Sr. Associate - New Accounts: SOS & Transitions Team
Core
Sr. Associate supporting the SOS (Service Outage Support) and Transitions Teams within the New Accounts department, handling client inquiries, case management, and operational support.
Role type
Associate (intermediate level)
Builds
Client service activities and operational support for New Accounts
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client management systems, regulatory codes and conduct, Microsoft documents and databases, telephone and email communication, budgetary information entry, time and expense recording
Preferred skills
None stated
Technologies
Microsoft documents, databases
Responsibilities
Answer telephone and assist callers with varied inquiries; initiate contact internally and externally to convey requests or obtain information; produce and update best practice support on departmental systems; handle complex client cases and inquiries outside the norm
Seniority
Associate, intermediate level with guidance