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Client Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at Company. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to Companies products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader Company services and offerings. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at Company. Resolves the most complex or non-routine client issues or inquires, as needed. Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of Company products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and Company client needs to help develop process improvements. No direct reports. Provides guidance to less experienced team members. Supports multiple, complex client accounts.
Bachelor’s degree or the equivalent combination of education and experience is required.
7-10 years of total work experience preferred.
Client Facing within financial services is strongly preferred
Experience in an operational area and/or client services preferred.
CDO/CLO background strongly preferred
Company is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.