Client Service Support
Global Channel Management, Inc. · globalchannelmanagement.com
ChicagoSenior5+ yrs
Subscribers got this job on 3 October 2026.
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The job in short
Client service support for institutional accounts: onboarding, account maintenance, client requests and reporting.
Details
- Found
- 22 d ago · posted 2026-10-03
- Location as listed
- Chicago, Illinois, United States
- Role
- Service (other)
- Source
- The company’s own careers site
Full description
Client Service Support needs 5 years' experience
Client Service Support requires:
• Client support
• Admin
• Account management
• Staffing
• HR
Client Service Support duties:
• Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Assist team members to ensure ongoing client contractual obligations are being met
• Support the fulfillment of ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, escalate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires
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