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Investment Client Service Rep
2 months ago
Our Retirement group is growing rapidly by providing retirement plan trust and custody services to Independent Recordkeepers (Recordkeepers), Registered Investment Advisors (Advisor) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.
What you’ll do: The Client Services Administrator (CSA) is a member of a team of CSAs which, together, support a specific group of client relationships by ensuring all service levels are met on a daily basis.
Answer general client services hotline calls, respond to emails.
• Assist with the Account Closing process and following up after plans have left
• Research and respond to client issues and inquiries related to password resets, SRC access, and various other areas of product knowledge and support
• Meet established service level standards.
• Manage multiple tasks effectively by balancing high productivity with excellent service quality
• Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
• Assist Client Service Managers with projects as assigned Buyer Organization: Sales Tax)
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
