Client Service Representative
1 week ago
As a Client Service Representative at Expedient Staffing Solutions, you will be responsible for managing assigned client relationships under direct supervision. Your role will involve servicing clients, focusing on Fund Accounting, Administration, and Custody disciplines.
You will establish relationships with client contacts and collaborate with internal teams to address inquiries, onboard clients, and ensure high satisfaction.
Key Responsibilities:
- Proactively respond to client inquiries and keep them updated.
- Collaborate with internal departments for issue resolution.
- Analyze inquiry trends to identify training needs.
- Regularly meet with clients to review pending items.
- Prepare meeting agendas and minutes, and communicate insights with management.
Requirements:
- BA or equivalent
- Effective verbal and written communication skills
- Ability to adapt to new technologies
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office
Schedule: Hybrid (3 days in-office, 2 days remote)
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