Client Services Representative

1 month ago


Minneapolis, Minnesota, United States Radius Global Solutions Full time


Position Title: Client Services Representative

FLSA Classification: Non-Exempt

Bonus Eligible: Not Applicable

Reports To: Client Services Manager

Approval or Revision Date: March 2018

Summary

The Client Services Representative will provide day-to-day support to assigned clients, account managers and internal business units. The position will be responsible for all client related reporting, correspondence, documentation, and deliverables. The representative will work with all areas including Operations, IT, HR, QA, Training, Accounting, and Sales. The primary responsibilities will include the management of multiple accounts and providing support to account managers and clients to meet contractual obligations, service levels, revenue goals and profitability.

Essential Functions

  • Provide administrative support to assigned clients and internal account managers.
  • Participate in pre-sales activities including requirements definition, deliverables management and implementation of new business.
  • Manage and coordinate all aspects of client related correspondence.
  • Maintain weekly/monthly productivity reports and consult with account manager on a regular basis to confirm accuracy and maintain timeliness.
  • Coordinate client related requests with all internal business units.
  • Coordinate and consolidate client profiles and satisfaction surveys with account management team to ensure proper forecast of new business, staffing requirements and overall client satisfaction.
  • All other duties as assigned.

Supervisory Responsibilities/Accountabilities

  • This position does not have Supervisory Responsibilities/Accountabilities.

Minimum Qualifications

  • 2yrs experience in Collection field.
  • Must display independent judgment in planning, analysis and decision-making.
  • Adept at using computer office productivity software and various Windows operating systems.
  • Minimum two years of client services experience with proven track record of managing multiple accounts.
  • Must demonstrate understanding of account contracts, reports and client correspondence.
  • Excellent written and oral communication skills.
  • Must be able to interact effectively with all levels of internal and external business units.
  • Must be flexible to operational and client timelines and requirements.
  • Positive attitude, detail oriented and highly motivated coupled with excellent documentation skills.
  • Ability to effectively prioritize and manage resources to meet the needs of multiple concurrent projects.

Working Conditions

  • Work is generally performed within an indoor office environment utilizing standard office equipment.
  • Travel: This position does not normally require overnight travel.

Physical Requirements

  • General office environment physical requirements such as sitting for long periods of time, extensive use of computers and keyboards, lifting of less than 20 pounds.



  • Minneapolis, Minnesota, United States Radius Global Solutions Full time

    Client Services Correspondence RepresentativeFull TimeSUPPORTJacksonville, FL, USRamsey, NJ, USRequisition ID: 2524 Radius Global Solutions is a leading provider of integrated omnichannel customer engagement services and technology.Our executive team has been together since 1995 and continues to expand and advance the company's capabilities. We have 4,000+...


  • Minneapolis, Minnesota, United States DCM Services, LLC Full time

    DescriptionWho are we?DCM Services provides specialized receivable solutions to our clients. Our culture is what sets us apart from other competitors in the industry. We're committed to hiring a diverse workforce to contribute to driving our organization forward. Diversity drives creativity, new ideas, innovation, and industry excellence. We also stress the...


  • Minneapolis, Minnesota, United States Radius Global Solutions Full time

    Position Title: Client Services Account Manager Home Department: Client Services Reports To: VP of Client Services/Director of Client Services Location: Corporate Sites/Remote FLSA Class: Exempt, Full-time Revision Date: 3/18/19 SummaryThe Client Services Account Manager provides support to key clients and serves as the point of contact for company/client...


  • Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? The Client Experience Consultant (CEC) is responsible for delivering comprehensive account servicing in a team-based model for RBC Advantage clients. The CEC will provide sales support, facilitate securities transactions, and deliver financial education, primarily in response to inbound calls. In addition,...

  • Client Engineer

    2 days ago


    Minneapolis, Minnesota, United States Jamf Full time

    At Jamf, people are at the core of everything we do. We do what's right for our customers, our employees, our communities and our world. We take pride in simplifying technology for tens of thousands of customers around the globe and helping organizations succeed with Apple.Jamf offers remote and hybrid positions. Depending upon the role, work in the office,...


  • Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...


  • Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Client Experience Consultant is responsible for delivering comprehensive account servicing in a team-based model for RBC Advantage clients. This role will provide sales support, facilitate securities transactions, and deliver financial education, primarily in response to inbound calls. In addition,...

  • Client Associate

    2 weeks ago


    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Associate

    1 week ago


    Minneapolis, Minnesota, United States RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...


  • Minneapolis, Minnesota, United States Marketing Architects Full time

    ACCOUNT DIRECTOR, CLIENT GROWTHLocation: Remote Can you cut through the noise to identify your client's most important marketing challenges? Can you shape unexpected marketing strategies that will win their heart and outsmart their competition?If you're a born leader who can leverage our services to steer campaigns into new levels of profitability, we've got...


  • Minneapolis, Minnesota, United States Comerica Bank Full time

    Trust Client Assistant, SeniorOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The...


  • Minneapolis, Minnesota, United States Radius Global Solutions Full time

    PositionTitle: Operations Support Representative Business Unit: Operations SupportReports To:Operations Support Manager Location: U.S. FLSAClass :Non-Exempt, Full-time Revision Date: April 2021 SummaryProvide customer service support for client accounts, process incoming mail and accounts to verify that they are workable, document changes. Maintain house...


  • Minneapolis, Minnesota, United States Kognitiv Corporation Full time

    Please note: Our NA business operates on Central time but we are open to candidates in east coast time zones as long as you are able and comfortable to work around Central times now and again What we do: Kognitiv enables leading organizations to form collaborative commerce networks, unearth value for their consumers, and markedly improve returns.Founded in...


  • Minneapolis, Minnesota, United States teamworkonline Full time

    POSITION: Cleaning Services CoordinatorDEPARTMENT: OperationsREPORTS TO: Cleaning Services ManagerFLSA STATUS: Salary, Exempt, Full-TimePosition SummaryThe Cleaning Services Coordinator is responsible for ensuring that all events at U.S. Bank Stadium are cleaned to a first-class standard.Essential Duties & ResponsibilitiesInclude the following. Other duties...


  • Minneapolis, Minnesota, United States Uline Full time

    Minneapolis, MinnesotaSales Account RepresentativeLooking to launch your sales career? Then you belong at Uline As a Sales Account Representative, you'll join an incredible team supported by the best training, tools and products to win in the field every day Uline continues to grow, creating new career opportunities and job stability you can count on. It's...


  • Minneapolis, Minnesota, United States Veolia Water Technologies & Solutions Full time

    Company DescriptionVeolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design and supply a range of water systems, from food and beverage applications to municipal water, to microelectronics ultrapure water and heavy industrial wastewater treatment. We serve more than 50,000 customers worldwide and...


  • Minneapolis, Minnesota, United States Veolia North America Full time

    Company DescriptionVeolia Water Technologies & Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design and supply a range of water systems, from food and beverage applications to municipal water, to microelectronics ultrapure water and heavy industrial wastewater treatment. We serve more than 50,000 customers worldwide and...


  • Minneapolis, Minnesota, United States Blue Star Partners LLC Full time

    **Job Title: Service Design Support** Location: Remote Minneapolis - needs to have the ability to be onsite when neededStart Date: ASAP Duration: 12 MonthsHours/Week: 40 hoursRate: $45-$55/hour based on experienceContract Type: W2 Only (No 1099's or Corp to Corp)The Service Design function ensures that Information Technology and Security Services (IT/IS)...


  • Minneapolis, Minnesota, United States Hennepin County Medical Center Full time

    Hennepin Healthcare is an integrated system of care that includes HCMC, a nationally recognized Level I Adult Trauma Center and Level I Pediatric Trauma Center and acute care hospital, as well as a clinic system with primary care clinics located in Minneapolis and across Hennepin County. The comprehensive healthcare system includes a 473-bed academic medical...


  • Minneapolis, Minnesota, United States Hennepin County Medical Center Full time

    Hennepin Healthcare is an integrated system of care that includes HCMC, a nationally recognized Level I Adult Trauma Center and Level I Pediatric Trauma Center and acute care hospital, as well as a clinic system with primary care clinics located in Minneapolis and across Hennepin County. The comprehensive healthcare system includes a 473-bed academic medical...