Glass Lewis is a trusted ally to over 1,300 investors globally, providing corporate governance research and engagement services. They are seeking a detail-oriented Client Services Associate to manage client processes and maintain strong client relationships.
Responsibilities
- Manage all aspects of client facing and non-client facing day to day processes for each client as directed including: client document customization; organization and management; customer account setup; policy and account maintenance along with custom reporting
- Audit and maintain client accounts on an ongoing basis, including: adding, modifying and closing accounts as instructed by the client, altering vote execution options, etc
- Monitor ballot and holdings exceptions reports for account related errors and resolve per standard operating procedures
- Work with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelines
- Schedule and audit regular client reports, accounts, holdings & ballots. Escalate issues identified on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any issues which may impact client deliveries
- Develop strong client relationships through strategic and tactical client support
- Other duties as assigned
Skills
- Experience using MS Office suite, with a strong emphasis on excel along with internet research tools
- Keen attention to detail
- Ability to quickly comprehend complex subjects
- Ability to multi-task, prioritize, work on own initiative and set personal deadlines
- Must work effectively under pressure to meet tight stakeholder deadlines as part of a dynamic team
- Resourceful and can-do attitude
- Analytical skills are required to research and resolve enquiries
- Excellent verbal & written communication skills a must
- Ability to build and maintain relationships with Internal & External stakeholders
Benefits
- Medical, dental, and vision insurance offered.
- Company seeded health savings account.
- 3 weeks accrued paid time off per year.
- Paid maternity leave.
- Company paid life insurance and disability.
- 401k with company match.
- Banking holidays observed.
- Hybrid work schedule.
Company Overview
Apply Now