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
Numbers & Facts
Location
New York
Skills
Customer Experienceunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Operational Improvementunmatched
Operational Strategyunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Project/Program Managementunmatched
Risk Managementunmatched
Sales Presentationunmatched
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