Client Service Associate

Job Description

Job Description

Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid) . Please review the job description below and contact me ASAP if you are interested.

Job ID:26-30810

Pay Range: $25 - $29.40/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Support client onboarding, account setup, and client transitions.
• Handle ongoing account maintenance, including account names, fee schedules, benchmarks, client agreements, and authorized contacts.
• Respond to client inquiries and requests and provide proactive client updates.
• Support client cash-flow requests and coordinate with internal teams to resolve client needs.
• Update client and authorized third-party contact information in CRM systems.
• Prepare weekly, monthly, and quarterly client reports and presentations.
• Support Client/Relationship Manager meetings and prepare meeting materials.
• Complete due diligence activities and client questionnaires.
• Identify, escalate, and help resolve client experience issues.
• Participate in projects focused on risk mitigation, operational efficiency, and client service improvements.

Key Requirements and Technology Experience:

• Bachelor's degree preferred.
• Strong client service and communication skills.
• Experience in financial services, banking, asset management, investment management, or a related environment.
• Experience with client onboarding, account maintenance, or client operations.
• Ability to manage multiple priorities and respond effectively to client requests.
• Strong attention to detail and problem-solving skills.
• Ability to work effectively with internal teams and external clients.
• Client Service / Client Relationship Management
• Client Onboarding / Account Setup
• Account Maintenance
• Client Inquiries & Requests
• Client Communication / Proactive Updates
• Client Reporting
• Financial Services / Banking
• Cash Flow / Payments / Wires / Transfers
• CRM / Client Management Systems

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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