Sr. Client Service Representative
Core
Primary contact for clients and internal teams, resolving inquiries and ensuring exceptional service in Fund Accounting, Administration, and Custody.
Role type
Senior Client Service Representative
Builds
Client service standards and operational efficiency for assigned client relationships
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
Fund accounting knowledge, securities options expertise, regulatory compliance, client relationship management, data analysis, Microsoft Office proficiency
Preferred skills
Technology adoption, mentoring junior staff, project audit participation
Responsibilities
Proactively respond to and filter client inquiries, execute reviews of internal reporting, monitor client documentation for risk, utilize technology solutions to manage inquiries, participate in client meetings and team audits
Seniority
Senior, hands-on IC with mentoring responsibilities