Client Services Job Description
Client services
provides support to the local market finance organization on account analysis and propose accounting adjustments when needed.
Client Services Duties & Responsibilities
To write an effective client services job description, begin by listing detailed duties, responsibilities and expectations. We have included client services job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure that organization positioned for success, including the right tools, processes, and skills
End point engineering and standards (includes desktop, laptop, & mobile)
End point operations & maintenance
IT call center (24x7x365)
Responsible for the delivery of services according to agreed-to service levels as set forth in the service catalog, and act as product owner for said services
Financial responsibility for performance against a $10M budget
Lifecycle management for emerging and obsolete technologies
Resilient, secure designs
Efficiency, self-service, automation, and
User experience improvements
Client Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services
List any licenses or certifications required by the position: ITIL, PMP, OS, D+H, SPHR, PHR, DSE, RRD, CTS, PMI
Education for Client Services
Typically a job would require a certain level of education.
Employers hiring for the client services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Associates, Management, Medical, Marketing, Finance, Leadership Development, Veterinary, Medicine
Skills for Client Services
Desired skills for client services include:
Excel
Word
Outlook
PowerPoint
Microsoft Office
SQL
Finance and tax principles
Fundamental accounting
Internet
Organization
Desired experience for client services includes:
Show strong working knowledge of MS Office product line, ie
1-2 year's supervisory/management a plus
CSR EDI Training
Assist in Gabriel Support
Back-up on Plan-it and Winsales support
Assist in training on Invoice Adjustment process
Client Services Examples
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Client Services Job Description
Job Description Example
Our company is looking for a client services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client services
- Develop strong management team that is prepared for future growth and changing business needs
- Build and maintain relationships with internal clients and support areas with external service and technology providers
- Drive improvement that result in cost competitive and reliable services
- Ensure appropriate asset management of existing and past deployments
- Play a key role in setting direction for CBS’s end point computing landscape and interact with applications developed both within CBS and by external suppliers
- Work in a very professional finance environment
- Handle inbound client calls
- Identify the best solution of customer queries
- Provide basic trouble shooting
- Processing new applications and existing business claims and policy alterations, taking into account varying market specific requirements
Qualifications for client services
- Must deliver exceptional Client Service consistently
- Must be able to execute tasks and meet deadlines
- Spearhead visiting Agencies to foster and maintain better relationships
- Oversee Digital order entry process in Ad Front
- Manage VOD display video and mobile campaigns
- Export first party campaign reporting via Freewheel & Dart
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Client Services Job Description
Job Description Example
Our innovative and growing company is hiring for a client services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services
- Provide excellent customer care to all customers
- Production of high quality and accurate client documentation, in local languages in a timely manner
- Maintaining a professional approach to all duties and maintain client confidentiality
- Taking responsibility for any tasks performed for and on behalf of the department
- Maintaining flexibility within the team, assisting colleagues and other departments where possible and if workloads demand
- Contribute to the team and departmental productivity targets so that the agreed SLA is achieved and a high level of customer service is provided
- Reviews all incoming mail and fax pieces, sorts and distributes to licensed Agents for completion
- Verifies coverage and completes forms required by mortgage companies and other lienholders to verify insurance coverage
- Completes back-office insurance tasks such as abeyance follow up, data entry to complete two-term transactions, re input of data to create a new policy from an old policy
- Processing of all mail/faxes, which do not require giving advice to a client (i.e., holding an insurance license)
Qualifications for client services
- Run reporting via Tram for Sales
- Strong knowledge of internal systems
- Ability to coach, mentor, and motivate team
- Occasional overtime, evening, and weekend and on-call hours will be required based on client/event support requirements
- Apple OSX Yosemite and iOS 8
- Hardware (PC and Apple hardware)
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Client Services Job Description
Job Description Example
Our company is looking to fill the role of client services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services
- Completes special or one-time-only projects as requested by CSC management team members
- Input information on the AS 400 system received from the client via phone, follow-up on outstanding information, mail and fax & email
- Contact our clients via phone or email to follow up or obtain additional information, which do not require giving advice to the client
- Complete mail searches when required
- Additional clerical duties as required
- Works effectively with Digital Project Managers, Creative Production, Quality Assurance and various Technical Support teams to allow campaign work to continue without delay
- Analyzes campaign information and requests provided by Digital Project Managers
- Reviews media plans and 3rd party tracking
- Prepares, organizes and submits “tasks" to be completed by the Creative Production department
- Completes tasks directly when on-going campaign maintenance is needed
Qualifications for client services
- Requires 7 or more years of experience in progressively responsible information technology positions
- Must be a motivated and cohesive team player
- OSX administration (Enterprise Deployment/Admin Level)
- Windows X Administration (Enterprise Deployment/Admin Level)
- VMWare Infrastructure and Services
- Able to effectively articulate a customer support strategy and direction that aligns with the goals of the enterprise
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Client Services Job Description
Job Description Example
Our innovative and growing company is hiring for a client services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services
- Distributes ad tags and works with publishers to successfully launch campaigns
- Performs live testing to insure flawless ad performance
- Assists Digital Project Managers with post-launch reporting analysis and follows up on ad tags that have not been set live
- Order entry – The Client Services Assistant will enter all new job requirements and details in the production system directing all departments on production requirements
- Invoicing – The Client Services Assistant is responsible for prepping all invoices with needed information for the accounting department
- Internal communications – The Client Services Assistant will be responsible for managing details for every assigned task and communicating details to the sales, art department, accounting, management and production floor
- Vendor and Client Communications – The Client Services Assistant will communicate with vendors and clients over email, phone and/or in person
- Ensure all services delivered adhere to established procedures and plan/client requirements
- Proactively contact and communicate with customer
- Develop customer education content
Qualifications for client services
- Human resource management – recruiting, goal setting & performance management, capacity management & delivery execution, and staff development
- Experience in strategic planning, prioritization, solution design, and the development of business cases
- Proven experience managing large scale change management and strategic initiatives across large organizations
- Ability to build partnerships across multiple areas of the company and with external constituents and serve as a bridge between the business and technology organizations
- Continuous improvement record
- Bachelor's Degree preferred, or the equivalent in advanced education and management level experience
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Client Services Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services
- Prepare excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing business
- Create powerpoint presentations for open enrollment and clients meetings
- Assist customers with SoftLayer orientation
- Provide continuous client service and risk management advice
- Strong relationship management skills, with previous experience within a relationship management role
- Relevant experience with an investment bank and/or financial institution
- Able to work to deadlines and deliver accurate and precise information
- Able to demonstrate a good understanding of risk and control
- A strong team player, with the ability to communicate effectively with internal and external clients
- Experienced in regards to legal on-boarding procedures
Qualifications for client services
- Minimum three year’s supervisory experience in a food service setting
- Ability to multi-task and resolve issues with clients and staff quickly
- Must be fluent in Swedish
- Ideally have a 3rd level qualification in a relevant business discipline
- Minimum of 1 years' experience working in financial services, any life insurance experience is highly desirable
- Possess excellent communication (verbal & written) skills