Job Description
Drive client satisfaction as a Client Services Manager, focusing on onboarding and operational efficiency. Manage records, payments, and regulatory compliance while delivering outstanding service.
In this role, you will manage various aspects of client service operations within the financial sector. Responsibilities include onboarding new clients, coordinating cash management tasks, and ensuring compliance with tax documentation. You'll also take ownership of client inquiries, maintain accurate records, and assist with comprehensive reporting efforts.
Key Responsibilities:
• Coordinate comprehensive onboarding for client accounts
• Resolve client inquiries while monitoring service requests
• Maintain detailed and accurate client records
• Manage cash requests and payment processes
• Help prepare necessary client reports and regulatory forms
Requirements:
• 3–5 years in a client service administrator role
• Background in tax reporting and back-office operat...
In this role, you will manage various aspects of client service operations within the financial sector. Responsibilities include onboarding new clients, coordinating cash management tasks, and ensuring compliance with tax documentation. You'll also take ownership of client inquiries, maintain accurate records, and assist with comprehensive reporting efforts.
Key Responsibilities:
• Coordinate comprehensive onboarding for client accounts
• Resolve client inquiries while monitoring service requests
• Maintain detailed and accurate client records
• Manage cash requests and payment processes
• Help prepare necessary client reports and regulatory forms
Requirements:
• 3–5 years in a client service administrator role
• Background in tax reporting and back-office operat...