Client Svc Rep needs 5+ years experience Client Svc Rep requires: • Client service • Client coordination • Account maintenance • Project management Client Svc Rep duties: • 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