Salary
💰 $62,000 - $70,000 per year
About the role
- Location: Edison NJ or Montréal, QC - Hybrid
Based in the Edison or Montreal office minimum three days a week, flexibility to work from home
Maintain key relationships across a client portfolio and lead operational ownership of client relationships
Manage and own overall responsibility of client day to day relationship and act as main point of contact
Monitor and prioritize client requests, monitor service levels and client satisfaction
Be Subject Matter Expert for clients, plans, product and process
First level of escalation for client and internal stakeholders; initiate mitigation steps
Primary interface between client and service delivery teams for regular and ad-hoc requests
Host and support regular client meetings; provide suggestions for operational improvements
Identify opportunities for efficiencies and value added chargeable services
Analyze client plans and develop solutions; liaise with Relationship Managers
Requirements
- Ability to effectively manage deadlines in a high-paced and demanding environment while maintaining a high level of service and an imperative attention to detail
Ability to build detailed understanding of assigned clients & close partnering relationships
Ability to identify and resolve issues using good judgement
Work independently as well as collaboratively within a team environment
Excellent at using Microsoft Suite, especially Excel
Previous experience in customer service in the financial services industry
Ability to develop technical skills (SQL, html, high-level understanding of databases)
Multilingual preferred