Maintain exceptional client relationships by leading investigations, and successfully resolving any service, delivery, or billing issues
Responsible for planning surrounding daily, month-end, and annual production runs; this includes ensuring material is available, providing production with volumes and instructions, attending production planning meetings, communicating progress to the client, and providing any reporting back to client
May participate in the planning and presenting at quarterly reviews with the client
Work with client and internal resources to implement client changes, including such administrative tasks billing, processing items, running and sending reports
May have face to face interactions with clients
Identifies and participates in meetings to implement process improvements
Requirements
A minimum of 2 years’ experience in a Client Services role is required
A minimum of an associates degree, or equivalent experience preferred
Strong written and verbal communication skills
Strong Microsoft Office Suite skills
Knowledge of Project Management: planning, scheduling, following up on items from various internal teams, time management skills and meeting deadlines, driving progress
Ability to work well on a team across multiple departments and seniority levels
Financial industry knowledge is a plus
Ability to work in a fast paced, time sensitive and high-pressure environment, and ability to work under tight deadlines
Benefits
Equal employment opportunities
Workplace accommodations for disabilities
Collaborative and inclusive environment
Professional development opportunities
Flexibility and accountability in work environment