Client Service Associate
Axelon Services Corporation
Chicago, IL
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JOB DETAILS
SKILLS
Advertising, Benchmarking, Business Services, Cash Flow, Contract Requirements, Corporate Communications, Customer Relationship Management (CRM), Customer Support/Service, Distribution Services, Fee Schedule, Onboarding, Operational Improvement, Operational Strategy, Presentation/Verbal Skills, Problem Solving Skills, Risk Management, Service Delivery, Strategic Planning, Time Management
LOCATION
Chicago, IL
POSTED
4 days ago
Summary:
- Partners with associates across Global Client Group to service clients or distributors investing in, or distributing the company's products.
- Communicates with clients and supports the onboarding of new client accounts, delivering reports to clients, and working with business partners to service company needs throughout the client lifecycle.
- Collaborates closely with teams across the enterprise to deliver an outstanding company experience.
Responsibilities:
- Assist in the coordination of company transitions activity (i.e. onboarding, off boarding) 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 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 to ensure preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to companies.
- Support the completion of due diligence and company questionnaires.
Requirements:
- University (Degree) Preferred.
Required Skills:
- No Experience Required.
About the Company
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