Description

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment.

Key Responsibilities
- First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution 
- Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service 
- Process complex service transactions, or resolve account service casework, which have been initiated by web-b...