What are the responsibilities and job description for the Client Service Representative position at KBW Financial Staffing & Recruiting?
Top Financial Services client has a need for a Client Service Analyst on the Private Equity side who has high energy, likes working with internal and external clients, and has strong communication skills.
Is this the role you are looking for If so read on for more details, and make sure to apply today.
Responsibilities :
- Responsible for managing the day-to-day inquiries of our clients. You will need to collaborate with internal teams to resolve your inquiries timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize the firm Infuse to obtain answers is important.
- You are the first point of contact for your clients. Sharing possible escalations / new business with appropriate teams will lead to better management of them.
- This position is accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone’s day to day.
- Review and pro-actively respond to client and internal inquiries daily, keeping clients up to date on status, and escalating to Sr. Client Service Rep. as necessary.
- Research, identify and escalate internal issues that may impact client servicing.
Qualifications :
J-18808-Ljbffr
