Client Services Associate

Client Services Associate

Assists with onboarding, account maintenance, cash flow requests, communications, and other client service functions.

$27.00/hr - $28.57/hr

• 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 in ensuring preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients.
• Supports the completion of due diligence and client questionnaires.

Associate

Contract

Finance

Banking, Investment Banking, and Financial Services