Client Services Support Representative

Job Summary

The Client Services Support Representative reviews assigned accounts and determines 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.

Essential Duties

• Review accounts from system queues, review lists, or task batches and determine the next appropriate action quickly and accurately.
• Apply proper coding and documentation based on established workflows for closures, settlements, and special-handling matters.
• Process settlement approvals, documentation updates, and follow-up actions within required timelines.
• Handle account closures, including verifying eligibility, confirming required documentation, and updating system statuses accordingly.
• Manage special-handling claims in accordance with client-specific instructions, escalation guidelines, and regulatory compliance.
• Navigate multiple software systems, screens, and workflow tools efficiently.
• Maintain required accuracy, productivity, and quality benchmarks in a fast-paced, high-volume environment.
• Collaborate with internal teams, including operations, compliance, and management to resolve issues or clarify instructions.
• Communicate clearly with supervisors and management regarding discrepancies, challenges, or needed clarifications.
• Participate in team training sessions, cross-training, and process-improvement efforts as workflows evolve.
• Ensure all work is completed reliably, consistently, and within expected timeline.

Requirements

• A high school diploma or equivalent required; some college preferred.
• Proficiency with computers, data-entry systems, and Microsoft Office (Excel, Outlook, Word) is required.
• Prior experience in client services, administrative support, account review, or similar detail-oriented roles preferred.
• Strong reliability and consistent attendance are essential.
• Comfort working in a fast-paced, high-volume environment with frequent updates and process changes.
• Ability to learn new systems, tools, and workflows quickly and apply them with confidence.
• Ability to follow instructions and documented procedures precisely.
• Effective written and verbal communication skills.
• Strong organizational and time-management skills.
• Ability to work effectively as part of a team.

What We Offer

• Competitive base pay
• Paid Time Off (PTO) and Paid Holidays
• Comprehensive benefits package: Medical, Dental, Vision, Life Insurance, Short-Term Disability
• 401(k) retirement plan
• Profit sharing
• Professional Growth and Advancement Opportunities