Client Service Specialist

2 months ago

Berwyn, United States Archer Full time
About Archer:

Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth. Archer has deep and broad-based experience working with asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.

General Job Description:

The Client Service Specialist works in tandem with Archer's Relationship Management team to deliver best in breed client service. The Client Service Specialist is a client facing role where you will serve as the main point of contact to field daily inquiries and requests from Archer clients, which include some of the fastest growing Asset Managers in the industry. The Client Service Specialist will act as a liaison between Archer Operations and clients, providing general service oversight, ensuring responsiveness, and a positive experience with the Archer team and platform. The Client Service Specialist works closely with the Archer Integration Team to communicate details of client requests, enabling quick and efficient turnarounds. This individual will strive to provide superior client service, anticipating client needs and proactively communicating to set and exceed client expectations.

This is a hybrid position, 3 days a week in the office.

Responsibilities:
  • Understand customer needs, business drivers, and service requirements
  • Act as a client liaison for Archer Ops and Integration inquiries
  • Develop strong relationships with client contacts and deliver best in breed client experience
  • Ability to articulate best practices and advise on Archer platform/training
  • Develop Archer platform and workflow expertise quickly and efficiently respond to client inquiries
  • Participate/drive regular client checkpoints with project and status updates
  • Participate in new products/service implementation projects
  • Act as a mentor for less tenured staff - coordinate training sessions as required
  • Support business development efforts with demos and interactive training sessions
  • Expected travel approximately 10%
Position Requirements/Desired Skills:

The ideal candidate will have/be:
  • BA/BS in Accounting, Finance, or Business related field
  • 5 years' experience in a related capacity; prior Archer experience a plus
  • Advanced skills in Microsoft Office, particularly Excel
  • Understanding of financial markets and various asset classes
  • Motivated, self-starter with a polished, professional and hospitable demeanor
  • Ability to connect with clients
  • Superior verbal and written communication skills
  • Detail-oriented with strong analytical ability and technical aptitude
  • Ability to prioritize and manage multiple tasks
  • A team player, who can also effectively operate independently as the situation dictates

We are a proud Equal Opportunity Employer

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