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Client Services Jobs in Chicago, IL

SS-Client Service Associate

eTeam Inc.

Chicago, IL

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JOB DETAILS
SKILLS
Benchmarking, Business Services, Cash Flow, Contract Requirements, Customer Experience, Customer Relationship Management (CRM), Customer Support/Service, Develop and Maintain Customers, Distribution Channel, Fee Schedule, Financial Services, High Net Worth, Onboarding, Operational Improvement, Operational Strategy, Presentation/Verbal Skills, Problem Solving Skills, Product Management, Risk Management, Sales Management, Sales Presentation, Strategic Planning, Time Management
LOCATION
Chicago, IL
POSTED
11 days ago
Job title: Client Service Associate
Location: Chicago, IL 60606 (Onsite; might be hybrid)
Duration: 12 Months (Possible extension)
Client: Financial Services

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Key Responsibilities and Duties
  • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
  • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Assist team members to ensure ongoing client contractual obligations are being met
  • Support the fulfillment of ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Help manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
  • 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
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • No Experience Required
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
5IC

About the Company

e

eTeam Inc.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Other/Not Classified
FOUNDED
1998
WEBSITE
www.eteaminc.com

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