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Client Services Planner



Customer Service
Multiple locations
Posted on Sunday, June 9, 2024

Job description:

  • Update/navigate existing databases with meeting changes and post meeting information.
  • Utilize database tools to accurately code charges according to business rules
  • Assure that meeting expenses are correctly assigned to budget categories
  • Completion of all tasks assigned to meet client metrics and team goals.
  • Adhere to all standard operating procedures and compliance guidelines.
  • Communicate through database and inform appropriate internal meeting contacts of escalation.
  • Communicate with appropriate parties to ensure appropriate breakdown of external vendor charges in comparison with receipts received.
  • Expand knowledge base of database systems and encouraged growth with increased responsibilities.
  • Participate in the performance of a variety of duties involved in collecting and entering data into an electronic database according to processes.
  • Communicates with customers via written correspondence to provide information and assistance
  • Operates computer/on-line guidelines for the purpose of responding to customer inquiries.
  • Checks mail, fax and email to provide customer assistance
  • Resolves customer issues on first contact
  • Follows escalation procedures as needed.
  • Completes, processes, and maintains applicable paperwork and records.


  • Bachelor's Degree Req
  • At least 1 to 2 years related work experience.
  • Proficient in PC applications such as Excel.
  • Ability to communicate effectively with various levels in the organization (written and oral).
  • Ability to carry out some analysis and information gathering to resolve problems on routine matters.
  • Amenable to work in Night shift
  • Amenable to work in Mckinley

IQVIA is a leading global provider of advanced analytics, technology solutions and clinical research services to the life sciences industry. We believe in pushing the boundaries of human science and data science to make the biggest impact possible – to help our customers create a healthier world. Learn more at