client services specialist

UL Solutions

<div><ul><li>Organize and coordinate assigned client account work in a timely and profitable manner.
</li><li>Collaborate and coordinate with Operations, Support Services, Quality Assurance, Sales, Business Development and other affiliated stakeholders to ensure that clients experience superior service.
</li><li>Prepare client proposals, report specifications, technical information, etc.
</li><li>Provide technical consulting services to clients directly and/or through coordination with internal technical team.
</li><li>Follow up on inquiry calls; respond to specific client inquiries promptly and professionally.
</li><li>Participate in trade shows and technical conferences when necessary.
</li><li>Work with business support to bill clients in a timely, concise, and profitable manner.
</li><li>Provide technical support to in house employees as required.
</li><li>Maintain up to date knowledge of procedures, client requirements, and technical subject matter and utilize that knowledge to provide superior service and manage programs.
</li><li>Read and follow the Underwriters Laboratories Code of Conduct and follow all physical and digital security practices.
</li><li>Performs other duties as directed.</li></ul></div>
 <div><ul><li>General degree or equivalent, plus generally one year of directly related experience.
</li><li>Fresh University degree is also considered.
</li><li>Familiarity with industry associations, technical committees, industry best practice which would add value for client program management.
</li><li>Working knowledge of Word, Excel, Internet, Access, e-mail and other company Software programs (i.e., LIMS, Advantage, etc.).
</li><li>Demonstrated written, oral and interpersonal skills with the ability to effectively communicate with all levels of in-house staff and clients.
</li><li>Must be able to identify problems and offer workable solutions.</li></ul></div>

Client Services Specialist III

Marsh McLennan Agency

<div>Client Specialist &ndash; Employee Health &amp; Benefits
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. The industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health &amp; benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Client Specialist on the Employee Health &amp; Benefits team, you&rsquo;ll support the Client Management team with timely and accurate handling of client accounts, and provide ongoing administrative, marketing and client service support to ensure client needs and expectations are met.
Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:<ul><li>
High School diploma or general education degree</li><li>
1-3 years&rsquo; experience in employee benefits or insurance related company;</li><li>
1-3 years&rsquo; experience in customer service.</li></ul>
These additional qualifications are a plus, but not required to apply:<ul><li>
Some college or higher education preferred</li><li>
Missouri Life &amp; Health license (required within 90 days of hire; company paid)</li></ul>
We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:<ul><li>
Generous time off, including personal and volunteering</li><li>
Tuition reimbursement and professional development opportunities</li><li>
Hybrid work</li><li>
Charitable contribution match programs</li><li>
Stock purchase opportunities</li></ul>
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:<ul><li>
Instagram</li><li>
Facebook</li><li>
X</li><li>
LinkedIn</li></ul>
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAUMW
#LI-Hybrid
#MMAEHB</div>

Client Specialist – Employee Health & Benefits

Paper Works Printers

Please Read The Job Description Carefully Before Applying. This Job is Not Related To Accounts and Finance Department.Job SummaryWe are seeking a detail-oriented and proactive Insurance Account Specialist to join our dynamic team. This position requires strong communication skills and the ability to work collaboratively in a fast-paced environment. The Insurance Account Specialist ensures that administrative processes are executed efficiently, supporting the Brokers and other team members in delivering exceptional service to clients.Key Responsibilities<ul><li>Assist with day-to-day administrative tasks such as filing, data entry, and managing client records.</li><li>Prepare and maintain accurate documentation for insurance policies, endorsements, and client correspondence.</li><li>Process and distribute internal and external communications, including emails, letters, and reports.</li><li>Support client communications by scheduling appointments, handling basic inquiries, and directing complex issues to appropriate team members.</li><li>Assist in preparing client proposals, policy documents, and renewal notices.</li><li>Update clients on the status of their requests or documents, as directed by licensed team members.</li><li>Manage the collection, organization, and distribution of documents related to insurance policies, claims, and client interactions.</li><li>Maintain confidentiality and security of sensitive client information.</li><li>Assist in coordinating internal meetings, training sessions, and client events.</li><li>Collaborate with other team members to ensure smooth operations and resolve any administrative issues.</li></ul>Periodic Duties<ul><li>Support the preparation of presentations, reports, and other materials for team meetings.</li><li>Generate reports and summaries for internal use, including client activity and policy status.</li></ul>Qualifications &amp; Asset<ul><li>High school diploma or equivalent required.</li><li>Minimum of 1-2 years of experience in an administrative or support role, preferably within an insurance or financial services environment.</li><li>A post-secondary diploma in Business, Finance, Insurance, or a related field preferred.</li></ul>Requirements<ul><li>Proficiency in English; bilingual or multilingual skills are highly desirable.</li><li>Previous experience in customer support, client services, or call center environments is preferred.</li><li>Strong computer skills with a focus on Microsoft Office applications (Excel, Word, PowerPoint).</li><li>Excellent typing skills with attention to detail for accurate data entry.</li><li>Strong communication skills, both verbal and written, to effectively interact with clients and team members.</li><li>Ability to handle cash transactions accurately and responsibly.</li></ul>Technical Competencies<ul><li>Familiarity with insurance management software and CRM systems to perform data entry and manage client information.</li><li>Ability to enter and maintain data accurately, with attention to detail and efficiency.</li><li>Experience in handling, organizing, and processing documents in a professional setting.</li><li>Proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) for preparing documents, spreadsheets, and presentations.</li><li>Basic understanding of financial and insurance terminology and processes.</li></ul>Person Specification<ul><li>Clear and effective verbal and written communication skills for interacting with clients and team members.</li><li>Ability to provide supportive and responsive service to clients, addressing their needs professionally.</li><li>Strong organizational abilities to manage multiple tasks, prioritize responsibilities, and ensure timely completion of duties.</li><li>Ability to work effectively with colleagues and support the team&rsquo;s objectives and goals.</li><li>Basic problem-solving skills to address and escalate issues as needed, ensuring smooth administrative operations.</li></ul>Working ConditionsWorks primarily in a standard office setting with a typical climate-controlled environment. The role requires periods of sitting, computer use, and participation in meetings or collaborative sessions. Noise levels are generally low, and the position involves minimal physical exertion.Shift Schedule - Monday to Friday, 06:00 p.m. to 02:00 a.m. Please note that it is an In-Person position and requires the candidate to be physically present in our Lahore Office.Job Type: Full-timePay: Rs60,000.00 - Rs70,000.00 per monthApplication Question(s):<ul><li>Are you comfortable doing a night shift job ?</li></ul>Experience:<ul><li>accounting: 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Lahore (Required)</li></ul>Work Location: In person

Accounts Assistant (Insurance)

Inteliqo

<div>
 
 
 Job Summary
 
 
 
 
 
 
 We are seeking a highly motivated and customer-focused Client Success Specialist to join our team. In this role, you will be the primary point of contact for our clients post-sale, ensuring they have a seamless onboarding experience, receive ongoing support, and achieve maximum value from our products/services. Your goal is to drive client satisfaction, retention, and growth through proactive relationship management.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 &bull; Serve as the main liaison between clients and internal teams, ensuring clear communication and expectations.
 
 
 &bull; Guide clients through onboarding and implementation, tailoring processes to their specific needs.
 
 
 &bull; Develop a deep understanding of clients&rsquo; business objectives and help them achieve success using our solutions.
 
 
 &bull; Monitor account health and proactively identify and address issues that could impact satisfaction or retention.
 
 
 &bull; Collaborate with Sales, Product, and Support teams to advocate for client needs and share feedback.
 
 
 &bull; Conduct regular check-ins, QBRs (Quarterly Business Reviews), and training sessions with clients.
 
 
 &bull; Track client engagement and usage metrics to identify upsell or expansion opportunities.
 
 
 &bull; Maintain accurate records of client interactions and activity in CRM systems (e.g., Salesforce, HubSpot, etc.).
 
 
 
 
 
 
 Qualifications
 
 
 
 
 
 
 &bull; Bachelor&rsquo;s degree in Business, Marketing, Communications, or related field.
 
 
 &bull; 2+ years of experience in a client-facing role (Customer Success, Account Management, or similar).
 
 
 &bull; Strong communication, interpersonal, and problem-solving skills.
 
 
 &bull; Tech-savvy with the ability to quickly learn new tools and software.
 
 
 &bull; Experience with CRM systems and customer success platforms is a plus.
 
 
 &bull; Detail-oriented and highly organized with excellent time management.
 
 
 &bull; Empathetic and customer-centric mindset with a proactive approach.
 
 
 
 
 
 
 Location
 
 : JoharTown (ON-SITE)
 
 
 
 Timing
 
 : 7pm - 4am
 
</div>

Client Success Specialist

Bitunix

About the job VIP Client Specialist Overview We are seeking a highly skilled VIP Client Manager with strong expertise in cryptocurrency markets and trading to manage and grow relationships with our high-value clients. This role requires deep knowledge of crypto trading strategies, market dynamics, and digital asset management to provide world-class service and tailored investment guidance. The VIP Client Manager will serve as the trusted advisor and primary contact for our VIP clients, ensuring About the job VIP Client Specialist Overview We are seeking a highly skilled VIP Client Manager with strong expertise in cryptocurrency markets and trading to manage and grow relationships with our high-value clients. This role requires deep knowledge of crypto trading strategies, market dynamics, and digital asset management to provide world-class service and tailored investment guidance. The VIP Client Manager will serve as the trusted advisor and primary contact for our VIP clients, ensuring their needs are met with discretion, accuracy, and exceptional professionalism. Key Responsibilities VIP Client Relationship Management Act as the primary point of contact for VIP/high-net-worth clients, building trust and long-term loyalty. Deliver personalized support and strategic advice on crypto markets and trading opportunities. Anticipate client needs and proactively offer tailored insights, solutions, and services. Crypto Trading Expertise Provide market updates, trading strategies, and risk management recommendations. Support clients with portfolio diversification, liquidity management, and trade execution. Stay ahead of market trends, blockchain innovations, and regulatory changes to guide clients effectively. Strategic Account Growth Identify opportunities for upselling and cross-selling products/services within the crypto ecosystem. Collaborate with product, trading, and research teams to deliver seamless, high-value client solutions. Develop customized growth strategies for VIP clients based on their trading behavior and goals. Service Excellence &amp; Support Ensure quick resolution of issues, escalations, and trade-related queries. Maintain the highest level of professionalism, discretion, and compliance in all client interactions. Provide 24/7 availability to key clients, ensuring premium service levels. Performance Tracking &amp; Reporting Monitor client portfolios, engagement, and satisfaction metrics. Prepare regular trading performance and market insight reports for clients. Share client feedback with internal teams to improve offerings and services. Qualifications Bachelors degree in Finance, Economics, Business, or related field (Masters preferred). 5+ years of experience in client relationship management, with at least 3 years in cryptocurrency trading, digital assets, or financial markets. Strong knowledge of crypto exchanges, DeFi, NFTs, and blockchain technology. Proven track record in managing high-value portfolios and VIP/High Net Worth clients. Expertise in trading strategies, risk management, and technical/market analysis. Familiarity with global crypto regulations and compliance standards. Excellent communication, negotiation, and interpersonal skills. High integrity, discretion, and ability to work under pressure.

VIP Client Specialist

Convera Holdings, LLC.

Overview Customer Support Specialist, Service Delivery - SydneyThe Customer Support Specialist (full time) is responsible for evaluating and enhancing service delivery frameworks to ensure consistent, high-quality outcomes for key customers, with a focus on improving customer satisfaction and retention. This role involves analysing and optimising end-to-end Middle Office payment processes, monitoring performance against established KPIs and SLAs, and facilitating effective collaboration between Operations, Sales, Client Management, and external stakeholders.The Customer Support Specialist takes ownership of operational deliverables, identifying opportunities for process improvement and implementing best practices to streamline workflows. Additionally, the role includes coaching and quality assurance oversight for team members managing customers, ensuring alignment with service standards and continuous improvement objectives. You will also be hands-on in providing amazing levels of customer service to Convera clients. Responsibilities <ul><li>Conduct detailed analysis of current business workflows and operational procedures within the payments processing and client servicing environment.</li><li>Deliver friendly and professional service to customers through inbound, outbound and eService channels in high volume, fast-paced environment, utilizing phone and email.</li><li>Identify areas of inefficiency, bottlenecks, and risk exposure in operational systems, and recommend practical, data-driven improvements.</li><li>Collaborate with cross-functional teams-including back-office, sales, compliance, technology, and global offices-to develop and implement streamlined business processes.</li><li>Participate in projects aimed at process automation, operational digitization, and workflow optimization, working closely with technology and robotics teams.</li><li>Monitor key performance indicators (KPIs) related to service delivery, processing times; prepare reports and dashboards to communicate findings.</li><li>Document revised procedures and support change management efforts by delivering training and guidance to impacted teams.</li><li>Serve as a liaison between business units and technical teams to ensure that operational requirements are effectively translated into system specifications and improvements.</li><li>Analyse customer issue trends and escalation data to identify systemic challenges and develop preventive strategies that enhance service quality and client satisfaction.</li><li>Contribute to risk mitigation by identifying operational vulnerabilities and recommending controls or procedural adjustments to strengthen resilience.</li><li>This is a Hybrid role, based in Convera's Sydney office (1 Margaret Street, Sydney) with the ability to wfh 2 days per week.</li></ul> Qualifications & Experience <ul><li>Must have - paid experience within the Corporate Foreign exchange/B2B payments industry</li><li>Minimum 5 years' experience contributing to business process analysis, operational efficiency initiatives, or organisational improvement projects, ideally within financial services or payments environments.</li><li>Essential - you must have permanent ongoing working rights in Australia to be considered for this role. We are not able to support with a visa.</li><li>Bachelor's degree in Commerce, Business Administration, Finance, or a related field (preferred)</li><li>Strong analytical skills with the ability to interpret data and operational metrics.</li><li>Excellent stakeholder engagement, communication, and interpersonal skills.</li><li>Proficient in Microsoft Office Suite, especially Excel for data analysis and reporting.</li></ul> About Convera Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera's financial network spans more than 140 currencies and 200 countries and territories.Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging. Benefits <ul><li>Competitive salary(salary range $76,515 AUD - $153,800 AUD)</li><li>Great career growth and development opportunities in a global organization</li></ul>

Customer Support Specialist, Service Delivery Sydney

A4 Accountant

A4Accountant is seeking a Customer Success Specialist for a virtual immigration law firm based in New Jersey, proudly serving clients across the United States and internationally. We are committed to providing reliable, compassionate services to fellow immigrants, helping them secure lawful status, citizenship, and peace of mind, without fear of deportation or abusive relationships.OverviewWe see client relationships as partnerships built on trust, empathy, and exceptional service&mdash;not just transactions.In this role within our Client Success Department, you will directly impact the lives of immigrants by using your knowledge of immigration law (from past paralegal or client-facing work), consultative skills, and empathy to guide clients through their journey with our firm. You will serve as the primary point of contact for prospective and current clients (via phone and video), educate them about their options, help them find clarity, and ensure a seamless experience from initial inquiry through case completion.This role blends client advocacy and relationship management&mdash;a critical bridge between individuals seeking help and our legal team who serves them.Key Responsibilities<ul><li>Conduct meetings with prospective new clients (PNCs) via phone and video, guiding them toward clarity and consultation enrolment.</li><li>Follow up with PNCs who initially declined and with current clients for quality control calls and satisfaction interviews.</li><li>Keep detailed, accurate notes in the firm's CRM/database, documenting all client contacts before, during, and after meetings, including follow-ups.</li><li>Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.</li><li>Manage the welcome process for new clients and ensure smooth onboarding.</li><li>Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case.</li><li>Meet regularly with team members to review performance metrics, client satisfaction goals, and engagement quality.</li><li>Track and maintain records regarding client touchpoints and case progress.</li><li>Assist in organizing case filing systems, ensuring documents are properly categorized and accessible.</li><li>Actively engage with management on client feedback and service improvements, offering insights from your front-line experience.</li><li>Perform other administrative duties as assigned.</li></ul>Qualifications<ul><li>Proven experience in client success, account management, or client-facing roles in professional services (legal, financial, or similar industries preferred).</li><li>Prior experience in immigration intake, paralegal work, or legal client services is highly valued.</li><li>Strong ability to empathize with clients facing challenging, personal situations.</li><li>Embraces metrics, accountability, and transparency.</li><li>Excellent interpersonal and communication skills across phone, video, and email.</li><li>Strong organizational and time-management skills.</li><li>Lifelong learner with a proven record of self-improvement and client relationship development.</li><li>Exceptional ability to build rapport, identify client needs, and provide appropriate guidance.</li><li>Must thrive in a client-facing, service-oriented role&mdash;references required.</li></ul>Why Join Us?<ul><li>Competitive compensation with base salary + commission/bonuses (monthly, quarterly, annual).</li><li>Flexible work/life balance.</li><li>Supportive, diverse, and inclusive culture.</li><li>Paid Time Off.</li><li>A collaborative team driven by impact, purpose, and client care.</li></ul>Equal Opportunity StatementA4Accountant is an equal opportunity employer committed to diversity, inclusion, and fair hiring practices. Applicants are considered without regard to race, sex, sexual orientation, gender identity, religion, national origin, age, disability, or other legally protected characteristics.Background and references required.Job Type: Full-timePay: Rs100,000.00 - Rs150,000.00 per monthAbility to commute/relocate:<ul><li>Lahore (54940): Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Work Location: In person

Customer Success Specialist

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