Job Description
Client Service Assoc needs 4+ years experience
Client Service Assoc requires:
- Customer service
- Client service rep
- CRM
Client Service Assoc duties:
- 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...