Senior Client Services Associate jobs in United States
info-icon
This job has closed.
company-logo

V-Soft Consulting Group, Inc. ยท 1 day ago

Senior Client Services Associate

positionNew York, NY
timeContract
remoteOnsite
senioritySenior Level

V-Soft Consulting Group, Inc. is a rapidly growing technology services company headquartered in Louisville, KY, with strategic locations across North America and beyond. They are seeking a Senior Client Services Associate to assist in coordinating client transitions, managing client communications, and ensuring client contractual obligations are met.

Artificial Intelligence (AI)ConsultingInformation TechnologySoftware
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
Update and maintain client and authorized third party contact information via CRM application
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
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
Support client meeting preparation by facilitating creation of materials

Qualification

Client relationship managementCRM application proficiencyClient communicationProblem resolutionReport preparation

Required

University (Degree) Preferred

Benefits

Medical
Dental
Vision
401(k) plan
Competitive compensation

Company

V-Soft Consulting Group, Inc.

twittertwittertwitter
company-logo
V-Soft Consulting, an innovative corporation specializing in Information Technology consulting; including staffing, digital, and infrastructure solutions.
dateFounded in 1997
location
Louisville, Kentucky, USA
people-size1001-5000 employees
web-link
http://www.vsoftconsulting.com

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 Stage

Leadership Team

leader-logo
Michael Grendi
Chief Financial Officer
linkedin
leader-logo
Lonnie Gray
Chief Operating Officer
linkedin
Company data provided by crunchbase