Client Services Associate

About the Role

A 12-month contract assignment for a Client Service Associate is available with a large financial services company. This role can be based in Charlotte, NC, Chicago, IL, or New York, NY.

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Key Responsibilities

• Assist in the coordination of client transitions activity (e.g., onboarding, off boarding) in close partnership with relevant business partners
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Assist team members to ensure ongoing client contractual obligations are being met
• Support the fulfillment of ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, escalate, and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensure preparation of weekly, monthly, and quarterly client reports and presentations to be delivered to clients
• Support the completion of due diligence and client questionnaires

Requirements & Tech Stack

• CRM application

Qualifications

• University degree preferred
• Financial experience preferred
• Salesforce preferred

Pay Rate: $26.27 - $28.27/hour