NewClient Services Coordinator Workplace ResourceClient Services CoordinatorWorcester, MA$55,000–$65,000 / yearFull timeCoordinates ordering and receiving process, expedites orders, maintains order status, and punch-list follow-up to ensure a high level of customer satisfaction. The Client Services Coordinator is responsible for the efficient processing and handling of customer orders.
NewDirector - Liquid Alts Portfolio Services Fidelity InvestmentsDirector - Liquid Alts Portfolio ServicesNorth Providence, RIRemote$103,000–$211,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewClient Engagement & Sales Specialist Kristine Romano LawClient Engagement & Sales SpecialistNorthborough, MAFor nearly 20 years, Kristine Romano Law has earned a reputation for compassionate legal guidance in estate planning, elder law, special needs planning, and long-term care planning. At Kristine Romano Law , you'll help families make one of the most important decisions they'll ever make, protecting the people they love, preserving their assets, and planning confidently for the future.
Legal Client Experience Coordinator DGVE law, LLCLegal Client Experience CoordinatorHanover, MA$56,160–$72,800 / yearYou are curious and resourceful, seeking out new information and using it to approach your job responsibilities and enjoy the challenge of diving in curiously to learn, and you’re willing to push past the discomfort of trying something new with the potential of failing and having to acknowledge it and take accountability and work with a supportive team to help fix it and try again. You won’t just answer phones; you’ll manage relationships, triage complex client needs with grace, and ensure that all clients’ legal matters stay on track.
NewClient Solutions Retention Representative (Cox Business) Cox CommunicationsClient Solutions Retention Representative (Cox Business)Coventry, RI$19.13–$28.65Reduce controllable churn by solving problems, offering tailored incentives and uncovering upsell opportunities that truly meet customers' needs while also assisting with billing related inquiries Here's a look at what you'll be doing: Answering customer disconnect calls and resolving issues, saving the day with creative solutions and attractive offers. Making outbound calls to inform customers about referral programs, new products, enhanced packages or simply to renew, save or upgrade their services.
NewTreasury Management Product Manager Rockland TrustTreasury Management Product ManagerBraintree, MAThis role partners closely with Treasury Sales, Operations, Technology, and Risk teams to drive product performance, vendor management, continuous enhancement, and day-to-day support of treasury solutions that support client needs and generate sustainable fee income. Support the growth and profitability of the Treasury Management product portfolio by identifying opportunities to increase product adoption, supporting pricing strategies, and improve overall revenue performance.
Retiree Services Client Service Manager, Officer State Street CorpRetiree Services Client Service Manager, OfficerQuincy, MA$60,000–$90,000 / yearThe specific scenarios and escalation methods are detailed in the relevant procedures and employees are required to follow these procedures ensuring that they identify unusual or potentially suspicious transaction activity and escalate appropriately. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
NewSales and Service Client Services, VP State Street CorpSales and Service Client Services, VPQuincy, MA$110,000–$188,750 / yearFrom core custody, accounting, fund administration and shareholder recordkeeping to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Work in conjunction with individuals on the team as well as Shared Services/COEs, outsource partners, other business units as well as external clients as needed to ensure seamless processing according to the fund's policies, client's procedures and that all SLAs are met.
Operations and Client Services Manager for a Mental Health Clinic Ellie Mental Health - 221Operations and Client Services Manager for a Mental Health ClinicFramingham, MAIf you’re the kind of person who finds joy in turning chaos into checklists, loves making systems run like clockwork, and can juggle a ringing phone while keeping a smile in your voice, we want to meet you! · Serve as a liaison between administrative staff, clinicians, and clients to resolve scheduling issues, billing questions, and maintain client satisfaction.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Services Administrator Open Sky Community ServicesClient Services AdministratorWorcester, MAUnder the supervision of the Client Services Manager, they will oversee Rep Payee tasks such as monitoring accounts for resource limit, benefit status, process rep payee requests and monthly payment/transfers for clients. At Open Sky Community Services, we open our doors, hearts, and minds to the belief that every individual, regardless of perceived limitations, deserves the chance to live a productive and fulfilling life.
Client Service Manager I / II (Custody) - Wealth Client Experience FidelityClient Service Manager I / II (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Client Services Coordinator Tufts UniversityClient Services CoordinatorMAThe Client Service Coordinator will have a unique role in client experience, facilitating communication during the hospital visit, providing patient updates, managing patient records, and coordinating discharges with the clinical team. In addition, the hospital creates a positive learning experience for Tufts Cummings School of Veterinary Medicine at Tufts University students and student technicians about small animal medicine and surgery.
Client Services Case Manager Harbor Health Services IncClient Services Case ManagerMARole: The Client Services Case Manager works as part of the Client Services Unit and provides ongoing case management, treatment adherence support and supportive referrals for patients Living with HIV/AIDS receiving care at the health centers affiliated with Harbor. The Case Manager is responsible for developing, implementing and evaluating case management needs and care plans to address psycho-social issues and the case management needs of patients living with HIV/AIDS receiving care at the health center.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Client Service Manager III - (Custody) - Wealth Client Experience FidelityClient Service Manager III - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteClient Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
NewClient Services Specialist Sun Life FinancialClient Services SpecialistWellesley Hills, MA$49,200–$66,400 / yearThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Tax Manager – High Net Worth / Private Client Services Jayes Tech LLCTax Manager – High Net Worth / Private Client ServicesWellesley, MA$130,000–$160,000 / year5+ years of tax experience within High Net Worth (HNW), Private Client Services (PCS), or similar environment. Work closely with clients on trusts, wealth transfer, and multi-generational planning strategies.
Client Services Associate Kraft Group LLCClient Services AssociateFoxborough, MAProvide ongoing Quality Assurance monitoring and proactive support for client platforms, ensuring continued platform stability, addressing emerging client needs, and facilitating maintenance and enhancements as part of long-term client success. Apply advanced SQL skills and expertise to proactively query databases, evaluate design implications, conduct discovery, and perform thorough audits of client platforms to ensure data integrity and optimal performance.
Sales and Service Client Services, Officer State Street CorpSales and Service Client Services, OfficerQuincy, MA$65,000–$113,750 / yearYou will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds.
NewSales and Service Client Services, AVP State StreetSales and Service Client Services, AVPQuincy, MassachusettsAs an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Work with internal teams regarding client deliverables such as financial statements, Daily Net Asset Value calculations.
NewClient Services Specialist Sun LifeClient Services SpecialistWellesley, MassachusettsThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Client Services Data Ops Associate Rapid Ratings International IncClient Services Data Ops AssociateQuincy, MAThe Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings' clients in their programs, as well as developing subject matter expertise in third party platforms. We know that bringing together employees with different backgrounds, perspectives and experiences sparks innovation, promotes better decision making and yields the creative problem solving that's critical to our long-term success.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Senior Client Service Manager Moneta Group LLCSenior Client Service ManagerWellesley, MAAs a Senior Client Service Manager, you will work directly with the team's Advisors and Partner on a wide spectrum of projects that are focused on the client's needs. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: Paid holidays.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociatePawtucket, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
NewSenior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesSouthborough, Massachusetts$82,500–$143,100 / yearThe Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Senior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client ServicesMASenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Bank of America CorpClient Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RIEast Providence, RI$25–$27.63 / hourOn screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. Back to search results Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewClient Services Specialist AxelonClient Services SpecialistJohnston, RI$1–$24.17 / hourIndependently service both internal and external customers on a wide variety of commercial card, ACH, and cash management products, services, and technical issues through all incoming channels. Serve cash management, ACH, and commercial card customers via requests received by telephone, chat, or email.
NewClient Services Specialist HireTalentClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Director of Client Services Program Operations IQVIADirector of Client Services Program OperationsNorthborough, MassachusettsCollaborates with Chief Commercial Officer and Vice President of Program Operations to understand the company’s short term and long term goals of growth and development in order to foster relationships between manufacturers and AllCare Plus Pharmacy. Practice and advocate ethical decision-making and actions, promote patients’ rights and responsibilities, effectively manage stress and personal resources, and act in accord with professional roles and norms.
Client Service Manager, Employee Health & Benefits Marsh McLennanClient Service Manager, Employee Health & BenefitsWhitman, PennsylvaniaPreparing employee communications as well as organizing and conducting enrollment meetings; Managing re-enrollment forms and reviewing contracts and summary plan descriptions; Meeting via conference calls or in person with the carriers and the client to stay on track and cover all aspects of implementation. Coordinating and completing the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.
NewFall 2026 Internship- Client Services, Baseball Wasserman Media Group LLC (London)Fall 2026 Internship- Client Services, BaseballProvidence, RIRemoteTHE·TEAM works with iconic sports and media figures across the world in every major sport, utilizing our extensive influence to maximize negotiations and create meaningful opportunities for our clients across teams, leagues, brands, content and live events. Headquartered in Los Angeles, THE·TEAM's presence spans 28 countries and more than 70 cities, including New York, London, Abu Dhabi, Amsterdam, Hong Kong, Madrid, Mexico City, Toronto, Paris and Sydney.
Client Service Manager GallagherClient Service ManagerWestborough, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients.
Client Service Manager (Hybrid) Patriot Growth Insurance ServicesClient Service Manager (Hybrid)Taunton, MA$50,000–$70,000 / yearAbout Patriot Growth Insurance Services : Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.
Client Service Representative - Wealth Client Experience FidelityClient Service Representative - Wealth Client ExperienceSmithfield, Rhode IslandBrokerage Operations, Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerQuincy, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. You’ll apply practical experience in client-facing customer service (preferred) and use Microsoft Office tools like Excel, PowerPoint, Outlook, and Word proficiently.
NewClient Services Specialist Trispoke managed servicesClient Services SpecialistJohnston, RI$22–$24Independently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
NewClient Services Specialist - Johnston RI 02919 Amicis GlobalClient Services Specialist - Johnston RI 02919Johnston, RI$20–$24Independently service both internal and external customers regarding a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal-driven with a desire to meet productivity goals, including day-to-day business needs, and possess advanced problem-solving skills/ability to negotiate through difficult situations.
NewClient Services Specialist(CTZJP00003540) Amicis GlobalClient Services Specialist(CTZJP00003540)NULL, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
NewClient Services Specialist in Johnston, RI 02919 Amicis GlobalClient Services Specialist in Johnston, RI 02919Johnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist Ameriprise FinancialClient Services SpecialistCranston, Rhode IslandStrong analytical, verbal communication, and writing skills · Strong attention to detail, positive attitude and desire to learn · An interest in financial planning, client service and investment management · Proficiency in MS Word, MS Excel, and the ability to learn financial planning software · Ability to work independently · Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority) · High School Diploma, or equivalent. · Review, prepare documents and update client information as needed for client review meetings · Manage and resolve client service problems · Perform other allowable duties as assigned by the financial advisor(s) · Set up and maintain client management system · Call clients or prospects to set up meetings or appointments · Assist with coordination of client appreciation events and seminars · Assist with client mailings.
Client Service Representative Supervisor VCA IncClient Service Representative SupervisorStoughton, MA$22–$24 / hourUnder direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Work From Home - Client Services Representative Global Elite Empire ConsultantsWork From Home - Client Services RepresentativeSouth Kingston, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Tax Director - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Director, Client Service Manager FidelityDirector, Client Service ManagerSmithfield, Rhode IslandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateCoventry, Rhode IslandGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Senior Client Service Manager GallagherSenior Client Service ManagerWestborough, MassachusettsFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Here’s what you’ll do: Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.