Client Services Representative

Description

Job Title: Client Support Specialist

Job Summary:

The client support specialist will work directly with the client manager(s) and support the team on stop light items, reporting, projects and some emails. The CS will monitor and handle daily assigned tasks. This team is to collaborate with the client manager/managers on trends and issues as well as progress. The team is trained to handle multiple key client tasks and serve as back-up support for the client services area.

Essential Duties and Responsibilities:

All duties and responsibilities are to be completed within the required period as outlined by the department manager and work standards.

Job Duties:

• Stop Light Handling

• Manage specific client emails for status requests and updates within required periods.

• Work through the daily exception list from the client/Firm

• Process correspondence and media from the client.

• Requires effective interaction with employees of various departments, sub-departments, members of management, and client contacts.

• Escalates trending issues

• Back-up to client manager

• Daily EOD outlining accomplishments, issues, and any call-outs.

Education and Experience:

1-2 years' experience in an administrative position in a legal, banking or business field.

Must be well versed in Excel.

OTHER:

The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise to balance the workload.