Client Service Associate
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-19
Listing for:
Creative Solutions Services, LLC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Business
Client Relationship Manager, Business Development, Business Administration
Job Description & How to Apply Below
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.
Position Requirements
10+ Years
work experience
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