Client Service Representative
Core
Manage client interactions and build strong relationships with beneficial issuer and proxy-agent clients in a fast-paced, high-volume environment.
Role type
Associate Client Services Representative
Builds
Share-owner solicitations, data reporting, and service solutions for beneficial issuer and proxy-agent clients
Domain
Financial services / Investor relations
Deliverable
client delivery
Required skills
Diplomacy, sound judgment, problem-solving, critical thinking, attention to detail, time management, presentation skills, written communication, verbal communication, relationship building
Preferred skills
Proficiency with AI tools, Microsoft Outlook, Excel, Word, PowerPoint
Responsibilities
Manage inquiries from beneficial issuer and proxy-agent clients; Support clients with share-owner solicitations, data reporting, and service matters; Coordinate with internal departments to resolve issues; Inform clients about regulatory changes and process updates; Build and maintain client relationships
Seniority
Junior, 2-3 years experience
