Client Service Assoc

Client Service Assoc needs 4+ years experience Client Service Assoc requires: Customer service Client service rep CRM 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 #J-18808-Ljbffr Globalchannelmanagement