Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
About the role
- Client Service Administrator providing support to Transfer Agency relationship managers in Long Island. Performing client activities and managing inquiries within a hybrid work model.
Responsibilities
- Collaborates with relationship managers, internal colleagues, and external partners to problem solve and resolve inquiries on matters of Stock Transfer.
- Performs day-to-day assigned functions in the specified timeframe to ensure that our client expectations are met and exceeded.
- Works alongside relationship managers to prepare business reviews and service-level agreement (SLA) reporting to ensure clients are satisfied with their Transfer Agency products and services.
- Prepares and issues service instructions to various operating units based on client requests.
- Ensures effective delivery of clients' monthly reports.
- Works independently or with the Relationship Manager to ensure proper follow-through on client requests.
- Performs reconciliation activities.
- Serves as a mentor, coach, and teammate for other Client Service Administrators within the team.
- Assists relationship managers with special projects, expediting transactions, troubleshooting and problem solving for client accounts.
- Assists management with generating and monitoring internal reports to ensure timely and efficient progress.
Requirements
- Bachelor’s degree (B.A.) from a four-year college or university; or 2-4 years of related experience and/or training; or equivalent combination of education and experience.
- Ability to work in a fast-paced, high-pressure environment.
- Must be oriented, demonstrate the ability to multi-task, and have excellent time management skills.
- Excellent written and verbal communication skills.
- Possess the ability to establish good personal and working relationships with internal partners.
Benefits
- Flexible work arrangements
- Professional development opportunities
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