Client Services Associate - Phyton Talent Advisors : Job Details

Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location.

Responsibilities:

Client Service

• Respond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.
• Research and identify internal issues impacting client service, escalating them as needed.
• Collaborate with internal departments to support client requests, deliverables, and resolve issues effectively.
• Analyze inquiry trends to identify opportunities for training or process automation.
• Conduct regular meetings with client contacts to review pending items and discuss any concerns.
• Review internal reports and reconciliations for assigned client accounts, escalating potential service issues as needed.
• Prepare meeting agendas and minutes, and review them with your manager for accuracy.
• Meet regularly with your manager and peers to share insights and provide updates to senior management when required.

Technology Management & Effectiveness

• Communicate product enhancements to clients and conduct training sessions as needed.
• Utilize internal technology solutions to manage client inquiries effectively.
• Coordinate regular demos with clients to showcase platform features and reduce manual processes.

Relationship Building & Networking

• Collaborate with internal teams to share insights and enhance the client experience.
• Understand client organizational structures to engage the appropriate contacts for reviews and follow-ups.
• Participate actively in firm events, townhalls, and communications to stay informed about company activities.

Risk & Control

• Adhere to company policies and best practices.
• Identify and implement opportunities to reduce or eliminate sending sensitive client information via attachments.
• Ensure attention to detail in all client communications.

Requirements:

• Bachelor's degree or equivalent experience.
• Strong verbal and written communication skills.
• Ability to learn and adapt to new technologies and systems.
• Excellent analytical and problem-solving abilities.
• Proficiency in Microsoft Office products.
• Language skills relevant to the office location and client relationships.