client services manager

JPMorganChase

<div>JOB DESCRIPTION 
Join a team where your expertise shapes the future of client service in payments. You&rsquo;ll have the opportunity to build lasting relationships with leading corporations and drive impactful solutions. Grow your career in a collaborative environment that values your skills and encourages innovation. Experience professional development and mobility while making a difference for our clients. Be part of a culture that celebrates diverse perspectives and empowers you to excel.
As a Client Services Manager - Vice President within the Payment Client Service Account Management team, you will be the trusted advisor for our most valued clients. You will work closely with large corporate and multinational organizations, ensuring their banking needs are met with excellence. You will foster strong partnerships, deliver tailored solutions, and champion transformation initiatives that enhance client experience. Your work will directly impact our clients&rsquo; success and contribute to the growth of our business. Join us to collaborate, innovate, and make a meaningful difference every day.
Job responsibilities<ul>
<li>Manage relationships with top-tier corporate and multinational clients, supporting their banking needs</li>
<li>Serve as the single point of contact for client escalations and ensure seamless service coverage</li>
<li>Visit clients regularly to identify opportunities for product adoption and growth</li>
<li>Lead service review meetings and resolve complex client inquiries</li>
<li>Support transformation initiatives to enhance client experience</li>
<li>Track regulatory changes and proactively guide clients to compliance</li>
<li>Monitor key performance indicators, metrics, and business objectives</li>
<li>Partner with relationship managers and sales teams to deliver exceptional client service</li>
<li>Collaborate with sales teams to identify and pursue new business opportunities</li>
<li>Share market and regulatory updates, promoting digitization and new product offerings</li>
<li>Direct client requests or refer to appropriate execution teams for resolution</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Bachelor's Degree</li>
<li>At least 8 years of work experience with at least 4 years in Client Service or Sales/Relationship Management related roles</li>
<li>Strong understanding of Global Cash Management products
</li><li>Prior experience working with large corporate and multinational organizations</li>
<li>Strong understanding of global cash management products</li>
<li>Knowledge of clearing processes including Real Time Gross Settlement (RTGS), National Electronic Funds Transfer (NEFT), National Automated Clearing House (NACH), Society for Worldwide Interbank Financial Telecommunication (SWIFT), Immediate Payment Service (IMPS), Clearing House Interbank Payments System (CHIPS), Federal Reserve, and other currency clearing systems</li>
<li>Excellent interpersonal and relationship management skills</li>
<li>Ability to work independently and deliver results</li></ul>
Preferred qualifications, capabilities, and skills<ul>
<li>Postgraduate degree will be an advantage</li>
<li>Proven track record in driving client satisfaction and business growth</li>
<li>Experience in leading transformation or digitization initiatives</li>
<li>Strong analytical and problem-solving skills</li></ul>
ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Payment - Client Services Manager - Vice President

NICE Actimize

<div><div>At NiCE, we don&rsquo;t limit our challenges. We challenge our limits. Always. We&rsquo;re ambitious. We&rsquo;re game changers. And we play to win. We set the highest standards and execute beyond them. And if you&rsquo;re like us, we can offer you the ultimate career opportunity that will light a fire within you.</div><div> 

So, what&rsquo;s the role all about?

As a Specialist Client Services Project Manager, you will be responsible for overseeing multiple projects and initiatives that support the organization's strategic goals. You will work closely with cross-functional teams to ensure successful project execution, on-time delivery, and adherence to quality standards.

How will you make an impact?
<ul>
<li>Overall responsibility throughout the project lifecycle including requirements definition, business analysis, design, implementation, testing and deployment</li>
<li>Manage all project tasks including schedules, budgets, and resources, to ensure that quality solutions are delivered within time and cost constraints, Build and manage client relationships</li>
<li>Mentor staff with a hands-on approach and foster a learning and growth environment</li>
<li>Actively transform business requirements into creative business solutions using existing products and new ideas that demonstrate out-of-the-box thinking</li>
<li>Prepare project status reports and presentations to keep management, customers and others informed of the project status and issues</li>
<li>Handles customer escalation and provides corrective actions plan</li>
<li>Maintain contact and communication with customer, internal team members, stake holders, and other participants to ensure on time completion of project delivery up to client expectations.</li>
<li>Identify project priority conflicts and report any issues affecting overall project delivery</li>
<li>Coordinate with various groups in NiCE across locations to ensure success of the Program</li>
<li>Work as a key interface point for business stakeholders, project teams and the GTC team to identify, discuss and resolve any issues related to delivery.</li>
<li>Communicate program status to stake holders and executives</li>
<li>Plan for project contingencies and anticipate variations that may affect resources, successful implementation</li>
</ul>
Have you got what it takes?
<ul>
<li>Minimum 8+ years, hands-on, technology experience &ndash; A MUST</li>
<li>Minimum 7 years project management experience for in the software/IT industry</li>
<li>Fluent in English (writing and speaking)</li>
<li>PMP or Prince2 certification</li>
<li>BA degree or equivalent</li>
<li>Proven experience managing several major projects involving diverse operations and technology groups</li>
<li>Strong problem-solving skills</li>
<li>Proven ability to negotiate and influence business decisions and directions</li>
<li>Excellent organizational, customer service and people skills</li>
<li>Excellent problem-solving skills</li>
<li> Ability to meet deadline</li>
</ul>
You will have an advantage if you also have:
<ul>
<li>Financial securities industry experience including Risk Management, Compliance, AML- HUGE PLUS</li>
<li>Experience working with Waterfall/Agile methodologies</li>
<li>Experience with Onsite and offshore delivery model</li>
</ul>
What&rsquo;s in it for you?

Join an ever-growing, market disrupting, global company where the teams &ndash; comprised of the best of the best &ndash; work in a fast-paced, collaborative, and creative environment! As the market leader, every day at NiCE is a chance to learn and grow, and there are endless internal career opportunities across multiple roles, disciplines, domains, and locations. If you are passionate, innovative, and excited to constantly raise the bar, you may just be our next NiCEr!

 Enjoy NiCE-FLEX!

At NiCE, we work according to the NiCE-FLEX hybrid model, which enables maximum flexibility: 2 days working from the office and 3 days of remote work, each week. Naturally, office days focus on face-to-face meetings, where teamwork and collaborative thinking generate innovation, new ideas, and a vibrant, interactive atmosphere. 


Requisition ID: 8704

Reporting into: Tech Manager

Role Type: Individual Contributor 

</div><div>
About NiCE
NICE Ltd. (NASDAQ: NICE) software products are used by 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime and ensure public safety. Every day, NiCE software manages more than 120 million customer interactions and monitors 3+ billion financial transactions.
Known as an innovation powerhouse that excels in AI, cloud and digital, NiCE is consistently recognized as the market leader in its domains, with over 8,500 employees across 30+ countries.
NiCE is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, marital status, ancestry, neurotype, physical or mental disability, veteran status, gender identity, sexual orientation or any other category protected by law.</div></div>

Specialist Client Services Project Manager (AI)

Bonhams

<div>About Bonhams

Bonhams is a global auction house with an 18th century heritage poised for transformative change. Our global operations are based in London, Paris, New York, Los Angeles and Hong Kong where we sell in over 60 categories, including motor cars, paintings, jewelry, and entertainment memorabilia. 


Our employees are passionate about their work, and we pride ourselves on a bespoke approach that aims to make every client feel important. It is an exciting time for our business and our global leadership team of art world professionals are now ready to for a People focused team to help them develop their talent strategy, strengthen our people brand globally, build organizational capability and drive process improvement. 


Bonhams is an Equal Opportunity Employer. As part of our commitment to fight for equality, we work to ensure a fair and consistent interview process. We celebrate diversity and we are committed to an inclusive work environment. 

About the Role

The Post Sale Manager, West Coast is responsible for overseeing the post-auction experience for buyers in Los Angeles sales, ensuring clients receive exceptional service throughout the process. Reporting to the Head of Client Services, US, and serving as a key member of the Client Services team, the Post Sale Manager, West Coast, empowers the broader team with the knowledge and confidence to guide clients through every step of the post-sale journey&ndash;from invoicing to collection and shipping. As the primary point of contact for post-sale issues, escalations, and hands-on client support, the Post Sale Manager, West Coast is readily available to assist both colleagues and Bonhams clients. 
In addition to day-to-day management, the Post Sale Manager acts as the voice of the client within the business &ndash; drawing on first-hand interactions, survey feedback, and client KPI scoring to assess the effectiveness of the post-sale journey and advocate for continuous improvement. They are responsible for identifying trends, sharing feedback with relevant departments, and working toward long-term solutions that enhance the overall client experience. 

As a member of the Client Services department, the Post Sale Manager is also expected to support the team's core functions as needed, under the direction of local Supervisors and the Head of Client Services, US. 


Key Tasks and Responsibilities
<ul>
<li>Oversee the end-to-end post-sale process for auctions in Los Angeles, including invoicing, payment, property release, and shipping coordination</li>
<li>Partner with the Post Sale Manager, East Coast to ensure processes are aligned across U.S. offices; provide support to the New York and Massachusetts teams as needed 
</li>
<li>Collaborate with the Post Sale Manager, East Coast to educate and support Client Services team members, equipping them with the tools, resources, and knowledge to confidently assist clients post-sale</li>
<li>Create and maintain documentation (e.g., FAQs, workflows, training materials) that improve consistency and transparency in the post-sale experience</li>
<li>Provide hands-on support to high-value clients and ensure smooth transactions post-auction, coordinating with departments such as Specialists, Shipping, Operations, and Finance</li>
<li>Champion shipping process improvements, working closely with Bonhams&rsquo; external shipping partner to ensure service standards exceed both client and business expectations</li>
<li>Maintain in-depth knowledge of domestic and international shipping processes, including quoting, tax considerations, export licensing, and U.S. customs compliance</li>
<li>Monitor and analyze client feedback (via surveys, NPS/KPI scores, and direct interactions) to identify patterns and areas for improvement</li>
<li>Collaborate cross-functionally with other departments to address systemic issues in the post-sale process and propose long-term solutions</li>
<li>Lead post-sale review meetings with Los Angeles Specialist departments, Client Services, and Credit Control to identify key buyers requiring additional support and coordinate follow-up actions as needed</li>
<li>Track and report on post-sale performance metrics, including payment timelines, property release rates, and client satisfaction data</li>
<li>Represent the client&rsquo;s voice internally, advocating for a seamless and client-centric experience at every touchpoint</li>
<li>Support general Client Services operations during peak periods or as needed, under the direction of local Supervisors and the Head of Client Services, US</li></ul> 


Qualifications and Skills 
<ul><li>Minimum of five (5) years of experience in client service, post-sale operations, or logistics in a luxury, art, or auction environment</li>
<li>Strong understanding of invoicing, compliance, and shipping procedures, preferably in an auction house or gallery context</li>
<li>Familiarity with shipping logistics, including quoting, tax implications, export licensing, and U.S. customs compliance, with familiarity in best practices for packing and transporting fine art and collectible objects</li>
<li>Experience managing escalations and resolving complex customer service issues with tact and professionalism</li>
<li>Client-first mindset with exceptional interpersonal and communication skills</li>
<li>Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting</li>
<li>Comfortable analyzing data and client feedback to identify opportunities for change</li>
<li>Adept at using CRM systems, inventory databases, and workflow tools</li></ul> 


What We Offer

In addition to an active and progressive work environment, Bonhams offers a competitive benefits package to encourage work/life balance, including:
<ul>
<li>Excellent medical, dental and vision insurance &ndash; HMO, EPO, PPO with FSA and HSA
</li><li>20 days paid time off (PTO)</li>
<li>12 paid holidays and holiday break from Christmas to New Years Day</li>
<li>16 weeks fully paid parental leave and flexible work arrangements</li>
<li>401(k) retirement plan with company contribution</li>
<li>Life insurance with AD &amp; D</li>
<li>Short- and long-term disability</li>
<li>Paid cellphone and data service</li>
<li>Professional development: tuition reimbursement and free online training library</li>
<li>Commuter benefits (transit and parking)</li>
<li>Employee assistance program (EAP)</li>
<li>Onboarding buddy: 90 day mentor to welcome and orient new joiners</li>
<li>Employee resource groups: social club, diversity committee, mentorship program</li>
<li>Sponsored socials: annual staff art exhibition, annual summer and holiday parties, monthly snacks and treats</li></ul> 


Applicants who best match the position needs will be contacted. 


Bonhams participates in E-Verify.</div>

Post Sale Manager, West Coast

<div>About Bonhams

Bonhams is a global auction house with an 18th century heritage poised for transformative change. Our global operations are based in London, Paris, New York, Los Angeles and Hong Kong where we sell in over 60 categories, including motor cars, paintings, jewelry, and entertainment memorabilia. 


Our employees are passionate about their work, and we pride ourselves on a bespoke approach that aims to make every client feel important. It is an exciting time for our business and our global leadership team of art world professionals are now ready to for a People focused team to help them develop their talent strategy, strengthen our people brand globally, build organizational capability and drive process improvement. 


Bonhams is an Equal Opportunity Employer. As part of our commitment to fight for equality, we work to ensure a fair and consistent interview process. We celebrate diversity and we are committed to an inclusive work environment. 

About the Role

The Post Sale Manager, East Coast is responsible for overseeing the post-auction experience for buyers in New York and Massachusetts sales, ensuring clients receive exceptional service throughout the process. Reporting to the Head of Client Services, US, and serving as a key member of the Client Services team, the Post Sale Manager, East Coast, empowers the broader team with the knowledge and confidence to guide clients through every step of the post-sale journey &ndash; from invoicing to collection and shipping. As the primary point of contact for post-sale issues, escalations, and hands-on client support, the Post Sale Manager, East Coast is readily available to assist both colleagues and Bonhams clients. 
In addition to day-to-day management, the Post Sale Manager acts as the voice of the client within the business &ndash; drawing on first-hand interactions, survey feedback, and client KPI scoring to assess the effectiveness of the post-sale journey and advocate for continuous improvement. They are responsible for identifying trends, sharing feedback with relevant departments, and working toward long-term solutions that enhance the overall client experience. 

As a member of the Client Services department, the Post Sale Manager is also expected to support the team's core functions as needed, under the direction of local Supervisors and the Head of Client Services, US. 


Key Tasks and Responsibilities
<ul>
<li>Oversee the end-to-end post-sale process for auctions in New York and Massachusetts, including invoicing, payment, property release, and shipping coordination</li>
<li>Partner with the Post Sale Manager, West Coast to ensure processes are aligned across U.S. offices; provide support to the Los Angeles and San Francisco teams as needed 
</li>
<li>Collaborate with the Post Sale Manager, West Coast to educate and support Client Services team members, equipping them with the tools, resources, and knowledge to confidently assist clients post-sale</li>
<li>Create and maintain documentation (e.g., FAQs, workflows, training materials) that improve consistency and transparency in the post-sale experience</li>
<li>Provide hands-on support to high-value clients and ensure smooth transactions post-auction, coordinating with departments such as Specialists, Shipping, Operations, and Finance</li>
<li>Champion shipping process improvements, working closely with Bonhams&rsquo; external shipping partner to ensure service standards exceed both client and business expectations</li>
<li>Maintain in-depth knowledge of domestic and international shipping processes, including quoting, tax considerations, export licensing, and U.S. customs compliance</li>
<li>Monitor and analyze client feedback (via surveys, NPS/KPI scores, and direct interactions) to identify patterns and areas for improvement</li>
<li>Collaborate cross-functionally with other departments to address systemic issues in the post-sale process and propose long-term solutions</li>
<li>Lead post-sale review meetings with New York and Massachusetts Specialist departments, Client Services, and Credit Control to identify key buyers requiring additional support and coordinate follow-up actions as needed</li>
<li>Track and report on post-sale performance metrics, including payment timelines, property release rates, and client satisfaction data</li>
<li>Represent the client&rsquo;s voice internally, advocating for a seamless and client-centric experience at every touchpoint</li>
<li>Support general Client Services operations during peak periods or as needed, under the direction of local Supervisors and the Head of Client Services, US</li></ul> 


Qualifications and Skills 
<ul><li>Minimum of five (5) years of experience in client service, post-sale operations, or logistics in a luxury, art, or auction environment</li>
<li>Strong understanding of invoicing, compliance, and shipping procedures, preferably in an auction house or gallery context</li>
<li>Familiarity with shipping logistics, including quoting, tax implications, export licensing, and U.S. customs compliance, with familiarity in best practices for packing and transporting fine art and collectible objects</li>
<li>Experience managing escalations and resolving complex customer service issues with tact and professionalism</li>
<li>Client-first mindset with exceptional interpersonal and communication skills</li>
<li>Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting</li>
<li>Comfortable analyzing data and client feedback to identify opportunities for change</li>
<li>Adept at using CRM systems, inventory databases, and workflow tools</li></ul> 


What We Offer

In addition to an active and progressive work environment, Bonhams offers a competitive benefits package to encourage work/life balance, including:
<ul>
<li>Excellent medical, dental and vision insurance &ndash; HMO, EPO, PPO with FSA and HSA
</li><li>20 days paid time off (PTO)</li>
<li>12 paid holidays and holiday break from Christmas to New Years Day</li>
<li>16 weeks fully paid parental leave and flexible work arrangements</li>
<li>401(k) retirement plan with company contribution</li>
<li>Life insurance with AD &amp; D</li>
<li>Short- and long-term disability</li>
<li>Paid cellphone and data service</li>
<li>Professional development: tuition reimbursement and free online training library</li>
<li>Commuter benefits (transit and parking)</li>
<li>Employee assistance program (EAP)</li>
<li>Onboarding buddy: 90 day mentor to welcome and orient new joiners</li>
<li>Employee resource groups: social club, diversity committee, mentorship program</li>
<li>Sponsored socials: annual staff art exhibition, annual summer and holiday parties, monthly snacks and treats</li></ul> 


Applicants who best match the position needs will be contacted. 


Bonhams participates in E-Verify.</div>

Post Sale Manager, East Coast

HOF Immigration Services

Position Overview: HOF Migration is seeking a detail-oriented, client-focused, and highly communicative Case Manager to oversee and manage the end-to-end immigration process for our clients. The Case Manager will act as the primary point of contact, ensuring all communication with clients is clear, timely, and professional while their applications are handled efficiently, accurately, and in compliance with immigration laws and regulations.Key Responsibilities:<ul><li>Manage client cases from initiation to completion, ensuring smooth processing of applications.</li><li>Serve as the main communication channel for clients, providing clear updates, guidance, and reassurance throughout the process.</li><li>Provide detailed instructions to clients regarding required documentation, timelines, and immigration procedures.</li><li>Coordinate with legal teams, consultants, and government authorities, maintaining professional communication at all levels.</li><li>Maintain accurate case records, databases, and client files.</li><li>Track deadlines and follow up proactively with clients to collect missing information or documents.</li><li>Conduct regular case reviews and updates to ensure compliance with internal policies and external requirements.</li><li>Communicate effectively with internal teams to improve processes and ensure high-quality client service.</li><li>Stay up to date with immigration regulations, policies, and procedures, and communicate relevant updates to clients and colleagues.</li></ul>Qualifications &amp; Skills:<ul><li>Prior experience in immigration services, legal case management, or client services is an advantage.</li><li>Strong communication skills (verbal and written) with the ability to explain complex information in a clear and professional manner.</li><li>Excellent organizational and time-management skills with the ability to handle multiple cases simultaneously.</li><li>Proficiency in MS Office and case management software (experience with CRM systems is a plus).</li><li>High attention to detail and ability to work under pressure.</li><li>Client-focused mindset with an empathetic and professional approach.</li></ul>Core Soft Skills &amp; Competencies:<ul><li>Exceptional interpersonal and relationship-building skills.</li><li>Active listening and empathy to understand client needs and concerns.</li><li>Problem-solving and conflict-resolution abilities.</li><li>Patience, adaptability, and resilience in challenging situations.</li><li>Strong teamwork and collaboration skills.</li><li>Professionalism and cultural sensitivity when dealing with diverse clients.</li></ul>What We Offer:<ul><li>A dynamic and supportive work environment.</li><li>Opportunities for professional growth and learning in the field of migration.</li><li>Competitive salary and benefits package.</li></ul>Job Type: Full-timePay: Rs70,000.00 - Rs100,000.00 per month

Case Manager

Creative Collaborations Inc

Creative Collaborations is searching for motivated individuals to join our growing Client Account Management team! Our team's commitment to excellence in customer service and sales support has allowed us to partner with one of the largest telecommunications companies in the nation. As a growing client services leader in the Durham area, we are seeking solution-oriented individuals with a passion for delivering exceptional customer service, stellar sales support, and long-term client satisfaction.As a Client Account Manager with Creative Collaborations, you will be responsible for providing a positive and insightful experience for all clients. This includes offering hands-on customer service, consultative sales support, and consistent communication before, during, and after point of sales. You will take ownership of a portfolio of client accounts, managing interactions and records every step of the way to ensure seamless customer experiences that create lasting brand impressions. Client Account Managers will utilize their strong problem-solving, sales, and communication abilities to expand our client service and marketing efforts.Client Account Manager Requirements:<ul><li>Ability to assess customer needs through active listening and face-to-face client engagement</li><li>Build and maintain client relationships by utilizing a direct and needs-based sales approach</li><li>Review new and existing service plans, demonstrating expert knowledge of products and services in order to offer tailored service solutions</li><li>Accurately record all client interactions, keeping a detailed report of client inquiries, questions, complaints, and feedback</li><li>Assist clients throughout their installation process and beyond the point of sales to ensure long term customer satisfaction and retention</li></ul>What We Offer Client Account Managers:<ul><li>Extensive training and ongoing education opportunities to refine and develop essential skills for long-term success</li><li>Engagement in charitable and community-based events</li><li>Collaborative and friendly work environment</li><li>Opportunity to make a meaningful impact on members of the local community</li></ul>Entry Level Qualifications:<ul><li>High School Diploma or equivalent</li><li>Commitment to client success and solution oriented mindset</li><li>Background in client-facing industries such as retail, sales, restaurant, or hospitality service-related fields</li><li>Adaptability to diverse groups of individuals</li><li>Ability to work flexible hours, including weekends and evenings</li></ul>Job Type: Full-timePay: $48,500.00 - $56,000.00 per yearWork Location: In person

Client Account Manager

<div><div>ADP is hiring a Client Service Manager III. In this position you will be responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Manager is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements. The Client Service Manager ensures the delivery of optimal service, client satisfaction and client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention. CLIENT SERVICE MANAGER IS REQUIRED TO MAINTAIN ACCURATE RECORDS OF ALL CALLS, Emails, CORRESPONDANCE AND CLIENT VISITS IN ADP CLIENT RELATIONSHIP MANAGEMENT SYSTEMS. CONTINUALLY DEVELOPS AND MAINTAINS PRODUCT, INDUSTRY AND SYSTEMS KNOWLEDGE AND SKILLS 
 
At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP. 
 
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility. 
 
RESPONSIBILITIES:</div>
<div><ul><li>Proactively discuss and/or support products and services, and plan design with plan sponsors.</li>
<li>Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.</li>
<li>Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.</li>
<li>Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.</li>
<li>Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.</li>
<li>Request employee education workshops and literature</li>
<li>Conduct and/or support in-person Annual Plan</li>
<li>Reviews for all plans with assets greater than $10m.</li>
<li>Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.</li>
<li>Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.</li>
<li>Communicate and/or support compliance testing results and recommend options to improve results (if necessary).</li>
<li>Monitor plan documents for adherence to applicable rules and regulations.</li>
<li>Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.</li>
<li>Monitor profitability of clients and recommend appropriate revenue generating products and services.</li>
<li>Proactively seek out and/or support additional revenue opportunities such as M-A activity or payroll additions.</li>
<li>Provides mentoring - constructive feedback to new associates on a consistent basis.</li>
<li>Effectively handles escalated calls.</li>
<li>Assists in phone monitoring duties.</li>
<li>Proactively assists with critical clients.</li>
<li>Coordinates and peer reviews plan changes and acquisitions.</li>
<li>Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.</li>
<li>Takes part in disaster recovery testing and provides feedback on system enhancements</li>
<li>Performs other related duties as assigned.</li>
</ul>QUALIFICATIONS REQUIRED:</div>
<div><ul><li>3 to 5 Years of Directly Related Experience</li>
<li>Bachelor's Degree or its equivalent in education and experience</li>
</ul></div><div>PREFERRED QUALIFICATIONS:Preference will be given to candidates who have the following:
<div><ul><li>ASPPA QKA PREFERRED</li>
<li>Minimum of 2 years of successful experience as a Client Service Manager II (or equivalent DC plan administration experience).</li>
<li>Demonstrates strong oral/written communication skills.</li>
<li>Demonstrates strong listening skills.</li>
<li>Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc)</li>
<li>Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify).</li>
<li>Proficiency in using payroll and recordkeeping systems</li>
<li>Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.</li>
<li>Proven relationship-building skills.</li>
<li>Strong time-mgmt, organization and problem solving skills.</li>
<li>Demonstrates strong presentation skills.</li>
<li>Ability to coordinate and take the lead on conference calls.</li>
<li>Ability to gauge client satisfaction through scheduled surveys, client visits and day-to-day interaction.</li>
</ul></div></div>A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion &amp; Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP&rsquo;s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP&rsquo;s culture and our full set of values.</div>

Client Service Manager III

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