Sr Client Service Associate needs 5 years experience
Sr Client Service Associate requires:
- Client service
- Customer service
-
Sr Client Service Associate duties:
- Assist in the coordination of client transitions activity (i.e. 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 ensures preparation of weekly monthly and quarterly client reports and presentations to be delivered to clients
- Supports the completion of due diligence and client questionnaires
Sr Client Service Associate needs 5 years experience Sr Client Service Associate requires: Client serviceCustomer service Sr Client Service Associate duties: Assist in the coordination of client transitions activity (i.e. onboarding off boarding) in close partnership with relevant business partner...
Sr Client Service Associate needs 5 years experience
Sr Client Service Associate requires:
- Client service
- Customer service
-
Sr Client Service Associate duties:
- Assist in the coordination of client transitions activity (i.e. 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 ensures preparation of weekly monthly and quarterly client reports and presentations to be delivered to clients
- Supports the completion of due diligence and client questionnaires
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