- 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 xhuatnn 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
- University (Degree) preferred
- Relevant work experience
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CW-SS-Sr Client Service Associate - Chicago - Axelon Services Corporation
Description
Job Title: Client Service Associate (Hybrid)Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
Location: Chicago, IL
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:
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Service Associate
Only for registered members Chicago, IL
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IT Services Associate
Part time Only for registered members Chicago, IL
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IT Services Associate
Part time Only for registered members Chicago
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Client Service Associate
Only for registered members Chicago, IL
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Associate Service Manager
Only for registered members Chicago, IL
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Client Service Associate
Axelon Services Corporation- Chicago
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Guest Services Associate
Only for registered members E Grand Ave Chicago, Illinois, United States
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Client Service Associate
Only for registered members Chicago, IL, United States
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Client Service Associate
Only for registered members Chicago, IL
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Family Service Associate
Only for registered members chicago, IL
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Loan Servicing Associate
Only for registered members Chicago, IL
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Guest Service Associate
Only for registered members Chicago, IL
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Customer Service Associate
Full time Only for registered members Chicago
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Associate, Membership Services
Only for registered members Chicago, IL
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Client Service Associate
Only for registered members Chicago, IL
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Client Service Associate
Only for registered members Chicago
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Lobby Services Associate
Part time Only for registered members Chicago, IL
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Field Service Associate
Only for registered members Chicago, IL
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Associate Loan Service
Only for registered members Chicago, IL
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Client Service Associate
Only for registered members Chicago, IL
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Client Service Associate
Only for registered members Chicago, IL