What are the responsibilities and job description for the Client Manager - Remote Work from Home! position at Aldridge Pite, LLP?
POSITION SUMMARY:
The Client Manager is responsible for maintaining and enhancing relationships with clients and ensuring client satisfaction through periodic client meetings and discussions, monitoring of client systems, and driving productivity of work for assigned client. This dialog should cover service levels, plan utilization, client retention and performance.
This position should also proactively manage and seek opportunities with clients to determine strategies to manage the client portfolio, including client SLAs and scorecards. Additionally, this position should work closely with operations staff, and may provide training within the firm on client specific directives. The ideal candidate will possess strong verbal and written communications skills, along with a solid knowledge of the industry. This is a fully remote position, and therefore requires a self-starter. The Client Manager is a professional level position that requires the ability to work both independently and as part of a team.
MINIMUM QUALIFICATIONS:
Industry experience or college degree preferred
Proficiency in Microsoft Excel, PowerPoint, and Word
Highly organized with strong attention paid to detail and accuracy
Excellent written and verbal communication skills
Strong team player and able to work effectively in a team environment
Self-starter with exceptional ability to identify and solve problems
Able to adjust to the rapid pace of the Department and meet deadlines without sacrificing quality
Able to occasionally work evenings or weekends in order to complete objectives
Ability to travel occasionally as position requires (no more than once a quarter)
Default industry knowledge required
Exceptional customer service skills
Proven excellence in building and maintaining relationships
Strong commitment to quality standards
Proven prioritization and organizational skills
Ability to work on multiple tasks simultaneously
Ability to quickly react to change in a positive and productive manner
Ability to handle all essential tasks that are assigned
Ability to lead and deliver an excellent service to clients
ESSENTIAL DUTIES / PRIMARY RESPONSIBILITIES:
(This list is not exhaustive and may be supplemented as needed)
Drive action plans around underperforming client portfolios
Serve as an escalation contact and ensures client issues are addressed by the appropriate teams
Ensure clients are aware of any change related processes and procedures including operational changes
Partner with internal teams to facilitate timely resolution of issues or problems presented by clients and compliance
Manage client expectations
Solicit client feedback on firm’s performance
Strategically focused and responsible for client satisfaction, maintaining client communication and the overall management of the client relationship
Works to maintain and grow the client relationship while ensuring ongoing customer service
Drive more volume in new states and existing states
Build relationships with liaisons at clients
Maintain appropriate escalation contacts at client
Build knowledge and understanding around default portfolios in multiple states
Know and understand client’s scorecard and metrics/SLAs inside and out
Know and understand client directives or best practices inside and out
Keep abreast of assigned client audits and findings
Manage client’s volume trends, market share and performance
Attend all assigned client calls and assist in management of calls
Partner with operations to ensure that client feedback is communicated to appropriate department and push operations managers to meet client SLAs
Weekly or monthly check in calls with client – one on one