Client Service Associate

Client Service Associate

Immediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York City, NY (Hybrid). Job ID:26-30810 Pay Range: $27 - $29/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:

• Assist in the coordination of client transitions, including onboarding and offboarding activities.
• Support account maintenance activities such as amendments to account names and fee schedules.
• Ensure ongoing client contractual obligations are met through collaboration with team members.
• Handle ad-hoc client inquiries and requests efficiently.
• Facilitate client cash flow requests to ensure proper handling.
• Manage client communications to provide timely updates.
• Proactively anticipate client needs and assist in developing strategies to exceed expectations.
• Update and maintain client and authorized third-party contact information via CRM applications.
• Support client meeting preparations by creating necessary materials.
• Identify, escalate, and resolve issues affecting the client experience.
• Participate in projects aimed at improving operational efficiency and delivering exceptional service.
• Assist in preparing weekly, monthly, and quarterly client reports and presentations.
• Support the completion of due diligence and client questionnaires.

Key Requirements and Technology Experience:

• No experience required.
• University degree preferred.

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. 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, color, 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.