Sr Client Service Associate

Globalchannelmanagement; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading client services firm is seeking a Sr Client Service Associate in Chicago, IL. This role requires over 5 years of experience and focuses on coordinating client transition activities, managing communications, and supporting account maintenance. Ideal candidates will excel at anticipating client needs and contributing to client satisfaction. The position promises dynamic involvement in various client-related projects and requires a strong commitment to client service excellence.

Qualifications

• 5+ years of experience in client service roles.
• Strong coordination skills in client transition activities.
• Ability to manage client communications proactively.

Responsibilities

• Assist in the coordination of client transitions activity.
• Support the coordination of account maintenance activities.
• Help manage client communications and ensure updates are timely.

Skills

Client service

Coordination skills

Communication

Job description

About the job Sr Client Service Associate

Sr Client Service Associate needs 5+ years experience

Sr Client Service Associate requires:

• Client service
• 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 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