Client Service Associate
Axelon
Summary:
- Location: Chicago, IL
- Work Mode: Hybrid
- Assist in the coordination of company transitions activity (i.e., onboarding, offboarding) in close partnership with relevant business partners.
- Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
- Assist team members to ensure ongoing company contractual obligations are being met.
- Support the fulfillment of ad-hoc company inquiries and requests.
- Facilitate and oversee company cash flow requests to ensure proper handling.
- Help manage company communications to ensure timely and proactive updates are provided.
- Proactively anticipate company needs and assist in the development of strategies for meeting and exceeding those needs.
- Update and maintain company and authorized third-party contact information via CRM application.
- Support company meeting preparation by facilitating the creation of materials.
- Help identify, escalate, and resolve problems for any issues affecting the company experience.
- Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service.
- Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients.
- Support the completion of due diligence and company questionnaires.
- University degree preferred.
Vacancy posted 3 days ago
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