Senior Client Service Representative
Core
Primary contact for clients handling inquiries, reporting reviews, and documentation monitoring within Fund Accounting, Administration, and Custody.
Role type
Senior Client Service Representative
Builds
Client service standards and issue resolution for assigned client relationships
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
Fund accounting knowledge, securities options expertise, regulatory compliance understanding, data analysis, Microsoft Office proficiency, client relationship management, issue escalation, internal reporting review
Preferred skills
Technology adoption, team mentoring, project audit participation
Responsibilities
Respond to client inquiries, filter and escalate issues, execute internal reporting reviews, monitor client documentation for risk, participate in client meetings and audits
Seniority
Senior, hands-on IC with mentoring responsibilities
