Client Service Assoc

Globalchannelmanagement; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Globalchannelmanagement is looking for a Client Service Associate in Chicago, Illinois. The role requires 4+ years of experience in client service and proficient use of CRM systems. Responsibilities include coordinating client transition activities, supporting account maintenance, managing client communications, and preparing client reports. The ideal candidate should be proactive, capable of anticipating client needs, and adept at resolving client issues effectively. This position offers an opportunity to significantly improve client experiences through dedicated support.

Qualifications

• 4+ years experience in client service roles is required.
• Proficient in CRM applications for managing client data.

Responsibilities

• Assist in the coordination of client transitions activity.
• Support the coordination of account maintenance activities.
• Assist team to ensure ongoing client contractual obligations are met.
• Support the fulfillment of ad-hoc client inquiries.
• Facilitate and oversee client cash flow requests.
• Manage client communications and ensure timely updates.
• Anticipate client needs and develop strategies for them.
• Update client and third party contact information via CRM.
• Prepare materials for client meetings.
• Identify and resolve issues affecting the client experience.
• Participate in projects to improve operational efficiency.
• Assist in preparation of client reports and presentations.

Skills

Customer service

Client service rep

CRM

Job description

Client Service Assoc needs 4+ years experience

Client Service Assoc requires:

• Customer service
• Client service rep
• CRM

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 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