CW-Client Service Associate

CW-Client Service AssociateImmediate need for a talented CW-Client Service Associate. This is a 12+ months contract opportunity with long-term potential and is located in Chicago, IL, Charlotte, NC (Hybrid).Pay Range: $25 - $29/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).Key Responsibilities:Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partnersSupport the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)Assist team members to ensure ongoing client contractual obligations are being metSupport the fulfillment of ad-hoc client inquiries and requestsFacilitate and oversee client cash flow requests to ensure proper handlingHelp manage client communications to ensure timely and proactive updates are providedProactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needsUpdate and maintain client and authorized third party contact information via CRM applicationSupport client meeting preparation by facilitating creation of materialsHelp identify, escalate and resolve problems for any issues affecting the client experienceParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client serviceAssist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clientsSupports the completion of due diligence and client questionnairesKey Requirements and Technology Experience:Key skills; Client Coordination / close partnership with business partnersAccount maintenance (amendments to account name, fee schedules, benchmarks, client agreements, etc.)Update and maintain client and authorized third party contact information via CRM applicationUniversity (Degree) PreferredWork ExperienceNo Experience RequiredPhysical Requirements: Sedentary WorkOur client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.