Client Service Associate

Immediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-30810

Pay Range: $27 - $29/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Assist in the coordination of client transitions, including onboarding and offboarding activities.
• Support account maintenance activities such as amendments to account names and fee schedules.
• Ensure ongoing client contractual obligations are met through collaboration with team members.
• Handle ad-hoc client inquiries and requests efficiently.
• Facilitate client cash flow requests to ensure proper handling.
• Manage client communications to provide timely updates.
• Proactively anticipate client needs and assist in developing strategies to exceed expectations.
• Update and maintain client and authorized third-party contact information via CRM applications.
• Support client meeting preparations by creating necessary materials.
• Identify, escalate, and resolve issues affecting the client experience.
• Participate in projects aimed at improving operational efficiency and delivering exceptional service.
• Assist in preparing weekly, monthly, and quarterly client reports and presentations.
• Support the completion of due diligence and client questionnaires.

Key Requirements and Technology Experience:

• No experience required.
• University degree preferred.

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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