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Top 50 Client Services Manager Skills

Below we've compiled a list of the most important skills for a Client Services Manager. We ranked the top skills based on the percentage of Client Services Manager resumes they appeared on. For example, 15.3% of Client Services Manager resumes contained Client Service as a skill. Let's find out what skills a Client Services Manager actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Client Services Manager

1. Client Service
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high Demand
Here's how Client Service is used in Client Services Manager jobs:
  • Executed administrative and clerical functions for the team while managing client services responsibilities and servicing accounts.
  • Manage the functions and staff of the Client Services department for nine locations in 3 countries with a staff of ten.
  • Managed 15 Client Service / Customer Service representatives with responsibility for over $2 million annual revenue for the Company.
  • Performed all client services ranging from mail merges, scanning, charts, spreadsheets, etc.
  • Trained clients on system and served as the dedicated client services manager for each client.
  • Managed, trained, and coached tellers to meet client service and referral goals.
  • Hired and managed staff of four Client Services Account Representatives and Receptionist.
  • Managed all aspects of client services management for accounting software for corporations.
  • Lead client services and account management team for the Eastern Region.
  • Top producing Client Service Manager in total loans booked for 2012.
  • Supervised seven employees in the Client Services and Payroll departments.
  • Serve as the client services manager for the trust company.
  • Coordinated operations for client service managers, payroll and sales.
  • Prepared and discussed reviews with Client Services team.
  • Manage 6 client services representatives in daily activities.
  • Managed team of two Client Service Representatives.
  • Managed and coordinated all onsite client needs and project logistics with the aim of excellence in client service.
  • Oversee seven to nine Client Service Supervisors, assisting with any related duties, completing one-on-one weekly meetings.
  • Promoted to Client Services Manager responsible for managing Client Account Management team with five reporting employees.
  • Surpassed previous record for number of monthly breaks per FTP CLIENT SERVICE MANAGER with least amount of errors within the company.

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43 Client Service Jobs

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2. Customer Service
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high Demand
Here's how Customer Service is used in Client Services Manager jobs:
  • Instituted the reduction of overtime by customer service representatives with enforcement of assigned schedules and management of workload.
  • Sustained and delivered technical customer support services with an emphasis on consultative quality customer service and relationship development.
  • Supervised employees from diverse operational areas including Internet sales, accounts receivable/payable, and customer service.
  • Provided accurate, specific and timely performance feedback for Customer Service Representatives.
  • Managed a team of consultants responsible for customer service, management of PPC/SEO campaigns, and client retention.
  • Train TPA Account Management staff and customer service regarding any network policies or changes in product design.
  • Devised and published metrics to measure the support group s success in delivering world class customer service.
  • Created a Customer Service Organization for retention of existing NE base of accounts and renewals.
  • Resolved billing, payroll, and customer service issues to sustain client and field satisfaction.
  • Provided immediate front line support and customer service to management team, associates and clients.
  • Provide customer service, identify customer needs, source products and services to meet objectives.
  • Cross-trained and provided back up for other customer service representatives when needed.
  • Provided Post Sale Customer Service * Provided coverage in emergencies.
  • Created a successful customer service recognition program for the department.
  • Exceeded customer service goals for operational team.
  • Maintained excellence by enforcing quality and customer service standards, analyzed and resolved problems, identified trends, recommended system improvements.
  • Developed metrics reports to evaluate Customer Service reps productivity.
  • Manage staff and create a positive environment to promote customer service, client retention and rapport to ensure excellent patient care.
  • Assisted with the creation of customer service workflows and processes.
  • Cash handling Customer Service Coaching Scheduling Operations and Compliance Auditing Sales / Referrals Leadership Interviewing and Hiring Opening / Closing branch

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3,928 Customer Service Jobs

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3. Client Relationships
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high Demand
Here's how Client Relationships is used in Client Services Manager jobs:
  • Manage client relationships, provide consultation/implementation of new system functionality and government regulation requirements, and manage teams on day-to-day operations.
  • Researched and developed Access reporting database to effectively manage client relationships working closely with legal counsel and information systems departments.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Manage and expand client relationships at senior levels by providing thought leadership to help guide clients in digital in-text space.
  • Managed client relationships for 400 special risk, student accident, intercollegiate and youth sports programs.
  • Establish, manage, and grow client relationships by daily interaction with client financial stakeholders.
  • Employed active listening with relevant and reliable follow-up to build strong client relationships.
  • Handled contracting and legal issues for entire firm's client relationships.
  • Manage current client relationships as well as build new client relationships.
  • Managed Third Party Administration client relationships for Operations and Services Group.
  • Promote and provides distinctive quality service to enhance client relationships.
  • Develop and maintain positive client relationships with key client contacts.
  • Build and maintain client relationships for hedge fund administrator.
  • Established new client contacts and rebuilt existing client relationships.
  • Establish close client relationships with the very affluent.
  • Participated in Miller Heiman sales training to effectively evaluate sales situations and build mutually beneficial client relationships.
  • Leveraged strong client relationships and Kenexa's value proposition to avoid erosion and grow region's total revenue by 15%.
  • Coordinated staffing services, supervised CSR's and field employees, maintained client relationships, managed ancillary services.
  • Developed new client relationships including: BLITZ, Tuesday Creative and Giiv.com
  • Oversee multiple client relationships for Collateral Managers and Investment Banks.

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53 Client Relationships Jobs

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4. Financial Statements
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high Demand
Here's how Financial Statements is used in Client Services Manager jobs:
  • Coordinated with insurance companies to obtain information including financial statements, bankruptcy discharge papers, and medical records for review.
  • Analyzed financial statements and pertinent information to determine creditworthiness of various accounts.
  • Prepared and reviewed financial statements and filings for captive insurance companies.
  • Administered various accounting functions, including billing, payroll, accounts receivable, contracts, customer service and financial statements.
  • Analyzed and executed client contracts, service and revenue projections, fee negotiations, financial statements and annual client billing.
  • Processed Investor and Shareholders Financial Statements and Tax Forms for Investment Income and Expenses.
  • Prepared assigned client reports, financial statements, remittances, etc.
  • Review and approve the monthly financial statements of each property.
  • Prepared financial statements for and participated in client board meetings.
  • Reviewed monthly financial statements from source documents for various funds.
  • Prepared monthly corporate financial statements in accordance with GAAP.
  • Reviewed Financial Statements for 100 Properties.
  • Manage a staff of six people Supervise the production and verification of monthly financial statements sent to clients.
  • Reviewed Financial Statements for the Property Management HOA Associations, compiled new associations in Yardi Voyager.
  • Negotiated vendor contracts up to [ ] Monitored weekly budgets and quarterly financial statements.

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24 Financial Statements Jobs

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5. Ensure Compliance
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high Demand
Here's how Ensure Compliance is used in Client Services Manager jobs:
  • Manage 10-15 Institutional and Professional facilities to ensure compliance and implement functional processes regarding Electronic data exchange.
  • Reviewed process documentation to ensure compliance to the client and other regulatory standards
  • Developed audit checklist to ensure compliance with government regulations and company procedures.
  • Interpret and ensure compliance with client-required programs and government regulations.
  • Work closely with nationwide counsel and IT and department heads to ensure compliance with client requirements and State and Federal regulations.
  • Coordinate branch operations to ensure compliance with the ARC contract, federal, state and local government laws and guidelines.
  • Manage day-to-day branch operations while setting sales and service goals; ensure compliance with operational, security and audit procedures.
  • Review housing staff reports and case files regularly to ensure compliance and that concerns are addressed effectively.
  • Redesigned all aspects of 2 level support functions to ensure compliance with presented Service Level Agreements.
  • Prepare monthly and annual reports for external client to ensure compliance with FDA and OIG.
  • Handled results of commercial audits and inspections with both agents and clients to ensure compliance.
  • Keep current with Federal, State, and Local laws and regulations to ensure compliance.
  • Reviewed distance learning content to ensure compliance with copyright, licensing, or other requirements.
  • Audited client accounts to ensure compliance with Medicare Part D requirements and CMS reporting.
  • Completed due diligence on new and existing clients to ensure compliance with AML/BSA requirements.
  • Coordinate other activities on behalf of clients to ensure compliance.
  • Administered 401(k) and 403(b) plans to ensure compliance with current law.
  • Selected Accomplishments Developed policy to ensure compliance with the Fair Credit Reporting Act for third party background checks.
  • Standardized department processes to ensure compliance to AATB (governing body for Tissue Banks).
  • Develop & monitor procedures and best practices to ensure compliance with private placement regulations.

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169 Ensure Compliance Jobs

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6. New Clients
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high Demand
Here's how New Clients is used in Client Services Manager jobs:
  • Prepared documentation for new clients including statements of work, requirements and configuration reports.
  • On-boarded and educated 4 new clients on marketplace operating procedures, which generated $482K in additional yearly revenue.
  • Expanded business by reaching out to new clients and diversifying Wallace Church's existing client base.
  • Led and assigned team of Relationship Managers to build strong long-term relationships with new clients.
  • Created sales outreach programs for existing clients, new clients, and reactivated clients.
  • Maintain and set up new clients to companies' web portal.
  • Identified new clients for the company to begin partnership agreements.
  • Developed and translated style guides and glossaries for new clients.
  • Created renewal purchase orders for existing and new clients.
  • Coordinated the orientation and intake of new clients.
  • Signed up new clients using a consultative sales approach
  • Establish successful and accurate implementation of new clients.
  • Established viability of credit for new clients.
  • Develop process for on-boarding new clients.
  • Acquire and Implement new clients.
  • Identified and developed new clients.
  • Provided information to new clients and managed existing clients service requests
  • Project Manage client open enrollment, implementations of new clients on full benefit administration services - compliant with SPDs.
  • Onboarded new clients by creating a system and schedule of reporting needs with client.
  • Interviewed, hired and oriented all new staff Scheduled aides and new clients Placed advertisements in newspaper for business

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3 New Clients Jobs

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7. Ensure Client Satisfaction
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high Demand
Here's how Ensure Client Satisfaction is used in Client Services Manager jobs:
  • Analyzed current program implementations and made recommendations for improvements in order to ensure client satisfaction and internal efficiency.
  • Managed client relationships by conducting meetings to determine client requirements and expectations and ensure client satisfaction.
  • Monitored and tracked participant request/inquiry database and resolved issues within 24-48 hours to ensure client satisfaction.
  • Maintained complete inventory process, liaison between internal departments to ensure client satisfaction.
  • Conducted occasional site visits to client facility to ensure client satisfaction.
  • Managed resolution activities to ensure client satisfaction and project success.
  • Attend Client social events and conferences to speak about our products and support team to ensure client satisfaction and retention.
  • Handled client escalations including operations, implementation, payroll, direct bill and customer service to ensure client satisfaction.
  • Acted as a liaison between the client and various vendors to ensure client satisfaction and proper material use.
  • Assigned complex, at-risk plans; handled and resolved each situation promptly and professionally to ensure client satisfaction.
  • Worked closely with sales executives and account managers to ensure client satisfaction from project inception to project completion.
  • Act as a liaison between client, service support and dealership by following up to ensure client satisfaction.
  • Led regular client calls to monitor relationship, review project status, and ensure client satisfaction.
  • Created & implemented department-wide policies to ensure client satisfaction and customer growth.
  • Developed policies and procedures to ensure client satisfaction with ADP services.
  • Communicate with clients regarding current work and ensure client satisfaction.
  • Address escalated customer service issues to ensure client satisfaction.
  • Respond to customer inquiries to ensure client satisfaction.
  • Use appropriate escalation techniques to ensure client satisfaction.
  • Coordinated between cross-functional operational teams, Intellicenters and clients to ensure client satisfaction.

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90 Ensure Client Satisfaction Jobs

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8. Project Management
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high Demand
Here's how Project Management is used in Client Services Manager jobs:
  • Managed a Project Management team to develop customer service platforms and service delivery goals.
  • Coordinate activities between regional sales offices and internal project management / production teams.
  • Project management via ensured delivery of support from implementation planning to post-implementation maintenance.
  • Expanded responsibilities in client relationship management, in addition to project management.
  • Owned all facets of project delivery, including project management, resource acquisition, budget management, and personnel management.
  • Partner with Project Management team to ensure successful transition of client engagements from Implementation to the Production Environment.
  • Provide project management for implementation of new client environments as well as for changes to existing client environments.
  • Developed a database to track project management of each assigned task, contracts, and delivery.
  • Achieved 100% on-time implementation through active project management from point of initial interest.
  • Demonstrated strong project management skills by rescuing a Kroger pharmacy and data warehouse project.
  • Project Management as well as data tracking and reporting of clients and payer sources.
  • Provided account and project management support to a variety of clients in various industries.
  • Lead departments consisting of support, service delivery, and project management.
  • Managed team that provided project management and strategic support for client.
  • Developed a system to track project management of each assigned task.
  • Project Management Windows 7 upgrade.
  • Participated in continuing education courses in Project Management, Customer Service Excellence and Team Leadership/Management.
  • Delivered best-in-class client service including a structured project management discipline customized to each client.
  • Provided project management for the duration of multiple IT projects from pre-sale meetings all the way through development and deployment.
  • Lead strategic collaboration and project management across international client divisions and partnering agencies to drive marketing efficiencies and shared learnings.

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845 Project Management Jobs

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9. Technical Support
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high Demand
Here's how Technical Support is used in Client Services Manager jobs:
  • Advised upper management on product development issues arising from product problems identified through technical support calls with customers.
  • Reduced client's technical support calls by developing and implementing new quality assurance and causal analysis processes.
  • Coordinate maintained internal technical solutions for managing technical support infrastructure, emergency data and student portals.
  • Provide advanced technical support for inter-departmental colleagues and clients.
  • Provided new client implementation and technical support.
  • Provided limited technical support of software.
  • Provided technical support and works closely with Product Development to provide feedback and suggested new features and functionality for core products.
  • Manage a team of 11 employees to ensure that proper technical support is provided, and that professional relationships are maintained.
  • Provided technical support to clients using any online assistance to receive or provide mortgage loan documentation.
  • Supported customer service, sales, training, technical support, development and finance activities.
  • Provide technical support for usability issues and critical site problems, as needed.
  • Provide first, second and third level technical support for approximately 1000+ users.
  • Provided high-level technical support for clients on user end.
  • Provide second tier technical support for team members.
  • Led and motivated a technical support team.
  • Provide technical support to clients.
  • Create reports based on technical support and client services tickets and/or customer feedback to VP/President/CEO/ on weekly/monthly basis.
  • Provided lead technical supportservice for hardware and software issues at a variety of CSC Federal defense accounts.
  • Provided technical support and training to key clients.
  • Coordinated with Avaya/Nortel technical support groups to support client maintenance windows.

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1,698 Technical Support Jobs

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10. Business Development
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high Demand
Here's how Business Development is used in Client Services Manager jobs:
  • Coordinate with Business Development Coordinator in creating direct mail, email and advertising campaigns.
  • Directed the Health Communication and Technical Training division's business development and marketing efforts.
  • Research and identify business development opportunities and develop plans to take advantage of opportunities.
  • Manage a team of fourteen Business Development Representatives on multiple marketing campaigns.
  • Broadened agency outreach efforts by implementing business development strategies.
  • Provided industry insight, sales direction and business development.
  • Provided internal technical assistance to Business Development team.
  • Analyzed business developments and monitored market trends.
  • Assist with Business Development Account Planning
  • Liaised with business development team on the detailed review of legal agreements (confidentiality agreements and master service agreements).
  • Identified, researched, and qualified client opportunities to assist Alliance Service Directors with business development and account management.
  • Charged with managing a fast-paced business development program to meet the digital advertising agency's aggressive growth goals.
  • Created client servicing standards and operating procedures that supported the business development of the mutual fund firm.
  • Completed weekly reports showing progress in the areas of sales and business development as well as recruitment.
  • Manage Inside-Sales team of 15 Business Development Reps focusing on 5 different high profile campaigns.
  • Partnered with Business Development to build brand awareness and increase national market share.
  • Assisted CEO with business development meetings and presentations.
  • Implemented a more formalized business development program, integrating improved systems and processes to manage the full client relationship lifecycle.
  • Utilized Salesforce.com to assist with business development as well as managing investor communication.
  • Revamped firm's business development program to achieve a more client-centric approach.

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286 Business Development Jobs

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11. Account Management
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high Demand
Here's how Account Management is used in Client Services Manager jobs:
  • Analyzed business unit performance reports for trends and conditions related to revenue retention and day-to-day account management.
  • Developed, implemented & managed strategic account management growth plans, sales/service enrollment strategies/communications.
  • Designated resource for account management of Learning Management/Talent Management Premium Support customers.
  • Lead account management team through installation and implementation of projects.
  • Coordinated account management, conversion analysis, and tracking.
  • Act as liaison with the Information Technology department, Accounting, Account Management and insurance carriers to support these clients.
  • Motivated and matrix managed an Account Management Team to ensure member/customer issues are resolved in a timely, meaningful manner.
  • Account Management/Inside Sales * Implemented account management program & fulfillment teams to manage all product sales and high value customers.
  • Develop, analyze and report team metrics consistent with the highest level of program and account management service.
  • Handled several new client accounts and trained additional program managers on process and procedures for account management.
  • Led marketing and account management efforts for 80+ accounts ($4M in revenue).
  • Account management for corporate client base with T&E expenditures exceeding $20 million.
  • Collaborated with Account Management Team to ensure success of overall relationship with client.
  • Provided account management support with proposals, pricing and on site customer visits.
  • Account Management - Responsible for managing various small to medium business accounts.
  • Account management, client retention and sales.
  • Account management and customer relations for a multi-carrier telecommunications solution provider.
  • Strengthened account management with new programs & tools resulting in a 90% renewal rate of account licensees and incremental revenue.
  • Provide account management on a needs based consultative approach.
  • Act as the primary liaison for clients and Account Management with internal departments at Optum and UnitedHealth Care.

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13 Account Management Jobs

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12. Process Improvement
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high Demand
Here's how Process Improvement is used in Client Services Manager jobs:
  • Served as business unit owner for product enhancement and process improvement initiatives with ultimate responsibility for execution and implementation of solutions.
  • Championed Six Sigma process improvements which related to client issue escalations and client configuration delivery.
  • Provide process improvements by effectively managing the Incident Management Team and directing departmental operations.
  • Collaborate with management to develop and implement process improvements and quality assurance initiatives.
  • Meet weekly with senior management peers to discuss process improvement within established budget.
  • Introduced process improvements and change management strategies that boosted efficiency.
  • Identified inefficiencies and made recommendations for process improvements.
  • Fostered an environment which encouraged continual process improvements.
  • Identify opportunities for process improvement.
  • Process Improvement: Analyzed potential clients' existing systems to identify benefits and changes with our systems, gap analysis.
  • Identified patterns and trends noted in clients' requests in an effort to proactively address opportunities for process improvements.
  • Worked closely with Account Boarding teams to resolve day-to-day boarding issues as well as contributed to process improvements.
  • Key accomplishment from these discussions, identified process improvements which were implemented into the overall client service strategy.
  • Recommended changes to products or services based upon continuous process improvement analysis and QA practices.
  • Developed best practices, process improvement, quality assurance and new feature deployment documents.
  • Streamline and create process improvements for AR Operations to improve performance and profitability.
  • Gaged web metrics and presented process improvement suggestions.
  • Process Improvement: Worked on team that transitioned all paper/video/audio media into electronic format, reducing storage costs.
  • Participated in several process improvement projects, including GIMS workflows, AFW, and Russell consolidations.
  • Contributed to process improvements and efficiencies between the customer and IT by managing customer departmental deliverables and providing customer service support.

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244 Process Improvement Jobs

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13. Healthcare
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high Demand
Here's how Healthcare is used in Client Services Manager jobs:
  • Presented marketplace to providers/healthcare professionals to expand business opportunities.
  • Work as part of a healthcare team to assess patient needs, plan and modify care, and implement interventions.
  • Increased annual healthcare and rehab gross revenue alone by 5 million dollars in 2015 from direct patient referrals.
  • Involved in day to day management of digital project activities for multiple clients, including healthcare and retail.
  • Provided custom release of information solutions for 52 national Healthcare clients comprising a $4.5M book of business.
  • Develop trusting relationships with clients to effectively manage healthcare needs, concerns, and schedules.
  • Managed a low profit margin sector of the healthcare business in state funded programs.
  • Serve as Project Manager for a small software company in the healthcare industry.
  • Managed all stages of healthcare insurance installations for fully insured and ASO customers.
  • Served as primary liaison between client and all departments at Healthcare Recoveries.
  • Managed 40+ accounts in software, recruitment, and healthcare industries.
  • Update, request, and review healthcare policy changes for clients.
  • Initiated negotiations with healthcare providers and secure contracts with them.
  • Present updates around healthcare reform and state mandates.
  • Mitigate client and employee healthcare risk stratification.
  • Managed United Healthcare client base.
  • Oversee twenty five to thirty families who receive pediatric home healthcare with an average of two to four nurses per home.
  • Selected to lead new implementation and ongoing support team for government, healthcare, manufacturing and membership markets.
  • Managed Wyeth Consumer Healthcare, SmithKline Beecham businesses.
  • Home Health Care I am responsible for scheduling home health aides into elderly client's homes to provide home healthcare services.

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2,357 Healthcare Jobs

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14. CRM
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high Demand
Here's how CRM is used in Client Services Manager jobs:
  • Led implementation of Microsoft Dynamics CRM upgrade including the migration of over 10,000 accounts and prospects to the new version CRM.
  • Identified and extracted key sections of trust documents and account agreements to prepare setup of client profiles onto CRM system.
  • Led project team as database administrator to devise methodology to increase CRM usage and improve data accuracy by 20%.
  • Created training manuals and documents for CRM migration and upkeep to ensure consistency in usage and file maintenance post-upgrade.
  • Acquire extensive knowledge of Customer Relationship Management (CRM) software functionality in order to provide technical support for clients
  • Trained new employees with customer relationship management(CRM) software.
  • Served on task force to implement CRM to Client Service Organization.
  • Directed the Implemented of customized CRM applications for large Organizations.
  • Acted as a conduit for sales team and CRM program.
  • Migrated legacy Outlook-based contacts list to hosted CRM solution.
  • Maintained daily contacts using Sales Logic CRM software.
  • Document all client and prospect contact in CRM.
  • Maintained the firm's CRM database.
  • Reported sales activities in CRM system.
  • Review and update client files in CRM and SMARTWORKS.
  • Increased operational efficiencies by maintaining accurate client information in CRM and operational software.
  • Provided technical support / customer service and responded to clients via CRM system within designed SLAs (service level agreements).
  • Worked directly with radio, television, internet and print companies in conjunction with web based CRM sales efficiency system.
  • Evaluate 3rd party CRM software products which included Bullhorn and Salesforce.
  • Entered all client enquiries in the CRM database.

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107 CRM Jobs

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15. HR
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average Demand
Here's how HR is used in Client Services Manager jobs:
  • Maintained excellent client relations through client visitation, consultative interactions, and creative problem resolution.
  • Managed and maintained customer-client relationships through enhanced customer service training and staff complaint investigations.
  • Analyzed customer selection trends through Internet reports and recommended strategic product changes.
  • Manage a caseload while expanding through long-term relationship building with clients, referral sources, payers sources, and community organizations.
  • Establish and maintain positive rapport with patient families and field staff through meet-and-greets, home visits, and weekly phone calls.
  • Served as primary contact and office support for outside sales team through sales pipeline and contact management using CRM.
  • Lowered issue counts by 50% while increasing customer satisfaction through an incentive and recognition program.
  • Reduced product release delays by 1 month through introduction and implementation of lean agile processes.
  • Saw all projects that took place at 20|20 Charlotte through from setup to close out.
  • Work closely with sales leadership to identify opportunities for revenue growth through current client base.
  • Develop project management capabilities through training, coaching, group and individual meetings and discussions.
  • Exceeded translations.com's profit margin goals for all accounts through internal cost and time management.
  • Manage three-member marketing staff and an administrative team of eight dispersed throughout three regional offices.
  • Oversee marketing for property listed for sale or lease through listing / leasing agents.
  • Coordinated client services for caseload from time of referral through end of care.
  • Trained, developed and promoted team members to leadership roles throughout the company.
  • Followed through on their needs and requests.
  • Created parameterized reports for the users and clients, with drill-down, drill-through features.
  • Partnered in launching a startup Web consultancy from initial concept through execution.
  • Plan successfully implemented during 1994 Northridge earthquake)

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1,534 HR Jobs

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16. Client Issues
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average Demand
Here's how Client Issues is used in Client Services Manager jobs:
  • Communicated client issues to Recruiters and Business Development Managers.
  • Served as Support Analyst for assigned clients to resolve client issues with data entry, product training and system outages.
  • Manage department of 13 employees handling inbound and outbound calls for client issues and questions about their program.
  • Resolved complex client issues by integrating resources from Operations, Business Systems Solutions and Technical Consulting as needed.
  • Provided Tier 1 operational support for client issues resulting in more than 98% meeting Service Level Expectations.
  • Submit support requests to development team to urgently resolve client issues and correct errors in site functionality.
  • Resolved client issues while balancing the relationship with client, venue partners, and protecting event revenue.
  • Demonstrate ability to take ownership of client issues and drive them to a quick and lasting solution.
  • Investigated, analyzed, and solved complex client issues and ensured all client needs were met.
  • Escalated client issues and coordinated work to ensure the clients' needs were met.
  • Acted as the site contact for all client issues and special project requests.
  • Facilitated the resolution of client issues related to all document custodial functions.
  • Handled escalated client issues and provided solutions based on client needs.
  • Assisted other Client Service Managers in supporting client issues and questions.
  • Handle client escalations and work to resolve client issues.
  • Managed special projects designed to resolve client issues.
  • Resolved client issues to insure satisfaction and retention.
  • Resolved client issues by providing remote telephone support.
  • Responded to internal and external client inquiries, client issues, and ad hoc requests.
  • Researched and resolved client issues in a timely manner.

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273 Client Issues Jobs

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17. Customer Retention
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average Demand
Here's how Customer Retention is used in Client Services Manager jobs:
  • Cultivated solid relationships by ensuring customer satisfaction and expanding sales with growth clients, resulting in strong customer retention.
  • Performed statistical analysis for customer retention programs to determine key drivers of customer satisfaction and to predict next-sell opportunities.
  • Increased customer retention and customer satisfaction levels within highly competitive markets by managing customer service initiatives.
  • Implemented tactical customer retention programs that focused on reducing customer churn and increasing revenue growth.
  • Skilled in maintaining customer retention levels within highly competitive markets.
  • Meet and exceed customer retention/renewal and growth initiatives.
  • Oversee contract management and customer retention.
  • Achieved customer retention rate of greater than 95% and with a satisfaction rate of 4.2 out of a 5.0 scale.
  • Worked with strategic customers to ensure high level of satisfaction and customer retention by interacting with the appropriate departments.
  • Offered format and stock solutions to meet budgetary and marketing needs of each client improving customer retention and satisfaction.
  • Supported 10% new customer growth annually, with 8% organic revenue growth due to customer retention.
  • Provided outstanding Customer Service support to clients and brokers which resulted in increased customer retention and business growth.
  • Hired to address business reputation and specific metrics related to customer retention rates and requests for credit.
  • Achieved 98% customer retention rate based on Customer Loyalty programs and Excellence in Customer Service.
  • Increased existing -client sales by 23% by developing customer retention program emphasizing personal contact.
  • Developed and provided ongoing tracking to Owners of company wide sales and customer retention.
  • Change manager in most complex corporate accounts with special focus on increasing customer retention.
  • Achieved revenue gains and customer retention; exceeding quota by 500% each month.
  • Managed team responsible for more than 20 client IT claims processing implementations resulting in 100% customer retention over two years.
  • Develop and implement best practices to ensure customer retention.

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18. Service Delivery
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Here's how Service Delivery is used in Client Services Manager jobs:
  • Managed client relationships, administrative practices associated with service delivery, account changes, and implementation of new business.
  • Coordinate all operation resources to maximize service delivery from operations, curricula and support, among others.
  • Partner with clients to understand their business and service delivery requirements to proactively identify service opportunities.
  • Coordinate with Project Managers in meeting service delivery targets and projecting required resources.
  • Establish and maintain strong relationships with industry suppliers and vendors to enhance the overall service delivery to the client.
  • Coordinated K12 resources to ensure customer receives seamless service delivery from operations, curriculum, support, etc.
  • Serve as primary client interface and single point of contact for all service delivery and operations related issues.
  • Managed a team of six associates in the client service delivery unit of our on-line HR solution.
  • Led and managed service delivery staff for all South Florida, 3 locations in Miami area.
  • Enhanced service delivery by 33% through implementing efficient cross-functional policies and procedures.
  • Resolved associate, tool and service delivery issues revealed by statistical reports.
  • Ensured that service delivery met or exceeded service and quality standards.
  • Manage and develop staff to achieve customer service delivery goals.
  • Improved service delivery of field services via process improvement.
  • managed volunteer caseworkers and worked to improve service delivery to victims of disaster.
  • Identify and resolve issues affecting service delivery Oversaw a group of client service manager and a group of analysts.
  • Service Delivery Specialist Position Description - Support the service team from the call center perspective.
  • Lead all pre & post service delivery and incident meetings.
  • Provided service delivery for a 1.1B dollar IT budget.
  • Supplement our Service Delivery Organization ensuring capacity for support and "Say/Do" commitments.

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114 Service Delivery Jobs

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19. Internal Departments
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Here's how Internal Departments is used in Client Services Manager jobs:
  • Document and organize records of transactions between dealers and clients and internal departments to maintain proper documentation of funds distribution.
  • Served as a liaison with internal departments to maximize operational and marketing opportunities.
  • Developed and sustained Service Level Agreements with internal departments and remote offices.
  • Communicate client requirements to internal departments and update documentation as needed.
  • Partnered with internal departments for continuous improvement.
  • Served as a liaison between internal departments and clients to seek solutions to technology issues while maintaining high client satisfaction.
  • Increased revenue for the company by 20% by offering staffing solutions to other internal departments that were on site.
  • Interfaced with internal departments: 401K Pension, Data Entry Center of Excellence, Tax Division and Offshore Foreign Correspondents.
  • Communicated regularly with collateral managers, underwriters, agent banks, auditors, investors, and internal departments.
  • Referred issues to internal departments for resolution, if necessary, and provided clients with estimated turnaround times.
  • Maintained and monitored strong and constructive work flow relationship between assigned clients and all internal departments.
  • Managed key accounts and liaised between internal departments and external vendors for assigned client groups.
  • Coordinated patient care and daily assistance with internal departments as well as outside vendors.
  • Served as post sales contact with all internal departments to oversee client implementations.
  • Improved overall quality and value of services delivered to internal departments and clients.
  • Serve as liaison between Enterprise customers and internal departments.
  • Rolled out new processes and improvements to internal departments.
  • Developed concept for promotional materials, responded to RFPs, collaborated with internal departments to promote cross-selling capabilities.
  • Served as liaison between Financial Advisors, clearing firm platforms, vendors, and other internal departments.
  • Acted as liason between internal departments and external clients.

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20. Direct Reports
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Here's how Direct Reports is used in Client Services Manager jobs:
  • Ensured appropriate communication, expectations, feedback and accountability, coaching and mentoring with direct reports.
  • Managed all aspects of department performance through direct reports, reporting and forecasting
  • Manage Underwriting, Risk, Credit, Collections, and Cash Application (4 direct reports, 6 indirect).
  • Led Client Services and supervised the Underwriting Specialist Manager and the Correspondent Repurchase Operations Supervisors and their direct reports.
  • Facilitated the upward movement of a number of direct reports into diverse positions throughout the organization.
  • Mentored two direct reports who were ready for promotion on an accelerated schedule.
  • Managed a team of direct reports as well as internal contracted consultants.
  • Prepared and distributed bonuses for staff of [30] direct reports.
  • Maintained documents on employee attendance and reviewed attendance polices with direct reports.
  • Managed 5 internal direct reports to reach aggressive goals.
  • Managed team of 17 with 4 direct reports.
  • Managed 7 direct reports and 30 employees.
  • Managed a team of 20 direct reports.
  • Direct reports 18, indirect reports 150.
  • Reviewed and verified payroll for direct reports.
  • Plan and direct the office and field staff (15 direct reports).
  • Redesigned and launched new hire counselor training program, resulting in receipt of Regional Service Awards among 13 direct reports.
  • Recruited, trained and supervised nine direct reports in the client services department including two consultants based in London.
  • Managed helpdesk and on-site engineers for end-user issues consisting of 13 direct reports.
  • ORCHESTRATE HR Manager (Two departments/5 direct reports.)

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78 Direct Reports Jobs

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21. Client Expectations
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Here's how Client Expectations is used in Client Services Manager jobs:
  • Managed client expectations by coordinating resources for payroll, communications, compliance, participant services and all functional operational groups.
  • Conduct meetings with business professionals, providing the necessary structure to effectively manage clients and client expectations.
  • Ensured client expectations were exceeded and offered superior service.
  • Monitor client inventory at batch level and assist in developing strategies to increase recovery rates to exceed client expectations.
  • Exceed targeted results in client expectations, sales and support service as well as other customer service goals.
  • Managed team of 15 co-workers who were developing Yellow Page ad based on client expectations and guidelines.
  • Work directly with clients in escalated situations and manage client expectations with documented tracking and improvement plans.
  • Engaged all functional areas in driving high quality assurance standards with the goal of exceeding client expectations.
  • Ensured client satisfaction, managed client expectations, and ensured effective communication between client and CT TyMetrix.
  • Develop efficient data handling, culling, review, and production strategies and maintain/negotiate client expectations.
  • Ensured the quality of corporate training programs in order to meet internal and external client expectations.
  • Interfaced with sales and customer service teams to ensure client expectations are being met.
  • Managed training of new and transitioning employees on client expectations and network procedures.
  • Ensured project particulars and deadlines met with client expectations through quality assurance measures.
  • Collaborate with Operations team to meet team objectives and client expectations.
  • Set and manage client expectations and ensure overall client satisfaction.
  • Set and exceed client expectations.
  • Key Accomplishments: Developed and executed new procedures to streamline processes to achieve company goals while meeting all client expectations.
  • Manage project resources and closely monitor timelines and budgets to meet or exceed client expectations.
  • Facilitate meetings to ensure team meets client expectations.

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10 Client Expectations Jobs

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22. Daily Operations
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Here's how Daily Operations is used in Client Services Manager jobs:
  • Assumed responsibility for daily operations, developed and motivated staff, and enhanced client relationships by providing distinctive quality service.
  • Managed daily operations for staff of 24 Client Service Representatives in an active telecommunications call center.
  • Managed general daily operations, physician recruitment and physician credentialing processes.
  • Addressed and resolved escalations for projects and daily operations.
  • Maintain daily operations of emergency room.
  • Supported the effectiveness of daily operations.
  • Ensured daily operations ran smoothly, problem solved as necessary and served as primary contact when director was absent and/or unavailable.
  • Developed and implemented policies and procedures for all daily operations, including the Help Desk, Data Center and Network Services.
  • Recommend & oversee all purchases of software or hardware needed for daily operations as well as future.
  • Tracked and monitored daily operations in the office covering 20 or more major organizational clients.
  • Managed daily operations for team providing 24/7 support for 7,000 client devices across multiple locations.
  • Created and managed the daily operations of Client Services to ensure quality customer service.
  • Manage the daily operations of the accounting group and relationship management for the client.
  • Develop procedures in a TQM environment to facilitate the orderly process of daily operations.
  • Direct backup support to Director of Client Services Department in daily operations.
  • Manage daily operations of Client Services Department and a team of associates.
  • Managed the daily operations of the branch to ensure quality service.
  • Managed daily operations, call control, payroll, and inventory.
  • Administered all aspects of daily operations at the branch.
  • Managed daily operations of the front office.

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102 Daily Operations Jobs

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23. Key Performance Indicators
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Here's how Key Performance Indicators is used in Client Services Manager jobs:
  • Implemented and managed key performance indicators to assure customer satisfaction and operational performance in compliance with established SLA/OLA requirements.
  • Monitored key performance indicators and ensured action plans were implemented to drive performance and address performance shortfalls.
  • Perform key performance indicators per contractual obligations.
  • Partnered with senior management to develop and execute Key Performance Indicators (KPI) against retail product launches and initiatives.
  • Based on program goals and key performance indicators, suggest improvements to ongoing program design and strategies.
  • Ensured that service of process meets client and judicial requirements while meeting key performance indicators.
  • Oversee end of month reporting as well as key performance indicators to clients.
  • Work with cross functional teams to achieve key performance indicators and improve service.
  • Create and validate customer Key Performance Indicators (KPI) Metrics.
  • Analyze data to determine root cause analysis on key performance indicators.
  • Manage key performance indicators to ensure service levels are met.
  • Manage Key Performance Indicators, forecast, and daily headcount.
  • Service Program Manager Executes service reviews and service improvement plans to achieve key performance indicators.
  • Analyze data and key performance indicators; including but not limited to, transaction volume, staffing and financials.
  • Provided the senior management with status reports and other service Key Performance Indicators (KPIs).
  • Created Key Performance Indicators (KPI's) for call environment and transactional reporting.
  • Determined key performance indicators for each initiative and deliver pre/post-execution analytics.
  • Key performance indicators and performance analytics, Oracle Billing and Revenue Management, Verint systems, Cisco data center solutions.
  • Analyzed data and key performance indicators (KPIs) for transaction volume, staffing, and financials.
  • Coordinate client meeting and Key Performance Indicators Manage client audits Vendor oversight - fulfillment / statements

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20 Key Performance Indicators Jobs

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24. Client Support
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Here's how Client Support is used in Client Services Manager jobs:
  • Managed scientific imaging software client services support team and maintained several client support databases.
  • Provided client support for proprietary merchandising products and e-commerce platforms.
  • Provided client support to students enrolled in CFA, FINRA and FRM exam training courses in both classroom and online formats.
  • Initiated bug tracking and client support tracking software; tested multiple options and developed program after identifying company need.
  • Directed and supported West Region Delivery team and Client Support Consultants responsible for NPS and Client Experience Surveys.
  • Managed installation, maintenance and support of call center phone system, including ACD for client support services.
  • Recruited staff and instructed new members on software functionality, client support, soft skills and communications.
  • Provided training on the Blackberry devices and escalated client support issues with vendor contacts as needed.
  • Managed Global Client Support Center operations for a designated group of Managed Custom Hosting client accounts.
  • Assisted the Director of Marketing with VIP client support, sales and retention.
  • Manage team of six individuals providing client support for all Chicago area clients.
  • Launched new client support service to improve communications and speed of resolution.
  • Lead and instruct developers to enhance and customize client support tracking systems.
  • Supported Account Executives with new plan implementation and ongoing client support.
  • Provided client support by researching and documenting issues and problems.
  • Lead and managed two client support personnel.
  • Provided technical and client support for external stakeholders Tested software: documented bugs, provided recommendations to software developer for new features
  • Led Global Client Support testing for the salesforce.com implementation, including test plans and scripts.
  • Managed all student computer labs campus-wide Coordinated client support specialist direct reports Oversaw student laboratory budgets
  • Provided client support and assisted Investment Advisors with onboarding new clients.

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158 Client Support Jobs

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25. Performance Reviews
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Here's how Performance Reviews is used in Client Services Manager jobs:
  • Conducted annual client meetings and quarterly performance reviews for accounts under management.
  • Completed performance reviews each quarter, offering praise and recommendations for improvement.
  • Conducted annual performance reviews for associates and awarded merit increases.
  • Conducted performance reviews and assessed employee training requirements.
  • Performed all staffing duties including hiring, terminating, performance reviews, interpersonal conflict, disciplinary actions, and team meetings.
  • Supervised an accounting team staff of up to eight portfolio accountants and conducted performance reviews on semi annual basis.
  • Completed mid-year and end of year performance reviews for staff and determined merit increases within a set budget.
  • Prepared and delivered performance reviews and created learning plans to build a consistent and viable support team.
  • Complete annual performance reviews for housing team and provide guidance to staff on professional development plans.
  • Conduct interviews, counseling and performance reviews and schedule for 25 employees in three departments.
  • Created case studies (quarterly & wrap up), performance reviews and analyses.
  • Career development of technicians including compliance to KRA's and GPARS performance reviews.
  • Managed 3-5 client services managers/leads including hiring, training, performance reviews.
  • Assess team personnel needs and conduct interviews and performance reviews as needed.
  • Handle performance reviews and desk audits for both fulfillment and sales team.
  • Prepare and maintain service and quality reports including annual performance reviews.
  • Process and track PTO and perform annual performance reviews.
  • Hired staff and conducted annual performance reviews.
  • Implemented annual performance reviews for branch staff.
  • Participate in Orientation of new field staff, annual performance reviews, and provide counselling to staff as necessary.

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8 Performance Reviews Jobs

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26. Client Meetings
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average Demand
Here's how Client Meetings is used in Client Services Manager jobs:
  • Managed and participated in the planning and delivery of face-to-face client meetings and ensure appropriate completion of corresponding action items.
  • Produce accurate proposals, renewal summaries, agendas, and financial documents for client meetings to resolve issues they are having.
  • Conduct client meetings including: sales transition meeting, employee orientation, portal training and SOI operations manual meeting.
  • Conducted quarterly client meetings to review plan sponsor reports, outstanding items, pending improvements, and compliance items.
  • Analyzed and evaluated client holdings to create reports used to prepare for client meetings and quarterly portfolio reviews.
  • Assisted in client meetings, issued client communications, interacted with clients and handled client service.
  • Used logistical coordination skills to plan events, monitor projects, and set up client meetings.
  • Reviewed client reports and prepared all planning and implementation for the client and client meetings.
  • Prepare recommendations to provide in client meetings, over the phone, or via email.
  • Conducted bi-annual client meetings to discuss plan provisions, investment performance, and product/service enhancements.
  • Gather data about clients' investments from various sources to prepare for client meetings.
  • Compose monthly metrics and attend client meetings to report volumes & trend analysis.
  • Compiled analyst notes from management and client meetings.
  • Prepare presentation material and proposals for client meetings.
  • Conduct client meetings and Quarterly Business Reviews.
  • Prepared material for client meetings.
  • Manage day to day company in-house workflow, coordinate all client meetings and vendor support.
  • Assist two Financial Advisors with all appointments and preparation of client meetings !
  • Create and lead weekly internal and external/client meetings to strategize event objectives.
  • Attend client meetings, tradeshows and events as necessary.

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1 Client Meetings Jobs

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27. Data Entry
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Here's how Data Entry is used in Client Services Manager jobs:
  • Led daily operations for credit processing, application data entry, processing and fulfillment, and customer service functional areas.
  • Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development.
  • Interviewed, hired, and trained all new client services, data entry, and support associates.
  • Performed a variety of administrative tasks including data entry, invoice reconciliation, and account closeout.
  • Process weekly payroll for field staff, verifying hours worked and data entry of all information.
  • Maintained weekly schedules to ensure adequate phone, data entry, verification and project coverage.
  • Streamlined the weekly accounts payable process, using Excel and QuickBooks to reduce data entry.
  • Managed team of sixteen processors in the data entry of new mortgage loan applications.
  • Provided training to clients on proprietary software for data entry and reporting.
  • Moved from a data entry operator to manager of the group.
  • Provide direct services, conduct assessments, referrals and data entry.
  • Process all investment paperwork, including data entry.
  • Result reporting and troubleshooting Verified data entry of physician's orders and timely turn-around-time of reports.
  • Manage 2 teams that consist of 3 supervisors, 25 customer service reps, and 6 mailroom/ data entry clerks.
  • Trained personal in all phases of sales, client services, sales presentations, data entry and sales verifications.
  • Managed staff of 32 people including PC Specialists, CSRs, Training, Documentation and Data Entry.
  • Hired as data entry and promoted to Client Service Manger after three weeks of employment.
  • Faxed , emailed clients and did payroll Skills Used Typing, data entry and excel
  • Trained new employees Scheduling, preparation of charts and data entry.
  • Review not-in-good order processing reports for solutions to improving staff data entry error rate.

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523 Data Entry Jobs

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28. New Accounts
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Here's how New Accounts is used in Client Services Manager jobs:
  • Designed and implemented migration strategies for new accounts ensuring fast, efficient service and customer satisfaction.
  • Opened new accounts & followed-up within Reimbursement Services office policy & procedure guidelines.
  • Prepared client documents for new accounts, account maintenance, account transfers, client reviews, and other paperwork as necessary.
  • Manage and resolve complex service issues related to new accounts, trading, transfer of assets and product integration.
  • Coordinated the set up of new accounts and served as the liaison between Client Managers and internal/external CTSI customers.
  • Generated 184 new accounts over a four year period and brought in $179K in new business.
  • Maintained optimum new account success rate of 91% while generating new accounts on a consistent basis.
  • Manage all clients' paperwork for opening, transferring and funding new accounts.
  • Participate in new business meetings and manage the implementation of new accounts.
  • Opened new accounts and was in constant communication with existing clients.
  • Acquired new accounts through outside sales, networking and strategic marketing.
  • Oversee the efficient processing and handling of new accounts origination.
  • Processed customer payouts, account transfers and opened new accounts.
  • Opened all new accounts for new and existing clients.
  • Assisted with the implementation of new accounts.
  • Assigned Client Services Managers to new accounts.
  • Work with MAE, Sales Reps in setting up new accounts.
  • Coordinate Group Meetings Facilitated presentations and travel orientation seminars for all new accounts.
  • Assisted branch manager with customer service issues; opening and maintaining new accounts and developing strategies to bring in new business.
  • Open new accounts, process transfers, deposits and withdrawals, update and maintain accurate client information.

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7 New Accounts Jobs

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29. Staff Members
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Here's how Staff Members is used in Client Services Manager jobs:
  • Established and implemented department policies, goals, objectives and procedures conferring with organization officials and staff members as necessary.
  • Supervised three customer service call center staff members who effectively outperformed customer hold time standards.
  • Promoted in 1999 to Client Services Manager to over see scatter site program, including the supervision of three staff members.
  • Interview, hire, and train front desk staff members and provide input, coaching, and mentoring on performance standards.
  • Coached staff members on resolving internal and external conflict to the satisfaction of both Hartford Direct and our clients.
  • Conduct meetings with staff members to deliver results related to productivity and quality; discuss coaching and development needs.
  • Facilitate staff education on client specifications, assist with new hire training and mentor staff members as needed.
  • Nominated high-value staff members for recognition and was awarded company's annual highest program for 2 consecutive years.
  • Provided advice to all staff members concerning procurement of services, contracts, and equipment needs.
  • Focus on improving staff members' time and project management skills to better meet deadlines.
  • Supervised staff members, defined roles and responsibilities, and delegated tasks to maximize efficiency.
  • Work closely with internal senior staff members to cultivate and support account management best practices.
  • Managed 12 staff members that provided computer and network support for over 750 users.
  • Recruited, trained and supervised 5-10 new staff members each year.
  • Managed, directed, and evaluated performance of several staff members.
  • Managed over twenty delivery staff members in all aspects of performance.
  • Train and manage staff members to improve performance and productivity.
  • Assessed and trained staff members for cross-functional operations.
  • Train and supervise new staff members.
  • Managed 85 C.N.A, HHA, RN staff members, including recruiting, background checks, scheduling, orientation and training.

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121 Staff Members Jobs

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30. Revenue Growth
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low Demand
Here's how Revenue Growth is used in Client Services Manager jobs:
  • Managed all aspects of customer interaction to maximize customer satisfaction, profitability and revenue growth of the existing customer base.
  • Review service utilization matrix for potential revenue growth areas within existing portfolios.
  • Assist and help develop the team to ensure client satisfaction, account revenue growth, and overall business profitability.
  • Managed 10-25 consultants and 6 key client relationships to deliver technical solutions supporting 25% annual revenue growth.
  • Deployed consultative sales skills to exceed client satisfaction, profitability, and fee for service revenue growth targets.
  • Targeted and secured sales opportunities throughout a 6-state region driving incremental revenue growth through C- level executives.
  • Managed the Client Services team while ensuring customer satisfaction and revenue growth within existing client base.
  • Maintain effective partnership with Sales team to drive strategic revenue growth and achieve service delivery objectives.
  • Balanced revenue growth while limiting the amount of revenue lost through credits / billing adjustments.
  • Contributed creative ideas that lead to new products and revenue growth for the company.
  • Supported significant account revenue growth from $400K/month to $5M+/month in 7 years.
  • Achieved 225% revenue growth with top five clients in first year of service.
  • Marketed new services to existing clients and produced revenue growth within existing accounts.
  • Promoted from CS Supervisor based upon successful revenue growth within CSM team assignments.
  • Received 1Q 2012 Global Client Services Award for contributions towards revenue growth.
  • Identify, develop and manage revenue growth opportunities within assigned accounts.
  • Promoted revenue growth, retention, and overall customer satisfaction.
  • Assist sales staff to increase overall revenue growth.
  • Project manager focusing on accelerating revenue growth of key clients including: CBS, Merrill Lynch and Deutsche Bank.
  • Exceeded company's average account revenue growth level of 2.5x with upwards of 5x year over year growth.

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120 Revenue Growth Jobs

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31. RFP
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low Demand
Here's how RFP is used in Client Services Manager jobs:
  • Led a team to resolve complex service issues for a million dollar account that resulted in an invitation to a RFP.
  • Manage Project Managers and Implementation Teams * Business Analysis, RFP's, Project planning * Trade Shows and Business development
  • Initiated and lead business development meetings with prospective clients, including leading Request for Proposal (RFP) processes.
  • Prepare RFP's, negotiate contracts for all accommodations, dining, entertainment and travel.
  • Utilize project management skills to manage the entire Request for Proposal (RFP) process.
  • Manage the coordination and submission of requests for proposal (RFP's).
  • Initiate and approve customer pricing, including submission of RFP for major customers.
  • Developed and enhanced internal RFP materials for timely and accurate RFP completion.
  • Crafted multiple winning RFP responses and managed the proposal production process.
  • Provide input for RFP evaluation & pricing.
  • Provide input for RFP responses, SSAE 16, and PCI audits.
  • Provide websites analysis leveraging SiteOmniture analytics, recommend targeting strategies, media planning & RFP, and ensuring optimal performance effectiveness.
  • Created proposals for prospective new customers, RFPs for sub-contractors, and bids for government projects.
  • Participated in responding to RFPs, new business presentations, system demos and client related communications.
  • Assist with onboarding new business and potential new business through an RFP process.
  • Worked with various teams to create RFPs and proposals for new business.
  • Serve as a subject matter expert on sales opportunities and RFPs.
  • Responded to RFPs for government and large private contracts.
  • Contract Administration including responding to RFPs.
  • Created a practical, universal and standardized RFP "toolkit" for service contract specifications and bidding.

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3 RFP Jobs

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32. Conference Calls
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low Demand
Here's how Conference Calls is used in Client Services Manager jobs:
  • Prioritized and scheduled conference calls for emergency authorizations based on member's medical needs.
  • Facilitated meetings and weekly conference calls, communicated milestones and resolved problems.
  • Facilitate web-ex and/or conference calls when necessary.
  • Participate in client meetings and conference calls in order to identify issues and make recommendations on how to eliminate future occurrences.
  • Delivered exceptional client/customer service for the internal and external customer via the phone, conference calls, email and fax.
  • Increased District Client Satisfaction scores to over 90% through constant communication, leading conference calls to ensure district success.
  • Provided direct project management support and feedback to clients through standing conference calls, web-training, status reports and email.
  • Maintain contact with clients at the executive level through regular face-to-face meetings, conference calls and sales/new product offering presentations.
  • Conducted weekly and monthly conference calls with executive clients to discuss problems, goals, and introduce new products.
  • Maintained the client relationship via verbal communication (one on one or conference calls) or written contact.
  • Perform weekly, monthly and quarterly conference calls with clients to discuss statistics and analysis.
  • Participated in weekly stewardship conference calls with customer and the account service teams.
  • Facilitated client conference calls to review weekly dashboard & discuss new ventures.
  • Hold conference calls with clients to discuss and resolve quality assurance issues.
  • Engage in regular client interaction via email and conference calls.
  • Attended client conference calls or on-site visits as required.
  • Coordinate and lead conference calls and in-person meetings.
  • Attend conference calls and client summits.
  • Positioned to lead weekly client conference calls, including presenting project status encompassing risk adjustment and forecasted revenue opportunities.
  • Facilitated conference calls and tours of facility to educate internal and external clients on lockbox processing.

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1 Conference Calls Jobs

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33. Primary Contact
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low Demand
Here's how Primary Contact is used in Client Services Manager jobs:
  • Lead a team of 10 Benefit Representatives that serve as primary contacts for escalated daily participant level issues for 40+ clients.
  • Acted as the primary contact for advanced inquiries which came from employer groups who used BNY Mellon's HSA payroll solution.
  • Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service.
  • Serve as the primary contact for daily account issue resolution, actively supporting customers during the implementation of sales contracts.
  • Served as the primary contact for all clients and handled all customer issues and concerns with diplomacy.
  • Served as the primary contact for HR and employees for ongoing service issues and day-to-day inquiries.
  • Function as the primary contact for the resolution of the day to day account service issues.
  • Served as primary contact for all issues regarding trading, technology, and financial industry regulations.
  • Serve as the primary contact for day-to-day client questions, inquires, issues, etc.
  • Served as primary contact for new client implementation and transition to MT-World, Inc. platform.
  • Served as the primary contact for day-to-day support of 3 assigned MCO accounts.
  • Served as the primary contact for all first party and third party clients.
  • Dedicated SME who was primary contact for escalations and difficult transactions and problems.
  • Serve as the primary contact to plan administrators of company retirement plans.
  • Served as the primary contact to multiple Health Savings Account clients.
  • Act as primary contact and escalation point for client operational issues.
  • Serve as primary contact for financial asset and fund managers.
  • Serve as primary contact for any issues or questions.
  • Serve as a primary contact for all clients.
  • Act as a primary contact for vendor inquiries.

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4 Primary Contact Jobs

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34. Problem Resolution
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low Demand
Here's how Problem Resolution is used in Client Services Manager jobs:
  • Enhance customer service through ongoing communication and rapid problem resolution, producing increased customer retention.
  • Provided oversight for escalated customer issues, monitored problem resolution processes and ensured SLA/SOP compliance.
  • Maximize client satisfaction through relationship management, problem resolution and process improvement.
  • Provide problem resolution internal and externally.
  • Provided ongoing evaluation and refinement of business process to ensure accurate and timely support and problem resolution to ETE's customers.
  • Managed client relations, service and problem resolution for the small to medium sized business (SMB) market segment.
  • Achieved an average client hold time of 10 seconds with a rate of 96% problem resolution on first call.
  • Acted as the point of contact for Problem Resolution as it pertains to the customer's telecommunications environment.
  • Analyze operational business problems and provide problem resolution and effect change to all facets of the company.
  • Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.
  • Managed a staff of IT professionals, with emphasis on customer service and problem resolution.
  • Direct customer contact to assist in problem resolution, understanding of current policies and benefits.
  • Direct point of contact for client's management team; responsible for problem resolution.
  • Point of escalation and problem resolution through the implementation of Service Level Agreements.
  • Assist in problem resolution with clients, sales, and product issues.
  • Acted as a point of escalation for customer and client problem resolution.
  • Advised management, counseled employees, promoted problem resolution, identified company hotspots, and anticipated possible areas of concern.
  • Point of contact for all clients for problem resolution, cases updates, and follow up on various legal issues.
  • Handle service agreement details (billing, scheduling, and problem resolution) between clients and payors.
  • Compiled, analyzed, and interpreted data in a timely manner, so as to provide problem resolutions and recommendations.

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94 Problem Resolution Jobs

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35. Phone Calls
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low Demand
Here's how Phone Calls is used in Client Services Manager jobs:
  • Directed telephone calls and relayed messages to others while maintaining accuracy and confidentiality.
  • Assist in scheduling client meetings in addition was responsible for answering all incoming phone calls in a warm and friendly manner.
  • Process withdrawals (hardships, terminations and loans) take phone calls from clients, participants and brokers inquiring about distributions.
  • Interfaced with clients via email and phone calls to provide assistance with issuing prepaid for cards for their clients.
  • Review telephone calls with collectors providing feedback on their strengths as well as identifying areas for improvement.
  • Act as liaison between attorney and clients for phone calls, emails, faxes and general information.
  • Marketed to new clients for group travel through trade shows, phone calls, and mailings.
  • Managed and resolved all Prepaid Card Escalations via email and phone calls directly from relationship managers.
  • Review and monitor support phone calls/Cases for accuracy and provide appropriate feedback and coaching.
  • Frequent client contact through phone calls, e-mails, mail, and in person.
  • Handled escalated user phone calls and emails to provide superior customer service and satisfaction.
  • Maintained regular contact with client through on-site visits, phone calls and email.
  • Assist in answering phone calls when service levels are in jeopardy.
  • Balance incoming and outgoing phone calls with in-person interactions.
  • Research included phone calls, email and online portals.
  • Handled all vendor phone calls.
  • Handle all phone calls for Sales.
  • Maintain positive relationships with offenders and their families through weekly visits and/or phone calls.
  • Provided daily communication to clients via email and phone calls.
  • Answer all inbound phone calls from clients and advisors.

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86 Phone Calls Jobs

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36. Service Level Agreements
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low Demand
Here's how Service Level Agreements is used in Client Services Manager jobs:
  • Monitored daily operational service level agreements dealing with warehouse management and order fulfillment activities performed by 3PL service provider.
  • Acted as a dedicated liaison between company and customers improving customer satisfaction and meeting service level agreements.
  • Lead and develop Associate Relations division and its managers responsible for the critical service level agreements established with all Clients.
  • Developed support ticket routing processes, procedures, escalation policies, and established Service Level Agreements (SLA's).
  • Negotiated develop, updated, and measured Service Level Agreements (SLA) in the regions of responsibility.
  • Exceeded clients' service level agreements above the 90% contract standard resulting in quarterly performance rewards.
  • Negotiated Service Level Agreements (SLA) and managed contract compliance issues for maintenance and repair disputes.
  • Established hardware and software standards for entire company nationwide, as well as maintaining Service Level Agreements.
  • Monitored all contracts to ensure that service level agreements and statements of work were being met.
  • Defined business readiness and ensured service level agreements were in place with all applicable parties.
  • Developed new strategies, to ensure that all Service level agreements and metrics were met.
  • Review fund documentation and service level agreements with legal department to reduce firm risk.
  • Create metrics and Service Level agreements for end user support standards.
  • Motivated employees to achieve personal goals and consistently meet expected service level agreements.
  • Ensured staffing models provide appropriate coverage and met customer service level agreements.
  • Manage client deliverables as outlined in client Master Service Agreements, and ensure attainment of all Service Level Agreements.
  • Ensured all client deliverables and targets met or exceeded based on set goals and established service level agreements.
  • Implemented Business Metrics & Dashboards, Service Level Agreements, and Human Capital Engagement and Training strategies.
  • Establish and maintain Service Level Agreements with clients and payors.
  • Ensured deliverables, timelines and service level agreements were met.

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382 Service Level Agreements Jobs

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37. Client Management
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low Demand
Here's how Client Management is used in Client Services Manager jobs:
  • Created an internal system for quality scoring on account executive client visits and client management system documentation.
  • Performed software installations and scheduled consulting training sessions, client management coordination arrangements.
  • Communicate with client management on contractual obligations and amendments.
  • Managed daily activities of several client management teams.
  • Reshaped client management model to increase retention.
  • Coordinated client management activities for 800 customers in 120 countries including data integration, sales, and billing.
  • Collaborated with SVP of Client Services to promote systematic client management culture, infrastructure, and protocol.
  • Initiated first Program Manager position in division, as part of new approach in client management.
  • Communicated with client management team to report on project progress, budget and time lines.
  • Mentored interns & staff through training, professional development, evaluations and client management.
  • Supply client Management support to the Top 4 On-line Brokerage Companies in the Country.
  • Provided research, business development, pitching, campaign, and client management.
  • Directed operations, sales, marketing, business development, and client management.
  • Develop and present service strategies to various levels of client management and/or consultants.
  • Develop tacking forms, policy and procedures guidelines for client management.
  • Set up and maintained client management system.
  • Communicate and coordinate all aspects of Client management and marketing for multimillion dollar medical practices.
  • Provided technical assistance related to client management policies and practices to improve program operation.
  • Provided guidance in the areas of business development, recruitment best practices and client management.
  • Conducted periodic onsite reviews with existing client management, detailing service activity and benchmarking operational performance.

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6 Client Management Jobs

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38. Action Plans
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low Demand
Here's how Action Plans is used in Client Services Manager jobs:
  • Analyzed service level reports to identify weaknesses; implemented corrective action plans.
  • Developed action plans for lead generation specific to each client's service/solution/product.
  • Identified and implemented career-path and developmental action plans for professional management staff.
  • Eliminated repeat escalations by developing custom action plans following major service interruptions.
  • Developed and implemented action plans to improve team member engagement.
  • Presented weekly account reports and participated in quarterly reviews in order to create action plans to continue progress.
  • Led implementation of projects and action plans for multiple departments, including operations, training, and sales.
  • Based upon root cause analysis, created and published action plans to meet and exceed risk targets.
  • Manage and help with pending issues, provided action plans and follow through until issue is resolved.
  • Identify and address issues; define and execute strategies and tactical action plans to provide solutions.
  • Developed annual marketing budget, sales strategies, and action plans for identified targets of opportunity.
  • Drafted action plans and led meetings with department executives to review project status and proposed changes.
  • Develop service action plans based on root cause analysis, trends on client request.
  • Created action plans to assist the department in reducing the hospital bad debt A/R.
  • Develop action plans for any unsatisfactory responses on the annual CSAT survey.
  • Implemented quarterly action plans to align with annual team goals and objectives.
  • Created internal staff action plans for training and career development.
  • Implemented action plans focusing on deficient areas.
  • Created action plans to minimize risk.
  • Evaluate individual work performance, strengths and deficiencies and develop employee action plans that promote professional growth.

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33 Action Plans Jobs

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39. Client Inquiries
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low Demand
Here's how Client Inquiries is used in Client Services Manager jobs:
  • Respond to escalated client inquiries concerning account information, processing procedures, and problem resolution.
  • Research client inquiries; process requests; managed broker's and management's calendar; worked closely with other office personnel.
  • Interacted with customer base and served as subject matter expert in an effort to resolve client inquiries and disputes.
  • Serve as the direct point of contact for the resolution of all escalated and/or complex client inquiries or solutions.
  • Directed an 8 person client service team that provided client on boarding services and answered client inquiries.
  • Respond to client inquiries and support requests via phone, email, web forum etc.
  • Responded to client inquiries in a timely and accurate manner and drove responsive atmosphere internally.
  • Single point of contact for client inquiries and escalations for over 450 document custody clients.
  • Respond to client inquiries and concerns regarding service issues, scheduling, and billing.
  • Managed client services including meeting preparation, meeting follow-up, and daily client inquiries.
  • Handle client inquiries of program and Human Resource questions concerning service anniversary awards.
  • Handled client inquiries including equipment adds or changes, billing and technical training.
  • Function as ultimate escalation point for client inquiries, issues and requests.
  • Manage Client inquiries and requests in a timely and professional manner.
  • Support and assist sales representatives with client inquiries and presentations.
  • Managed appropriate research to respond to customer or client inquiries.
  • Research and resolve client inquiries and problems.
  • Provided resolutions for client inquiries.
  • Ensured all client inquiries were handled in a timely manner, either by resolution or elevating to IS dept or CFO.
  • Answer client inquiries regarding financial transactions, monthly statements, and assist with ad hoc requests.

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30 Client Inquiries Jobs

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40. Issue Resolution
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low Demand
Here's how Issue Resolution is used in Client Services Manager jobs:
  • Instituted formal review process for Dedicated Service Team resulting in increased focus on cross-departmental issue resolution and client service delivery.
  • Manage relationships with non-profit housing agencies including issue resolution, pipeline reviews, document submission and perfection.
  • Coordinated and facilitated weekly client conference calls to address project status, training requirements and issue resolution.
  • Evaluated personnel performance and recommended performance and personnel issue resolutions, in order to maintain company standards.
  • Created and implemented programs that allowed internal and external customers to identify issue resolution status.
  • Manage all client service needs, interacting directly with clients as the central point of contact, support and issue resolution.
  • Performed all essential duties for client support including client management, writing requirements, system changes, testing and issue resolution.
  • Managed over 50 accounts in 7 states including federal government clients; responsible for daily account management and issue resolution.
  • Manage all facets of RelayHealth system implementations, upgrades, issue resolution, product demonstrations, and client training.
  • Served as the primary point of contact for issue resolution for WHI's largest client (Sprint).
  • Maintained the portfolios of assigned partners, to include relationship management, issue resolution, and profit targets.
  • Provide prompt and courteous issue resolution for patients while exceeding Customer Service goals by 95%.
  • Optimize customer service performance through policy development, training, process improvements, and issue resolution.
  • Served as escalation point for issue resolution and root cause analysis.
  • Provide Follow-up with client within 24 hours after issue resolution.
  • Guided clients and project teams through issue resolution process.
  • Lead daily project tasks and issue resolution efforts.
  • Managed customer issue resolution and managed issue escalation when necessary.
  • Confirm receipt and provide expected turnaround times for issue resolution to the requestor.
  • position resulting in 30% improvement in issue resolution turnaround time significantly improving client satisfaction and retention

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195 Issue Resolution Jobs

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41. Sales Goals
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low Demand
Here's how Sales Goals is used in Client Services Manager jobs:
  • Achieve Sales goals incrementally exceeding expectations.
  • Managed, coached and developed staff while maintaining operational compliance and supporting sales goals within a retail banking environment.
  • Ensured that all Tellers are aware of, and participating in, achievement of service and sales goals.
  • Managed a team of 15 while exceeding our sales goals each year by 40% of projections.
  • Collaborate with brand clients to set and achieve sales goals by creating comprehensive retail strategy plan.
  • Conduct and facilitate weekly meetings to ensure staff is on track with sales goals.
  • Achieved new sales goals and new dollar objectives 11 quarters is a row.
  • Supported sales goals through identification of prospects and referrals to the sales experts.
  • Increased site wide revenue by exceeding monthly individual and team sales goals.
  • Promote and increase sales goals by prospecting clients and reaching referral goals.
  • Achieved one hundred percent of monthly and annual sales goals.
  • Exceeded sales goals on a consistent quarterly and annual basis.
  • Manage tellers and their performance to sales goals.
  • Support sales goals through identification of prospects.
  • Exceeded sales goals for 2011 and 2012, and produced more than 200% personal sales goals.
  • Exceeded 2010 sales goals by 24% with 2011 forecast trending currently at 33%.
  • Exceeded sales goals by 22% after Q3.
  • Managed Client Services Department to exceed multi-million dollar sales goals and exceed company benchmarks for customer satisfaction.
  • March 2011- September 2013 Managed and coached employees to meet sales goals.
  • Achieved 106% of 2015 and 2016 Sales goals.

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9 Sales Goals Jobs

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42. Customer Base
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low Demand
Here's how Customer Base is used in Client Services Manager jobs:
  • Created database for tracking, forecasting and analyzing existing customer base to ensure timely renewals.
  • Created customized process to retain and increase customer base
  • Increased customer base through relationship and telemarketing sales.
  • Conducted quarterly satisfaction surveys with customer base and analyzes results to report service issues and create solutions to improve satisfaction levels.
  • Manage a team of 25+ Client Management Advocates whose focus is relationship management and providing consultative solutions to customer base.
  • Led business development, sales, and marketing efforts to expand the customer base and introduced products into specialty markets.
  • Maintained existing customer base and supported Correspondent Bank Sales in sale of services to both new and existing customers.
  • Served as a direct company liaison for assigned customer base accounts in managing all aspects of customer business needs.
  • Maintain customer base with the objective of retaining customers by submitting products and service proposals.
  • Direct activities of 15 Project Managers to ensure consistent work-flow with customer base.
  • Increased revenues 150% and customer base 95% in last fiscal year.
  • Educated sales and account managers on proactive approach with customer base.
  • Developed process to retain customer base by interfacing with sales department.
  • Manage and maintain law firm's customer base.
  • Grow customer base with potential businesses and customers.
  • Conducted field visits to ensure quality control and customer satisfaction; promoted Keysafe adoption and maintained customer base.
  • Developed rapport with the customer base by handling difficult/escalated issues immediately and with the outmost professionalism.
  • Target of less than 1.5% for customer credis and less that 2% in Churn for my customer base.
  • Serve as liaison to complex customer base addressing, responding and resolving issues with external customers
  • Coordinated training for customer base - onsite and virtual.

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150 Customer Base Jobs

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43. Special Projects
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low Demand
Here's how Special Projects is used in Client Services Manager jobs:
  • Managed various special projects across company departments.
  • Coordinated special projects and managed schedules.
  • Completed special projects for executives.
  • Trained and managed IT and Professional Recruiters and provide exceptional client service, responsible for multiple client & staffing special projects.
  • Managed Service Desk assignments to ensure appropriate resource levels to meet coverage needs for day-to-day workload and special projects.
  • Prepared internal and client presentations, report preparation, and handled a wide variety of special projects.
  • Researched and developed special projects, marketing and sales, office management, and facilities maintenance.
  • Assume responsibility for the development, administration and promotion of special projects, as required.
  • Worked closely with clients on special projects to inspect quality and appropriate distribution of product.
  • Assisted in billing and collections for client base and special projects as assigned.
  • Manage and oversee special projects and produce activity analyses of call traffic.
  • Monitor client requests for special projects and track progress through completion.
  • Participate in special projects and perform additional duties as required.
  • Provide assistance to senior management with special projects.
  • Assist with or manage special projects as requested.
  • Guided special projects through production.
  • Complete special projects as assigned.
  • Manage special projects related to new product development and service improvements; train staff on product enhancements and new products.
  • Develop call reports and visit instructions for continuity program and special projects that align with KPIs.
  • Resolve issues as received by clients (billing, special projects, escalations, etc.

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109 Special Projects Jobs

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44. Performance Management
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low Demand
Here's how Performance Management is used in Client Services Manager jobs:
  • Introduced and established one-on-one performance management training program delivering strong gains in quality, productivity, and efficiency of operations.
  • Coached and developed direct reports through feedback In-the-Action and scheduled Monthly Developmental Coaching as well as performance management.
  • Provided training and evaluations of performance, utilizing various performance management systems.
  • Provided performance management to ensure consistency throughout the BDS organization.
  • Conducted performance management and career development processes.
  • Assume all branch responsibilities, performance management of employees, and effectively resolving any client issues while upholding a professional environment.
  • Full management of Help Desk and Desktop Support staff to include hiring, performance management, coaching and career development.
  • Conduct regular performance management sessions with TSS to review escalated calls, training opportunities, and individual performance metrics.
  • Provided Associate performance management including coaching, development, education, training, and corrective action as needed.
  • Major Client Management responsibilities for the Midwest Region encompassing 35% of Performance Managements revenue and clients.
  • Point of contact for all employee performance management issues including overall job performance and conflict resolution.
  • Lead hiring, performance management and career development for a recruiting team of 18 direct reports.
  • Implement systems including A/R, billing, contract management, and performance management.
  • Lead and develop caregiver skills and performance management of Personal Care Workers.
  • Provided coaching and performance management for the continued development of staff.
  • Provided direction, leadership, support, and performance management.
  • Provide detailed reporting and analysis to client including but not limited to employee retention, performance management, and candidate screening/selection.
  • Led organizational assessments and performance management programs for water and wastewater utilities.
  • Marked improvement in morale through performance management, employee development, and training measureable through attrition rate and service levels.
  • Directed growth and all human resource responsibilities, including staffing, coaching, performance management and motivating of branch staff.

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17 Performance Management Jobs

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45. Business Partners
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low Demand
Here's how Business Partners is used in Client Services Manager jobs:
  • Received consistent positive feedback from both clients and account representatives for successfully negotiating complex problems and enhancing business partnerships.
  • Researched local business partnership opportunities, handled customer service concerns, and implemented business strategies to generate more clientele.
  • Collaborated with all impacted business partners and customers to achieve beneficial results and define best practices.
  • Developed and negotiated Customer Expectation and Performance Agreements for all internal business partners.
  • Created standardized detailed reporting for business partners addressing operational performance within the site.
  • Maintained relationships with internal business partners to ensure an excellent customer experience.
  • Participated in monthly/quarterly Line of Business partnership meetings.
  • Represented CEO in his absence by communication and meeting with external clients, consultants, vendors, and business partners.
  • Lead the agency outbound function for local and national business partners; selling their benefits and services to their clients.
  • Act as liaison for Contact Center to Business Units and Business Partners during Medicare Open Enrollment period.
  • Collaborate with business partners, covering long-range planning for acquisitions, growth, and improved portfolio performance.
  • Directed the implementation of training of regional and market business partners in new processes and systems.
  • Work with various business partners within Corporate Trust (Relationship Managers, and Sales Teams).
  • Partnered with the Account and Support teams including Business Partners to develop and realize revenue opportunities.
  • Fostered open and effective communication within the department and other business partners within the bank.
  • Collaborate with business partners to identify, resolve and improve overall service to client.
  • Maintain excellent relationships with clients, vendors, and business partners.
  • Negotiate with business partners on appropriate standards for quality and productivity, and established tracking and reporting programs for those metrics.
  • Exceled at building strong relationships with clients, prospects, and business partners.
  • Developed relationships with high end cliens to ensure business partnerships.

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73 Business Partners Jobs

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46. ROI
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low Demand
Here's how ROI is used in Client Services Manager jobs:
  • Performed in-depth Return-on-Investment (ROI) analysis to measure success of targeted marketing initiatives with prescription fill activity.
  • Customized and developed interactive campaigns to achieve desired client ROI outcomes.
  • Evaluated, planned, and managed finances including a $2.1M budget, expenditures, and ROI and profit-loss projections.
  • Trained and strengthened customer service execution, developed and trained personal bankers, increased ROI through labor improvements.
  • Worked closely with clients to ensure marketing campaigns follow strategy and client obtains maximum ROI and brand awareness.
  • Scoped, managed and delivered ROI Reporting, Business Line Performance, Market Segmentation, Customer Profiling.
  • Return on Investment (ROI) Analysis of voice and data networking projects using Capital Budget Analysis.
  • Analyzed and reported to the marketing team on all activities, results and ROI.
  • Analyze requirements and present customized list and product recommendations to increase ROI.
  • Conduct follow up and ROI evaluation of client events and programs.
  • Develop strategy to increase ROI for clients across multiple campaigns.
  • Generated renewal through the presentation of research and ROI models.
  • Tracked and evaluated ROI of marketing and sales efforts.
  • Worked with fitness facilities on ROI development and programs.
  • Advise client organizations on integration of operational workflows with IT and optimizing system implementations for maximum ROI.
  • Established centralized customer engagement strategy and aligned/designed operational support models that increased ROI of IT investments.
  • Coordinate six client consultant questionnaires each quarter, noting each property's gross and net asset value and ROI.
  • Track ROI performance and extablish plans to meet company expectations.
  • Create and provide MVR (monthly value reports) and ROIs metrics to clients.
  • Increased platform engagement by 250% Increased brand retention from 75-95% by maximizing clients' ROI in eXperticity platform.

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8 ROI Jobs

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47. Powerpoint
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low Demand
Here's how Powerpoint is used in Client Services Manager jobs:
  • Developed training material which included PowerPoint, classroom literature and industry updates.
  • Customized and delivered high-impact PowerPoint presentations marketing short and long-term software implementations.
  • Created PowerPoint presentations, brochures and other marketing/sales materials.
  • Created PowerPoint presentations to utilize in training situations.
  • Created integrated report templates using MS Excel/PowerPoint.
  • Create related presentations using PowerPoint.
  • Created customized sales presentations using Adobe Acrobat, MS PowerPoint, Harvard Graphics & Lotus Freelance Graphics presentation software.
  • Used PowerPoint daily to update performances/goals on company's monitor screens.
  • Created PowerPoint presentations for monthly metric and QBR presentations.
  • Created PowerPoint presentations for client and company meetings.
  • Prepared, created and presented C-level presentations for sales, introductory, instructional presentations using PowerPoint and Prezi presentation software.
  • Revitalized proposals, research methodology, and capabilities presentations using Microsoft Powerpoint and excel.
  • Leveraged PowerPoint to create impactful, concise slides communicating strategy.
  • Created 2 hour long PowerPoint presentation showcasing vendor logos and question and answer slides for The Association of Legal Administrators Luncheon.
  • Create Powerpoint Layout slides for Client Presentations
  • Record, edit, and distribute retirement education and market update webinars using PowerPoint and Camtasia software.
  • Program was presented on firms Intranet site in html and PowerPoint formats.
  • Produce powerpoint presentations and webinars on our company's data products and services
  • Utilized Netsuite, Salesforce, Microsoft, PowerPoint and Excel daily.
  • Organize responses to all RFIs & RFPs and build all capability presentations using Powerpoint or InDesign.

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70 Powerpoint Jobs

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48. Monthly Reports
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low Demand
Here's how Monthly Reports is used in Client Services Manager jobs:
  • Developed comprehensive monthly reports for billing, performance analysis, and processing, ensuring clarity and accuracy.
  • Provided monthly reports to senior management.
  • Prepare investment plans for client meetings, create email/letters for clients and prospects, and create weekly and monthly reports.
  • Generated weekly, monthly reports on requisition status, Recruiter submissions and Payroll (Missing Time sheets, etc.)
  • Maintain reporting database for all assets held in assigned portfolio's for monthly reports that are distributed to investors.
  • Monitored and tracked all support-related issues by creating daily, weekly, and monthly reports for supervisors and clients.
  • Prepared monthly reports for Senior Management relaying departmental income/loss, SOX Audits, lending limits and money transfers.
  • Conducted staff meeting and training as well as completed daily, weekly and monthly reports with CRM.
  • Compile monthly reports on the daily volumes, employee performance and forecasting monthly and yearly volumes.
  • Created monthly reports for Retailer / Dealer inquiries and distributed to the appropriate personnel.
  • Created monthly reports and documentation concerning the associates service goals and training needs.
  • Maintained daily and monthly reports regarding existing revenue and future revenue.
  • Prepare monthly reports and success stories, extended case management.
  • Provide complex utilization reporting and manage client's monthly reports.
  • Analyzed travel data and created monthly reports for all accounts.
  • Manage and supervise Accounting and Customized monthly reports.
  • Deliver QBR, weekly and monthly reports.
  • Completed weekly and monthly reports.
  • Aided leadership by producing monthly reports to assist with decision-making or continuous improvement processes.
  • Managed employees on daily duties and schedules Resolved escalated client issues Ran daily and monthly reports via Salesforce

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3 Monthly Reports Jobs

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49. External Clients
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low Demand
Here's how External Clients is used in Client Services Manager jobs:
  • Facilitated and mediated communication between internal clients (different departments within the organization) and external clients to fulfill contractual obligations.
  • Communicated directly with external clients on critical issues and product enhancements; resolved related concerns.
  • Handled escalated issues from both internal and external clients improving the customer experience
  • Supported web-based application used by both internal users and external clients.
  • Directed a functional team of Technical Administrators in the provision of uninterrupted server support to external clients on a global level.
  • Led a team of 10 Client Relationship Managers while upholding expectations of Firm Partners and external clients.
  • Developed relationships with key internal and external clients to reduce inquiry time by more than 80%.
  • Respond in a timely and professional manner to telephone and written inquiries from internal and external clients.
  • Increased client base 50% by establishing critical partnerships with internal and external clients and vendors.
  • Provided project management and client liaison services for both internal and external clients which included:.
  • Assist external clients with Equity Plan design and LTI Equity Plan structuring.
  • Acted as a pension account executive to over 75 external clients.
  • Trained internal and external clients in support of the product.
  • Communicated with internal and external clients, agencies and vendors.
  • Responded to customer service concerns with internal and external clients.
  • Create and prepare custom reports for internal and external clients.
  • Work directly with external clients.
  • Lead multi-disciplinary, cross business-unit teams comprised of Business Analysts, engineering, quality, and external Clients' teams.
  • Serve as primary point of contact for pre and post-sales support to internal and external clients.
  • Functioned as liaison between Citicorp and external clients.

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101 External Clients Jobs

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50. Client Requirements
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low Demand
Here's how Client Requirements is used in Client Services Manager jobs:
  • Prepared presentation and materials, secured participation from investment managers, and ensured compliance with client requirements.
  • Focused on mentoring junior-level Professional Services staff and helping find innovative solutions to complex client requirements.
  • Showed effective problem analysis and resolution with client requirements and meeting managers' expectations.
  • Executed analysis of client requirements and specifications to recommend solutions and outline commercial implications.
  • Assessed and managed client requirements and expectations.
  • Develop processes to ensure client requirements are accomplished
  • Revamped the Insurance business segment scorecards to exceed client requirements and instituted scorecards in Spanish for 19 Latin American clients.
  • Analyze client requirements and expectations with a keen sense of awareness to best utilize the full array of offerings.
  • Managed a $3.8 Million dollar client base by ensuring that all client requirements were implemented and followed.
  • Achieved audit document compliance of 99%, assisting branch manager by maintaining and documenting client requirements.
  • Oversee the design and distribution of performance metrics for client education and to meet client requirements.
  • Recruit, screen, evaluate and match qualified candidates to client requirements to ensure client retention.
  • Supervised execution of ATL and BTL advertising campaigns to deliver client requirements.
  • Conducted client meetings and worked to meet day-to-day client requirements.
  • Develop and maintain existing client relations and fulfill client requirements.
  • Lead operations group and other divisions to meet client requirements.
  • Identify client requirements and develop project course of action.
  • Provided technical interpretation / guidance to overseas offices to ensure that global account was executed in accordance with client requirements.
  • Improved existing and developed new processes to efficiently and effectively progress client requirements.
  • Gained understanding of technical solutions which addressed on-going client requirements.

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69 Client Requirements Jobs

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Client Services Manager Jobs

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20 Most Common Skills For A Client Services Manager

Client Service

19.4%

Customer Service

16.2%

Client Relationships

10.3%

Financial Statements

8.8%

Ensure Compliance

8.3%

New Clients

5.9%

Ensure Client Satisfaction

4.1%

Project Management

3.9%

Technical Support

2.6%

Business Development

2.5%

Account Management

2.2%

Process Improvement

2.2%

Healthcare

2.0%

CRM

2.0%

HR

1.8%

Client Issues

1.7%

Customer Retention

1.6%

Service Delivery

1.6%

Internal Departments

1.4%

Direct Reports

1.4%
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Typical Skill-Sets Required For A Client Services Manager

Rank Skill
1 Client Service 15.3%
2 Customer Service 12.8%
3 Client Relationships 8.1%
4 Financial Statements 6.9%
5 Ensure Compliance 6.6%
6 New Clients 4.6%
7 Ensure Client Satisfaction 3.2%
8 Project Management 3.0%
9 Technical Support 2.1%
10 Business Development 2.0%
11 Account Management 1.8%
12 Process Improvement 1.8%
13 Healthcare 1.6%
14 CRM 1.6%
15 HR 1.5%
16 Client Issues 1.3%
17 Customer Retention 1.3%
18 Service Delivery 1.2%
19 Internal Departments 1.1%
20 Direct Reports 1.1%
21 Client Expectations 1.0%
22 Daily Operations 1.0%
23 Key Performance Indicators 0.9%
24 Client Support 0.9%
25 Performance Reviews 0.9%
26 Client Meetings 0.9%
27 Data Entry 0.8%
28 New Accounts 0.8%
29 Staff Members 0.8%
30 Revenue Growth 0.8%
31 RFP 0.7%
32 Conference Calls 0.7%
33 Primary Contact 0.7%
34 Problem Resolution 0.7%
35 Phone Calls 0.7%
36 Service Level Agreements 0.6%
37 Client Management 0.6%
38 Action Plans 0.6%
39 Client Inquiries 0.6%
40 Issue Resolution 0.6%
41 Sales Goals 0.6%
42 Customer Base 0.6%
43 Special Projects 0.6%
44 Performance Management 0.6%
45 Business Partners 0.6%
46 ROI 0.6%
47 Powerpoint 0.5%
48 Monthly Reports 0.5%
49 External Clients 0.5%
50 Client Requirements 0.5%
{[{skill.rank}]} {[{skill.name}]} {[{skill.percentageDisplay}]}%
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