Client Services Associate

Corps Team; New York (NY); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Our client, a leading financial services firm in New York, seeks a Client Service Associate for a 12-month hybrid contract. The role supports onboarding new client accounts, delivers client reports, and partners with Global Client Group to service Institutional and High Net Worth clients.

Supervised, you will collaborate across teams to ensure a superior client experience. Responsibilities include coordinating client transitions, account maintenance, responding to inquiries, managing cash flow

Qualifications

• University degree preferred.
• 1–3 years of client service experience.
• Strong communication and teamwork.

Responsibilities

• Coordinate client transitions (onboarding/off-boarding) with partners.
• Support account maintenance (name changes, fees, agreements).
• Assist in meeting client obligations and respond to inquiries.
• Prepare client reports and presentations.
• Maintain client contacts in the CRM system.
• Assist in due diligence and client questionnaires.
• Identify issues affecting the client experience and help resolve them.

Skills

Client service

CRM

Onboarding

Reporting

Communication

Education

Bachelor's degree

Tools

CRM software

Job description

Our client, a large financial services company, is seeking a Client Service Associate for a 12-month contract assignment in New York, New York, with the potential to extend or convert to direct hire. This is a hybrid role, working 3 days onsite (5 days onsite is preferred during the initial training period).

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, elevate 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

Requirements

• University degree preferred
• 1-3 years of experience