NewField Services Manager GardaWorld Security Services U.S.Field Services ManagerBerwyn, ILGardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry. As the Field Services Manager in Chicago, IL, you'll be the vital link between our organization and our customers, ensuring top-tier customer service and representing GardaWorld as the industry's premier provider of contract security services.
Program Manager, Global Clients Securitas TechnologyProgram Manager, Global ClientsHines, IL$106,425–$123,000Provide support of Installation Managers and Directors efforts in customer service relationship management involving National Account customer base with prompt, efficient, effective, and quality customer service and installation support through multiple service branches and/or multiple service areas. Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes.
NewClient Intake Specialist- Elgin Chinese Mutual Aid Association IncClient Intake Specialist- ElginElgin, IL$38,000–$42,000 / yearChinese Mutual Aid Association (CMAA) is seeking a mission-driven and detail-oriented Client Intake Specialist in the Elgin location who will assist immigrants and low-income families in navigating an array of social services. If you need assistance or an accommodation due to a disability during the application or interview process, please contact us at 773-784-2900 and request the Human Resources Department or email at humanresources@chinesemutualaid.org and reference the job ID1223245.
NewSenior Information Systems Project Manager JouléSenior Information Systems Project ManagerCary, IL$66.66 / hourSystem One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. Ensure updates to Quality Management System procedures reflect new PLM workflows.
NewCase Manager, Registered Nurse – Field - Cook County, IL CVS HealthCase Manager, Registered Nurse – Field - Cook County, ILCicero, IL$66,575–$142,576Assesses and analyzes injured, acute, or chronically ill members/clients medical and/or vocational status; develops a plan of care to facilitate the member/client’s appropriate condition management to optimize wellness and medical outcomes, aid timely return to work or optimal functioning, and determination of eligibility for benefits as appropriate. Implements and coordinates all case management activities relating to catastrophic cases and chronically ill members/clients across the continuum of care that can include consultant referrals, home care visits, the use of community resources, and alternative levels of care.
NewCustomer Success Manager - On site Airoom Companies, LLCCustomer Success Manager - On siteLINCOLNWOOD, IL$85,000–$95,000 / yearInterior and exterior, remodeling and new custom home construction, is seeking a Customer Success Manager to interact and support its customers through their remodeling and building journey. Retention & Expansion: Monitor customer health to identify risks and strategies for retention, identify upsell/cross-sell opportunities, and collaborate with sales on renewals and expansion.
NewTax Manager JobotTax ManagerOakbrook Terrace, IL$105,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a modern public accounting and advisory firm that partners with business owners to simplify the complexities of accounting while providing proactive tax strategies that support long-term success.
Senior Project Manager (High End Residential) JobotSenior Project Manager (High End Residential)Northbrook, IL$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Senior Project Manager is responsible for overseeing multiple high-end residential construction projects while ensuring exceptional quality, financial performance, and customer satisfaction throughout every phase of construction.
Corporate Attorney JobotCorporate AttorneyWheaton, IL$125,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a vital member of our team, you will be responsible for a broad spectrum of legal activities including acquisitions, divestitures, debt and equity offerings, restructurings, entity formation, and other corporate matters.
Client Services Manager American Financial Management, Inc.Client Services ManagerRosemont, ILRemoteThe ideal candidate will manage a Client Services team, serve as the primary liaison between key clients and internal departments, and oversee client relationships from onboarding through ongoing portfolio performance. 5+ years of progressive experience in client services, account management, or operations within a collection agency or financial services environment.
Client Services Manager All-Stat PortableClient Services ManagerSkokie, ILFull timeThe Client Services Manager serves as the primary escalation point overnight, ensuring operational excellence, timely exam results, adherence to policy, and exceptional client service while supporting supervisors and frontline staff. This leadership role is responsible for quality control oversight, positive result workflows, supervisor support, call center performance, and staffing continuity across all states during overnight hours.
Manager Client Services Ops- Growth - Schaumburg, IL Paylocity Holding CorpManager Client Services Ops- Growth - Schaumburg, ILSchaumburg, ILRemote$74,600–$120,000 / yearThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
Manager Client Services Ops- Majors - Schaumburg, IL Paylocity Holding CorpManager Client Services Ops- Majors - Schaumburg, ILSchaumburg, ILRemoteThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
NewSenior Client Services Manager, Captives GallagherSenior Client Services Manager, CaptivesRolling Meadows, IllinoisFull timeThe individual acts as a critical liaison between clients and internal teams, using data-driven insights, strong knowledge of products, pricing, and profitability, and effective project management to drive retention, client satisfaction, and successful program outcomes. The 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.
Manager Client Services Ops- Enterprise - Schaumburg, IL Paylocity Holding CorpManager Client Services Ops- Enterprise - Schaumburg, ILSchaumburg, ILRemote$74,600–$120,000 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n nn n nn n nn n n n n n n n nn n n n Manager Client Services Ops- Enterprise | Paylocityn n n n n n n n n n nn n nn n n n nn n n n n n n n n n nn n n n n nn n n nn n n n nnn n n nn n n nnnnnnnnnnnnnnn n n nn nn nnn nnnn n nnn n n n.ot-sdk-cookie-policy{f...
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsIL$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsIL$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Senior Client Services Manager GallagherSenior Client Services ManagerRolling Meadows, IllinoisFull timeThis role requires a strong blend of relationship management, claims or risk management expertise, data-driven consulting, and the ability to lead client meetings, identify opportunities for improvement, and collaborate across teams to deliver exceptional results. The 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.
Senior Client Services Manager, Carrier Practice GallagherSenior Client Services Manager, Carrier PracticeRolling Meadows, IllinoisFull 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. Overview : This role manages a portfolio of clients, serving as the primary point of contact while driving service plans, client retention, and program success through proactive, data-driven insights.
Client Accounting Services Manager (Post-Close Acquisition Expertise) Mowery & SchoenfeldClient Accounting Services Manager (Post-Close Acquisition Expertise)Lincolnshire, IllinoisThe ideal candidate brings strong technical accounting knowledge, exceptional project management capabilities, and a client-service mindset to help newly acquired businesses transition seamlessly into their post-transaction financial reporting environment. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.
Senior Manager Client Services Ops, Midwest-Majors - Schaumburg Paylocity Holding CorpSenior Manager Client Services Ops, Midwest-Majors - SchaumburgSchaumburg, ILRemote$98,000–$140,000 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n nn n nnn n nn n n n n n n n nn n n n Senior Manager Client Services Ops, Midwest-Majors | Paylocityn n n n n n n n n n nn n nn n n n nn n n n n n n n n n nn n n n n nn n n nn n n n nnn n n nn n n nnnnnnnnnnnnnnn n n nn nn nnn nnnn n nnn n n n.ot-sdk-coo...
Senior Manager Client Services Ops - Growth - Schaumburg, IL Paylocity Holding CorpSenior Manager Client Services Ops - Growth - Schaumburg, ILSchaumburg, ILRemote$98,400–$170,000 / yearThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here.opens in a new tab This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.
VP, Client Services WheelsVP, Client ServicesSchaumburg, IllinoisCLIENT RELATIONS:Lead the market-backed evaluation and development of next generation client services models including Fleet Administration Outsourcing, Core Account Services, Truck Services and VIM & Support to take advantage of client and market trends. Primary responsibility for the VP, Client Services is to manage, lead, develop and direct the Managers who lead the account management teams, the Vehicle Inventory Management (VIM) team, and the customer support team.
Director of Client Services WheelsDirector of Client ServicesSchaumburg, IllinoisDirector of Client Services is also responsible for the fulfillment of Wheel's customer service vision to provide the best service experience in the fleet management industry through Available, Responsive, Expert, Proactive and Accurate services from the team. Lead the market-backed evaluation and development of next generation client services models including Fleet Administration Outsourcing, Core Account Services, Truck Services and VIM & Support to take advantage of client and market trends.
Manager - Client Services - Retail Focus RR Donnelley & Sons CoManager - Client Services - Retail FocusSt. Charles, ILWith 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact. Work with Sales Representative, Sales Management and Leadership in identifying customer needs and opportunities to secure new business.
Senior Manager Client Services Ops, Enterprise - Central - Schaumburg Paylocity Holding CorpSenior Manager Client Services Ops, Enterprise - Central - SchaumburgSchaumburg, ILRemote$98,000–$140,000 / year{''response'': , ''status'': True, ''status_code'': 200, ''content'': ''n nn n nnn n nn n n n n n n n nn n n n Senior Manager Client Services Ops, Enterprise - Central | Paylocityn n n n n n n n n n nn n nn n n n nn n n n n n n n n n nn n n n n nn n n nn n n n nnn n n nn n n nnnnnnnnnnnnnnn n n nn nn nnn nnnn n nnn n n n.ot-s...
Client Services Representative - Schaumburg, IL Paylocity Holding CorpClient Services Representative - Schaumburg, ILSchaumburg, ILRemoteThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeOak Brook, IllinoisBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Lead Client Services Ops - Elevate Team - Schaumburg, IL Paylocity Holding CorpLead Client Services Ops - Elevate Team - Schaumburg, ILSchaumburg, ILRemote$53,600–$85,100 / yearThis is done by (1) monitoring team performance (quantitative and qualitative), (2) providing ongoing learning opportunities that continually share and build knowledge (3) working directly with clients on escalated issues (4) identifying and facilitating process improvements and (5) coordinating work across the team, including workload management and client assignments. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
Sr. Manager Client Services, Packaging Thermo Fisher Scientific IncSr. Manager Client Services, PackagingMount Prospect, IL$106,400–$159,575 / yearWe provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world's toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer. Working at the intersection of healthcare innovation and operational excellence, you''ll collaborate with pharmaceutical and biotech customers to optimize clinical trial supply chains and help bring life-changing therapies to market.
Benefits Client Services Representative I - Schaumburg, IL Paylocity Holding CorpBenefits Client Services Representative I - Schaumburg, ILSchaumburg, ILRemote$21–$25 / hourThe company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesDowners Grove, IL$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Client Services Coordinator Club ColorsClient Services CoordinatorHoffman Estates, IllinoisWe are seeking a highly organized and customer-focused Client Services Coordinator to support our sales teams while ensuring projects move seamlessly from proposal to delivery. The ideal candidate thrives in a fast-paced environment, enjoys quality control and has a passion for keeping projects on track while delivering exceptional customer experiences.
Client Services Specialist PLSClient Services SpecialistOak BrookThe main point of contact for agencies, maintaining client service email inbox and coordinating with other colleagues to provide answers and solutions for both internal customers and the agencies. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives.
Client Services Representative Innoved Institute, LLCClient Services RepresentativeElk Grove Village, ILWe are a growing company based in Elk Grove Village, Illinois and are seeking Client Services Independent Contractors to support our Client Operations team during periods of increased volume, coverage needs, and special projects. This role works closely with internal teams to ensure timely, accurate order processing and a high-quality client experience.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesOak Brook, IL$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateCicero, IllinoisAll 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.
Director of Client Services Home Helpers DuPageDirector of Client ServicesDowners Grove, IllinoisThe Director of Client Services works closely with clients, families, caregivers, referral partners, and office staff to ensure exceptional care, strong communication, and positive outcomes. Professional caregivers go by many names: homemakers, home care aides, home health aides, certified nursing assistants, personal care assistants, direct care workers.
Client Services Representative American Financial Management, Inc.Client Services RepresentativeRosemont, ILRemoteAFM is seeking a detail-oriented and service-driven Client Services Coordinator to support our client relationships through daily communication and administrative execution. AFM is a leading commercial collection agency dedicated to providing exceptional debt recovery services.
Client Services Representative RTCClient Services RepresentativeRolling Meadows, IllinoisBrands and retailers require more strategic thinking on the shopper experience, higher levels of innovation, a more effective process for managing customer-specific requirements, access to a broader array of manufactured solutions, and the capability to orchestrate a broader and more complex supply chain. The actual base salary depends on various factors and could be above or below the range depending on the applicant's qualifications, years of relevant experience, specific skills, level of education, business needs, and market demand.
Client Services Representative UL Solutions IncClient Services RepresentativeNorthbrook, IL$40,000–$52,000 / yearWe help our customers innovate, launch new products and services, navigate global markets and complex supply chains, and grow sustainably and responsibly into the future. Working with customers and assigned engineers, coordinate and schedule on site engineering evaluations to help regulatory authorities determine the compliance of a product, leading to "approval" of the installation.
Small Business Client Service Manager GallagherSmall Business Client Service ManagerRolling Meadows, IllinoisFull 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. We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
Client Service Manager GallagherClient Service ManagerCrystal Lake, IllinoisFull 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. We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerRolling Meadows, IllinoisRemoteFull 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.
Client Services Coordinator 3 Johnson Controls International PlcClient Services Coordinator 3Arlington Heights, IL$21.63–$30 / hourWe deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, hotels, manufacturing and beyond through OpenBlue, our comprehensive suite of connected solutions. For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us .
Lead Client Services Ops - Growth - Schaumburg Paylocity Holding CorpLead Client Services Ops - Growth - SchaumburgSchaumburg, ILRemote$59,600–$85,100 / yearThis is done by (1) monitoring team performance (quantitative and qualitative), (2) providing ongoing learning opportunities that continually share and build knowledge (3) working directly with clients on escalated issues (4) identifying and facilitating process improvements and (5) coordinating work across the team, including workload management and client assignments. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
Client Services Support Representative Blitt and Gaines PCClient Services Support RepresentativeVernon Hills, IL$19–$25 / hourJob Summary: The Client Services Support Representative is responsible for reviewing assigned accounts and determining the next appropriate action in accordance with established processes, coding requirements, and client-specific workflows. This role focuses on handling closures, settlements, and special handling claims while ensuring accuracy, compliance, and timely completion of tasks.
Client Service Manager - Non-Profit Small Commercial GallagherClient Service Manager - Non-Profit Small CommercialRolling Meadows, IllinoisFull timeHow you'll make an impact : The Select Client Service Manager is accountable for delivering high quality and efficient service to external clients through the day-to-day account management of an assigned group of accounts that are similar in size with relatively simple to moderately complex needs. The 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.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateRound Lake, IllinoisGlobal 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.
NewSenior Client Service Manager, Healthcare (P&C) GallagherSenior Client Service Manager, Healthcare (P&C)Rolling Meadows, IllinoisFull 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. Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely , tailored solutions.