Client Svc Rep

Client Svc Rep needs 5+ years experience

Client Svc Rep requires:

• Client service
• Client coordination
• Account maintenance
• Project management

Client Svc Rep duties:

• 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 to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires