Client Service Associate

Job Title

Summary:

Location: Chicago, IL

Work Mode: Hybrid

Responsibilities:

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.

Requirements:

University degree preferred.

Axelon Services Corporation