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Sr Client Service Associate

22 minutes ago

Chicago, United States Global Channel Management, Inc Full time

Sr Client Service Associate needs 5+ years’ experience Sr Client Service Associate requires: • Client service • Customer service • Sr Client Service Associate duties: • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.) • Assist team members to ensure ongoing client contractual obligations are being met • Support the fulfillment of ad-hoc client inquiries and requests • Facilitate and oversee client cash flow requests to ensure proper handling • Help manage client communications to ensure timely and proactive updates are provided • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs • Update and maintain client and authorized third party contact information via CRM application • Support client meeting preparation by facilitating creation of materials • Help identify, escalate and resolve problems for any issues affecting the client experience • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients • Supports the completion of due diligence and client questionnaires