Client Services Representative Remote Jobs in Idaho (US)

Associate - Client Services

Savvital

Get Savvy!

Full Time Remote Mid LevelTeam 51-200H1B No Sponsor

View details: Associate - Client Services

Role Description Savvital is seeking a highly organized, detail-oriented, and proactive Virtual Assistant to manage administrative workflows, calendars, and project pipelines. This role is deeply embedded in our day-to-day operations, requiring a reliable professional who can maintain seamless coordination across teams and clients. The ideal candidate brings a strong foundational understanding of professional services environments, standard operating procedures, and structured task management. Duties and Responsibilities - Practice & Database Management: Take full ownership of Firm360 to handle the firm database, securely share client documents, and create, assign, and track daily tasks. During peak tax seasons, Firm360 management will comprise 80-85% of your core daily workload, making database proficiency crucial. - Administrative Support: Efficiently manage complex calendars, book meetings, handle daily administrative scheduling, and resolve scheduling conflicts to keep operations moving smoothly. - Project Tracking & Document Control: Monitor ongoing project progress across the firm, maintain comprehensive and confidential client documentation, and ensure no tasks fall through the cracks. - Process Execution: Utilize existing SOPs, guidelines, cheat sheets, and forms to ensure all operational tasks are completed accurately, consistently, and in alignment with company standards. Qualifications - Proven, hands-on experience using Firm360 is strictly required to be considered for this role. - A solid understanding of the professional services environment (such as CPA firms or law firms) is essential to navigate the workflow effectively. - Strong general understanding of working with established SOPs, forms, and practice management databases. - Exceptional attention to detail, proactive progress management, strong document organization capabilities, and the ability to work independently under tight deadlines. Requirements - Proven, hands-on experience using Firm360. - Familiarity with professional services environments. - Operational skills with established SOPs and practice management databases. - Core competencies in attention to detail and document organization. Benefits - Base Salary: Market Competitive. - Allowances: Internet, Electricity, and Wellbeing. - Health: Medical Insurance for you. - Growth: Performance-based bonuses, annual increments, and company-wide success bonuses.

Worldwide

Client Service Specialist II

Aon Corporation

Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know.

View details: Client Service Specialist II

Full Time Remote Mid LevelTeam 10,001

Role Description Aon is looking for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions. What the day will look like: - Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business. - Assist with gathering information from prospects in order to identify their insurance needs. - Review submissions for accuracy before forwarding to the Account Executive. - Assist sales with renewal solicitations within targeted timelines. - Manage daily phone coverage to achieve department standards. - Provide continued client servicing to include binders, mid-term endorsements, certificates of insurance, policy renewals, etc. - Receive and handle routine and sophisticated coverage inquiries and endorsement requests. - Assist with maintenance of billing and Premium Financing Terms. - Primary collaborator with Premium Accounting on client billing matters. - Monitor and follow-up on invoice generation, receivables, and collections. Address and resolve problems. - Advise and assist clients on making claims on their policies. - Maintain insured files and clearly document accounts to ensure adherence to Program standards. - Provide recommendations and suggestions for improvements in any aspects relating to process efficiency. - Build and maintain ongoing relationships with clients, partners, and internal team. - May participate in special projects as assigned, such as training or communication sessions within or outside of the company. Qualifications - Three to five years of Property & Casualty insurance, risk management, or brokerage experience. - Bachelor’s Degree preferred, or commensurate work experience. Requirements - Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business. - Assist with gathering information from prospects in order to identify their insurance needs. - Review submissions for accuracy before forwarding to the Account Executive. - Assist sales with renewal solicitations within targeted timelines. - Manage daily phone coverage to achieve department standards. - Provide continued client servicing to include binders, mid-term endorsements, certificates of insurance, policy renewals, etc. - Receive and handle routine and sophisticated coverage inquiries and endorsement requests. - Assist with maintenance of billing and Premium Financing Terms. - Primary collaborator with Premium Accounting on client billing matters. - Monitor and follow-up on invoice generation, receivables, and collections. Address and resolve problems. - Advise and assist clients on making claims on their policies. - Maintain insured files and clearly document accounts to ensure adherence to Program standards. - Provide recommendations and suggestions for improvements in any aspects relating to process efficiency. - Build and maintain ongoing relationships with clients, partners, and internal team. - May participate in special projects as assigned, such as training or communication sessions within or outside of the company. Benefits - Comprehensive benefits package including a 401(k) savings plan with employer contributions. - Employee stock purchase plan. - Consideration for long-term incentive awards at Aon’s discretion. - Medical, dental, and vision insurance. - Various types of leaves of absence. - Paid time off, including 12 paid holidays throughout the calendar year. - 15 days of paid vacation per year. - Paid sick leave as provided under state and local paid sick leave laws. - Short-term disability and optional long-term disability. - Health savings account, health care and dependent care reimbursement accounts. - Employee and dependent life insurance and supplemental life and AD&D insurance. - Optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits. - Employee assistance program that includes free counseling sessions.

United States

$55K - $65K / year

Client Services Operations Manager

TCWGlobal

TCWGlobal, formerly known as TargetCW, is a human resource services firm that works to bring clients strategic mobilization, compliance, and insights. As an emp

View details: Client Services Operations Manager

Full Time Remote Lead

Company Site

Title: Client Services Operations Manager Location: New York, United States Job Description: Client Service & Operations Manager Full Time, Direct Hire Remote, USA (EST Working Hours) $70,000-90,000/yr Please scroll to the bottom of this posting to review an important Candidate Safety & Fraud Awareness Disclaimer from TCWGlobal. We are a fee-only fiduciary financial planning and investment management firm focused on delivering highly personalized advice and an exceptional client experience. We help clients make smarter financial decisions through thoughtful planning, long-term relationships, and a simple, technology-enabled process. We are growing and looking for a highly organized, proactive operations leader who can help us scale while maintaining the high-touch client service our firm is built on. About the Role The Client Service & Operations Manager will serve as a key operational leader for the firm. This person will oversee day-to-day operations, improve workflows, support client service delivery, manage systems and vendor relationships, assist with compliance processes, and provide direct support to firm leadership. The ideal candidate has experience in wealth management, financial advisory, financial services, or an RIA environment and is comfortable balancing hands-on execution with strategic operational support. What You’ll Do Firm Operations: - Oversee daily operational functions across the firm - Maintain and improve workflows, procedures, and service processes - Ensure accuracy and consistency in client onboarding, account servicing, and administrative tasks - Document and update internal procedures - Identify process improvements that increase efficiency and scalability - Coordinate with custodians, vendors, and technology providers - Help ensure the firm’s infrastructure can support future growth Client Service & Experience: - Oversee the client onboarding process to ensure accuracy and timeliness - Monitor client service requests and follow-up items - Establish and maintain service standards for response times and communication quality - Resolve escalated client service issues professionally and promptly - Support advisors with client meeting preparation, documentation, and follow-up - Help ensure every client touchpoint reflects the firm’s fiduciary, client-first approach Technology & Systems: - Oversee firm systems, including CRM, portfolio management, financial planning, and custodial platforms - Maintain CRM workflows and operational processes - Identify opportunities for automation, integration, and system improvements - Coordinate new technology implementations or enhancements Leadership & Executive Support - Manage executive calendars and scheduling - Coordinate client meetings, internal meetings, travel, and external commitments - Prepare meeting agendas, materials, and follow-up items - Help leadership prioritize daily, weekly, and long-term activities - Assist with special projects and business initiatives What We’re Looking For Required Experience - 5+ years of experience in a financial advisory, wealth management, RIA, or financial services environment - Experience in client service, operations, office management, or team leadership - Strong understanding of advisory firm operations, client service workflows, and administrative processes - Ability to manage multiple priorities in a fast-paced, client-focused environment Preferred Experience - Experience working within an RIA or fiduciary advisory firm - Experience supporting advisors, executives, or firm leadership - Familiarity with compliance processes, recordkeeping, audits, or regulatory filings - Experience improving workflows, documenting procedures, or implementing operational processes Technology Experience Experience with any of the following platforms is preferred: - CRM systems such as Redtail, Wealthbox, or Salesforce - Portfolio management platforms such as Orion, Tamarac, Black Diamond, or Advyzon - Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital - Custodial platforms such as Schwab, Fidelity, or Pershing Education - Bachelor’s degree in business, finance, management, or a related field preferred TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Important Candidate Safety Notice This position has been verified and officially approved by TCWGlobal. Please be aware that fraudulent recruiters and fake job postings may attempt to impersonate legitimate companies online. For your protection: • Only trust communication from verified TCWGlobal representatives • Ensure a TCWGlobal recruiter is present on all official phone or video interviews • TCWGlobal will never request payment, gift cards, cryptocurrency, or sensitive banking information during the hiring process • Do not share sensitive personal information with unverified individuals or suspicious third parties. TCWGlobal is committed to protecting candidates and maintaining a safe, transparent, and professional hiring experience.

United States

$70K - $90K / year

Client Services Analyst

WEXWEXUS

WEX simplifies the business of running a business through smarter workflows and financial intelligence. Our North America Mobility and OTR businesses power the fleets that keep commerce moving — from small owner-operators to large fleet enterprises. Pay Range $198,000.00 - $223,700.00

Full Time Remote Mid Level

Role Description Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations and system data. - Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports and deduction files. - Post and analyze imported and exported files. - Follow processing procedures and schedule to complete daily tasks. - Complete all processes (including Audits & Discrepancy Reports) timely and resolve them in project tracking tool. - Respond to and complete call center escalations timely (urgent updates). - Complete review of premium reconciliation for all applicable clients. - Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to client. - Respond to project management tool on any open items. - Regularly analyze internal system data and correct any errors or discrepancies as found. - Process payroll exports to be performed with accuracy and in a timely manner. - Communicates directly with insurance carriers to make updates and keep eligibility in sync. - Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team. - Troubleshoots any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier. - Ability to interface professionally with clients and carriers via phone and email. - Responsible for documenting and updating client processing procedures and documentation. - Assist with Annual Enrollment testing as necessary. - Reviews Audit results and correct any accounts that are identified by the audits. - Identify issues and communicate/escalate to the appropriate party. - Additional job duties and responsibilities may arise when supporting the delivery of administrative services. Qualifications - Bachelor's Degree preferred - Health and Wellness Benefit Administration - Proficient in Microsoft Excel Requirements - Base pay range: $21.60 - $25.10 - Actual pay rates will vary based on qualifications, skills, competencies, and proficiency for the role. - Most sales positions are eligible for commission under the terms of an applicable plan. - Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. Benefits - Health, dental and vision insurances - Retirement savings plan - Paid time off - Health savings account - Flexible spending accounts - Life insurance - Disability insurance - Tuition reimbursement - Comprehensive and market competitive benefits designed to support personal and professional well-being

View details: Client Services Analyst

United States

$22 - $25 / hour

Client Services Analyst – CSA

WEX

Simplifying the business of running a business.

Full Time Remote SeniorTeam 5,001-10,000Since 1983H1B Sponsor

View details: Client Services Analyst – CSA

• Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports and deduction files. • Post and analyze imported and exported files. • Follow processing procedures and schedule to complete daily tasks. • Complete all processes (including Audits & Discrepancy Reports) timely and resolve them in project tracking tool. • Respond to and complete call center escalations timely (urgent updates). • Complete review of premium reconciliation for all applicable clients. • Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to client. • Respond to project management tool on any open items. • Regularly analyze internal system data and correct any errors or discrepancies and errors as found. • Process payroll exports to be performed with accuracy and in a timely manner. • Communicates directly with insurance carriers to make updates and keep eligibility in sync. • Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team. • Trouble shoots any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier. • Ability to interface professionally with clients and carriers’ phone and email. • Responsible for documenting and updating client processing procedures and documentation. • Assist with Annual Enrollment testing as necessary. • Reviews Audit results and correct any accounts that are identified by the audits. • Identify issues and communicate/escalate to the appropriate party.

United States

$21 - $25 / hour

Martin’s Point Health Care

Registered Nurse Centralized Services

Martin's Point Health Care is an innovative, not-for-profit health care organization offering care and coverage to the people of Maine and beyond. As a joined force of "people caring for people," Martin's Point employees are on a mission to transform our health care system while creating a healthier community. Martin's Point employees enjoy an organizational culture of trust and respect, where our values - taking care of ourselves and others, continuous learning, helping each other, and having fun - are brought to life every day. Join us and find out for yourself why Martin's Point has been certified as a "Great Place to Work" since 2015.

View details: Registered Nurse Centralized Services

Full Time Remote Mid LevelTeam 501-1,000

Role Description The Central RN serves as a vital member of the centrally managed nursing team at Martin’s Point Healthcare providing flexible, system-wide support across key functions including clinical triage, inbox management, and care coordination. This role partners closely with all members of the care team to promote seamless care coordination and drive improved health outcomes for patients. The central RN must demonstrate adaptability and clinical expertise with flexibility to shift based on real-time demand and operational priorities. Qualifications - Associate degree in Nursing - Bachelor’s in nursing preferred - Current, unrestricted state Registered Nurse licensure - BLS required - 3+ years’ experience in a clinical environment, preferably in a primary care setting - 5+ years’ experience in a clinical environment, preferably in a primary care setting preferred - Telephone triage experience preferred - Knowledge of healthcare operations, especially in a primary care setting - Knowledge of quality measures and how to improve patient outcomes through quality gap closure - Understanding or interest in expanding knowledge of clinical quality measures (HEDIS) and coding concepts (CPT, ICD10, and HCC) preferred - Understanding of EHR documentation and quality reporting preferred - Strong critical thinking, problem-solving, and project management skills - Exceptional organizational, written and verbal communication, and attention to detail skills - Computer proficiency in Microsoft Office software - Proficient in working within an electronic medical record (EMR) - Demonstrates an understanding of and alignment with Martin’s Point Values - Ability to follow clinical protocols and standard workflows - Maintains patient confidentiality Requirements - Triages telephone calls applying standard protocols for patient care and recommendations dispositions - Evaluates patient symptoms, medical history, and vital signs to triage patients in accordance with established guidelines and protocols to guide clinical decision making - Provides remote patient care, documentation, and communication to patients and providers - Supports pre-visit planning and care coordination through summarizing patient needs and gaps for the visit, and updating the EMR as appropriate to include reconciliation of medications and ensuring appropriate orders are in place for the patient - Ensures that the provider has all the necessary clinical information about the patient prior to the visit, including clinical quality gaps, accurate diagnosis coding, and screenings that need to be addressed during the visit - Ensures timely and appropriate response to patient inquiries, test results, medication refills, and other health-related concerns communicated by the patient - Offers guidance and information to patients regarding their health concerns, treatment plans, and self-care strategies through written and verbal communication - Maintains detailed and accurate records of all communications and actions taken in response to patient messages, ensuring compliance with best practices and regulatory requirements - Ensures accurate and timely documentation in the EMR, including scanning, per best practice guidelines and workflows - Coordinating care and services between providers and organizations to ensure that patient needs and preferences are met - Promoting effective utilization of resources by facilitating and optimizing patient/member benefits - Utilizing evidence-based guidelines and best practice care standards in clinical decision making and care management processes and interventions - Educating patient/member and families to make informed personal health care decisions - Meeting criteria for post-discharge outreach per organizational guidelines to support an effective intervention that results in reduction in readmission rates and integrity of health information during the transitional period Benefits - This position is not eligible for immigration sponsorship. - We are an equal opportunity/affirmative action employer. - Martin's Point complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. - If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact jobinquiries@martinspoint.org

United States

Vacation Client Support Advisor

Hopesglobalgetaways

Full Time Remote Mid Level

Role Description Do you enjoy assisting others, organizing details, and creating positive customer experiences? We're growing our remote team and looking for enthusiastic, dependable individuals to join us as Vacation Client Support Advisors. In this role, you'll work directly with clients to help transform their vacation ideas into well-planned travel experiences. You'll provide guidance, coordinate reservations, answer travel-related questions, and ensure clients feel supported throughout every step of the planning process. If you enjoy customer service, problem-solving, and working independently, this opportunity offers the flexibility to build a rewarding remote career. - Connect with clients to learn about their travel interests, preferences, schedules, and vacation expectations - Research destinations, resorts, cruises, hotels, transportation, excursions, and travel experiences - Present customized vacation recommendations based on client goals, budgets, and travel styles - Coordinate reservations and travel arrangements using approved supplier and booking platforms - Prepare and distribute booking confirmations, travel documents, itineraries, and departure information - Assist clients with reservation changes, itinerary revisions, and special accommodation requests - Review reservations and travel details to help ensure all information is accurate before departure - Monitor active bookings and provide timely updates throughout the planning process - Maintain accurate client records, booking information, and communication history within company systems - Utilize preferred supplier partnerships and company resources to deliver exceptional client service - Continue developing industry knowledge through training sessions, supplier updates, and destination education Qualifications - Excellent written and verbal communication skills - Strong customer service and relationship-building abilities - Exceptional organizational skills with strong attention to detail - Ability to manage multiple projects and deadlines efficiently - Comfortable using web-based applications, booking platforms, and virtual communication tools - Professional, dependable, and solution-oriented attitude - Strong analytical and problem-solving skills - Self-motivated with the ability to work independently - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Benefits - Fully remote work opportunity - Flexible scheduling to support work-life balance - Comprehensive onboarding and training program - Ongoing coaching, mentorship, and team collaboration - Professional development and advancement opportunities - Performance-based rewards and recognition - Travel discounts and exclusive industry benefits - Supportive, team-oriented virtual work environment - Access to continuing education and professional learning resources

View details: Vacation Client Support Advisor

United States + 4 more

Financial Services Tax - Real Estate Manager

PwC

Build what’s next — with tech that matters PwC provides professional services across Audit and Assurance, Advisory and Tax — powered by a global network of over 370,000 people in 149 countries. You may know us for our business expertise, but technology is core to how we help clients move faster, build trust and deliver meaningful outcomes. As a technologist, you’ll work on agile teams with experienced engineers and product thinkers — using AI, cloud, cybersecurity and more to design scalable, real-world solutions. You’ll keep learning, stay challenged and be part of a network where your growth is built in — and your work drives what’s next.

Client Services Representative2 days ago

Full Time Remote Mid LevelTeam 10,001+Since 1998H1B Sponsor

View details: Financial Services Tax - Real Estate Manager

The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Your expertise will be crucial in addressing operational tax risks and structuring tax strategies that align with stringent capital requirements and jurisdictional challenges. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for confirming project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. In this role, you will help our Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Your contributions will be integral to helping clients understand the pricing implications of goods and services between related parties and advising on tax implications of deals. Responsibilities - Advising clients on local and international tax affairs, focusing on strategic consulting for business analysis and profit sharing - Managing tax compliance and structuring for financial services clients, addressing operational tax risks and capital requirements - Analyzing complex tax proposals and developing meaningful recommendations for clients - Drafting and preparing tax documents, confirming accuracy and adherence to regulatory standards - Monitoring and analyzing financial trends to inform tax planning and decision-making - Leading teams in the execution of tax compliance projects, fostering a collaborative and inclusive environment - Coaching team members, recognizing their strengths, and encouraging personal development - Utilizing project management skills to oversee tax-related initiatives and meet client expectations - Building and maintaining relationships with clients to understand their tax needs and provide tailored solutions - Simplifying complex tax messages, highlighting key points for client understanding and engagement What You Must Have - At least a Bachelor's degree - At least 4 years of experience - At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - Excelling in corporate tax planning and strategic questioning - Demonstrating proficiency in financial statement analysis and tax auditing - Utilizing analytical thinking to monitor and analyze financial trends - Embracing change and demonstrating learning agility in dynamic environments - Developing and drafting comprehensive tax documents for diverse clients - Managing complex regulatory compliance consulting and submissions filing - Building and nurturing client relationships through effective communication and feedback The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines #LI-Hybrid #BI-Hybrid

United States

$99K - $266K / year

Associate Manager, Client Services

Precision Medicine Group

Moving Science Closer to Health

Client Services Representative2 days ago

Full Time Remote LeadTeam 1,001-5,000Since 2012H1B Sponsor

View details: Associate Manager, Client Services

Role Description The Associate Manager, Client Services role supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through launch, ensuring solutions meet client needs, quality standards, and regulatory requirements, and manages the day-to-day activities for the project(s) assigned. Works closely with clients and Executive personnel to continually define the problem and deploy solutions by supporting the team in executing various work streams. Ensures the engagement stays on track and is focused on delivering valuable insights to the client while also coaching and mentoring analysts and consultants on their team. Utilizes skills through a breadth of challenges delivering long-term effects to leaders in the health care sector. - Managing project(s) including both internal and external resources in the design, development, and delivery of client solutions. - Leveraging business experience and acumen in identifying strategic alternatives and project approach to client questions. - Proactively mentoring, coaching, and sharing subject matter expertise with others to elevate our capabilities to deliver world-class solutions for clients. - Serving as key point of contact with clients, managing the process of proposal preparation and/or modifications including overall bid integrity. - Providing follow-up with client after project deliverable has been completed to ensure client satisfaction. - Developing broader and deeper knowledge of consulting methodologies and the pharmaceutical market through on-the-job experience and training. - Providing direction, advice, and intellectual leadership to clients and delivery teams, through consistent participation in team meetings. - Proactively identifying Business Development opportunities and coordinating follow-up efforts. - Providing high-level input and ensuring the development of client records and presentations and delivering all or significant portions of findings to client. - Leading ad hoc work streams on critical people-related issues such as recruitment, learning, and development. - Ensuring clear communication throughout projects. - Ability to travel 15-50% of the time depending on project assignment. Qualifications - Education: Bachelor degree required. Masters, or MBA preferred. - Work Experience: 4 years of Pharmaceuticals, Managed Markets Consulting or Managed Markets agency experience with broad-based experience in sales, managed care, marketing and/or managed care analytics is required. - Defined experience within Commercial Strategy. - Demonstrable experience in leadership and influence in sizable and multi-disciplined teams, understanding and assessing client needs, incorporating in deliverables, and ensuring recommendations/results are implemented. - Experience in developing credible relationships with senior level managers and executives in the pharmaceutical and healthcare industry. Requirements - Technical Skills: Expertise in Microsoft Office Applications such as PowerPoint, Word, Excel, Outlook, etc. and project management software. - Working knowledge of relational database technology and data analysis tools such as SQL, SAS, SPSS, Tableau, and PowerBI. - Broad understanding of contracts and key business levers in managed markets. - Ability to contribute to business development through the identification of leads, development of proposals, knowledge of key issues, current developments, consulting methodologies, tools and techniques in the pharmaceutical and healthcare industries. Benefits - Compensation range: $95,000 — $115,000 USD. - Discretionary annual bonus. - Health insurance. - Retirement savings benefits. - Life insurance and disability benefits. - Parental leave. - Paid time off for sick leave and vacation.

United States

$95K - $115K / year