Client Success & Onboarding 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

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.