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Assistant Client Relationship Associate
Penton Media, Inc.
Agoura Hills, CA, United States
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Assistant Client Relationship Associate – Informa | IRS, Agoura Hills, CA
Informa Research Services in Calabasas, CA is seeking an Assistant Client Relationship Associate to provide support to the team and report directly into the Client Relationship Supervisor. This position will be responsible for providing the Consumer Loan Department clients with superior customer service and highest quality standards, as well as to support the daily production of the department.
This position will provide back-up supervision for the Researcher team. The Assistant Client Relationship Associate is the back-up to Client Relationship Supervisor for loan client’s main contact for questions, concerns, trouble-shooting, report modifications, and cross-selling. They are the back-up contact to ensure the relationship is secure and renews. In addition, the Assistant Client Relationship Associate provides pricing and recommendations to management on new projects scopes or changes in the absence of Client Relationship Supervisor.
KEY RESPONSIBILITIES
• Achievement and maintenance of individual Key Performance Indicator (KPI) objectives.
• Contribution to the overall team’s achievement of the department production and quality goals.
• Maintenance of ongoing relationships with all assigned clients. All standard client contacts are to be contacted on a regular schedule based on KPI objectives. The Assistant Client Relationship Supervisor is the main contact for questions, concerns, trouble-shooting, report modifications, and cross-selling for specific clients assigned to them, as well as back-up contact for Client Relationship Supervisor’s clients.
• Recommendation and referral of opportunities to the sales team for additional services, report additions, and ad-hocs research related to assigned clients.
• Daily research: responsible for updating financial institution data based on a daily schedule assigned by Client Relationship Supervisor.
• Completion of ongoing production and delivery of assigned clients’ reports daily.
• Onboarding of new clients and/or new reporting of assigned clients. Responsible for setting up expectations with the client for a newly ordered service and following through with agreed deliverables.
• Collaboration: responsible for working with multiple divisions of the company to achieve KPI objectives – such as programmers, contracts team, accounting, client retention department, etc.
• Providing ongoing daily support to the Researcher team with their data update questions and approval requests for major data restructures.
• Provide back up on financial institution data updates and report production of other team members.
• Clearing Quality Control Team audit items related to other team members’ research.
• Assist management and Supervisors with research related to specific client requests.
KEY QUALIFICATIONS
• Advanced Computer Skills: Excel, Word, Power Point and Access. Capable of moving around in spreadsheet, basic footnote changes, and cell transfer changes.
• Excellent verbal and written communications skills. Able to produce clear and concise client correspondence
• Analytical and organizational
• Excellent interpersonal skills
• HS Diploma Required / BS or BA Degree a plus
• Banking experience and account management skills preferred.
About Informa:
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. Our products and services include PSN Enterprise, Zephyr StyleADVISOR, Zephyr OnDEMAND Sales, PerformanceIQ (formerly Investment Scorecard), CompSiteIQ, ComplianceIQ, WealthIQ, Zephyr AllocationADVISOR, Global Manager Neighborhood, ProfileProducer, Presentation Center, Asset Allocator, Zephyr Analytics API, PSN Data Select and Reporting Service Bureau.
https://financialintelligence.informa.com/