Associate Client Service Manager

RELO Direct, Inc.; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid time off

Health insurance

401(k) plan

Security clearance preference

Job summary

RELO Direct seeks an Associate Client Service Manager to deliver domestic and international relocation services to corporate and government clients, ensuring policy adherence and high client satisfaction.

You will coordinate policy counseling, expense and budgeting, destination services, and supplier referrals while upholding data integrity and security.

The role emphasizes proactive problem solving, relationship-building, and cross-functional collaboration to drive service excellence and revenue.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years of relocation counseling experience with corporate and government clients.
• Experience interacting with clients and suppliers on service details.
• Strong multitasking, prioritization, analytical thinking, and communication.
• High accuracy and attention to detail coordinating complex processes.
• Track record of exceeding customer service expectations.
• CRP and/or GMS certifications are a bonus; real estate broker license is a bonus.

Responsibilities

• Coordinate relocation services including policy counseling, destination services, housing, immigration, and more.
• Provide policy counseling, budget creation, and funding requests within policy.
• Audit relocation expenses against policy, program, and regulations; advise on tax benefits.
• Serve as primary client contact delivering consultative solutions to meet objectives and funding requirements.
• Build knowledge of corporate and government relocation to maximize referrals and upsell offerings.
• Maintain accurate records and protect PII; mentor and train colleagues as needed.
• Participate in client meetings and business development presentations.
• Incorporate client feedback to drive process improvements and SWOT analyses.

Skills

Communication skills

Multitasking

Analytical thinking

Attention to detail

Customer service excellence

Education

Bachelor’s degree

CRP certification

GMS certification

Job description

The most successful Associate Client Service Managers (ACSMs) contribute to organizational excellence through exceptional delivery of all domestic and international relocation services to our corporate and government clients’ relocating employees through both employer-sponsored and direct-to-employee programs. The ACSM is responsible for ensuring relocation services are administered in adherence to policy and company processes and procedures while also identifying opportunities to meet direct needs of employees, referring out additional services and support in addition to cross-selling. The ACSM handles a caseload comprised primarily of selective assistance relocation programs and services for various private sector corporate and government clients both domestic and global. The ability to manage timelines, communicate effectively, prioritize, and maintain attention to detail are essential to a successful ACSM. Demonstrating initiative by asking probing questions, coming up with solutions, challenging the status quo, raising SWOT analyses relative to the role, and applying analytical thinking to find resourceful solutions are crucial. The greatest quality a successful ACSM possesses is a commitment to continuous learning and development and process improvement. Delivering exceptional, customer-focused service and exceeding our client’s expectations, while driving maximum revenue for RELO Direct®, is critical to the role.

This is remote position.

Organization:

In support of the overall account plans, the ACSM will demonstrate mastery of the competencies of the Client Service Manager role by making timely, fact‑based decisions, considering the goals, constraints, and risks associated with the administration of client policies. The ACSM also supports the Client Service Director and team in the execution of the company’s business plan metrics and initiatives. The ACSM works collaboratively with internal and external stakeholders to ensure relocation services meet or exceed client expectations, fostering a mutually respected and trusted business relationship with each client. The ACSM proficiently responds to calls and emails from clients by demonstrating a strong understanding of the relocation process and needs.

Performance Objectives:

• Proactively coordinate associated tasks in the execution of authorized services, including but not limited to; policy and entitlements counseling, compensation and expense management services, destination services, household goods move management, temporary housing, property management, immigration, rental assistance, marketing assistance, home sale services, and/or international assignment services.
• Perform policy and entitlements counseling on behalf of the client, including but not limited to needs assessment, cost estimate, budget creation and funding requests, all within policy or program and regulation parameters.
• Audit relocation expenses against policy or program and budget as well as regulations such as Federal Travel Regulations and Joint Travel Regulations. Counsel transferees on expense submission, review, and tax assistance benefits.
• Act as primary client contacts and deliver consultative solutions that achieve all service and cost objectives including budget formulation as well as funding requirements and approvals.
• Possess a strong background and experience in corporate and government domestic and international relocation elements. Having the ability to act as a ‘utility’ team player. Have working knowledge and experience in placing referrals within supplier and preferred networks not limited to broker referrals and identifying needs of relocating employees sometimes beyond employee-sponsored benefits to maximize mutually beneficial offerings. Experience in upselling preferred.
• Continuously maintain up to date records in computer system(s) with a focus on timeliness, accuracy, and data integrity. Protect PII and secure information both internally and externally.
• Provide mentorship and training to other employees, as directed.
• Participate in client and business development meetings and presentations.
• Demonstrate a results‑focused initiative by achieving key performance metrics and influencing teammates to achieve total company results.
• Use firsthand customer information and feedback for improvements in process, product, or services: ongoing SWOT analysis relative to role.
• Continuously build knowledge and skills to improve performance and enhance value.
• Communicate orally and in written form with clarity and good effect, understand clearly and quickly when instructions are given, and practice judgment on what information is important, what should be communicated how, to whom, and when.
• Support RELO Direct in the strategic development of customer relationships by sharing expertise, leveraging resources, and anticipating needs that result in excellent service.

Salary range: $50,000-$70,000

Education and Experience

• Bachelor’s degree or equivalent work experience.
• 2+ years of professional experience counseling to all levels of employees on relocation or related policies and benefits including 2+ years counseling specifically to corporate and government domestic and international relocation policies and, exhibiting comprehensive knowledge.
• Direct client and supplier interaction on service exceptions and relocation statuses.
• Demonstrated multitasking, prioritization, analytical thinking, strong organizational skills, and excellent communication skills.
• A high degree of accuracy and attention to detail while coordinating complex multifaceted processes with speed and efficiency.
• A track record of exceeding customer service expectations.
• CRP and/or GMS is a bonus.
• Real estate experience, knowledge, exposure, i.e., having an accredited broker license, is a bonus.

Company Benefits

The Company provides a comprehensive benefits program for its employees, including but not limited to, paid time off, short- and long-term disability programs, life insurance, comprehensive health insurance (vision, dental, medical), and a 401(k) plan.

The selected candidate must pass government security clearance. Preference will be given to candidates who have previously obtained security clearance (including ‘Top Secret’) and can maintain or re-obtain it.

RELO Direct® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled statu