Client Service Team Associate

Client Service Team Associate

Requirements

• 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

• Fulfilling internal and external clients document and service requests
• Researching and resolving customer inquiries in a timely fashion following established guidelines.
• Identifying potential risk in daily processes and proposing changes
• Participating in testing for technology changes
• Reviewing and revising departmental procedures as needed
• Performing outreaches to internal external clients/internal sales staff
• Covering overflow from other desks in the department as needed.
• Partnering with internal stakeholders to meet deliverables

Preferred Qualifications

• A four-year degree, ideally with Business, Finance, Engineering, or at least two years related/equivalent work experience in the Financial Service Industry
• Sound knowledge of the Microsoft office suite (Excel, Word, Project, Outlook, etc.)
• Ability to prioritize & manage multiple tasks in a fast paced, deadline-driven change environment.
• Excellent written and verbal communication skills.
• Strong time management and prioritization skills.
• Ability to analyze business situations and problem solve, including making recommendations for resolution.
• Superior customer service skills
• Ability to adapt quickly and effectively to changing business initiatives.
• Superior organizational, interpersonal, verbal and written communications abilities.
• High-level problem-solving skills.