Exclusive Client Jobs in Usa

Technical Integration Client Account Manager

Naperville, IL | Full-Time | MSP Environment

Are you an IT professional who enjoys working with clients as much as solving technical problems?

We’re looking for a Technical Integration Client Account Manager to help guide our clients’ technology strategy while working closely with our internal technical teams. This role is perfect for someone coming from an MSP, systems engineer, or technical account management background who enjoys being both technical and client-facing.

You’ll act as a trusted advisor, helping clients understand their IT environment, reviewing infrastructure, and ensuring best practices are implemented.

Technical Integration Client Account Manager - What You’ll Do

• Serve as the primary liaison between clients and technical teams
• Conduct IT environment reviews and infrastructure assessments
• Help identify improvements in networks, systems, and documentation
• Translate technical concepts into clear business recommendations
• Assist with client roadmaps and long-term technology planning
• Maintain accurate client documentation and system records
• Support client onboarding and ongoing account management
• Help coordinate small to mid-size infrastructure initiatives

Technical Integration Client Account Manager - What We’re Looking For

• 3+ years in IT support, systems administration, MSP engineering, or technical account management
• Strong understanding of IT infrastructure, networking, and systems
• Experience working directly with clients or stakeholders
• Ability to explain technical topics to non-technical audiences
• Strong communication and organizational skills

Nice to Have

• Experience working in a Managed Service Provider (MSP) environment
• Familiarity with IT Glue, MyITProcess, or similar documentation platforms
• Knowledge of IT best practices, compliance, or cybersecurity fundamentals
• Certifications such as CompTIA A+, Network+, or ITIL

Why This Role

This is a client-facing technical role where you’ll help businesses improve their IT environments while working alongside a strong engineering team. If you enjoy building relationships, reviewing systems, and helping organizations make smarter technology decisions, we’d love to connect.

$90-100Kbase

Job Title: RCM Client Billing Manager

Department: Revenue Cycle Management (RCM)

Location: Onsite, Gilbert, AZ (preferred) or Remote

Compensation: $80K - $85K

Position Summary

The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.

Key Responsibilities

Client Billing & Revenue Management

• Oversee client billing in accordance with contractual terms.
• Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
• Monitor accounts receivable and follow up on outstanding patient balances.
• Reconcile revenue reports and validate billing data for accuracy and completeness.
• Manage month-end close processes related to client billing.

Client Relationship Management

• Serve as primary point of contact for client billing inquiries and issue resolution.
• Partner with clients to review statements, payment trends, and revenue performance.
• Conduct regular billing review meetings with clients as needed.
• Ensure high levels of client satisfaction through timely and professional communication.

Reporting & Financial Analysis

• Ability to create and interpret data analytics and reporting.
• Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
• Identify discrepancies and implement corrective actions.
• Provide executive-level reporting to leadership.

Compliance & Process Improvement

• Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
• Develop and maintain billing policies and procedures.
• Identify automation opportunities and workflow efficiencies.
• Support audits and documentation requests.

Team Leadership

• Supervise billing staff.
• Provide training, performance management, and professional development.
• Foster a culture of accountability, accuracy, and continuous improvement.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).

Experience

• 5+ years of progressive experience in Revenue Cycle Management.
• 3+ year prior supervisory or management experience preferred.
• Experience with physician services billing strongly preferred.

Skills & Competencies

• Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
• Exceptional Excel knowledge base and skill set required, including pivot tables.
• Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
• Excellent leadership, communication, and problem solving skills
• Excellent analytical and problem-solving skills.
• Strong client-facing communication skills.
• High attention to detail and organizational skills.

Preferred Qualifications

• Experience in multi-state healthcare organizations.
• CPA, HFMA certification, or related credential preferred.
• Knowledge of value-based care or risk-based contracts is a plus.

WHO WE ARE

At Bedrock Homes, we build luxury custom homes and small communities across Sandy Springs and Metro Atlanta — and we take pride in every detail, from the land we acquire to the moment a family gets their keys. With over a decade of experience, we've built a reputation for exceptional craftsmanship, integrity, and a client experience that's genuinely different.

We're not just builders — we're creators of dream homes. Our team is small, tight-knit, and operates at a high level. Family-oriented and collaborative, but fast-moving and ambitious. We hold ourselves to a standard that shows up in everything we do.

We're growing, and we're looking for someone who wants to grow with us.

This role is designed for someone early in their career who is eager to learn, take ownership, and grow into more responsibility over time.

Learn more at ROLE

This is not a sit-at-a-desk-and-file-things job. This is a high-energy, high-variety, do-whatever-it-takes role that sits at the center of everything we do.

You'll be the connective tissue of the organization — supporting our CEO and Operations lead, keeping projects moving, and making Bedrock look, feel, and operate like the premium brand it is.

At Bedrock, experience is everything. This role owns it — from the energy in our office every morning to the moment a client signs a contract. One day you're coordinating a permit application. The next you're putting together a closing gift for a family moving into their dream home. Then you're pulling content for Instagram, chasing down a vendor insurance certificate, and making sure the office is perfect before a client walks in — all before lunch.

Sound like your kind of day? Keep reading.

WHAT YOU'LL DO

Client & Sales Support

•    Manage inbound client and realtor inquiries — respond promptly, keep the pipeline warm, coordinate next steps

•    Maintain our CRM — log every touchpoint, track where every prospect stands, flag what needs attention

•    Prepare sales contracts, presentation packets, and client-facing documents

•    Coordinate with our realtor network — follow-ups, relationship touches, event support

•    Execute client experience moments: closing gifts, milestone touchpoints, welcome packages, and making sure the office is spotless when a client walks in

Marketing & Brand

•    Coordinate our social media presence — gather content from the field, brief our designers, keep the cadence going (you're the executor, not the agency)

•    Coordinate brand touchpoints: company swag, collateral, signage, and branded materials — working with vendors and designers to make it happen

•    Support new hire onboarding — paperwork, first-day setup, making people feel welcome from Day 1

•    Help coordinate marketing campaigns, email outreach, and business development initiatives

Culture & Client Experience

•    Coordinate the employee experience — team lunches, retreats, birthdays, work anniversaries, events, and the kind of small touches that make people proud to work here

•    Keep the office environment sharp — well-stocked, well-organized, and reflective of the premium brand we are

•    Orchestrate client-facing moments during the sales process — office presentation, arrival experience, materials, and atmosphere that make a strong first impression

•    Coordinate closing gifts, build milestone touchpoints, and ensure every client feels remembered and valued throughout their journey with Bedrock

•    Be the person who notices the details others miss — because at Bedrock, the details are the difference

Operations & Administrative Support

•    Coordinate vendor onboarding paperwork — W9s, insurance certificates, contracts, and vendor files

•    Assist with and Coordinate permit applications, architect follow-ups, and city correspondence — make sure nothing sits idle

•    Manage CEO calendar, travel logistics, and meeting preparation

•    Prepare internal presentations, reports, and documents for leadership

•    Handle HR administrative support — onboarding docs, employee files, basic people ops

•    Keep the office running: supplies, facilities, and ensuring the space always reflects our brand

•    Track open items across departments and follow through until things are done

WHO YOU ARE

You don't need a perfectly defined job description to function. You notice what needs to get done and you go do it.

•    2–4 years of experience in a coordinator, operations, real estate, events, or executive support role

•    Warm, professional, and client-presentable — you'll interact with people buying $1M+ homes

•    Naturally organized — you track things without being asked and close loops without reminders

•    Social media native — you understand content, brand aesthetics, and what makes something worth posting

•    Tech comfortable — CRM systems, Google Workspace, project management tools, and Canva-level creative coordination don't scare you

•    High energy and genuinely excited to learn — construction, development, permitting, design, finance... you're curious about all of it

•    Detail-oriented AND big-picture aware — you can draft a polished client email and then go chase a permit application in the same afternoon

This position requires working in-office in Dunwoody five days per week.

•    A self-starter with a good attitude — the kind of person who asks "what else can I help with?" not "is this in my job description?"

WHAT MAKES THIS DIFFERENT

Most coordinator jobs are narrow. This one is wide.

You'll sit close to a leadership team that moves fast and holds itself to a high standard. You'll touch every part of the business — construction, design, sales, marketing, and operations — and you'll build real skills across all of it.

If you're good, this role grows with you. We promote from within and invest in people who show up consistently and take ownership. Whether that's into sales coordination, marketing, or operations — there's a path here for the right person.

HOW TO APPLY

Send us three things:

•    Your resume

•    Two or three sentences on why this role is the right fit for where you are right now

•    One example of a time you had to juggle competing priorities and keep everything from falling apart — keep it brief and real

We're not looking for the most experienced person in the room. We're looking for the sharpest, most energetic, most reliable person who's ready to be part of something they're proud of.

WHY JOIN BEDROCK HOMES

•    Competitive salary based on experience

•    Comprehensive health, dental, and vision insurance

•    401(k) with matching contributions

•    Paid time off and holidays

•    Professional development and career growth opportunities

•    A collaborative, high-energy, and fast-paced work environment

•    Real responsibility from Day 1 — not just tasks, but ownership of things that matter

EQUAL OPPORTUNITY EMPLOYER

• Bedrock Homes is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, genetic information, military status, or any other protected characteristic under federal, state, or local law.

• Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
• Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
• Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
• Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
• Cash handling and end-of-day financial reconciliation

• $17 - $20 pending experience & skillset
• 3/12 or 4/10 shifts available
• Overnight Shift Differential: $3/hr 

• 4 X 10 hour shifts 
• Various shifts available. Apply to learn more!

• We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
• We value your professional growth: We are committed to mentoring our team to help you reach your full potential.

• We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.

• Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
• Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
• Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
• Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.

• 401(k) with matching contributions
• Health, dental, and vision insurance
• Life insurance coverage
• Paid time off (PTO) for work-life balance
• Flexible scheduling options
• Employee discounts on veterinary services
• Professional development assistance and ongoing training
• License reimbursement

Powered by JazzHR

Compensation details: 17-20 Hourly Wage

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The Opportunity 

We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization!  Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. 

The Team 

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients. 

The Impact 

This role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high‑quality experience for advisors and their clients. The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.

Key responsibilities include, but are not limited to:

• Helping create efficiencies and scale for an organization with meaningful growth potential  

• Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship 

• Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook  

• Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.  

• Collaborating with the broader investment organization designed around solving real client problems  

• Contribute to the growth of the MassMutual Investment Management business.  Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions  

The Minimum Qualifications  

• Bachelor’s degree 

• 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.

• Series 7 & 66 at time of application or must obtain within 180 days of hire

The Ideal Qualifications 

• Wealth management or client portfolio management experience  

• CFA or other industry designations  

• Exceptional analytical, problem solving, and communication skills 

What to Expect as Part of MassMutual and the Team 

• Regular meetings with the Wealth Management team 

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-SB1

HUB International is seeking to add a Client Specialist to their Columbus based Commercial Lines team! The Client Specialist will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer service and teamwork.

HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Essential duties and responsibilities include:

• Communicate with HUB associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
• Run Motor Vehicle Reports and accurately advise clients if employees are eligible drivers
• Sort, scan and process all new mail items
• Deliver policies in a timely manner and in the format in which the Client Manager advises
• Request, process and handle mid-term change requests
• Properly document all communication and activity with HUB associates, clients and carriers to maintain compliance and organization
• Coordinate policy expirations with HUB associates to obtain and process renewal information
• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
• Process complex certificates of insurance and contract reviews
• Process policies, cancellations and endorsements timely and accurately
• Prepare and update renewal proposals and summaries
• Complete policy application detail for newly bound policies into Epic
• Follow up on cancellations and billing issues by effectively communicating with client and carrier
• Assist with claim reporting and follow up
• Pursue and maintain professional insurance designations as recommended by HUB International
• Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations Manager

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Requirements include:

• Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred
• Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment
• Professional designations are preferred
• College degree preferred. High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of Applied Epic is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills

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