Corps Team
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Trista Wearing
Senior Client Service Associate
Posted: 07/14/2025
2025-07-14
2025-08-13
Employment Type:
Contract
Industry: Financial Services
Job Number: 17509
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
Pay Rate: $27.50-29.50/hour
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
Pay Rate: $27.50-29.50/hour
Meet Your Recruiter
Trista Wearing
Senior Director Recruiting
Trista joined Corps Team in 2006. She is a results-oriented Talent Acquisition professional with 20 years of Recruiting, Account Management and HR experience. Trista received her bachelor's degree in Human Ecology with a minor in Business Administration from The University of Tennessee. She is dedicated to delivering exceptional service and consistently amazes our clients with her ability to find the "purple squirrel" (the one in a million candidate for the job).
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