Senior Account Associate
6 days ago
About the Role:
This Senior Client Service Representative position is responsible for delivering exceptional service to clients, trustees, and fund administrators, working closely with internal teams to source information and provide prompt responses to client queries.
Responsibilities:
- Acting as the primary point of contact for all custody related queries.
- Maintaining and enhancing the service provided to clients, trustees, and fund administrators.
- Owning and resolving all client, trustee, and fund administrator queries.
- Oversight of the Service Level Agreement.
- Participating in custody transitions (TBA, new business, etc.).
Qualifications:
To succeed in this role, you will require:
- Good knowledge of accounting principles.
- Ability to work under pressure to achieve multiple daily deadlines.
- Demonstrated ability to be a team player.
- Ability to plan and prioritize day-to-day workload to meet client deadlines.
- Good written and oral communication skills essential to the role.
- Ability to review and resolve complex issues.
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