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Senior Client Service Representative, Custody

Company: CavalierIT
Location: Worcester
Posted on: September 15, 2018

Job Description:

Founded over a decade ago; Cavalier is a Women & Minority-Owned Certified Professional Staffing organization in the NY Metro area. Cavalier ITs forte lies in Contingent workforce and Outsourcing solutions. We leverage our longevity, experience and focus on relationships building to promote top level customer service catered to our clients business needs and by fulfilling promising careers to our candidates. We are currently hiring for Senior Client Service Representative, Custody position for one of our esteemed Financial client for Boston,MA Location. The Senior Client Service Representative, Custody serves asa primary contact for custody clients and provides timely and accurateresolution of client inquiries to ensure exceptional levels of client serviceare met. The Sr. Client Service Representative performs reviews of dailyservice and transaction work and actively participates in the execution ofclient account conversions. The Sr. Client Service Representative operatesunder less direction than the Client Service Rep., supports funds with greatercomplexity, works on larger accounts, and supports the guidance and training ofnewly hired, less experienced staff. Proactively respond to custody relatedclient inquiries on a daily basis. Work with internal departments to prioritizeclient requests, deliverables and issue resolution. Utilize relevant internaltechnology solutions to effectively manage client inquiries. Introduce andfamiliarize clients with new technology, automation tools and products.Complete monthly client reporting requirements. Assist in maintaining andreporting on client service related metrics. Participate in team based projectwork and audits. Monitor receipt of all client documentation (tax, KYC, accountinformation, authorized signers, etc.) and analyze exposure of missingdocumentation to client. Ensure proper escalation and follow through on claimspayments and invoice collection. Prior work experience in a clientservicing role is preferred. Ability to effectively prioritize and resolveclient needs. Ability to build and maintain internal and external clientrelationships. Ability to learn and utilize new technologies to research,analyze, and resolve client needs. Experience in reporting and managingmultiple data sources. Comprehensive working knowledge ofExcel. Education: BA/BS degree, and/or equivalent work experience.Experience: 1 to 3 Years global custody experience

Keywords: CavalierIT, Worcester, Senior Client Service Representative, Custody, Sales, Worcester, Massachusetts

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