Corps Team
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Brigid Lipps
Client Service Associate
Posted: 06/30/2025
2025-06-30
2025-08-13
Employment Type:
Contract
Industry: Financial Services
Job Number: 17508
Field of Expertise: Accounting & Finance
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a large financial services company, is seeking a Senior Client Service Associate for a 12+ month contract assignment in either Chicago, IL, Minneapolis, MN or Charlotte, NC so candidates must be local to those cities. This role is hybrid and a 12+ month contract with potential to extend/convert.
Overview
Partner with associates across the Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Responsibilities
Requirements
Overview
Partner with associates across the Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This collaborates closely with teams across the enterprise to deliver an outstanding client experience.
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 in preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
- Support the completion of due diligence and client questionnaires
Requirements
- Experience in asset management and financial services required
- Willingness to go the extra mile, beyond the task asked
- A self-starter and efficient, very organized with a strong attention to detail
- College/University Degree preferred
- Direct Indexing Experience a plus
Meet Your Recruiter
Brigid Lipps
Recruiting Manager
Brigid is the Recruiting Manager for Corps Team and has been with the company for 13 years. She is a PHR, SHRM-CP, and HR Generalist certified professional with over 20 years of Recruiting and HR experience. She is driven to make a difference in the lives of candidates and clients by connecting great talent with great companies.
Brigid leads a team that recruits nationally across various industries and for positions in Human Resources, Accounting & Finance, Sales & Marketing, Administration, Management, and more. She received her Bachelor’s degree from Mount St. Joseph University and stays up to date on recruiting trends through continuous education from her certifications.
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