Client Services Representative

• Oversee every aspect of the client experience from account implementation to day-to-day monitoring and oversight
• Work with initial project teams to create and implement new accounts and partner with Project Management through project closure
• Provide day-to-day communication and interaction critical to monitoring client services and ensure accurate, timely processing of monthly invoices if applicable
• Support customers directly and engage technical resources for technical/complex issues
• Manage overall client relationships and build strong rapport with client teams
• Introduce initiatives and solutions to grow client revenue and profit and retain current business
• Provide governance for contract adherence, set expectations, and deliver results
• Collaborate across departments and act as client advocate within the company
• Interpret and understand KPIs, contracts, and SLAs and provide governance and mitigation for future problems
• Analyze and interpret market research, white papers, and data to provide insights and apply industry best practices where appropriate
• Serve as client partner to ensure business objectives are met and introduce new products and services
• Demonstrate innovative thinking, strong problem-solving skills, and a sense of urgency in a matrixed environment
• Ensure thorough documentation, execution of tasks, and appropriate client communication once projects are completed

Client Services Manager

Client Service Associate, Private Wealth

Client Services Manager

Client Services Associate

Registered Client Service Associate

Experienced Tax Associate – Private Client Services