Client Service Associate

Build and maintain client relationships to drive retention while managing the new client implementation process and coordinating activities with team members. Maintain client paper and electronic files, compiling quarterly asset values for billing, journals, transfers, and fee collections. Handle day-to-day administrative duties including appointment scheduling, marketing support, accounts payable, and receivables. Review job scope activities for controls preventing errors, fraud, and misstatements of financial results. Identify value-added services aligned with client business needs and participate in compliance and practice management learning opportunities.