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SS-Client Service Associate

eTeam Inc.

  • Chicago, IL
  • 30+ days ago
  • Instant Apply
eTeam Inc.
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Skills

  • Benchmarkingunmatched
  • Business Servicesunmatched
  • Cash Flowunmatched
  • Contract Requirementsunmatched
  • Customer Experienceunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Develop and Maintain Customersunmatched
  • Distribution Channelunmatched
  • Fee Scheduleunmatched
  • Financial Servicesunmatched
  • High Net Worthunmatched
  • Onboardingunmatched
  • Operational Improvementunmatched
  • Operational Strategyunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Product Managementunmatched
  • Risk Managementunmatched
  • Sales Managementunmatched
  • Sales Presentationunmatched
  • Strategic Planningunmatched
  • Time Managementunmatched

Description

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

Numbers & Facts

LocationChicago, IL
IndustryOther/Not Classified
Company Size100 to 499 employees
Year Founded1998
Websitewww.eteaminc.com

About Company

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.

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