Client Services Associate

1 month ago

Boston, United States Phyton Talent Advisors Full time

Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location.


Responsibilities:

Client Service

  • Respond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.
  • Research and identify internal issues impacting client service, escalating them as needed.
  • Collaborate with internal departments to support client requests, deliverables, and resolve issues effectively.
  • Analyze inquiry trends to identify opportunities for training or process automation.
  • Conduct regular meetings with client contacts to review pending items and discuss any concerns.
  • Review internal reports and reconciliations for assigned client accounts, escalating potential service issues as needed.
  • Prepare meeting agendas and minutes, and review them with your manager for accuracy.
  • Meet regularly with your manager and peers to share insights and provide updates to senior management when required.

Technology Management & Effectiveness

  • Communicate product enhancements to clients and conduct training sessions as needed.
  • Utilize internal technology solutions to manage client inquiries effectively.
  • Coordinate regular demos with clients to showcase platform features and reduce manual processes.

Relationship Building & Networking

  • Collaborate with internal teams to share insights and enhance the client experience.
  • Understand client organizational structures to engage the appropriate contacts for reviews and follow-ups.
  • Participate actively in firm events, townhalls, and communications to stay informed about company activities.

Risk & Control

  • Adhere to company policies and best practices.
  • Identify and implement opportunities to reduce or eliminate sending sensitive client information via attachments.
  • Ensure attention to detail in all client communications.

Requirements:

  • Bachelor’s degree or equivalent experience.
  • Strong verbal and written communication skills.
  • Ability to learn and adapt to new technologies and systems.
  • Excellent analytical and problem-solving abilities.
  • Proficiency in Microsoft Office products.
  • Language skills relevant to the office location and client relationships.

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