Client Services Specialist
2 days ago
Job Summary:
This role involves managing and reviewing assigned Unclaimed Property State Accounts, ensuring compliance with federal securities regulations and applicable laws. The ideal candidate will provide training and support to team members, handle customer communications, and maintain accurate records.
Key Responsibilities:
- Monitor and manage Unclaimed Property portfolios, including State Custody Contracts.
- Facilitate day-to-day operations of transaction orders, including buys, sells, transfers, and cash movements.
- Resolve settlement and reconciliation issues.
- Communicate with claimants and securities transfer partners.
- Perform account research and manage security account histories.
- Manage claimant processes and maintain clear communications with stakeholders.
- Handle finances, including invoicing and tracking receivables.
- Identify process improvements and create reports as requested.
- Assist with training and development of new associates.
Requirements:
- Experience in securities custody and mutual fund transaction management.
- Strong interpersonal, organizational, and communication skills.
- Ability to work individually and within a team, with a willingness to help others.
- Proficiency in MSWord and Excel.
- Motivated self-starter with deadline-driven skills.
- Solid customer service skills with supporting experience.
Work Environment:
This role can be a hybrid of in-office and remote work from home once training is completed. The noise level in the work environment is usually moderate.
Avenu Insights & Analytics:
Avenu provides local governments with revenue enhancement and administrative solutions to find and recover license, permit, and other taxes. The company enables governments to deliver expected services and sustain a high quality of life for residents.
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