Client Service Associate

Summary:

• Location: Chicago, IL
• Work Mode: Hybrid

Responsibilities:

• Assist in the coordination of company transitions activity (i.e., onboarding, offboarding) 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 the 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 in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients.
• Support the completion of due diligence and company questionnaires.

Requirements:

• University degree preferred.