SS-Client Service Associate

SS-Client Service Associate

Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-18176 Pay Range: $25 - $28/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 activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen 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

Key Requirements and Technology Experience:

• Must have skills: Client Relationship Management
• Client Account Maintenance
• Client Reporting & CRM Management

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