Client Support Specialist
2 days ago
Overview:
LHH Recruitment Solutions is seeking a highly skilled Client Support Specialist to join our client's client relations team on a temporary basis. This fully remote role is open to candidates across the continental US, working during Eastern Time Zone hours. As a Client Support Specialist, you will deliver exceptional client service and support for a global custodian firm, addressing inquiries, providing guidance, and ensuring clients receive personalized service.
Key Responsibilities:
- Process shareholder requests efficiently, including purchases, redemptions, exchanges, and account updates.
- Assist clients in completing necessary documentation for transactions while ensuring compliance with regulatory standards.
- Investigate and resolve customer issues or discrepancies regarding account transactions, shareholder records, and transfer agency procedures.
- Educate clients on transfer agency processes, policies, and regulations to facilitate smooth transactions and enhance understanding.
- Respond to customer inquiries via phone regarding transfer agency services, including account transfers and maintenance.
- Provide exceptional inbound client service as part of our Fund Services operations.
- Clearly and professionally communicate complex information, both verbally and in writing.
- Analyze data to identify solutions for client inquiries and issues.
- Resolve client concerns or propose alternative solutions to alleviate friction points.
- Maintain excellent client service standards through NPS and other metrics, ensuring a top-tier experience.
- Stay updated on market trends, regulatory changes, and industry developments related to investment banking operations.
- Document all client interactions and maintain thorough records in compliance with regulatory requirements and company policies.
- Engage in training sessions and professional development opportunities.
- Collaborate with internal teams to meet client needs and coordinate service delivery.
Qualifications:
- High School Diploma or Equivalent.
- A minimum of 2 years of customer service experience, preferably in the global financial services sector with exposure to treasury management.
- Background in brokerage operations, accounting, finance, economics, investment banking, or capital markets.
- Strong verbal and written communication skills.
- Exceptional analytical and problem-solving abilities with keen attention to detail.
- Collaborative team player with the capability to perform well both individually and as part of a team.
- Proficiency in Microsoft Office, including MS Excel and MS Word.
Benefits:
Our company offers a comprehensive benefits package, including medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, an Employee Assistance Program (EAP), commuter benefits, and a 401(k) plan. Employees have the flexibility to select coverage that suits their individual needs. Paid leave may include required Paid Sick Leave, as well as other paid leave mandated by federal, state, or local laws, along with holiday pay based on eligibility criteria.
Location:
100% Remote – Work from Home – Anywhere in the Continental US – Eastern Time Zone Hours
Shifts:
8 AM EST - 5 PM EST / 10 AM EST - 7 PM EST
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