Senior Client Service Rep

Globalchannelmanagement; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading client services firm in New York seeks a Sr Client Service Rep with over 3 years of experience. The successful candidate will support client meeting preparation, facilitate the creation of materials, and assist in preparing client reports. Strong problem-solving skills are essential to identify and resolve issues affecting the client experience. This role is critical for maintaining operational efficiency and delivering exceptional client service.

Qualifications

• 3+ years experience in a client service role.
• Ability to support client meeting preparations effectively.
• Strong problem-solving skills to identify and escalate issues.

Responsibilities

• Facilitate creation of materials for client meeting preparation.
• Help identify, escalate, and resolve problems affecting client experience.
• Participate in projects aimed at mitigating risk and improving service.

Skills

Client rep

CRM

Job description

Sr Client Service Rep needs 3+ years experience

Sr Client Service Rep requires:

• Client rep
• CRM
• 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 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