Client Services Representative

• Serve as the primary point of contact for sponsors and advisors for an assigned group of recordkeeping-only plans
• Work with Client Service Managers to provide client service
• Respond to phone calls, emails, and chats from plan sponsors and advisors
• Serve as the subject matter expert for payroll upload inquiries
• Request information from plan sponsors and advisors as needed by other departments
• Obtain missing signatures for plan documents and amendments
• Monitor and proactively communicate annual compliance project needs, deadlines, and filings
• Maintain knowledge of industry trends and legislative/regulatory changes
• Prioritize, research, and resolve client questions related to technology, payroll, and plan matters
• Coordinate with internal and external partners to support operational compliance
• Participate in ongoing retirement-plan training
• Maintain documentation on client projects and responses within JULY’s software
• Complete ad hoc projects and tasks as needed

Client Service Specialist

• Manage onboarding processes for new and renewal Workday Benefit Bridge clients
• Lead implementation, system build-out, and ongoing administration for clients
• Complete initial plan documentation and project management
• Build systems in Sys Admin and manage day-to-day operations
• Work with the Director, ERP Benefits and Deployment, EDI teams, and management to research and resolve issues and escalations
• Serve as liaison between clients and internal stakeholders
• Lead client and carrier calls, follow agendas, and provide meeting minutes and updates
• Analyze escalations, troubleshoot issues, coordinate internal partners, and maintain ownership through resolution
• Build and maintain strong client relationships
• Confirm benefit plan details and system builds with integration partners and clients
• Review business and plan design requirements
• Configure and maintain client-specific benefits within the BHAI platform
• Document and implement client-specific exceptions and customizations
• Collaborate with EDIA on file mapping, field translations, and layout alignment during Workday integration
• Oversee end-to-end EDI testing, including eligibility scenarios, retroactivity, and event-based changes
• Maintain implementation and renewal documentation, checklists, SOPs, and client-specific configurations
• Provide daily implementation and renewal metrics reporting in Smartsheet
• Participate in post-deployment reviews and apply lessons learned
• Identify process improvements, automation opportunities, and functionality enhancements
• Ensure system builds comply with client-specific Requirements Documents
• Maintain ongoing compliance documentation
• Adhere to case-building processes and complete SOC II documentation requirements

Client Services – Activation Lead

• Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver clients an impeccable experience
• Prepare, open and process new client paperwork for account establishment
• Ensure key client information and documentation is up to date
• Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies
• Facilitate money movement requests, account research, data entry, client onboarding/offboarding
• Resolve client issues and process account maintenance requests in a timely manner
• Research information needed to prepare documents for client meetings
• Establish and maintain ongoing relationships with clients
• Provide support functions to various internal teams and work on projects independently

Client Service Associate

• Serve as primary point of contact for a designated book of business and provide service excellence for clients and broker partners
• Handle day-to-day service needs, proactively identify issues, resolve problems and perform root cause analysis
• Coordinate with managers and account managers to meet client needs and avert potential problems
• Attend geographically assigned local market client/broker meetings
• Complete Client Account Support tasks independently and resolve non-routine issues escalated from junior team members
• Build client and broker relationships and identify customer needs
• Make on-site presentations to existing and prospective clients regarding products and client retention
• Apply knowledge of processes, compliance, regulatory requirements, products, benefits, platforms and funding types
• Support the Client Service Operations Lead team by resolving issues or delegating to matrix business partners
• Collaborate with Sales to understand products, benefits and services for sold cases
• Identify risks, diagnose problems, perform root cause analysis, develop proactive solutions and participate in project execution
• Provide subject matter expertise to cross-functional teams and business partners
• Communicate effectively and maintain accuracy under tight time constraints

Client Service Consultant

• 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 advisor meetings, and providing follow-up
• Prepare and submit new business paperwork and documentation to the home office
• Acquire appropriate signatures, track new insurance applications, and coordinate rollovers
• Coordinate marketing events, including organizing events, contacting vendors, finalizing details, preparing marketing compliance documentation, and managing reimbursement
• Provide administrative, reception, and operations support
• Answer advisors’ phones, process expense management reports, prepare routine client correspondence, support closes, and set up client documents, new business correspondence, and alerts

Client Services Representative jobs in Texas

Client Service Specialist

Client Services – Activation Lead

Client Service Associate

Client Service Consultant

Registered Client Service Associate