Client Onboarding & Services Specialist

eTeam; Charlotte (NC); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

eTeam is seeking a Client Service Associate to support onboarding of new client accounts and deliver client reports from Chicago, Charlotte, or NYC. You will work with Global Client Group partners to service Institutional and High Net Worth clients and distributors, ensuring a superior client experience.

In this role you will coordinate client transitions, assist with account maintenance, respond to inquiries, prepare materials for meetings, and maintain CRM records.

Aufgaben

• 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 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 developing strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM
• Support client meeting preparation by facilitating creation of materials
• Help identify, escalation and resolve problems affecting the client experience
• Participate in relevant projects across the department to mitigate risk, improve efficiency and deliver client service
• Assist in preparation of weekly, monthly and quarterly client reports and presentations
• Support the completion of due diligence and client questionnaires

Jobbeschreibung

eTeam is seeking a Client Service Associate to support onboarding of new client accounts and deliver client reports from Chicago, Charlotte, or NYC. You will work with Global Client Group partners to service Institutional and High Net Worth clients and distributors, ensuring a superior client experience.

In this role you will coordinate client transitions, assist with account maintenance, respond to inquiries, prepare materials for meetings, and maintain CRM records.