Results for "Client Services"

D365 F&SCM Finance Senior Consultant - Client Services

A Senior D365F&SCM Finance Consultant - Client Services at Argano is an experienced professional who provides expert advice and analysis in their field of proficiency. They are involved directly with clients and management of client issues and initiatives related to their field of proficiency. They are responsible for delivering quality work independently. They provide expert advice, guidance, and solutions related to technology and information systems. They demonstrate good judgment in selecting methods and techniques for obtaining solutions for clients based upon their experience and best practices to achieve client’s business objectives more efficiently and effectively. They escalate concerns and issues to senior leadership as required. RESPONSIBILITIES : Process Adherence: Keep tickets updated and adhere to SLAs Follow defined processes and procedures Maintain accurate timesheets and submit as per defined policies Service Delivery: Manage Managed Services cases and initiatives

Account Executive

Account Executive What you will be doing Responsible for development of Account strategy, retention and growth for defined accounts and accountable for adoption, value and retention of all Premier business (within named accounts). Plan, oversee and execute account management of Premier services & technology at existing members/customers for named accounts, while maintaining and renewing products/services contracts, documenting high level of customer validated value, and assisting in expanding current accounts product lines and business solutions. This position will work closely with members (hospitals and health systems) and determine resources needed to achieve performance improvement, leveraging Premier products, services and subject matter experts . This position works in collaboration with other Commercial Specialists, Premier Performance Partner staff, client services, product management, operations and new business development to ensure customer service and value provided exc

Home Based Graphic Designer

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The DCX Client Services Home-Based Graphic Designer has a strong ability to listen to the client, understand their goals, and assist in the creation of creative solutions with a high visual impact. This role will work closely with the client to ensure that branding is integrated into the goals of the partner brands they serve. Your creativity, attention to detail, and understanding of design principles will play a vital role in shaping the visual identity and success of the client's brand. This role will start as a 3-month contingent contract , with the possibility of being partnered with our clients in the United States. If selected by the client, the employee will then undergo a 6-month probationary period leading to a potential full-time position. This opportunity will allow you to grow your career and gain deeper insights into the

Senior Operations Manager

Establish the broker operations function, design organizational structure, and develop core processes for client funds management, compliance operations, reconciliation, and partner management. Manage client funds processing, reconciliation, and client services team. Requirements 8+ years in forex brokerage or financial services operations, with experience building and leading teams Builder mindset: Demonstrated ability to build operational functions from scratch Solid understanding of trade lifecycle, settlement workflows, and reconciliation processes within a forex or multi-asset brokerage Strong knowledge of FSA regulations, client fund rules, and compliance requirements Benefits Remote work Originally posted on Himalayas

FirstAlt Client Services Rep ll

Job Description Major Responsibilities Act as the main point of contact for clients in regard to routing, student information, school schedules, etc.​ Work with Field Operations to ensure driver compliance is completed and up to date per school district and state standards. ​ Manage the day to day scheduled trips, ensuring trips have been started, are running on time, completed and troubleshoot trips that need immediate attention. ​ Effectively communicate via telephone, email, text message, and chat applications with a school districts, transportation partners and team members.​ This position requires a high level of customer service communication and care ​ Handle escalated situations with a sense of urgency, calmness, and professionalism ​ When applicable, Agents assigned to bilingual speaking roles will be required to meet all expectations in their designated language as outlined in this document The main point of contact for clients in regard to routing, student information, scho

Bilingual Client Services Assistant

The Client Services Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The expectation is that the Client Services Assistant will join the team and work towards their Life Insurance license, which the company will support. Initially, unlicensed assistants focus on coordination and support. The role also provides coverage for assigned brokers during vacations. Once licensed , Assistants may write policies. This is a remote role. Unlicensed Responsibilities Coordinate life insurance cases from lead stage through policy issue and servicing Support client onboarding and guide clients through the application process Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff; Update and maintain accurate client details (contact info, address, banking/PAD/CC

Member Outreach Coordinator (Call Center Position)

Job Title: Member Outreach Coordinator (Call Center) – Part-Time Position Summary: We are seeking a detail-oriented, communicative Member Outreach Coordinator to join our Client Services team part-time. In this role, your primary responsibility will be making outbound phone calls to members regarding cases referred by contracted health plans. Most of your workday will involve phone outreach and accurate data entry to confirm and gather information needed before cases are assigned for review. As the first point of contact for members, you will verify information submitted by their insurance plan (such as name, date of birth, requested services, address, and contacts) and work closely with the Client Services team to ensure all details are accurate and complete. Serious applicants only. Please note: All offers of employment are contingent upon successful completion of a background and reference check, conducted after a conditional offer is made and in accordance with applicable federal,

Benefits Specialist Case Manager (Part-Time)

What You'll Do As a Benefits Specialist Case Manager (Part-Time), you will be critical in assisting and coordinating the care and services provided to needy individuals. You will work across various fields, such as healthcare, social work, mental health and rehabilitation, to ensure that clients or patients receive the necessary support and resources to meet their specific needs and goals. Your Responsibilities Will Include: Client Services & Case Management Provide guidance on eligibility and application processes for public benefits including healthcare, food assistance, social assistance, tax assistance and veterans’ benefits Assist clients with completing benefits applications, including gathering required documentation Connect clients to appropriate benefits, services and community-based resources based on identified needs Conduct follow-ups to support next steps and progress toward benefit enrollment. Deliver culturally responsive, respectful and client-centered support to i

D365 F&SCM Finance Senior Consultant - Client Services