Client Service Support

Client Service Support needs 5 years’ experience

Client Service Support requires:

• Client support

• Admin

• Account management

• Staffing

• HR

Client Service Support 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