Client Care Specialist delivering professional customer service for North America's leading pet aftercare provider. Interacting with clients and ensuring their service requests are met.
About the role
- Client Service Associate supporting North America institutional insurance business through client servicing and coordination tasks. Collaborating with various teams and managing client inquiries and reporting.
Responsibilities
- Partner with the Insurance Client Service Advisor on day-to-day client servicing support
- Review and distribute recurring client reports and materials
- Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables), and follow-ups; maintain action logs.
- Enter client-directed cash flows
- Maintain accurate CRM records (e.g., Salesforce), activities and client contact data.
- Manage the completion and delivery of due diligence and audit requests, track deadlines and submissions
- Coordinate timely responses to client inquiries and requests
- Relationship management assistance and cross-functional coordination
- Help schedule and track client touchpoints and deliverables; document insights (e.g., portfolio changes, consultant updates, competitive intel) and share with coverage teams
- Attend client calls/meetings as appropriate; draft notes and manage follow-ups
- Partner with reporting/analytics teams to ensure quality and consistency of client materials
- Coordinate with portfolio managers and product specialists on client-ready content
- Collaborate with Legal/Compliance, Reporting, Operations, and other functions to align with client requirements established in the Investment Management Agreements
- Assist with new account onboarding alongside the dedicated onboarding team, including asset transfers (tax lot, etc.), legal review, accounting standard and methodologies, impairment methodology
- Together with Legal and the Portfolio Management team, negotiate Investment Management Agreements and portfolio guidelines.
- Support IMA obligation tracking and service-level requirements under guidance from senior team members and Legal
- Maintain working knowledge of assigned client portfolios to support accurate communications, recognizing the bespoke nature of insurance mandates
- Flag potential mandate risk indicators (e.g., organizational changes, consultant shifts) to the Insurance Client Advisor/Insurance Client Service Advisor; assist with next-step coordination
- Participate in team projects to enhance procedures, templates, and best practices
Requirements
- 3–5 years of institutional client service experience in asset management or financial services
- Bachelor’s degree in Business or Finance preferred
- Foundational understanding in: Insurance clients and their portfolio needs (e.g., accounting/ALM considerations)
- Investment concepts, financial markets, and basic accounting principles
- Insurance regulatory and reporting considerations
- Strong organization, follow-through, and prioritization skills; comfortable managing multiple workstreams in a deadline-driven environment
- Clear, concise verbal and written communication; comfort interacting with internal stakeholders and client contacts
- Collaborative, proactive, detail-oriented, and service-focused; highly motivated team player
- Ability to partner across the firm (investment teams, operations, legal, risk, reporting, marketing) and build deep, trusting internal and external relationships (client facing role)
- Technical skills: Proficient in Microsoft Excel, PowerPoint, Word, and Adobe; Salesforce (or similar CRM) experience a plus
- Licenses: Series 7, 66, and 31 or willingness to obtain within a few months of hire.
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance and other benefits
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