Client Service Senior Representative - FA
Core
Primary contact for clients and internal teams, providing timely resolution of inquiries and support for Fund Accounting and Administration disciplines.
Role type
Senior Client Service Representative (Fund Accounting)
Builds
Client service standards and operational support for assigned client relationships
Domain
Financial Services / Fund Accounting
Deliverable
client delivery
Required skills
Fund accounting knowledge, securities options expertise, regulatory compliance understanding, client relationship management, analytical problem solving, technology adoption
Preferred skills
Business/finance/accounting degree background, experience with automation tools
Technologies
Internal technology solutions, automation tools
Responsibilities
Proactively respond to client inquiries, filter and escalate issues, participate in client meetings, review internal reporting, monitor client documentation (KYC, tax, etc.), execute audits and project work
Seniority
Mid-level, hands-on IC