Client Service Job Description

Client Service Job Description

161 votes for Client Service
Client service provides assistance in all dining functions as directed/instructed by the manager or supervisor, in accordance with the facility's policies and procedures, federal, state and local standards, guidelines and regulations.

Client Service Duties & Responsibilities

To write an effective client service job description, begin by listing detailed duties, responsibilities and expectations. We have included client service job description templates that you can modify and use.

Sample responsibilities for this position include:

Liase with stakeholders including but not limited to Clients, Sales / trading teams, GFX Operations staff and Management in New York, London and GSC, OCRM
Support your Line Manager and the GFX Client Service team, on various strategic initiatives, be accountable and take ownership
Improve communication between Operations and our key stakeholders
Follows-through on all critical inter-departmental escalations (operations, implementation, tax, banking, ), to insure clients are retained
Assist in creating customized exhibits and charts for investment manager clients
Interacting with the AS Client Service team and members of our Operations departments
Provide pro-active support on day-to-day tasks that allows individuals and/or team members supported, the department, to conduct business in a professional organized manner
Attend to PRA duties (iMX validations, capture of limits, ) in PRA's absence
Manage team absences due to leave, studies
Serve as back-up for senior team members (Senior Client Executives) including direct client interaction via email, telephone and in person

Client Service Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service

List any licenses or certifications required by the position: ITIL, PCP, SITA, APA, CISSP, CPM, OS, CCTS, GMS, CISM

Education for Client Service

Typically a job would require a certain level of education.

Employers hiring for the client service job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Business, Management, Education, Finance, Social Services, Nursing, Associates, Accounting, Financial Services, Communication

Skills for Client Service

Desired skills for client service include:

Policies & procedures and HIPAA regulations and to complete work in compliance of these and other standards
Release of Information standards
Current state laws regarding fee structure
HIPAA regulations facility policies and procedures in regards to release of information
Safety procedures to ensuring a safe work environment and reports safety concerns to Supervisor
Financial services industry
Products and solutions

Desired experience for client service includes:

1-2 years clerical-related industry experience
Knowledge and strong focus on processes for providing exemplary customer service
Ability to work on multiple projects and task
Monitoring root cause / repeat errors, implementing pro-active solutions to avoid recurrence
Assist Onshore client services with any high profile initiatives such as Client Efficiency score-card and Client Efficiency Analysis
Development and Production of MI using in house applications and tools

Client Service Examples


Client Service Job Description

Job Description Example
Our growing company is looking to fill the role of client service. 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 service
  • Facilitate cash movements with client portfolios
  • Ensures that all paperwork, policy and procedures have been adhered to in order to satisfy compliance requirements
  • Assist clients with reconciliation and problem resolution
  • Develop Goal Based Financial Plans (Money Guide Pro and eMoney)
  • Support client communications (e.g., newsletters)
  • Participate in client/auditor conference calls
  • Coordinate plan document work requested for DC Department
  • Support the team’s senior professionals in all aspects of client servicing
  • Support activities related to performance reporting and performance analysis
  • Tasks include, but are not limited to, writing market and performance commentary, reporting, content creation
Qualifications for client service
  • Ability to improve processes to enhance the client experience
  • 2+ years of office work experience
  • Strong track record of sales history - Significant experience with Enterprise Architecture (definition is inclusive of Business, Information, and Technology Architectures)
  • Familiarity with standard enterprise architecture methodologies
  • Strong consultancy skills are a must for this position
  • Support overall team with data gathering and editorial assistance

Client Service Job Description

Job Description Example
Our growing company is looking for a client service. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service
  • Processes and tracks all client business
  • Prepares documentation and reports for client meetings and provides follow-up after client meetings
  • Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and updating the practice website
  • Coordinates and manages special projects for various areas of the Company
  • Prepare and complete required paperwork for account set-up and account transfers
  • Provide continuous follow-up with external companies for new business transactions throughout the transition
  • Manage various practice reports that track new business
  • Complete follow-up from advisor meetings
  • Handle client mail and process checks, as needed
  • Accompany Client Service Teams to present at Client meetings as requested
Qualifications for client service
  • MUST have two or more years of related work experience in financial services and client service
  • Bachelor’s degree in business, finance or accounting (optional)
  • 2+ years of office work experience (optional)
  • Premium allocations
  • Policy and endorsement checking and processing
  • Utilize WillPLACE

Client Service Job Description

Job Description Example
Our company is searching for experienced candidates for the position of client service. 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 service
  • Maintains performance standards and expectations while contributing to department initiatives
  • Completes necessary training and keeps up-to-date on changes in processes or information necessary to do the job
  • Identifies opportunities and issues to ensure continuous improvement
  • Collaborates with other team members to achieve appropriate resolutions
  • Primary focus of role is marketing and business development
  • Utilizes strong interpersonal skills while screening new client prospects, developed through leads, referrals, and cold calling to determine suitability for addition to group
  • Research and documentation of potential client prospects and money in motion
  • Greets all customers and guests upon entering Design Center and provides appropriate assistance
  • Learns and uses language of design and home furnishings to assist clients in getting oriented to the store
  • If Design Consultant is not available, provides customer service by directing clients on a tour of Design Center, reviewing style book, lifestyle projections, and/or booking appointment with a Design Consultant
Qualifications for client service
  • Bachelor’s degree and completion of the CSC and CPH
  • Fluent in English and French, both oral and written
  • Bachelor’s Degree Insurance/Risk Management preferred
  • Minimum of a BA/BS degree or experience greater than 4 years
  • Analytical ability, initiative and persistence
  • 3+ years in a similar role (including creating recommendations and providing advice)

Client Service Job Description

Job Description Example
Our innovative and growing company is hiring for a client service. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service
  • Schedules appointments for design team members
  • Assists design consultants and Design Center Managers with general administrative and clerical duties required for daily function of business
  • Updates master and design center price pages and product books
  • Organizes client project information
  • Follows up as necessary to insure timely and appropriate customer service to staff members and clients
  • Communicate effectively with internal and external customers by identifying customer's expectations and develop a strong working relationship
  • Market company products and services supporting the Total Retirement Suite strategy
  • Anticipate, quickly recognize, and research unusual or complex situations independently
  • Responsible for processing customers’ orders received via phone, e-mail, online, and/or facsimile
  • Resolve customer requests, questions and complaints by analyzing situations to determine best use of resources
Qualifications for client service
  • Bachelor's Degree required with an insurance related degree a plus
  • Florida State Life and Health Insurance license required
  • 3+ years of Employee Benefits insurance experience preferred
  • A minimum of 3 years leadership experience in a client centric role (luxury retail experience is advantageous)
  • 3-5 years insurance industry experience related to servicing accounts along with handling of national accounts in constrution and real estate a plus
  • Property & Casualty (P&C) insurance knowledge/experience is strongly preferred

Client Service Job Description

Job Description Example
Our company is hiring for a client service. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service
  • Serve as liaison between the customer and various departments/vendors
  • Assist with the set up of new accounts, maintain records, prepare reports, complete special assignments and related clerical duties
  • Work closely with outside sales representatives to build and maintain relationships with customers by assisting with orders, pricing, terms, new leads, and problem solving
  • Evaluates and recommends distribution channels for advertising programs
  • Monitor competitors’ marketing activities and techniques
  • Formulates and executes strategic annual marketing plan to achieve firm objectives
  • Plans, implements and oversees local advertising and promotion activities including print, online, electronic media, radio, television and direct mail
  • Organizes, coordinates and attends all marketing events including, but not limited to, seminars, trade shows, tabling events, client appreciation events and dinners
  • Contacts existing clients for advertising marketing events and building client referral and professional alliance databases
  • Generates and maintains prospective client database for direct marketing projects
Qualifications for client service
  • At least 3 to 5 years’ experience in a financial planning, investment, insurance or banking office performing similar work
  • Ability and previous experience in working with clients – finding out what clients need and taking initiative to increase client satisfaction
  • A strong service background with 2 – 3 years of industry experience preferred
  • Series 7 required and Series 63/65 or 66 required
  • Ability to effectively multi-task and function in a high intensity environment
  • Tech Savvy! Strong web-based navigation and Microsoft Office skills

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