V-Soft Consulting Group, Inc. ยท 1 week ago
Senior Client Service Associate
New York, NY
Contract
Onsite
Senior LevelV-Soft Consulting Group, Inc. is a recognized staffing company headquartered in Louisville, KY. They are currently seeking a Senior Client Service Associate to assist in client transitions and account maintenance activities, ensuring exceptional client service and support for various client inquiries and requests.
Artificial Intelligence (AI)ConsultingInformation TechnologySoftware
Responsibilities
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.)
Facilitate and oversee client cash flow requests to ensure proper handling
Assist team members to ensure ongoing client contractual obligations are being met
Support the fulfillment of ad-hoc client inquiries and requests
Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
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
Help identify, escalate and resolve problems for any issues affecting the client experience
Support client meeting preparation by facilitating creation of materials
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Supports the completion of due diligence and client questionnaires
Help manage client communications to ensure timely and proactive updates are provided
Qualification
Required
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.)
Facilitate and oversee client cash flow requests to ensure proper handling
Assist team members to ensure ongoing client contractual obligations are being met
Support the fulfillment of ad-hoc client inquiries and requests
Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
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
Help identify, escalate and resolve problems for any issues affecting the client experience
Support client meeting preparation by facilitating creation of materials
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Supports the completion of due diligence and client questionnaires
Help manage client communications to ensure timely and proactive updates are provided
Benefits
Medical
Dental
Vision
401(k) plan
Company
V-Soft Consulting Group, Inc.
V-Soft Consulting, an innovative corporation specializing in Information Technology consulting; including staffing, digital, and infrastructure solutions.
Founded in 1997
1001-5000 employees
H1B Sponsorship
V-Soft Consulting Group, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (363)
2024 (248)
2023 (272)
2022 (401)
2021 (409)
2020 (460)
Funding
Current Stage
Late StageLeadership Team
Michael Grendi
Chief Financial Officer
Lonnie Gray
Chief Operating Officer
Company data provided by crunchbase