Client Services Representative Remote Jobs in Kansas (US)

This page tracks remote client services representative openings that are location-eligible for Kansas.

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Client Support

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Client Services Representative5 hours ago

Full Time Remote Mid LevelTeam 1-10H1B No Sponsor

Company Site LinkedIn

Role Description We are seeking a motivated and detail-oriented individual for a remote client support role. This opportunity combines flexibility with client-facing responsibilities. You will play an important role in: - Reviewing incoming requests - Coordinating reservation details - Ensuring each client interaction is handled with professionalism and accuracy Responsibilities include: - Organizing reservation, transportation, and related services - Confirming that all arrangements are complete and aligned with client expectations - Communicating updates - Responding to inquiries in a timely manner - Maintaining organized documentation - Monitoring timelines The role requires strong attention to detail and the ability to manage multiple active requests efficiently within a structured remote workflow. Qualifications - Excellent written and verbal communication skills - Strong organizational abilities - Confidence using online systems and digital communication tools - Ability to multitask and prioritize responsibilities - Ability to work independently Requirements - Previous industry experience is not required Benefits - Flexible scheduling options - Ability to build valuable experience in client coordination and remote operations

View details: Client Support

United States

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Client Portal Support Specialist

Modern Family Law

Modern Family Law: Compassionate, Innovative Legal Solutions in Colorado, California, Georgia, Texas and Washington.

Client Services Representative12 hours ago

Full Time Remote Mid LevelTeam 51-200Since 2004H1B No Sponsor

Company Site LinkedIn

Role Description Modern Family Law, a boutique law firm specializing in Family Law, is seeking a detail-oriented and proactive Client Portal Support Specialist with strong Salesforce support experience to join our team. This role is responsible for managing and resolving support tickets related to our client portal and Salesforce-integrated systems, ensuring a smooth and efficient experience for our clients. The ideal candidate is a strong problem-solver who can: - Troubleshoot user issues - Manage support workflows - Track support trends and metrics - Collaborate cross-functionally with technical and operational teams Key Responsibilities - Monitor, manage, and respond to incoming client portal and Salesforce-related support tickets - Troubleshoot user issues related to portal access, Salesforce functionality, permissions, workflows, and system performance - Resolve support requests efficiently while maintaining a high level of customer satisfaction - Triage and prioritize tickets based on urgency, business impact, and client needs - Support Salesforce users by assisting with account access, profiles, permissions, reporting issues, and workflow troubleshooting - Track, maintain, and monitor support cases to ensure timely resolution and adherence to service expectations - Maintain accurate case documentation, statuses, notes, and follow-up actions within Salesforce or ticketing systems - Generate and provide regular reporting on support case volume, trends, resolution times, recurring issues, and team performance metrics - Analyze support data to identify recurring issues, process gaps, and opportunities for operational improvements - Identify and document Salesforce-related bugs, configuration issues, and enhancement requests - Delegate or escalate issues to appropriate internal teams when necessary - Clearly document issues, resolutions, and workflows for future reference and knowledge sharing - Communicate updates and resolutions to clients in a clear, professional, and timely manner - Assist in maintaining internal knowledge bases, support documentation, and Salesforce support procedures - Collaborate with cross-functional teams to improve system usability, reporting visibility, and support operations Success in This Role Looks Like: - Timely and accurate resolution of client portal and Salesforce support tickets - Clear, professional, and proactive communication with clients and internal teams - Effective prioritization, troubleshooting, and escalation management - Accurate tracking and reporting of support cases, trends, and service metrics - Strong support and adoption of Salesforce processes and workflows - Contribution to improved support operations, documentation, reporting visibility, and client experience - Identification of recurring issues and recommendations for long-term improvements Qualifications - 1–3+ years of experience in a support, help desk, client services, Salesforce support, or case management role - Hands-on experience supporting Salesforce users and troubleshooting Salesforce-related issues - Experience tracking, managing, and reporting on support cases and service metrics - Strong understanding of Salesforce navigation, user management, permissions, and support workflows - Familiarity with reporting dashboards, support KPIs, and case tracking processes - Strong problem-solving and analytical skills - Excellent written and verbal communication skills - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment - Experience working with ticketing systems (e.g., Asana, Jira, Monday.com) - Comfortable collaborating cross-functionally with technical and non-technical teams - High attention to detail and organizational skills - Experience supporting SaaS platforms or web-based applications - Familiarity with Salesforce Service Cloud, Experience Cloud, or client portal integrations - Experience creating or maintaining Salesforce reports and dashboards - Basic technical understanding of web applications, APIs, user permissions, and troubleshooting workflows - Experience with CRM systems and client-facing platforms - Salesforce certifications (e.g., Salesforce Administrator or Service Cloud certification) are a plus - Experience documenting processes and creating support knowledge base articles Requirements - Ability to communicate professionally and interact effectively with employees, managers, leadership, attorneys, support staff, and external partners - Ability to be a proactive self-starter who can operate independently while managing multiple priorities and deadlines - Demonstrated attention to detail, reliability, organization, and follow-through - Strong customer service and relationship-building skills with the ability to support a professional, timely, and organized client portal and Salesforce support experience - Ability to identify process gaps and recommend practical solutions to improve efficiency, consistency, and operational effectiveness - Flexibility and ability to respond positively to shifting priorities and business needs - Ability to work under pressure and manage competing priorities while maintaining accuracy and professionalism - Ability to work in a primarily computer-based environment, including extended periods of sitting, screen time, typing, and use of standard office equipment - Ability to occasionally lift and move office equipment or materials weighing up to 10 pounds - Ability to work occasional evenings or adjusted hours as needed to support client portal, Salesforce, or time-sensitive operational needs Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k, IRA) - Life Insurance (Basic, Voluntary & AD&D) - Paid Time Off (Vacation, Sick & Public Holidays) - Short Term & Long Term Disability - Training & Development - Work from Anywhere -- eligible after 6 months.

View details: Client Portal Support Specialist

United States

$31 - $38 / hour

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Senior Client Services Manager, Carrier Practice

Gallagher

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on protected characteristics by applicable federal, state, or local laws.

Client Services Representative14 hours ago

Full Time Remote LeadTeam 5,001-10,000

Role Description This role manages a portfolio of clients, serving as the primary point of contact while driving service plans, client retention, and program success through proactive, data-driven insights. The position partners across teams to deliver strategic solutions, lead client engagements, and ensure profitability through strong program oversight and effective relationship management. - May manage up to 25 dedicated clients, depending on complexity and/or client requirements. - Book of business may cover multiple industries, but with focus in select industry (or industries). - Serves as single point of contact for clients; highly responsive to requests and often identifies issues/challenges before client. - Works with minimal supervision, and knows when to engage supervisor and/or peers throughout the company. - Aligns self and external resources around client’s goals by understanding of what client is trying to accomplish in their programs and how we can contribute to these goals. - Develops service plans to capture goals and ensure progress. - Structures and uses data to tell a compelling story. - Presents data confidently and anticipates questions from supervisor and clients. - Significant knowledge of product and service capabilities. - With some assistance can implement and oversee client specific initiatives, i.e. closure projects, cost reduction projects, performance guarantee compliance. - Perceived as critical link between client, management and claims operations. - Proactively works with supervisor to plan for and ensure maximum retention rate. - Limits downside surprises by identifying and rectifying issues early. - Leads group meetings across audiences (e.g., claim reviews, stewardship meetings, and partnership meetings) with modest support. - Sets and communicates roles for all internal participants prior to critical meetings. - Ensures appropriate pre-brief and de-brief communication to drive successful client interactions. - Can scope out work-related projects, including time and resources needed to complete. - May assist in orienting and mentoring lower level employees. - Has complete understanding of program pricing. - Understands the basics of program profitability to the company. - Able to make appropriate trade-offs between pricing levers to reach best outcome (e.g. multi-year deals, LOP, etc.). Qualifications - Bachelor's degree and 5 years related experience. - Insurance license required. - Often travels for client needs (e.g., claim reviews, stewardship discussions). Requirements - Able to create success stories and capture learning’s within own book of business and that of team members. - Able to provide synthesized summaries to senior leadership within AM team. - Focuses on what matters most, where there is risk and where senior management intervention may be required. Always gets his/her point across in interactions. - Frequently able to lead group meetings and/or provide value-added input where not the primary presenter. - Is accessible by team members when they encounter roadblocks with their work. - Able to provide value-added suggestions and approaches to make the team more successful. - With supervisors, understands what matters most and where/when to escalate issues. - Consistently delivers direct, honest feedback to team members regarding performance against the AM skill continuum. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

View details: Senior Client Services Manager, Carrier Practice

United States

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Policyholder Services Representative I

Davies

At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

Client Services Representative21 hours ago

Full Time Remote Mid LevelTeam 201-500

Role Description As a Policyholder Services Representative I (“PHS Rep I”), you will be responsible for responding to inbound customer service inquiries, complaints, and service requests in a professional and timely manner. This position is often the first contact with policyholders and/or their representatives requiring a commitment to client sensitivity, service, and guideline adherence. PHS Reps I spend 80% or more of their day responding to telephone and/or written inquiries from policyholders and/or their representatives. This position requires a willingness and ability to sustain the demands of a telephone support role within a collaborative team environment. The PHS Rep I is responsible for: - AIC and COF policy & benefits calls - Processing address changes, terminations due to death, PHI authorizations, 3rd parties, and SSN updates/requests Key Responsibilities - Provide exceptional customer service in a phone support role - Empathetically assist policyholders and/or their representatives by providing information on highly individualized policy inquiries - Utilize excellent oral and written skills to communicate with policyholders and/or their representatives by telephone and in writing, as well as with internal co-workers - Identify needs of caller utilizing active listening skills; professionally and appropriately respond to inquiries meeting department’s established guidelines, policies, and procedures - Complete document processing in an efficient and effective manner - Update and change customer contact and policy information with accuracy - Respond to all written inquiries, communicating clearly and with proper grammar - Assist with document indexing; utilize identifiers such as policy number, claim number, etc. to accurately and efficiently attach document/s to a specific system file - Meet or exceed all established minimum expectations/metrics and goals for the position - Meet or exceed standards for productivity and quality as established for the role - Appropriately process all confidential information abiding by HIPAA privacy laws - Ensure smooth transition of inquiry to appropriate department if/when necessary - Perform additional duties as assigned Qualifications - Proven interpersonal, verbal, telephonic, and written communication skills with ability to type 35 wpm - Must possess a high degree of tact, empathy, and professionalism when dealing with all customers - Must utilize active listening skills with ability to ask appropriate questions to fully understand the need/s - Effectively relay complex insurance information and policy language into basic understandable concepts - Ability to apply learned principles to specific and unique circumstances - Effectively respond to written communication utilizing proper grammar and punctuation - Detail oriented with ability to work independently as well as part of a team - Solid knowledge of Microsoft Office products with ability to learn new system applications quickly - Ability to toggle between multiple screens while speaking with customers and documenting in the system - Proactively provide creative and analytical recommendations to management for process and performance improvement Benefits - Medical, dental, and vision plans to support your health and that of your family - A 401(k) plan with employer matching - Time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non-exempt employees - Paid holidays - Life insurance and short-term and long-term disability coverage - Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location - Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements

View details: Policyholder Services Representative I

United States

$18 / hour

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Senior Customs Client Support Associate

Maersk

Client Services Representative1 day ago

Full Time Remote Senior

Title: Senior Customs Client Support Associate Location: USA United States Site Based locations USA, North Carolina, Charlotte, 28273 Full time job requisition id R180488 Job Description: About Maersk Maersk is a global leader in integrated logistics, with over a century of experience driving innovation and transforming global trade. With 100,000+ employees across 130 countries, we work together to deliver efficient, sustainable, and customer-focused supply chain solutions. At Maersk, we value collaboration, diversity, and continuous learning, creating an environment where our people can grow while making a meaningful impact on the future of logistics. What We Can Offer: At Maersk, we're committed to building an inclusive workplace where everyone feels valued, heard, and able to be themselves. Our team members come from a wide range of backgrounds, experiences, and perspectives, and we value the unique strengths each person contributes. - Exposure to global customs brokerage operations and client-facing logistics solutions. - Opportunities to strengthen expertise in data, reporting tools, and customs systems (e.g., Customs Navigator). - A flexible, remote-friendly environment that supports work-life balance - Ongoing learning and development within a collaborative, cross-functional organization. About the role This role is ideal for someone who combines operational customs expertise with strong client engagement and data-driven decision-making, ensuring high service quality and client satisfaction across complex logistics operations. Key Responsibilities: - Act as a liaison between CHB Account Managers, clients, and customs brokerage operations to ensure seamless service delivery - Monitor shipment entries, identify exceptions or delays, and proactively communicate with internal teams and clients to resolve issues - Develop, maintain, and distribute performance metrics and client-facing reports using internal tools such as Customs Navigator - Support client onboarding activities, including documentation processes and operational setup - Coordinate and contribute to Quarterly Business Reviews (QBRs) with client stakeholders and internal teams - Collaborate with Account Managers on shipment tracking, entry follow-ups, and reporting to avoid service disruptions - Maintain and update SOPs while supporting compliance monitoring and staying aligned with evolving customs regulations What We Are Looking For: Continuous improvement mindset: we are looking for someone who brings a strong mindset of continuous improvement, someone who is naturally curious, committed to solving problems at the root, and driven to make things better every day - Minimum 5 years of experience in Customs Brokerage Operations, with strong exposure to import processes - Working knowledge of customs regulations, CBP requirements, and Partner Government Agencies (FDA, EPA, CPSC, etc.) - Strong analytical skills with the ability to manage large data sets and translate data into actionable insights - Advanced proficiency in Microsoft Excel and PowerPoint, with experience in reporting and data presentation - Strong communication skills and ability to work both independently and collaboratively across cross-functional teams Your Impact In this role, you will directly influence client satisfaction and operational performance by serving as a key link between customers and customs brokerage teams, ensuring timely issue resolution, accurate reporting, and seamless service delivery. Your ability to proactively identify risks, provide data-driven insights, and maintain strong communication with stakeholders will help improve efficiency, reinforce compliance, and strengthen long-term client relationships while contributing to continuous improvement across operations. Job Type: Full Time Salary: $70,000 - $80,000* - The above stated pay range is the anticipated starting salary range for the position. The Company may adjust this range in light of prevailing market conditions and other factors such as location. The Company will work directly with the selected candidate(s) on the final starting salary in accordance with all applicable laws. Benefits: Full time employees are eligible for Health Insurance, Paid Time Off, and 401k Match. Notice to applicants applying to positions in the United States You must be authorized to work for any employer in the U.S. Relocation & Immigration support is not available for this position. #LI-Hybrid #LI-GS4 Maersk is committed to a diverse and inclusive workplace, and we embrace different styles of thinking. Maersk is an equal opportunities employer and welcomes applicants without regard to race, colour, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, pregnancy or parental leave, veteran status, gender identity, genetic information, or any other characteristic protected by applicable law. We will consider qualified applicants with criminal histories in a manner consistent with all legal requirements. We are happy to support your need for any adjustments during the application and hiring process. If you need special assistance or an accommodation to use our website, apply for a position, or to perform a job, please contact us by emailing accommodationrequests@maersk.com.

View details: Senior Customs Client Support Associate

Worldwide

$70K - $80K / year

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Team Lead, Client Service Delivery

The Cigna Group

Client Services Representative1 day ago

Other Remote LeadTeam 10,001+Since 1982H1B No Sponsor

Company Site LinkedIn

Role Description The Client Service Delivery Management (CSDM) Team Lead – Service Delivery & Operations Enablement is a senior individual contributor role responsible for strengthening service delivery execution across key operational areas that directly impact the client experience. This role partners closely with CSDM leadership to drive high-priority initiatives requiring dedicated execution, structure, and cross-functional coordination. While leadership retains accountability for strategy and people leadership, the Team Lead focuses on delivering operational rigor and advancing initiatives that improve consistency, quality, and effectiveness across the EviCore book of business. Through process improvement, project execution, and cross-functional collaboration, this role plays a key part in enhancing service delivery performance and elevating the overall client experience. Key Responsibilities - Lead and execute complex, cross-functional operational initiatives from intake through completion - Apply project management discipline, including defining scope, sequencing work, tracking dependencies, and mitigating risks - Develop and maintain SOPs, workflows, intake processes, and escalation paths to drive consistent execution - Translate ambiguous or informal practices into clear, scalable, and repeatable processes - Partner with Operations, Claims, IT, Clinical, DocGen, COE, and other stakeholders to drive operational improvements - Submit, track, and manage enhancements and operational requests through established governance tools (e.g., SmartSheet, ServiceNow) - Act as an extension of CSDM leadership to advance priority workstreams and initiatives - Prepare summaries, materials, and insights to support leadership decision-making - Leverage Microsoft tools and AI-enabled capabilities (e.g., Microsoft Copilot) to enhance productivity and documentation Qualifications - Bachelor’s degree - 5–7 years of experience in a corporate healthcare environment - Experience in operations, service delivery, or client support - Strong project management skills with demonstrated ability to lead cross-functional work without direct authority - Experience developing SOPs, workflows, and process documentation - Ability to operate in ambiguity and create structure within complex environments - Proficiency in Microsoft Office tools (Excel, PowerPoint, Word) - Experience with workflow and tracking tools (e.g., SmartSheet, ServiceNow) - Interest in leveraging AI-enabled tools to improve efficiency and outcomes Requirements - If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. - For this position, we anticipate offering an annual salary of 66,100 - 110,100 USD / yearly, depending on relevant factors, including experience and geographic location. - This role is also anticipated to be eligible to participate in an annual bonus plan. Benefits - Comprehensive range of benefits, with a focus on supporting your whole health - Health-related benefits including medical, vision, dental, and well-being and behavioral health programs starting on day one - 401(k) - Company paid life insurance - Tuition reimbursement - A minimum of 18 days of paid time off per year and paid holidays

View details: Team Lead, Client Service Delivery

United States

$66.1K - $110.1K / year

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VIP Services Representative

DraftKings Inc.

We’re a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don’t worry, we’ll guide you through the process if this is relevant to your role.

Client Services Representative1 day ago

Full Time Remote Mid LevelTeam 1,001-5,000

Role Description As a VIP Services Representative, you’ll help deliver a premium experience to some of our most engaged players while supporting DraftKings’ industry-leading VIP strategy. You’ll build meaningful relationships with VIP customers, manage accounts during periods of coverage support, and help create memorable experiences that strengthen long-term loyalty. In this role, you’ll balance relationship management, account analysis, and promotional strategy in a fast-paced environment where every interaction shapes the player experience. You’ll work closely with cross-functional teams to ensure our VIP players stay connected to the latest promotions, events, and experiences across DraftKings. - Build upon strong, authentic, and trusted player relationships while identifying opportunities to improve the customer experience. - Assist and attend events where customers are present and help is needed. - Exceed engagement and service level performance targets. - Assist in reactivation efforts to re-engage inactive users. - Effectively distribute an allotted promotional budget. - Execute against all VIP policies and guidelines, including responsible gaming policies. Qualifications - At least 1 year of experience in a sales or account management role. - Comfort working in a fast-paced, highly collaborative, and entrepreneurial environment. - Ability to analyze data and trends to make quick and confident decisions. - Willingness to travel and work nights and weekends. - Must be able to obtain and maintain required State Gaming License. Benefits - The US base salary range for this full-time position is 64,000.00 USD - 80,000.00 USD, plus bonus, equity, and benefits as applicable. - Our ranges are determined by role, level, and location. - The compensation information displayed on each job posting reflects the range for new hire pay rates for the position across all US locations. - Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. - Your recruiter can share more about the specific pay range and how that was determined during the hiring process. Company Description We’re a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don’t worry, we’ll guide you through the process if this is relevant to your role.

View details: VIP Services Representative

United States

$64K - $80K / year

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Client Services Analyst III

Western Alliance Bank

Western Alliance Bank, founded in 1994, is a prominent banking institution with more than $80 billion in assets, recognized as a top U.S. bank in 2024 by American Banker and Bank D

Client Services Representative1 day ago

Full Time Remote Mid Level

Role Description As a Trust Associate III you'll be responsible for working on client relationships and ensuring excellent client service and delivery to the client base. You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. You'll also be working on day-to-day operations and reporting delivery to those clients. You'll need minimal supervision for all the day-to-day activities being executed and you'll manage deals independently. - Responsible for creating technical report specifications from indenture language. - Set up payment calculations in a variety of in-house systems. - Receive, map, and reconcile periodic collateral data. - Compile monthly, quarterly and annual payment and tax reports. - Coordinate with operations teams to ensure correct payments are received and made. - Perform quality control review of reports, meeting timeliness and accuracy standards. - Perform portfolio compliance tests on a selection of structured fixed income deals (trade testing). - Frequent interaction with asset managers, investors, auditors, and rating agencies. - Responsible for ensuring excellent service delivery to a book of Loan Clients in the Corporate Trust business. - Participate in new client proposals. Lead business-related projects. - Make tax elections, file for EIN’s, and track residual holder transfers. - Read and interpret trust indentures with regard to reporting requirements. Qualifications - 5+ years of related experience or similar field. - High school diploma required; Bachelor's degree in related field preferred. - Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. - Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. - Intermediate to advanced TranStar experience preferred. - Intermediate speaking and writing communication skills. Benefits - Competitive salaries. - Ownership stake in the company. - Medical and dental insurance. - Time off. - Great 401k matching program. - Tuition assistance program. - Employee volunteer program. - Wellness program. - Opportunity to bolster business knowledge and gain invaluable hands-on experience.

View details: Client Services Analyst III

United States

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Treasury Management Officer II – Merchant Services

PNC

Founded over 150 years ago, PNC is a financial services corporation that works with retail, business, and corporate clients and has assets totaling more than $2

Client Services Representative1 day ago

Full Time Remote Mid Level

Company Site

Role Description As a Treasury Management Officer II within PNC's Merchant Services organization, you will be based remotely in California. This position is responsible for: - Coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share. - Working with clients with moderate levels of risk and complexity of needs. - Acquiring, expanding, and retaining client relationships to generate revenue and deepen share of wallet. - Handling origination, financial analysis, negotiation, and documentation of non-credit products and services. - Managing risk/return and driving quality for new and/or existing clients. - Identifying and mitigating different types of risk, such as regulatory, reputational, and operational risks. - Providing ideas and insights based on an understanding of the client's needs and financial well-being. - Increasing client engagement and loyalty through strategic dialogue and opportunity quantification. - Managing an effective network of internal and external relationships to acquire new clients and enhance the client experience. - Ensuring awareness of the full range of PNC's products and services. - Leveraging reporting and sales tools to proactively identify and convert sales opportunities. - Demonstrating ability to analyze, evaluate, and inform on treasury product knowledge and solution positioning. Qualifications - Book Of Business - Client Relationship Building - Customer Engagement - Decision Making - Financial Analysis - Identifying Sales Opportunities Requirements - 5+ years of industry-relevant experience. - University/college degree or a comparable combination of education, job-specific certification(s), and experience. Benefits - Medical/prescription drug coverage (with a Health Savings Account feature) - Dental and vision options - Employee and spouse/child life insurance - Short and long-term disability protection - 401(k) with PNC match - Pension and stock purchase plans - Dependent care reimbursement account - Back-up child/elder care - Adoption, surrogacy, and doula reimbursement - Educational assistance, including select programs fully paid - A robust wellness program with financial incentives - Maternity and/or parental leave - Up to 11 paid holidays each year - 9 occasional absence days each year - 15 to 25 vacation days each year, depending on career level and years of service

View details: Treasury Management Officer II – Merchant Services

United States

$65K - $187.2K / year

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Registration Services Representative

Mass General Brigham

Mass General Brigham connects a full spectrum of care across a system of academic medical centers, specialty and community hospitals, physician networks, a health insurance plan, l

Client Services Representative1 day ago

Full Time Remote Mid Level

Role Description Responsible for providing excellent customer service and efficiently registering patients in a healthcare facility. Collect accurate demographic and insurance information, verifying eligibility, and ensuring compliance with regulatory requirements. - Greet patients and provide a warm and welcoming environment during the registration process. - Collect and enter patient demographic information accurately into the registration system, including name, address, contact details, and insurance information. - Verify patient insurance coverage, eligibility, and benefits by following established procedures and guidelines. - Provide exceptional customer service to patients, family members, and visitors. - Respond promptly and courteously to inquiries, provide accurate information, and address concerns or complaints in a professional manner. - Assist patients in completing registration forms and explain the registration process. Qualifications - High School Diploma or Equivalent required - Experience in patient registration, customer service, or a related healthcare administrative role. 1-2 years preferred Requirements - M-F Eastern Business hours required for remote role; hours range between 8AM-6PM EST - A quiet, secure, stable, HIPAA-compliant workstation is required. Benefits At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. Company Description Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.

View details: Registration Services Representative

United States

$18 - $25 / hour

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