Client Service Associate

Our client, a large financial services company, is seeking a Senior Client Service Associate for a 12+ month contract assignment in either Chicago, IL, Minneapolis, MN or Charlotte, NC so candidates must be local to those cities. This role is hybrid and a 12+ month contract with potential to extend / convert.

Overview

Partner with associates across the Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This collaborates closely with teams across the enterprise to deliver an outstanding client experience.

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 in preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients

Support the completion of due diligence and client questionnaires

Requirements

Experience in asset management and financial services required

Willingness to go the extra mile, beyond the task asked

A self-starter and efficient, very organized with a strong attention to detail

College / University Degree preferred

Direct Indexing Experience a plus Pay Rate : $26.50 - $28.00 / hr.