Level Group Ltd.

Client Services Representative

• Support the Account Manager and client service team with clients’ financial, administrative, and business management needs
• Communicate with clients, teams, vendors, and partners
• Coordinate scheduling, calls, meetings, and client requests
• Compile reports, updates, and documentation
• Gather data on tour results, cash flow, and tax outcomes
• Maintain records of contracts, insurance policies, compliance documents, and renewals
• Support healthcare enrollment and business filings
• Maintain bookkeeping records, reconciliations, and account workbooks
• Prepare cash flow projections, payment documentation, tax workpapers, and audit materials
• Prepare client payments including checks, wires, ACH transfers, and credit card transactions
• Track accounts payable/receivable, invoices, commissions, and disbursements
• Monitor bank activity, balances, deposits, and discrepancies
• Coordinate with Tour, Personal Services, Royalties, Tax, and Payroll departments
• Draft correspondence, reports, and documentation
• Maintain systems, databases, and records
• Support client, vendor, and staff onboarding and offboarding
• Track assignments, workload prioritization, deadlines, and deliverables
• Prepare meeting agendas, document notes, and track action items
• Support team efficiency, standardization, onboarding, training, and operational improvements

Assistant Account Manager, Client Services – Level Group