SS-Client Service Associate

eTeam; New York (NY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

eTeam is seeking a Client Service Associate in New York, NY (Hybrid) for a 12-month contract. The role collaborates across Global Client Group to service Institutional and High Net Worth clients or Distributors, focusing on onboarding, reporting, and servicing client needs throughout the lifecycle.

Under supervision, you will coordinate transitions, maintain accounts, respond to inquiries, and prepare client materials. Strong organizational skills and CRM proficiency are essential.

Qualifications

• University degree preferred.
• No prior work experience required.

Responsibilities

• Assist in coordinating client transitions (onboarding/offboarding) in partnership with relevant business partners.
• Support coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements).
• Assist team members to ensure ongoing client contractual obligations are 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 provide timely and proactive updates.
• Anticipate client needs and assist in developing strategies to meet them.
• Update client and authorized third party contact information via CRM.
• Assist in meeting preparation by creating materials.
• Identify, expedite and resolve problems affecting client experience.
• Participate in department projects to mitigate risk and improve operational efficiency.
• Assist in preparation of weekly, monthly and quarterly client reports and presentations.

Education

University (Degree) Preferred

Job description

Job Description

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

Job Title: Client Service Associate
Location: New York, NY (Hybrid)
Duration: 12 Months
Client: Financial Services

Job Description

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, expedite 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

Educational Requirements

University (Degree) Preferred

Work Experience

No Experience Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

5IC