Client Service Associate

4 weeks ago


Kansas City, United States Glass Lewis Full time

Job DetailsJob LocationKCMO - Kansas City, MOPosition TypeFull TimePosition DescriptionManage 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 reportingAudit 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 proceduresWork with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelinesSchedule 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 deliveriesDevelop strong client relationships through strategic and tactical client supportOther duties as assignedQualificationsExperience using MS Office suite, with a strong emphasis on excel along with internet research toolsKeen attention to detailAbility to quickly comprehend complex subjectsAbility to multi-task, prioritize, work on own initiative and set personal deadlinesMust work effectively under pressure to meet tight stakeholder deadlines as part of a dynamic teamResourceful and can-do attitudeAnalytical skills are required to research and resolve enquiriesExcellent verbal & written communication skills a mustAbility to build and maintain relationships with Internal & External stakeholdersThis position reports to: Justine EasonPosition 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.



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