Client Services Advisor
J. J. Keller & Associates, Inc.About the role
Requisition #: 20788
Functional Area: Client Service; Account Management; Audit/Risk/Compliance
Employment Type: Full-Time
Work Options: In Office at Location Specified Above #LI-Onsite
Work Hours: Monday - Friday 8am - 430pm
Position Summary
J. J. Keller is hiring a Client Services Advisor!
If you want to learn more, watch the following video to hear from our Vice President of Client Service: https://www.loom.com/share/314c26b3ccc9415982d20aa90a0c5b26
About our Neenah, WI Corporate Headquarters
There's a lot to love about our home office in Neenah, Wisconsin, including:
- Jean-friendly environment, every day of the week!
- Cafe that offers breakfast, lunch and multiple a la carte items
- FREE access to our onsite Fitness Center, Yoga Studio and a fully paid online Fitness Subscription
- FREE access to our J. J. Keller Wellness Center, with access to some prescriptions at no cost
- Near 1-mile long walking trail that wraps around the campus
- Multiple collaboration stations
Job Responsibilities
-
Client Relationship Management:
- Establish and maintain relationships with clients and manages the client relationship.
- Service as the primary interface in an advisory role between J. J. Keller and assigned clients.
- Educating clients on regulatory requirements, providing interpretations and best practices.
Service Management:
- Identifies program improvement opportunities to meet and improve safety program objectives.
- Monitors client responsibilities to ensure compliance with service requirements.
- Analyzes compliance trends and, if applicable, developing formal improvement programs.
- Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities. Adheres to the department's data security policies pertaining to Personal Identification Information.
Cross-Functional Collaboration
- Partners with internal teams on complex client inquiries.
- Assists implementation team with new clients.
- Maintains expertise pertaining to applicable local, state and federal regulations in order to provide education and clarification to clients.
Qualifications
Experience/Education:
- 2+ years of total office experience.
- 1+ year of client services experience in a professional services environment desirable.
- Post-secondary education in a business-related field preferred.
- In lieu of degree or experience, would consider a combination of education and related office experience.
- Experience with J. J. Keller services desirable.
Other Skills/Qualifications:
- Proficiency in MS Word with intermediate Excel skills required.
- Strong organizational, problem solving, communication, and critical thinking skills.
- Knowledge of FMCSR regulations desirable.
- Effective verbal, written, and presentation skills.
- Ability to apply regulatory knowledge in a variety of situations.
Physical Requirements
Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods o
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