35 client services specialist jobs found

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

Morgan Lewis Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a Patent Support Billing Specialist, serving as an integral player on our dynamic Intellectual Property team. This essential role interacts closely with firm lawyers, other legal and business staff professionals, and firm clients. The successful candidate will have the ability to prioritize and balance multiple projects to meet deadlines, work well in a team-oriented environment, and the flexibility to work overtime occasionally as needed. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position can reside in either of the following locations: San Francisco, Silicon Valley (Palo Alto), Orange County, Century City, Los Angeles, Seattle, Houston, Boston, Philadelphia, Chicago, Washington D.C., with a hybrid...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. The Principal Implementation Specialist will help lead implementation efforts for FactSet's Reporting Line. The Principal Implementation Specialist will partner with the regional implementation manager to derive and execute on best practices for engagements within their mandate. An important element of this role is to ensure that our...

Morgan Lewis Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a Patent Prosecution Specialist for our Intellectual Property Patent Support Unit. Reporting to the Senior Manager of Patent Support Services, the Patent Prosecution Specialist will be responsible for supporting activities related to patent prosecution and the preparation and filing of documents related to international and foreign national patent applications. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position will reside in our Boston office with a hybrid in-office/remote working schedule. Flexibility with overtime is required. Key responsibilities include: Prepares and files documents with the U.S. Patent and Trademark Office such as, New Patent Applications, IDS, Preliminary Amendments, and...

Ameriprise Financial Columbia Threadneedle is looking for an Implementation Specialist to join the team supporting our growing hedge fund business. The person who will be successful in this role will be someone who thrives in a fast-paced environment, is a continuous learner and is able to prioritize tasks for themselves and others. What you'll do: Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary. Ensure that "clean orders" are received by the trading desk for execution. Prepare portfolio rebalances while following established protocols for each fund. Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented. Validate and monitor cash levels throughout the day. Provide daily trade, position and cash reports to portfolio managers and analysts. Provide market news and commentary as requested by portfolio manager. Act as a...

Manatt, Phelps & Phillips, LLP 500+ professionals and 350+ business professionals, Manatt, Phelps & Phillips, LLP is a multidisciplinary, integrated national professional services firm known for quality and an extraordinary commitment to clients. The Firm's groundbreaking approach-bringing together legal services, advocacy and business strategy-differentiates Manatt from its competitors and positions the firm to provide a distinct and compelling value proposition. Opportunity: We currently have a great opportunity for a Billing Specialist in our New York, Los Angeles, Boston, Tampa, San Diego or Orange County office. This position will process a large volume of bills on a monthly basis. Bills will need to be processed accurately and timely in accordance with billing professional instructions, client guidelines, and billing department policies and procedures. Essential Job Functions: Accurately and timely process high volume of bills each month, including...

Manatt, Phelps & Phillips, LLP With eleven offices across the United States, 450+ professionals and 350+ business professionals, Manatt, Phelps & Phillips, LLP (www.manatt.com) is a multidisciplinary, integrated national professional services firm known for quality and an extraordinary commitment to clients. The Firm's groundbreaking approach-bringing together legal services, advocacy and business strategy-differentiates Manatt from its competitors and positions the firm to provide a distinct and compelling value proposition. Opportunity: We currently have a great opportunity for a Billing Specialist in our New York, Los Angeles, Boston, Washington, D.C., or Orange County, or Tampa office. The Senior Billing Specialist provides high-level support to assigned Billing Professionals, serving as a trusted advisor throughout all phases of the billing cycle. This role is responsible for ensuring the accuracy, timeliness, and compliance of billing processes while driving...

Manatt, Phelps & Phillips, LLP With eleven offices across the United States, 450+ professionals and 350+ staff professionals, Manatt, Phelps & Phillips LLP is a multidisciplinary, integrated national professional services firm known for quality and an extraordinary commitment to clients. The firm's groundbreaking approach-bringing together legal services, advocacy and business strategy-differentiates Manatt from its competitors and positions the firm to provide a unique and compelling value proposition. Are you ready to launch your career in a dynamic, forward-thinking professional services firm? Manatt, Phelps & Phillips, LLP is seeking a passionate CLE Senior Specialist to join our growing Professional Development team! This position can be based in any of our offices. In this role, you'll work at the heart of our nationally recognized firm, supporting innovative training and performance initiatives for our talented professionals. If you thrive in a fast-paced...

Goodwin Procter Join Goodwin's Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team - all business professionals at the firm - you'll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we're not just supporting a law firm; we're partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we're proud to have been recognised as the "Best...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. As a Senior Sales Specialist at FactSet, you will be the subject matter expert driving growth for our Real-Time Exchange Datafeed and Tick History offerings across the Americas. You will engage with a broad spectrum of financial institutions-including Investment Managers, Hedge Funds, Investment Banks, and Wealth Management firms-to...

Riverside Community Care Riverside Community Care We make a difference - in your community and in your career. Respite Clinician The Respite Clinician is primarily responsible for conducting comprehensive assessments inclusive of the use of standardized assessment tools for suicide risk, brief crisis counseling, individualized risk management/safety planning, psychoeducation, discharge planning, and care coordination. The Respite Clinician develops and facilitates groups for site-based clients and may provide community-based support for Mobile Respite clients within community settings. In this exciting role, the Clinician will: provide direct clinical services to clients in the respite program (individual and group treatment, family meetings, treatment team meetings) complete clinical documentation (intakes, treatment plans, discharge summaries) complete concurrent reviews with insurance companies, case management and discharge planning provide clinical...

Riverside Community Care Riverside Community Care Love what you do! Community Crisis Stabilization Clinician - Weekends The CCS Clinician works within the Adult CCS component of the larger Community Behavioral Health Center (CBHC) and is primarily responsible for conducting comprehensive assessments inclusive of the use of standardized assessment tools for suicide risk, brief crisis counseling, individualized risk management/safety planning, psychoeducation, discharge planning, and care coordination. In this exciting role, the Clinician will: provide direct clinical services to clients in the CCS (individual and group treatment, family meetings, treatment team meetings) complete clinical documentation (intakes, treatment plans, discharge summaries) complete concurrent reviews with insurance companies, case management and discharge planning provide clinical guidance and consultation to Milieu counselors, LPNs and Certified Peer Specialists/Recovery...

Riverside Community Care Riverside Community Care Love what you do! Community Crisis Stabilization Clinician - Weekend Relief The CCS Clinician works within the Adult CCS component of the larger Community Behavioral Health Center (CBHC) and is primarily responsible for conducting comprehensive assessments inclusive of the use of standardized assessment tools for suicide risk, brief crisis counseling, individualized risk management/safety planning, psychoeducation, discharge planning, and care coordination. In this exciting role, the Clinician will: provide direct clinical services to clients in the CCS (individual and group treatment, family meetings, treatment team meetings) complete clinical documentation (intakes, treatment plans, discharge summaries) complete concurrent reviews with insurance companies, case management and discharge planning provide clinical guidance and consultation to Milieu counselors, LPNs and Certified Peer Specialists/Recovery...

Massachusetts Bay Transportation Authority (MBTA) At the MBTA, we envision a thriving region enabled by a best-in-class transit system. Our mission is to serve the public by providing safe, reliable, and accessible transportation. MBTA’s Core Values are built around safety, service, equity, sustainability, and culture. Each employee that works for the MBTA performs their roles based on our vision, mission, and values. This includes attendance, participation, and contribution in local safety committee meetings as needed. Job Summary The HR Compliance Specialist will be responsible for compliance requirements within the Human Resources department. They will assist with implementing and updating programs, policies, and procedures. This role requires excellent communication skills, strong attention to detail, and the ability to handle sensitive information with confidentiality. Duties & Responsibilities Manage Human Resources (HR) compliance by...

Creative Circle The Asana Specialist will be responsible for optimizing project management processes using Asana. This role involves training team members on effective Asana usage, managing project workflows, and ensuring that projects are completed on time and within scope. This role is 40 hrs / week for 2-3 months, and you must work onsite Tuesday, Wednesday, and Thursday. Key Responsibilities Train team members on best practices for using Asana Manage and oversee project timelines and tasks within Asana Customize Asana dashboards and workflows to fit project needs Conduct regular check-ins with team members to monitor project progress Provide presentations on project status and improvements using Asana data Assist in troubleshooting and resolving any issues related to Asana usage Qualifications Proven experience with Asana as a project management tool Strong project management skills and knowledge of project management methodologies Excellent presentation...

Riverside Community Care Riverside Community Care Love What You Do! Clinical Specialist - Family After School Program Great opportunity to join our Family After School Program as a Clinical Specialist! Riverside’s Family After-School Program offers a structured, therapeutic environment for children ages 6-12 in the Cambridge and Somerville areas who have faced challenges including neglect, homelessness, and trauma. With a focus on clinically intensive, trauma-informed services, the program helps children develop coping skills, self-expression, and peer relationships, while supporting family involvement through regular events and collaboration. As a Clinical Specialist, you’ll play a key role in shaping a trauma-informed, culturally responsive program that meets the complex needs of children facing multiple stressors — including mental health challenges, trauma, limited community supports & resources, and language barriers. The Clinical Specialist will:...

New York Life Insurance Company Location Designation: Fully Onsite Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond...

Goodwin Procter Join Goodwin's Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team - all business professionals at the firm - you'll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we're not just supporting a law firm; we're partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we're proud to have been recognised as the "Best...

Morgan Lewis Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a Patent Docket Specialist to join our Intellectual Property Patent Support Unit (PATSU). Under the supervision of the Docket Supervisor, the Patent Docket Specialist will be responsible for coordinating and maintaining all areas of the patent computerized docket system. The Docket Specialist will also have daily contact with and receive guidance from the practice group lawyers and staff they support. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position will reside in our Boston office with a hybrid in-office/remote working schedule. Flexibility to work overtime is preferred. Key responsibilities include: Coordinating all areas of the CPI database such as: All information pertaining to each...