Job Description
Plans, schedules, and manages the daily workflow of one or more client relationships
Ensures timely and accurate deliverables for each client relationship
Has a strong background in treasury services with concentration in expense administration (budgeting, invoicing, etc.), distribution calculations, fund performance
Perform multiple levels of review on client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting
Cultivates and maintains positive and effective relationships with clients and SSC coworkers
Comprehends the scope of services offered to clients and reviews with staff. Identifies and communicates workflow deviations to avoid unwarranted service expansion
Oversees the effective coordination of activities with other departments
Escalate all delays and issues regarding assign...