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Sr Client Service Associate
Sr Client Service AssociateGlobalchannelmanagement • Chicago, Illinois, United States
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Sr Client Service Associate

Sr Client Service Associate

Globalchannelmanagement • Chicago, Illinois, United States
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Sr Client Service Associate needs 5+ years experience

Sr Client Service Associate requires :

  • Client service
  • Customer service

Sr Client Service Associate 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, 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
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