Client Svc Rep

Client Svc Rep needs 5+ years’ experience

Client Svc Rep requires:

• Client service

• Client coordination

• Account maintenance

• Project management

Client Svc Rep duties:

• 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