Associate, Client Service Solutions
At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!
General Description
The Client Service Solutions Associate is responsible for working closely with Investment Manager platforms and Parametric Sales Representatives to maintain both accurate client activity execution and excellent relationships.
Primary Responsibilities
- Work closely with Sales Reps on client relationships. Become a contact for client accounts, existing client activity and effectively utilize internal systems to respond to client requests.
- Support creation and termination of client accounts as requested.
- Verify and coordinate all account flows and changes with the Activity Management Team to meet daily deadlines and ensure the accounts trade.
- Participate on client conference calls and in situation resolution.
- Constantly seek improve processes by increasing efficiency and minimizing business risk.
- Coordinate transition analysis creation and communicate results to clients.
- Maintain existing relationship information (such as contacts, billing, report preferences, etc.) and update systems as necessary.
- Research and resolve discrepancies; escalating appropriately
Job Requirements
- 2-4 years working in financial services or client problem solving
- Excellent communication skills - both with internal and external parties, written and orally
- Ability to learn new software quickly
- Experience efficiently working with multiple parties simultaneously
- Ability to locate resources independently and own projects through completion
- Thorough knowledge of Excel (vlookups, pivot tables, macros) and Outlook
- Comfort working with large data sets
- Proven ability to realize efficiencies in reoccurring assignments