Client Services Associate

Get AI-powered advice on this job and more exclusive features. This range is provided by Net2Source (N2S). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $33.00/hr - $34.55/hr Responsibilities 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 ensure preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients. Supports the completion of due diligence and client questionnaires. Seniorit y level Associate Employment type Contract Job function Finance Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr Net2Source (N2S)