Client Service Associate

Job Responsibilities

• Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
• Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
• Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
• Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
• Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
• Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
• Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.

Requirements

• A minimum of 3 years of client-facing work experience in a financial services environment.
• Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
• Proven ability to establish and maintain productive relationships with internal stakeholders.
• Experience in leveraging data and tech literacy to collaborate with internal teams.
• The ability to provide quantifiable reporting and present findings.
• Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
• Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
• Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
• Developing proficiency in strategic planning to align client services with organizational goals and client needs.
• Proven ability to build and maintain strong client relationships to support long-term business success.
• Developing experience learning new operating models, technologies, and industry trends.

Qualifications

• Minimum of 3 years of client-facing work experience in a financial services environment.
• Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
• Proven ability to establish and maintain productive relationships with internal stakeholders.
• Experience in leveraging data and tech literacy to collaborate with internal teams.
• The ability to provide quantifiable reporting and present findings.
• Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
• Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
• Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
• Developing proficiency in strategic planning to align client services with organizational goals and client needs.
• Proven ability to build and maintain strong client relationships to support long-term business success.
• Developing experience learning new operating models, technologies, and industry trends.

Skills

• Data and Tech Literacy
• Project Management
• Client Relationship Management
• Collaboration with Internal Teams
• Strategic Thinking
• Team Building
• Mentoring
• Strategic Planning

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Pay

• Base salary determined based on the role, experience, skill set and location.
• Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.

Schedule

• Flexible schedule to accommodate the needs of both the employee and the organization.