Client Service Associate

Pyramid Consulting, Inc; New York (NY); Hybrid; USD 34,000 - 41,000; Part time

Job summary

Pyramid Consulting, Inc. seeks a Client Service Associate for a 06 - 12+ months contract in New York City, NY. Hybrid work arrangement with a focus on onboarding, account setup, and ongoing client operations.

The role requires strong client service and communication skills, plus experience in financial services, asset management, or related fields. Responsibilities include preparing client reports, maintaining accounts, and supporting risk mitigation and process improvements.

Qualifications

• Bachelor's degree preferred.
• Strong client service and communication skills.
• Experience in financial services, banking, asset management, investment management, or a related environment.
• Experience with client onboarding, account maintenance, or client operations.
• Ability to manage multiple priorities and respond effectively to client requests.
• Strong attention to detail and problem-solving skills.
• Ability to work effectively with internal teams and external clients.

Responsibilities

• Support client onboarding, account setup, and client transitions.
• Handle ongoing account maintenance, including account names, fee schedules, benchmarks, client agreements, and authorized contacts.
• Respond to client inquiries and requests and provide proactive client updates.
• Support client cash-flow requests and coordinate with internal teams to resolve client needs.
• Update client and authorized third-party contact information in CRM systems.
• Prepare weekly, monthly, and quarterly client reports and presentations.
• Support Client/Relationship Manager meetings and prepare meeting materials.
• Identify, escalie, and help resolve client experience issues.
• Participate in projects focused on risk mitigation, operational efficiency, and client service improvements.

Skills

Client service

Communication

Attention to detail

Multitasking

Problem-solving

Education

Bachelor's degree preferred

Tools

CRM systems

Client Management Systems

Job description

Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid).

Job ID:26-30810

Pay Range: $25 - $29.40/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Support client onboarding, account setup, and client transitions.
• Handle ongoing account maintenance, including account names, fee schedules, benchmarks, client agreements, and authorized contacts.
• Respond to client inquiries and requests and provide proactive client updates.
• Support client cash-flow requests and coordinate with internal teams to resolve client needs.
• Update client and authorized third-party contact information in CRM systems.
• Prepare weekly, monthly, and quarterly client reports and presentations.
• Support Client/Relationship Manager meetings and prepare meeting materials.
• Identify, escalie, and help resolve client experience issues.
• Participate in projects focused on risk mitigation, operational efficiency, and client service improvements.

Key Requirements and Technology Experience:

• Bachelor's degree preferred.
• Strong client service and communication skills.
• Experience in financial services, banking, asset management, investment management, or a related environment.
• Experience with client onboarding, account maintenance, or client operations.
• Ability to manage multiple priorities and respond effectively to client requests.
• Strong attention to detail and problem-solving skills.
• Ability to work effectively with internal teams and external clients.
• Client Service / Client Relationship Management
• Client Onboarding / Account Setup
• Account Maintenance
• Client Inquiries & Requests
• Client Communication / Proactive Updates
• Client Reporting
• Cash Flow / Payments / Wires / Transfers
• CRM / Client Management Systems

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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