About the Role
The individual in this role will assist clients with account-related needs, coordinate documentation, and collaborate with internal teams to ensure accurate and efficient service delivery.
Responsibilities
- Respond to client inquiries via phone and email
- Update and maintain client account information
- Assist with onboarding new clients
- Prepare account statements and reports
- Coordinate document collection and verification
- Facilitate account transfers and transitions
- Track service requests and follow up promptly
- Collaborate with advisors on client needs
- Ensure compliance with documentation standards
- Monitor account activity for inconsistencies
- Support billing and fee processing tasks
- Maintain confidentiality of client data
- Escalate complex issues to senior staff
- Participate in process improvement initiatives
- Adhere to internal service level agreements
Compensation
Competitive salary based on experience
Work Arrangement
Hybrid work model with office and remote options
Team
Collaborative team within a client-focused department
Our Commitment to Diversity
- We value diverse perspectives and foster an inclusive workplace.
- Equal opportunity is provided regardless of background or identity.
Professional Development
- Ongoing training and learning opportunities are offered.
- Employees are encouraged to grow within their roles.
Not available for this position
