Sr Client Service AssociateGlobalchannelmanagement • Chicago, Illinois, United States
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Sr Client Service Associate
Globalchannelmanagement • Chicago, Illinois, United States
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job_description.job_card.job_descriptionAssist 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 ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients Supports the completion of due diligence and client questionnaires
Sr Client Service Associate needs 5+ years experience
Sr Client Service Associate requires :
- Client service
- Customer service
Sr Client Service Associate duties :
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Client Service Associate • Chicago, Illinois, United States
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