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Client Portfolio Administrator

2 months ago

Omaha, Nebraska, United States McKenzie Fox Full time

Job Summary

Mckenzie Fox is seeking an experienced Senior Client Administrator to join their Client Services team. As a key member of the team, you will be responsible for building and maintaining strong relationships with clients and providing exceptional administrative support.

Key Responsibilities

  • Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
  • Client Communication Coordination: Serve as the primary point of contact for clients, coordinating all communication between parties.
  • Client Strategy Development: Work closely with clients to develop strategies that align with their goals and objectives.
  • Technical Support: Provide technical support to clients, troubleshooting issues and offering guidance on company products and services.
  • Training and Development: Train and assist junior team members in developing their skills and knowledge.

Requirements

  • Part or qualified STEP/ICSA or equivalent.
  • At least 3 years of experience in a TCSP administration environment, managing a client portfolio.
  • CCH, Viewpoint, and Laserfiche experience is an advantage but not essential.
  • Excellent communication and interpersonal skills.
  • Able to work under pressure and meet strict deadlines.