Client associate job description
Example client associate requirements on a job description
- Bachelor's degree in Business, Finance or related field
- Experience in customer service, sales or finance industry
- Excellent communication skills, both written and verbal
- Proficiency in Microsoft Office Suite
- Ability to obtain necessary licenses for the position
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Attention to detail and accuracy
- Ability to prioritize and manage multiple tasks simultaneously
- Positive attitude and strong work ethic
Client associate job description example 1
Lannett client associate job description
Responsibilities
• Process EDI (electronic) orders submitted by the customer and work with our EDI support to team address any issues preventing orders from being received.
• Print manual POs sent by customers via email or fax, confirm receipt with the customer and manually enter each line ensuring accuracy with product, quantity and price. For controlled product POs, review the 222 form that is required in order to ship controlled substances, to ensure all required licenses and documentation are accounted for.
• Review orders to determine what lines can be processed as is, and what lines need to be held for review by order monitoring. Upon review, either run the line, edit the line, or cancel the line by setting it to the appropriate Lost Sales category within SAP. Notify the customer of any changes to their order.
• Relay requests for invoice by the customer to the Finance team and respond accordingly
• Address customer packing slip requests by pulling up the slip in SAP, printing, scanning and emailing back to the customer
• All manual POs, once processed, need to be scanned and filed in the Sales drive, and the physical document filed in the appropriate file cabinet by date
• Run the open order report in SAP by customer on a weekly basis, export it to excel, format it according to customer requirements and email every Friday
• Upon request of new customer or new ship to for an existing customer, create the new account in SAP, ATTP and Compliance Risk system based on the information provided by the customer as well as confirming valid licensing is received prior to creation
• Update customer master records in SAP upon request by either the customer, the account rep or the Finance department
• Work with Clients within the ATTP system to verify serialization codes for verifying saleable returns.
• Respond to all documentation requests from Audit
• Add to and update the Client Relations Manual, the manual used for all directions and processes within Client Relations, as needed for training and reference
• Request updated, valid state and DEA licenses from customers and enter the required information into SAP to allow for efficient order processing
Skills
• Must have strong organizational skills as well as attention to detail
• Must be able to multi-task effectively
• Working knowledge of Microsoft Office, strong skill set specifically in Excel
• Must have strong time management skills
• Possess a high level of comfort interacting with a variety of people at different levels and in different departments within the organization
Experience
• Bachelor's degree required or 2-4 years related job experience minimum
Client associate job description example 2
TransUnion client associate job description
What We'll Bring:
At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day.
Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.
What You'll Bring:
BS/BA degree in Business Administration, Marketing, Data Science or a related field.Data analytic experience with SQL (preferred) and/or python or other statistical software.Proficiency with Microsoft Office and Data visualization experience.Excellent communication skills, both written and verbal.Strong problem solving, quantitative and analytical skills with a keen attention to detail.Can take on challenging unstructured assignments with little supervision.Ability to work well with a small and growing team.Proactively identify roadblocks or issues and escalate to management as required.
Would love to see:
Industry experience in the Data Analytics sector specifically in Retail Analytics.Knowledge of AWS cloud Environment.
Impact You'll Make:
Collaborate with cross-functional partners to understand business needs, formulate and execute end-to-end analytics workflow including defining critical metrics, data gathering, experimentation, analysis, and building interactive dashboards.Communicate data-driven insights and presents findings to clients to support strategic decision-making.Takes ownership of key client deliverables, using peer-review of work materials to maintain high level of accuracy.Function as the liaison between clients and internal teams to facilitate effective communication.Participates in and/or manages internal and external ad-hoc projects.
#LI-SG1
#LI-REMOTE
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We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.
TransUnion's Internal Job Title:
Acquisition Exempt, Acquired Associate
Client associate job description example 3
Morningstar client associate job description
Do you want to build a more sustainable future? It starts with creating a more sustainable economy, and this position places you at the centre of that revolution.Sustainalytics' mission is to provide the insights required for investors to make more informed decisions that lead to a more just and sustainable economy. The Client Relations team is central to this mission - we support our investor clients to effectively leverage Sustainalytics' solutions so that they can identify, understand and manage ESG-related risks and opportunities.The Associate in the Client Relations (CR) team will play an integral part in our work with leading (global) asset managers, asset owners, wealth managers and banks within the Nordics along their ESG journey. In this role you will be responsible for the growth and retention of your own client portfolio as well as supporting senior client advisors.You will work in a rapidly growing team of optimistic and change-driven colleagues from across the globe. As a member of this team, you will be uniquely positioned to engage externally with key stakeholders and decision makers of our clients, as well as internally with Sustainalytics' thought leaders across various ESG topics.
Job Responsibilities
This is an exciting role with a broad remit, and lots of opportunity to lead independently on projects and develop skills and knowledge across a range of responsibilities and topics. Responsibilities include:- Act as trusted supporting advisor, assisting on clients' ESG strategy development by providing guidance on market best practices, and developing an understanding of different approaches to integrating ESG data and research. Key measures of success include client loyalty and client growth.- Support senior client advisers in their work with clients, such as assisting with client onboarding, responding to client queries, participating in product methodology trainings, troubleshooting in technical data delivery needs, managing issue resolutions, preparing presentations for client meetings, presenting to clients and initiating follow ups, etc.- Coordinate and monitor both internal and external communications around service updates, new product releases, change management initiatives, focus areas etc. and communicate with broader CR team- Lead on client data management in our CRM systems including maintaining accurate records, leveraging data to provide insightful reporting and analysis etc.- Work collaboratively with the Nordics Client Relations team to help strengthen our presence in the market, stay on top of market developments, identify and share insights into ESG use cases and client feedback.
Qualifications
The ideal candidate is collaborative, dynamic and solutions-oriented, with a good understanding of the investor landscape and responsible investment trends. We are open to considering a variety of experiences, ultimately placing an emphasis on the candidate's enthusiasm and ambition to contribute to a more just and sustainable economy.Some of the skills and abilities we look for include:• Demonstrated passion for sustainability and an alignment with Sustainalytics' mission, vision and values.• An understanding of financial services and responsible investment industry.• Degree in related discipline (business, finance, environment and/or social sciences).• Ability to independently lead client relationships.• Experience with customer management systems like CRM and Salesforce. Ability to build on the knowledge and produce relevant reports from and extend skills to other business software.• Efficient, well-organized team-player with a high level of integrity and good time management skills.• Excellent interpersonal, communication and writing skills.• Experience and an aptitude in leading projects from start to finish with little oversight is essential.• Ability to take the initiative and think creatively, commercially and proactively.• Proficiency in Microsoft Excel, Word, Outlook, PowerPoint and Customer Management systems.• English and Danish fluency, other Nordic language desirable• 1-4 year of relevant working experience
About Us
Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings. With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.
As Morningstar's ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.
In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices. New team members are onboarded and start their first day with the company from the safety of their homes.
For more information, visit www.sustainalytics.com
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Updated March 14, 2024
