Associate, Client Service
About The Position
As an Associate, you’ll help the Client Service Department achieve our mission by ensuring clients receive exceptional service and that your team is achieving its strategic goals. In order to do so, you will be the ‘air traffic controller’ of your team, responsible for a variety of administrative, operational and project management activities, serving around 30 clients. You will help set goals, brainstorm execution, project manage multiple initiatives, coordinate directly with clients and internal stakeholders, be the first point of contact for client requests, and plan meetings, trips and events. Without the Associate, the team doesn’t run. Associates must be highly organized, detail-oriented, calm under pressure, and great at time management. They must communicate professionally, enjoy problem solving, and thrive in a dynamic, relationship-driven environment.
Requirements
- Effective written and oral communication skills with strong attention to detail
- A high degree of proficiency in Outlook, PowerPoint, Word and Excel; general comfort with learning and using new software tools
- Bachelor’s degree with strong academic record preferred
Nice To Haves
- Are a team player who can learn quickly and who can proactively seek to improve efficiency and quality
- Are a ‘big picture’ thinker who is able to focus on the goal at hand, not only tasks
- Distill information, prioritize well and summarize key points for senior leaders
- Enjoy solving problems using logic and common sense to develop practical solutions
- Have the ability to orchestrate and prioritize multiple activities at once while maintaining high quality work
- Hold a high standard for excellent client/customer service and desire to help others
- Are willing and able to anticipate the needs and concerns of others
- Have a preference for interpersonal interactions and are unafraid to engage with others
- Value the pursuit of truth and excellence
- Demonstrate innate curiosity and a tendency to thrive on learning new things
- Are dedicated to self-improvement and improvement of others
- Experience in financial services or a professional business environment is a plus, though not required
Responsibilities
- Partner with your team’s Client Advisor (senior relationship manager) to understand client goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support
- Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone
- Distill information and synthesize the key points to the team and other relevant, internal stakeholders
- Coordinate tasks, activities and collaboration sessions to meet client needs from visualization to scheduling
- Drive execution, provide direction, and project manage initiatives across multiple stakeholders
- Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM)
- Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology)
- Coordinate logistics for clients and team, including travel strategy, events and presentation materials
- Anticipate and resolve problems efficiently and independently
- Work with other teams on projects to improve departmental operations
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
