Client Service Associate

Summary: Partners with associates across Global Client Group to service clients or distributors investing in, or distributing the company's products.

Communicates with clients and supports the onboarding of new client accounts, delivering reports to clients, and working with business partners to service company needs throughout the client lifecycle.

Collaborates closely with teams across the enterprise to deliver an outstanding company experience.

Responsibilities: Assist in the coordination of company 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, company agreements, etc.).

Assist team members to ensure ongoing company contractual obligations are being met.

Support the fulfillment of ad-hoc company inquiries and requests.

Facilitate and oversee company cash flow requests to ensure proper handling.

Help manage company communications to ensure timely and proactive updates are provided.

Proactively anticipate company needs and assist in the development of strategies for meeting and exceeding those needs.

Update and maintain company and authorized third party contact information via CRM application.

Support company meeting preparation by facilitating creation of materials.

Help identify, escalate and resolve problems for any issues affecting the company experience.

Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service.

Assist to ensure preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to companies.

Support the completion of due diligence and company questionnaires.

Requirements: University (Degree) Preferred.

Required Skills: No Experience Required.