Client Services Associate

eTeam; Charlotte (NC); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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

Description du poste

Position Title: Client Service Associate

Work location: Chicago IL, Charlotte NC, NYC

Job Description:

The Client Service Associate partners with associates across 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 role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Key Responsibilities and 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, escalation 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