Client Services Associate jobs in United States
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ConsultNet Technology Services and Solutions ยท 3 days ago

Client Services Associate

ConsultNet Technology Services and Solutions is a premier national provider of technology talent and solutions. The Client Relationship Associate supports and manages client relationships with a strong focus on service, accuracy, and responsiveness, partnering with internal teams and external clients to deliver regulatory reporting solutions on time and to specification.

Human ResourcesInformation TechnologyStaffing Agency
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Growth Opportunities

Responsibilities

Serve as the primary client contact, managing regulatory reporting projects from initiation through delivery
Coordinate and deliver mutual fund and ETF regulatory documents in compliance with client and SEC timelines
Partner with internal teams to resolve issues, track progress, and ensure high client satisfaction

Qualification

Regulatory reportingClient services experienceMultitasking skillsCommunication skillsOrganizational skills

Required

Bachelor's degree with 3-5 years of client services experience in financial services
Hands-on experience with mutual fund/ETF regulatory document composition and filings
Strong communication, organizational, and multitasking skills in a fast-paced environment

Company

ConsultNet Technology Services and Solutions

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ConsultNet is a talent solutions company that helps businesses solve complex challenges by integrating talent, technology, and scalable delivery models.

Funding

Current Stage
Growth Stage

Leadership Team

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Marnie Nuttall
Chief Financial Officer
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Company data provided by crunchbase