Client Services Representative

• Lead and oversee the day-to-day management of the client’s major global sponsorships
• Support the client’s overall sponsorship strategy
• Partner with internal specialty groups to plan and develop client programming supporting partnerships
• Drive cross-functional project management for integrated marketing campaigns and global ways of working
• Craft strategic recommendations rooted in fan passions and aligned with brand initiatives and target audiences
• Lead relationships with sponsorship partners, properties, and vendors as the client’s key day-to-day contact
• Lead delivery, management, and development of sponsorship branding assets and integrations
• Build, manage, and track program budgets for internal and client reporting
• Oversee direct reports and support their career development
• Perform other related duties and projects as assigned
• Travel domestically and internationally, including non-traditional hours, nights, and weekends, to support client programming

Group Account Director, Client Services – Multiple Clients

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manage practice effectively, meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross-serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• May be the internal advisor on technical matters as a Subject Matter Expert
• May be a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

Tax Director – Private Client Services

• Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into the contact manager, building agendas and meeting summaries, escorting clients to advisors, and providing follow-up
• Prepare and ensure successful submission of new business paperwork, including preparing forms, obtaining signatures, sending documentation to the home office, tracking new insurance applications, and coordinating rollovers
• Prepare for and coordinate marketing events, including crafting marketing compliance documentation and managing event marketing reimbursement
• Provide general administrative support, including answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client files, and handling copy and new business correspondence and alerts

Registered Client Service Associate

• Respond to Investment executive and client needs, concerns, and questions
• Follow established policies and procedures to ensure accurate and timely execution around market deadlines
• Assist in the account opening process
• Perform initial checks of paperwork for accuracy and completeness
• Liaise between the investment executive and clearing firm, fund company, and carrier to facilitate uninterrupted transactions
• Maintain electronic client files and documentation on proprietary web-based software
• Provide the highest level of service and responsiveness to customers
• Ensure client satisfaction remains a distinguishing selling point for Osaic Institutions
• Suggest and implement new policies and procedures based on business and regulatory changes