Role Description Legacy Wealth Associates is an expanding financial services organization committed to helping families build stability and long-term security. We are hiring a Client Services Coordinator to manage and streamline the client journey—from the first interaction to ongoing account support. This position is ideal for someone proactive, highly organized, and attentive to detail, with the ability to anticipate needs before they arise. - Act as the main liaison for designated clients, ensuring clear and timely communication. - Oversee onboarding processes, account modifications, and service-related requests. - Keep client data up to date within internal CRM systems to support efficient teamwork. - Arrange meetings and assemble necessary documentation in advance. - Monitor action items, deadlines, and follow-ups to ensure all commitments are fulfilled. Qualifications - Background in client support, account coordination, or administrative operations (experience in financial services is advantageous). - Strong communication skills, both written and verbal. - Exceptional organizational and time-management abilities. - Ability to work autonomously in a remote setting. - Familiarity with office productivity tools and CRM platforms. Benefits - Remote role with flexible scheduling. - Competitive pay structure. - World-class training and ongoing development programs. - Access to corporate partnerships, discounts, and select travel incentives. Company Description

• Keep tickets updated and adhere to SLAs • Follow defined processes and procedures • Maintain accurate timesheets and submit as per defined policies • Manage Managed Services cases and initiatives • Maintain comprehensive documentation of case status, initiatives, solution designs, configurations, and any modifications made. • Support in project planning, execution, and management by performing tasks such as data collection, and progress tracking. • Collaborate with clients to understand their business objectives, challenges, and technology requirements. Conduct thorough assessments to identify areas where technology can drive improvements and efficiencies. • Participate in client meetings and contribute to discussions. • Manage client cases and initiatives, including regular communication and status updates. • Design, develop and execute solutions that align with the client's needs and objectives. • Analyze industry trends and provide strategic insights to clients. Stay up to date with emerging trends, tools, and technologies, and recommend their integration into client initiatives or cases when applicable. • Prepare and provide detailed estimates on solutions and modifications for client initiatives, seeking client approvals, and track budget to actuals on those initiatives. • Continuously monitor the performance of implemented solutions to identify areas for improvement or optimization. Provide recommendations for updates, upgrades, or modifications as needed. • Maintain professionalism in Client engagements • Seek and receive feedback • Reply to clients in a timely manner, adhering to contracted SLAs • Prepare clear and conscience reports, presentations and documentation to communicate findings and recommendations to clients • Share learnings and knowledge to team members and clients

• Own a portfolio of pharmaceutical accounts with responsibility for retention, expansion, and overall account health • Develop and execute annual account growth plans aligned to client brand and portfolio strategies • Work with your Client Success Managers and Business Development partners to identify and close upsell/cross-sell opportunities in partnership with Sales, contributing to revenue growth targets • Lead quarterly business reviews (QBRs) to both internal stakeholders and external partners to clearly present campaign metrics and demonstrate measurable ROI • Collaborate with client to understand the brands strategic imperatives and business objectives, ensuring campaigns are strategic and set up for success • Cultivate strong client relationships acting as a trusted advisor in the space • Displays understanding and ownership of full MLR submission and approvals process, acting as the expert in content guardrails and functionality of the platform • Collaborate with client stakeholders and extended teams for project execution • Manage and mentor a team of Client Services Managers and Coordinators, fostering a high-performance, solutions-oriented team culture • Lead collaboration across Sales, Operations, Product, Data, and Medical teams to deliver integrated solutions • Contribute to department-level strategic initiatives and best practices, including working with Product team on internal roadmap priorities based on client feedback and market opportunity • Escalate and resolve risks proactively to protect revenue and client satisfaction

• Serve as the executive lead and primary point of contact for the confidential account • Build deep, trusted relationships with senior client stakeholders • Ensure flawless execution of projects, events, and global programs • Lead and inspire embedded Nteractive teams within the account • Set strategic direction to drive long-term growth and impact • Align Nteractive and client organizational structures for scalability • Identify and lead new growth and advisory opportunities • Own account financial performance, budgets, and profitability • Partner with the CCO and Global Head of Client Services on financial targets • Mentor and develop high-performing teams • Collaborate with executive leadership and cross-functional teams • Represent Nteractive on-site at major client events • Lead client feedback and continuous improvement initiatives • Support high-profile pitches and RFPs • Act as the voice of the client at executive level • Network within the industry to build future talent pipelines • Ensure strong governance and operational excellence