Client Service Rep (Hybrid - Edgewood, NY)
Core
Client-facing role supporting the planning, delivery, and monitoring of Virtual Shareholder Meeting (VSM) events.
Role type
Client Service Representative (Event Operations)
Builds
Virtual Shareholder Meeting events for corporate clients
Domain
Financial Services / Corporate Events
Required skills
Event planning, timeline management, client communication, issue resolution, vendor coordination, data accuracy, problem-solving
Preferred skills
Client service experience, event coordination, project coordination, experience with senior stakeholders, familiarity with event-management platforms
Responsibilities
Plan and organize client events with attention to deadlines and dependencies; Manage client timelines to ensure deliverables and approvals are completed on time; Coordinate event support and logistics across internal teams and external vendors; Communicate regularly with clients to provide status updates and establish expectations; Troubleshoot issues in real time and resolve operational concerns; Monitor and verify live events; Provide occasional onsite support for client events.
Seniority
Individual Contributor, Mid-level
