Job Summary:

• Address inquiries, resolve issues, and provide support related to client investment accounts, transactions, and account servicing needs.
• Coordinate with internal departments, including operations and accounting, to resolve client issues and ensure timely resolution.
• Ensure all client requests are processed in accordance with established policies, procedures, and regulatory requirements.
• Complies with company and group policies and maintains compliance awareness.

Responsibilities:

• Respond to client inquiries via phone, email, and other communication channels in a timely and professional manner.
• Provide accurate and helpful information to address client needs and build rapport.
• Process various client requests, including subscriptions, redemptions, transfers, and account updates.
• Maintain accurate client records, documentation, and correspondence in systems and ot...