Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Client Service Associate managing intake of new clients and allocating service providers in Hybrid remote role. Collaborating and maintaining schedules to ensure service levels are met.
Responsibilities
- Works as part of a team to facilitate the intake of new clients and assignment of clients to service providers
- Ensures service provider's caseload is properly assigned
- Maintains service provider schedules as directed by site program management
- Maintains accurate documentation and communications to clients, service providers, and staff
- Utilizes appropriate customer service and communication skills to obtain information from clients
- Provides work assignments using knowledge of local geography
- Keeps up-to-date with daily changes in client service authorizations and/or care plans
- Reschedules client visits as necessary
- Receives and triages information in accordance with defined timelines
- Enters referral and general information in the client database
- Participates in addressing risk management issues
- Monitors the CellTrak Portal to confirm safety and timely intervention
Requirements
- High School diploma and Office administration certificate or equivalent experience required
- University/college education preferred
- Medical terminology certificate would be an asset
- Proficiency in MS Office programs, including Outlook, faxing software, and database management
- A minimum of 1 year of experience in a scheduling environment preferred
- Experience in a unionized environment considered an asset
- Experience in health care environment preferred
- Previous customer service experience in a contact center environment is considered an asset
- Experience with scheduling software such as Procura an asset
Benefits
- Health benefits
- Wellness programs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.
Client Services Representative responsible for addressing account and transaction inquiries for Moneycorp. Providing exceptional support and communication to enhance customer satisfaction and loyalty.
Senior Specialist at BNY influencing client service through systems integration and business problem - solving. Working with the Salesforce.com ecosystem and guiding less experienced analysts.
Client Services Manager responsible for client account success and campaign performance optimization. Working at Ogury, a global adtech company revolutionizing persona - based strategies.
Client Services Supervisor managing team dynamics while enhancing customer interactions at an independent beauty distributor based in Northbrook, Illinois.