Client Services Associate

Net2Source (N2S); New York (NY); On-site; USD 45,460 - 47,596; Part time

Job summary

A consulting firm in New York is seeking an Associate in Finance to coordinate client transitions and account maintenance. The role requires supporting client inquiries, managing communications, and preparing reports. The ideal candidate will proactively meet client needs and participate in projects to enhance service efficiency. This is a contract position with a pay rate of $33.00 - $34.55 per hour.

Responsibilities

• Assist in the coordination of client transitions activity.
• Support the coordination of account maintenance activities.
• Assist team members to ensure ongoing client contractual obligations.
• Support the fulfillment of ad-hoc client inquiries and requests.
• Facilitate client cash flow requests to ensure proper handling.
• Help manage client communications for timely updates.
• Proactively anticipate client needs and assist in strategy development.
• Update and maintain client contact information via CRM.
• Support client meeting preparation with material creation.
• Identify, escalate and resolve problems affecting the client experience.
• Participate in relevant projects to mitigate risk and improve efficiency.
• Assist in preparation of client reports and presentations.

Job description

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This range is provided by Net2Source (N2S). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$33.00/hr - $34.55/hr

Responsibilities

• 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 ensure preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients.
• Supports the completion of due diligence and client questionnaires.

Seniorit y level

• Associate

Employment type

• Contract

Job function

• Finance

Industries

• Banking, Investment Banking, and Financial Services