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Client Service Operations - Senior Associate

Company: eFinancial Careers
Location: Quincy
Posted on: March 26, 2020

Job Description:

Job Description Acts as point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, global Centers of Excellence and India operations as it relates to the overall service delivery for their clients. Ensures that the net asset values of the client's portfolios are accurately calculated and disseminated in a timely manner. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. Job Responsibilities: Monitor and review daily work of Client Support Specialist 1 to ensure accurate and timely calculation of Net Asset Value. May perform the duties of the Client Support Specialist 1 or 2, if required. Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR set up Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts. Production of client-customized reporting; collection of data and production of customer report cards Identify and resolve work processing issues. Make suggestions to streamline operations. Monitor day-to-day service delivery of Business Unit Shared Service and Centers of Excellence for assigned accounts. Respond in a timely manner to inquiries from operational Centers of Excellence, Business Unit Shared Services and Business Unit Client Service. Assist with compliance/fiduciary reviews and audits. Identify and implement consistent operational best practices. Build and maintain strong client and inter-departmental relationships. Provide timely and accurate customized client reporting. Train and develop new staff. Complete performance appraisals.

Keywords: eFinancial Careers, Quincy , Client Service Operations - Senior Associate, Other , Quincy, Massachusetts

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