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Net2Source (N2S) · 1 hour ago

Client Services Associate

New York, NY

Contract

Onsite

New Grad, Entry Level

$27/hr - $28/hr

Net2Source (N2S) is seeking a Client Services Associate to assist in the coordination of client transitions and account maintenance activities. The role involves supporting client communications, managing client inquiries, and ensuring contractual obligations are met while participating in projects aimed at improving operational efficiency and client service.

B2BDeliveryHuman ResourcesInformation Technology

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Assist in the coordination of client 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, 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

Qualification

Client onboardingCRM applicationClient communicationProblem resolutionTeam collaboration

Required