Client Services Representative - Hybird

Job Description

Job Description

Job Title : Client Services Representative

Location : Phoenix, AZ 85001

Pay Rate $28

Duration 3 months

Hybrid Role

"Job Responsibilities :

Function as primary point of contact for all facets of relationships, including but not limited to, retention initiatives, problem resolution, communications, and product enhancements

Proactively engage clients to identify and anticipate emerging needs beyond immediate requests

Derive, understand, and document the client's business needs including identifying client specifications, conducting research, and recommending solutions

Develop tailored solutions that align with both client goals and organizational objectives

Understanding of client’s agreements to help facilitate questions around invoicing / billing, pricing, and general agreement questions

Partner with Client Development to look for cross-selling and growth opportunities

Seek and provide client feedback in the development of new products or product improvements

Ensure clients are aware of API and ongoing enhancements; coordinate training / testing with SME and log new requests

Keep abreast of industry trends and understand regulatory items

Deliver quality products and services by attending internal training and providing training to client

Schedule, lead and document regular client meetings as required for all facets of the client relationship from service, products, enhancements, and invoicing

Monitor client requests by researching and gathering information and providing continual client updates

Establish relationship with internal partners responsible for servicing the accounts

Get to know the Client Services team members especially those specific to your clients and partner on service model

Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items

Work with Manager and internal teams to ensure Service Standards

Participate in on-going training and development

Qualifications :

Preferred Qualifications :

Bachelor’s degree or equivalent experience preferred.

At least three years of financial industry experience needed including two in a relationship management capacity.

Retirement industry certification preferred.

Skills / Competencies :

Functional / technical skills

Attention to detail

Written communication skills

Comfort around higher management

Process management

Ability to work under tight deadlines"

Company Description

About BCforward :

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer.

Company Description

About BCforward : \r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.