Client Services Representative

• Supervise a team and foster strong client relationships
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
• Serve clients in the financial services sector, including hedge funds, private equity, and other investment-related individuals
• Apply comprehensive knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities
• Deliver tax planning, consulting, and compliance solutions directly to clients
• Review complex tax returns and maintain regular client communication
• Cultivate relationships with clients, staff, and external third-party client vendors
• Train and supervise staff, including reviewing and evaluating their work
• Solicit new client relationships and participate in client/potential client seminars
• Stay current on tax laws, regulations, and accounting standards
• Collaborate with tax professionals to coordinate efforts and ensure effective tax service delivery
• Hold self and direct reports accountable for developmental goals
• Occasional local travel to clients’ locations may be required

Senior Tax Manager – Private Client Services

• Own senior-level client and agency partner relationships beyond day-to-day operations
• Maintain executive- and senior-level relationships to support client retention
• Identify additional opportunities with existing clients
• Assess and manage risk associated with clients and agency partners
• Meet client and EVERSANA INTOUCH goals for account financial health, targets, and objectives
• Lead coordination and development of integrated marketing plans internally and with external agency partners
• Provide thought leadership within EVERSANA INTOUCH and the industry
• Bring new services to clients and communicate the depth of EVERSANA INTOUCH’s offerings
• Model inclusive behaviors and proactively manage bias
• Deliver excellent business results through team efforts
• Perform other duties as assigned

VP, Client Services

• Oversee and manage delivery of client support services
• Ensure high-quality client services through training and supervision
• Build and maintain relationships with partner agencies
• Develop and monitor success metrics, client assessment tools, outcomes recording, caseload management, and priority-setting systems
• Process internal referrals and assign cases to staff
• Monitor Client Support Coordinator caseloads for equity, agency capacity, and balanced responsibilities
• Schedule and run Client Support team meetings
• Participate in hiring staff and relevant interns; supervise interns and volunteers as needed
• Lead assigned staff with the Managing Director; conduct supervision, evaluations, disciplinary actions, terminations, and other personnel actions
• Mentor assigned staff and monitor individual work plans
• Participate in external committees and meetings
• Provide external training for partners and other organizations
• Translate/interpret for clients and attorneys as needed
• Collaborate on special projects supporting client needs and tangible supports
• Manage a small caseload requiring ongoing support with housing, financial assistance, safety planning, and additional resources
• Support Coordinators with emergency cases, coverage, and in-person coverage at the Order of Protection Program
• Support clients through safety planning, information, and advocacy
• Maintain communication with clients across divisions
• Deliver trauma-informed services
• Maintain client files and open/close cases according to agency procedures
• Record client communications in Legal Server
• Connect clients to resources and assist with financial assistance applications
• Assess and refer clients for public benefits enrollment assistance
• Develop training materials and client assessment tools
• Develop and maintain CSC internal and client-facing forms and case filing systems
• Protect confidential information and perform administrative duties as needed

Client Support Manager

• Determine account management strategies related to client service plans
• Manage retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business
• Provide program management for jumbo clients requiring dedicated staff, multiple offices, and complex service models
• Oversee local Client Services staff
• Provide stewardship reporting and educate clients on issues and trends impacting programs
• Conduct pre-renewal visits and review client loss experience and company performance
• Identify potential dissatisfaction before renewal meetings
• Perform client renewals, contract revisions, and Client Service Instruction preparation for complex programs
• Negotiate changes or improvements to service plans
• Reduce process, technology, and resource constraints by directing and influencing internal departments
• Coordinate client invoicing, audits, and accounts receivable follow-up
• Resolve major customer service issues
• Identify and solicit cross-selling opportunities
• Participate in the local insurance community through advanced education and affiliation memberships
• Supervise and direct personnel assigned to multi-Account Representative programs
• Ensure compliance with applicable quality initiatives
• Support quality programs and perform other assigned duties
• Provide leadership, guidance, motivation, personnel administration, hiring, and performance development for assigned colleagues

Workforce Absence Director, Client Services

• Receive shipments of samples
• Unpack sample coolers
• Verify samples against customer paperwork
• Log samples into the company system
• Work in the sample receiving department of an environmental testing laboratory
• Perform work in laboratory and office settings
• Work around chemicals, fumes, gases, noxious odors, and other laboratory-related conditions

Client Services Tech 1

• Deliver domestic and international relocation services to corporate and government clients’ relocating employees through employer-sponsored and direct-to-employee programs
• Administer relocation services according to policy, company processes, procedures, and regulations
• Identify employee needs, refer additional services and support, and cross-sell offerings
• Manage caseloads involving selective assistance relocation programs and services for private-sector corporate and government clients
• Coordinate tasks for policy and entitlements counseling, compensation and expense management, destination services, household goods moves, temporary housing, property management, immigration, rental assistance, marketing assistance, home sale services, and international assignments
• Conduct needs assessments, cost estimates, budget creation, funding requests, and policy or program counseling
• Audit relocation expenses against policies, programs, budgets, Federal Travel Regulations, and Joint Travel Regulations
• Counsel transferees on expense submission, review, and tax assistance benefits
• Act as primary client contact and provide consultative solutions addressing service, cost, budget, funding, and approval objectives
• Place referrals within supplier and preferred networks and identify needs beyond employee-sponsored benefits
• Maintain timely, accurate, and complete records in computer systems while protecting PII and secure information
• Provide mentorship and training to other employees as directed
• Participate in client and business development meetings and presentations
• Achieve performance metrics and influence teammates toward company results
• Use customer feedback and SWOT analysis to improve processes, products, and services
• Build knowledge and skills to improve performance and enhance value
• Communicate clearly with clients, employees, teammates, and stakeholders
• Support strategic development of customer relationships by sharing expertise, leveraging resources, and anticipating needs

Client Services Representative jobs in Illinois

Senior Tax Manager – Private Client Services

VP, Client Services

Client Support Manager

Workforce Absence Director, Client Services

Client Services Tech 1

Associate Client Service Manager