreneurial IT firm

The Role:

Reporting to the Team Lead, the Client Services Associate is responsible for overseeing and administering the full on-boarding and Contractor Management lifecycle for Contractors on assignment with one or more Clients and resolving any normal issues that may arise.

Job Responsibilities:

• Create and maintain an excel tracking system for all new pre-identified candidates/active consultants
• Submit and manage all inquiries relating to the contract management process via ticketing system JIRA
• Provide support to consultants using Vendor Management Systems (i.e. SAP Fieldglass, Beeline)
• Act as a liaison between the Legal Department and Human Resources for all contract issues and reviews
• Act as a subject matter expert for clients and consultants on the various legal status classifications
• Schedule communications to consultants with regards to payment processing and timesheet deadlines
• Manage the client/consultant onboarding and renewal process while complying with internal policy and ISO management standards
• Develop and update strategies for a smoother consultant and client experience
• Serve as a primary point of contact to investigate and resolve consultant, client, and vendor inquires
• Assist external managers in determining total billable rates for all new pre-identified candidates
• Complete candidate submissions and finalize onboarding activities within the VMS portals
• Conduct quarterly audits on consultant documentation and onboarding requirements
• Monitor expiring contracts and provide notice for a smooth off-boarding experience
• Investigate AR discrepancies and follow up with the client or contractor as needed
• Serve as a primary point of contact to receive, investigate and resolve consultant, sub-vendor, and client questions relating to the billing and payment of invoices
• Create credit/debit memos to balance records within the Vendor Management System Fieldglass

Minimum Requirements:

• Minimum 2 years of professional experience in a customer service or sales support role
• Demonstrated capability to learn and fully manage medium to high complexity administrative tasks on an independent basis
• Knowledgeable of contract and payroll administration procedures, tax regulations, and invoicing processes
• Knowledgeable of MS Office 365 – Specifically Outlook, MS Teams and SharePoint
• Ability to handle pressure in a calm manner and deal with all various levels of internal and external clients
• Detail oriented
• Strong commitment to excellent customer service
• Ability to prioritize workflow and meet deadlines
• Ability to handle confidential and proprietary information

Why Work at Procom:

• Belonging & Impact: An inclusive, collaborative culture where your ideas are valued, and make a real impact.
• Balanced Work Model: A modern hybrid work model that supports productivity and personal flexibility.
• Work From Where You Thrive: Whether visiting family or exploring a new place, our remote-work program lets you temporarily work from another approved location for up to two weeks each year keeping you connected wherever life takes you.
• Competitive Compensation: Compensation designed to remain competitive within our industry.
• Time to Recharge: Generous vacation and sick-day policies.
• Health & Well-Being: Comprehensive health benefits, mental health resources, and preferred pricing on various perks through third party providers.
• Set up for Success: Access to the tools and tech you need to succeed plus an IT equipment stipend.
• Community & Purpose: Opportunities to get involved in innovation challenges, charity initiatives, team & corporate events and company celebrations.

At Procom we are committed to fostering an inclusive and accessible culture where everyone feels valued, respected, and supported. If you require an accommodation for the recruitment/interview process, please let us know and we will work with you to meet your needs.

Procom uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people. This is an active position.

Job Title: Client Manager, Captives

Division: Property Risks

Reports To: As per Beazley's organisation chart

Job Summary:

As a Client Manager, your primary responsibility is to develop new business with assigned large corporations, a journey from the first contact to the first transaction.

• You will excel in understanding the client risk landscape, their risk management strategy and priorities, and how Beazley's products, solutions and services can be deployed to help them reach their objectives.
• You will also demonstrate your ability to navigate the broker relationship(s), brokers being key business partners.
• Your consultative and holistic approach will help you to originate and develop new risk-financing-related business opportunities. Your focus on delivering innovative tailor-made solutions, as a superior alternative to commoditized insurance products will foster the "Customer Experience" and establish new win-win partnerships.
• Whilst you will be a first-class negotiator with the client and his/her brokers, you will also prove to be a convincing ambassador internally to obtain the buy-in of the senior management, shape, align and lead cross-functional teams for results.

Personal Skills:

• Entrepreneurial acumen - at ease in taking ownership on how to develop new business
• Excellent communicator and a skilled diplomat able to find common ground and alignment across internal (underwriting an operations teams) and external (client, brokers) boundaries to bring deals to conclusion
• Leadership - ability to motivate, stimulate and align the individual members of cross functional teams, with focus on qualitative and timely result delivery
• Consultative approach talent - excellent listener with ability to identify early potential opportunities and challenges on the marketplace
• Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution.
• Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in adverse situations.
• Ability to simultaneously drive several transactions with different levels of maturity. Good at keeping the ball rolling, triaging and prioritizing.
• Intellectual curiosity: embrace the unknown, be ready to learn well beyond insurance and risk management, e.g. client's core business, opportunities, constraints and challenges; data & analytics new developments and applications, etc.

Professional Experience:

• Extensive proven experience of client relationship management or sales in the large corporate commercial insurance industry (insurance, broking, consulting).
• At least 2 - 3 year's experience in P&C Underwriting, preferably as a Property Underwriter
• Proficiency in capital markets instruments and corporate finance, with proven experience in engaging with CFOs and Treasurers.
• Track record of dealing with complex insurance and innovative risk financing transactions, incl. with (re)insurance captive companies and ART (alternative risk transfer) solutions.
• Broad industry network with key partners, including corporate risk managers, c-suite leaders, brokers, and insurance professionals
• Experienced in leading cross-functional teams and aligning multiple parties' interests, while always keeping the client needs at the centre.

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture:

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

• Be bold

• Strive for better

• Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

• Beazley RACE - Including, understanding and celebrating People of Colour

• Beazley SHE - Successful, High potential, Empowered women in insurance

• Beazley Proud - Our global LGBTQ+ community

• Beazley Wellbeing - Supporting employees with their mental wellbeing

• Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

• Internal Pathways (helping you grow into an underwriting role)

• iLearn (our own learning & development platform)

• LinkedIn Learning

• Mentorship program

• External qualification sponsorship

• Continuing education and tuition reimbursement

• Secondment assignments

General

It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers." We also expect Beazley employees to:

• Comply with Beazley procedures, policies and regulations including the code of conduct
• Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system
• Display business ethics that uphold the interests of all our customers
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups

The Rewards

• The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
• Attractive base compensation and discretionary performance related bonus
• Competitively priced medical, dental and vision insurance
• Company paid life, and short- and long-term disability insurance
• 401(k) plan with 5% company match and immediate vesting
• 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
• Up to $700 reimbursement for home office setup
• Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
• Up to 26 weeks of fully paid parental leave
• Up to 2.5 days paid annually for volunteering at a charity of your choice
• Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $150,000 - $200,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

We are an equal opportunities employer and as such, we will make reasonable adjustments to our selection process for candidates that indicate that, owing to disability, our arrangements might otherwise disadvantage them. If you have a disability, including dyslexia or other non-visible ones, which you believe may affect your performance in selection, please advise us in good time and we'll make reasonable adjustments to our processes for you.

Job Title: AWM - Operations - Client Support - Analyst

Work Location: 100 Coliseum Drive, Cohoes, NY

Contract Duration: 6 Months

• 
  
• 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
  

• 
  
• 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
  

Palm Beach Gardens, FL 33410-3664

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.

• 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.

• 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

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

• Direct the activities of the reception area of immigration law firm.
• Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
• Analyze & resolve client concerns in a timely manner.
• Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
• Answer and transfer incoming calls for all phone lines.
• Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
• Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
• Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
• Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
• Follow up with clients to ensure they understand the legal retainer process.
• Process clients' payments for IC appointments, new legal processes, and related legal services.
• Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
• Maintain cleanliness and organization of all conference rooms, as needed
• Train newly hired staff regarding front desk duties.

Non-Essential Functions:

• Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

• Must be able to lift 35 pounds;
• Must be able to stand or sit for long periods of time

Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They take a personalized, high-touch approach to investment management and financial planning, serving successful individuals, families, and entrepreneurs.

The Firm is seeking a skilled and client-focused Wealth Advisor with 7+ years of experience in financial advisory. This individual will play a key role in managing client relationships, delivering tailored financial strategies, and contributing to the growth and success of the firm. The ideal candidate is a proactive communicator, strategic thinker, and fiduciary-minded professional.

Key Responsibilities:

• Serve as the lead advisor for a portfolio of high-net-worth clients
• Deliver comprehensive financial planning and investment advice aligned with client goals
• Conduct portfolio reviews and financial plan updates with clients regularly
• Build and deepen client relationships through ongoing communication and trust
• Collaborate with firms investment and planning teams to develop and execute client strategies
• Identify and pursue opportunities to grow client relationships and firm AUM
• Stay current on market trends, financial planning strategies, and regulatory developments

Qualifications:

• 7+ years of experience in wealth management or financial planning
• Demonstrated success managing and growing client relationships
• Series 65 license, CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation required
• Excellent communication, interpersonal, and presentation skills
• Deep understanding of investment principles and financial planning techniques
• Strong ethical standards and a fiduciary mindset