Senior Client Service Associate

Senior Client Service Associate (Onsite)

Primary

Location:

New York

V-Soft Consulting is currently hiring for a Senior Client Service Associate for our premier client in New York.

• 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.).
• Facilitate and oversee client cash flow requests to ensure proper handling.
• Assist team members to ensure ongoing client contractual obligations are being met.
• Support the fulfillment of ad-hoc client inquiries and requests.
• Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients.
• 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.
• Help identify, escalation and resolve problems for any issues affecting the client experience.
• Support client meeting preparation by facilitating creation of materials.
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.
• Supports the completion of due diligence and client questionnaires.
• Help manage client communications to ensure timely and proactive updates are provided.

Qualified candidates should send their resumes to

V-Soft Consulting Group is recognized among the top 100 fastest growing staffing companies in North America, V-Soft Consulting Group is headquartered in Louisville, KY with strategic locations in India, Canada and the U.S. V-Soft is known as an agile, innovative technology services company holding several awards and distinctions and has a wide variety of partnerships across diverse technology stacks.

As a valued V-Soft Consultant, you’re eligible for full benefits (Medical, Dental, Vision), a 401(k) plan, competitive compensation and more. V-Soft is partnered with numerous Fortune 500 companies, exceptionally positioned to advance your career growth.

V-Soft Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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