Client Services Representative

• Serve as a trusted advisor to clients, offering expert guidance on BetaNXT’s Investor Communication services and ensuring seamless service delivery.
• Support the Relationship Management team by participating in client meetings and user groups, both on-site and off-site, to strengthen business relationships and identify growth opportunities.
• Maintain and nurture client relationships, ensuring expectations are met and exceeded in a holistic and productive environment.
• Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support.
• Partner with technology teams to develop and refine software solutions aligned with client needs.
• Collaborate with operations to uphold quality control standards and ensure consistent service excellence.
• Facilitate client onboarding processes including scheduling, reporting, issue tracking, and risk escalation.
• Conduct analysis of incoming and outgoing data to support seamless platform transitions.
• Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
• Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle.
• Coordinate cross-functional resources to meet client needs.
• Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.

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