About this role
Role Overview
- Assist in the coordination of client transitions activity
- Support the coordination of account maintenance activities
- Assist team members to ensure ongoing client contractual obligations are being met
- Support the fulfillment of ad-hoc client inquiries and requests
- Facilitate and oversee client cash flow requests
- Help manage client communications
- Proactively anticipate client needs
- Update and maintain client and authorized third party contact information
- Support client meeting preparation
- Assist to ensure preparation of weekly, monthly and quarterly client reports
- Supports the completion of due diligence and client questionnaires
Requirements
- University (Degree) Preferred
- No Experience Required
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings