Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Reviews and approves required account documentation
Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
Maintains knowledge of operational processes and assists in training less experienced team members
Requirements
Attention to Detail
Problem Solving
Prioritization
Collaboration
Customer and Client Focus
Analytical Thinking
Numerical Reasoning
Knowledge of Mutual Funds
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.