Associate Service Professional
Core
Support financial advisors by handling inbound/outbound calls to resolve complex cash management account issues, process documentation, and ensure accounts are in good order.
Role type
Associate Service Professional (Cash Management Operations)
Builds
Cash management operations for retirement and non-retirement accounts
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Complex phone call handling, documentation processing, internal/external communication, NIGO resolution, cross-training on cash management processes, problem-solving
Preferred skills
Understanding of cash management risks, financial services/banking industry knowledge, multi-tasking, self-directed work, analytical thinking
Technologies
Dynamics, Smartsheet
Responsibilities
Handle inbound/outbound calls regarding complex customer account issues, resolve NIGO requests by initiating calls and emailing internal departments, communicate account status and required actions to advisors, proactively identify issues to minimize rejections, support special projects and ad hoc requests, cross-train on cash management processes, review discrepancies reported to Cash Management
Seniority
Associate, individual contributor
