- Deliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.
- Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
- Handle all communications between the custodians and Operations with advisors or clients.
- Provide comprehensive operational support to clients, including facilitating monetary, account opening, maintenance, and paperwork requests.
- Prioritize and manage multiple advisor and client requests simultaneously through email, Microsoft Teams, phone, and CRM/portal.
- Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis.
- Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates.
- Contribute to a positive team environment, deliver training support for newest team members, and provide advisory team coverage support.
SalesforceAccount ManagementCRM