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Client Service Associate

3 months ago

Kansas City, United States Glass Lewis Full time
Job Details

Job Location
KCMO - Kansas City, MO

Position Type
Full Time

Position Description

  • Manage all aspects of client facing and non-client facing day to day processes for each client as directed including: client document customization; organization and management; customer account setup; policy and account maintenance along with custom reporting
  • Audit and maintain client accounts on an ongoing basis, including: adding, modifying and closing accounts as instructed by the client, altering vote execution options, etc.
  • Monitor ballot and holdings exceptions reports for account related errors and resolve per standard operating procedures
  • Work with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelines
  • Schedule and audit regular client reports, accounts, holdings & ballots. Escalate issues identified on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any issues which may impact client deliveries
  • Develop strong client relationships through strategic and tactical client support
  • Other duties as assigned
Qualifications
  • Experience using MS Office suite, with a strong emphasis on excel along with internet research tools
  • Keen attention to detail
  • Ability to quickly comprehend complex subjects
  • Ability to multi-task, prioritize, work on own initiative and set personal deadlines
  • Must work effectively under pressure to meet tight stakeholder deadlines as part of a dynamic team
  • Resourceful and can-do attitude
  • Analytical skills are required to research and resolve enquiries
  • Excellent verbal & written communication skills a must
  • Ability to build and maintain relationships with Internal & External stakeholders


This position reports to: Justine Eason

Position location: This position is located in Kansas City, Missouri. This is a hybrid position with regular office attendance required.

Bonus eligible: No

Glass Lewis is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state or local law.