Client Services Associate

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 Glass Lewis is the world’s choice for governance solutions. It was founded in 2003, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is