What are the responsibilities and job description for the Client Service Associate (Financial Services) position at Open Systems Technologies?
Back office, operational background
Work with middle office and back office parties
Seamless coverage of operational tasks within the client service experience
Will collaborate with NYC office
Extremely detail oriented, can get “in the weeds” with tasks, connect the dots with tasks
Series 7 profiles translate well
Financial clients required
High potential to convert FTE, lots of room to grow
Details:
The Client Service Associate partners with associates across 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 role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties
* Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen 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 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