Client Service Associate

Client Service Associate position at V-Soft Consulting in Chicago, Illinois, responsible for client transitions, account maintenance, and client communications.

Requirements

• University (Degree) Preferred
• Assist in client transitions activity (onboarding, offboarding)
• Update and maintain client contact information via CRM application
• Support account maintenance activities
• Facilitate client meeting preparation
• Help identify and resolve client issues
• Assist team members to ensure client contractual obligations
• Support client inquiries and requests
• Manage client communications
• Proactively anticipate client needs
• Participate in relevant projects
• Support due diligence and client questionnaires
• Prepare client reports and presentations

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Competitive compensation