The Client Services Analyst III will provide support to Client Services Team Leads and client contacts by serving as a subject matter expert and as a technical systems resource for the benefit plans and employee populations of their assigned clients through the daily administration of processes, case management and project work.
Provide acuity based medical case management and housing search services for up to 50 clients;conduct assessments and reassessments and develop client centered service plans based on assessed needs and discharge clients as applicable.
Will be responsible for managing a portfolio of relationships of partner institutions and driving results through consultative guidance and account management efforts; and for driving the development and growth of a clients strategic contributions to edX.
The Client Services Analyst III will provide support to Client Services Team Leads and client contacts by serving as a subject matter expert and as a technical systems resource for the benefit plans and employee populations of their assigned clients through the daily administration of processes, case management and project work. To fulfill this role, the Client Services Analyst III will:
The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.
The role of Client Partner - Mobile Solutions is responsible for strategic solution-based sales to an assigned Global, Domestic and International, Enterprise account base to meet/exceed all business/sales targets.
The Client Development Associates (CDAs) are responsible for building and maintaining relationships with Global Market Intelligences client base, including asset managers, hedge funds, investment banks, private equity, consulting firms, corporations and other professional services companies.
Preparing performance reports by utilizing information from portfolio attribution and accounting systems (Eagle) for use in client and marketing presentations; developing a thorough understanding of investment strategies and product structures.
This position is primarily responsible for referral source and census development for Berkshire Healthcare facilities close to the Albany area, including the development of effective business partnerships with facility-based teams and key accounts creating partnerships that create and sustain referral results.
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Company research pieces and preparing quantitative analysis (performance, risk, etc) as requested by clients.
Participate during the discovery process for new clients to understand their physician data infrastructure. Identify technology and process gaps in the onboarding process and build internal applications/tools to streamline client go-lives