Client Services Specialist

The Client Services Specialist will execute the project/product lifecycle from creation of business requirements through implementation. The individual will operate as an internal consultant on enterprise-level projects/product launches and will be adept at utilizing a computer database, handling escalated projects simultaneously while offering efficient solutions.

Essential Duties & Responsibilities

• Lead, develop, and participate in the day-to-day execution of business requirements and test plans
• Perform User Acceptance Testing and develop and deliver end-user training, job aids, or other communication
• Create or amend operating procedures, and develop/maintain process flow diagrams for intra-departmental change initiatives
• Establish product rates following contract and Company procedures
• Establish product accounting distribution following Company procedures
• Manage and update rates in master accounting file
• Participate in vendor capabilities assessment, selection, and conversion
• Identify continuous operational improvement opportunities and service efficiency initiatives; recommend solutions, and lead the implementation of agreed upon changes
• Support the operational implementation of new products and enhancements to existing products/channels
• Develop and produce key management reports to improve efficiencies, minimize risk and maintain compliance
• Review and store all documentation, correspondence and rate information in a designation location as instructed by Company policy
• Liaison between our clients and vendors
• Special projects as assigned
• Bachelor's Degree in Business or related field preferred
• 3 years' experience working in a project related position preferred
• Must type at least 40 wpm
• Experience with database systems
• Demonstrated accounting sense
• Must thrive in a fast-paced environment and be able to work independently
• Ability to create and develop professional relationships with internal and external customers
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Excellent Microsoft Office (Excel, Word, Power Point, Outlook)