Client Service Senior Representative - FA
Core
Primary contact for clients and internal teams providing timely resolution of inquiries in Fund Accounting and Administration.
Role type
Senior Client Service Representative (Fund Accounting)
Builds
Client service operations and reporting for assigned client relationships
Domain
Financial Services / Fund Accounting
Deliverable
client delivery
Required skills
Fund accounting knowledge, securities options expertise, regulatory compliance, client relationship management, analytical skills, technology adoption, prioritization
Preferred skills
None stated
Technologies
Internal technology solutions, automation tools
Responsibilities
Respond to client inquiries, filter and escalate issues, execute internal reporting reviews, monitor client documentation for risk, participate in audits and project work, introduce clients to new technology
Seniority
Mid-level, hands-on IC