Client Service Representative
2 hours ago
We are seeking a highly organized and detail-oriented Client Service Representative to join our team at Rose International. As a key member of our client servicing team, you will be responsible for managing existing settlement and correspondence with clients, as well as researching and addressing client and internal issues and queries.
Key Responsibilities- Assist custody client servicing partners in managing existing settlement and correspondence with clients.
- Research and address client and internal issues and queries.
- Provide bandwidth for team leaders and managers to support cross-training activities.
- Initiate foreign exchange and call account activity for client accounts.
- Coordinate daily with investment managers regarding client account activities.
- Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- Research and resolve processing inquiries and prepares correcting entries, including reversals and rejects.
- Good oral and written communication skills.
- Basic securities industry knowledge.
- Analytical and problem-solving skills.
- Organizational skills to manage conflicting priorities and multitask functions in a fast-paced team environment.
- High School Diploma.
For information and details on employment benefits offered with this position, please visit our website. Should you have any questions or concerns, please contact our HR Department via our secure website.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status, or any other characteristic protected by law.
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