Client Services Associate managing Debt Capital Markets operational aspects. Involves transaction management, client interaction, and compliance in a fast - paced environment.
About the role
- Client Support Specialist providing expert guidance on Investor Communication services at BetaNXT. Engage with clients, oversee onboarding, and ensure service delivery excellence in financial services.
Responsibilities
- Serve as a trusted advisor to clients, offering expert guidance on BetaNXT’s Investor Communication services and ensuring seamless service delivery.
- Support the Relationship Management team by participating in client meetings and user groups, both on-site and off-site, to strengthen business relationships and identify growth opportunities.
- Maintain and nurture client relationships, ensuring expectations are met and exceeded in a holistic and productive environment.
- Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support.
- Partner with technology teams to develop and refine software solutions aligned with client needs.
- Collaborate with operations to uphold quality control standards and ensure consistent service excellence.
- Facilitate client onboarding processes including scheduling, reporting, issue tracking, and risk escalation.
- Conduct analysis of incoming and outgoing data to support seamless platform transitions.
- Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
- Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle.
- Coordinate cross-functional resources to meet client needs.
- Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.
Requirements
- 6+ years of hands-on business operation experience in the financial services industry.
- Demonstrated expertise in the client-facing project management.
- Proven experience in a B2B environment with the ability to build and maintain strong client relationships.
- Exceptional organizational and time management skills; able to prioritize and complete tasks within established deadlines.
- Proficiency in Microsoft Office Suite; effective use of email and phone communication.
- Excellent verbal and written communication skills.
- Proven research capabilities and attention to detail.
- Excellent analytical and problem-solving skills.
- Travel to client locations is required.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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