- Respond promptly to client queries regarding Prospectus requests.
- Upload Deal Folders into Filenet/TeamSpace in a timely manner.
- Complete Syndicate wire Callbacks efficiently.
- Coordinate with internal departments to ensure syndicate transaction settlements.
- Handle SSI onboarding for syndicate wires.
- Investigate and resolve breaks effectively.
- Strong Reconciliation skills with high attention to detail.
- Preferred experience with Bloomberg, DTC, Client services.
- Capable of thriving in a fast-paced environment.
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Customer Service Representative
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Vortex Industries LLC Charlotte, United StatesVortex Doors, America's highest quality and most customer-centric commercial and industrial door installation & repair company, is seeking a dedicated and customer-focused individual to join our team as Customer Service Representative. As a Customer Service Representative, you wi ...
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Circle K Stores, Inc. Charlotte, United StatesStore : 6519 Brookshire Blvd, Charlotte, North Carolina 28216 Availability - Shift/ Days Flexible Availability Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire to be cha Customer Service Representative, Cus ...
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Customer Service Representative
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Apex Systems Charlotte, United StatesApex Systems is hiring Customer Service Representatives for one of our large financial clients in Charlotte, NC. · If this is something you are interested in hearing more about, please send an updated copy of your resume and your Series 7 certificationto Jordan at · Job Title: ...
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Customer Service Representative
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Johnson Brothers Charlotte, United StatesCustomer Service Representative page is loaded **Customer Service Representative** · **Customer Service Representative** · locationsCharlotte, NC - Operations time typeFull time posted onPosted 6 Days Ago job requisition idR Johnson Brothers, a national family-owned wine, spiri ...
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customer service representative>
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Family Dollar Charlotte, United StatesFamily Dollar EAST INDEPENDENCE BLVD [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete ...
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Customer Service Representative
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Mauser Packaging Solutions Charlotte, United StatesThe Customer Service Representative (CSR) functions as the liaison between Mauser Corporation and its customers. Handles all customer orders from order entry through shipment of orders. The CSR acts as the first point of contact for the customer at their respective plant and help ...
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Customer Service Representative>
Found in: Lensa US 4 C2 - 2 days ago
XPO Logistics Charlotte, United StatesXPO Logistics - JobID: [Customer Service Representative] As a Customer Service Rep at XPO Logistics, you'll: Assist customers and business partners via telephone and email; Handle customer complaints in a calm, professional manner; Diagnose, assess and resolve problems or issues; ...
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Customer Service Representative
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TBC Charlotte, United States**Customer Service Representative** · **Location:** Charlotte, NC, US, 28273 **Description** · Our **Customer Service Representatives** (CSR) are committed to providing outstanding customer service through daily interaction with our customers. Customer Service Representatives a ...
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Customer Service Representative
Found in: Lensa US 4 C2 - 1 day ago
Dilling Heating, Cooling, Plumbing & Electrical Charlotte, United StatesOverview: · Stability | Competitive weekly Pay + Benefits | Growth Opportunities + Training | · Looking to TRADE UP to a better opportunity? Trade Up Atlantic, a talent placement group for plumbers, electricians, and HVAC technicians, has partnered with Dilling Heating Cooling ...
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Patient Service Representative
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Activate Healthcare Charlotte, United States** Patient Service Representative (Bilingual) - Remote** · **Job Category****:** Member Services **Requisition Number****:** PATIE002816 Showing 1 location **Job Details** · **Description** · **JOB OVERVIEW** · As the Bilingual Patient Service Agent, you will schedule appoint ...
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Customer Service Representative
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ConMet Charlotte, United StatesThe Customer Service Representative (CSR) is responsible for providing world-class order-to-invoice customer satisfaction, to include order entry and confirmation, communication of shipment details, and invoice issue resolution. · Essential Duties and Responsibilities: · Enters ...
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Customer Service Representative
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Latin Labor Staffing Charlotte, United StatesWeekly pay · Flexible scheduling · No weekends or evenings · Our office is looking for new Customer Service Representatives We are looking for candidates with experience in using computers, bilingual, and be willing to learn · Customer Service Representative Job Responsibilities: ...
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Customer Service Representative
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Vantage Concepts Charlotte, United StatesThe consumer comes first within the hospitality industry and that is no exception at Vantage Concepts. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community ou ...
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Customer Service Representative
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LaSalle Network Charlotte, United StatesLaSalle Network is currently working with a client who is looking for a Customer Service Representative This position is remote and full-time. Please note that training will be ONSITE for two weeks from 8 am - 5 pm in Charlotte, NC. Our client is looking for an individual that ha ...
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Customer Service Representative
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Dex Imaging Charlotte, United States** Customer Service Representative** · Customer Service Charlotte, North Carolina · **Description** · **Dex Imaging** is a leading provider of document handling equipment and services with multiple offices and locations throughout the United States. We provide the best documen ...
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Customer Service Representative
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Florida Tile Charlotte, United StatesThe CSR responsibilities include the processing of customer orders received either in person, via telephone, fax or internet. The CSR will assist the Branch Manager/ Branch Operations Manager and other branch associates as needed. The CSR will also a Customer Service Representati ...
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Customer Service Representative
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Fremont Insurance Company Charlotte, United StatesJob Description Customer Service Representative - Member Relations OH ) **Description** · The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 9 million members and customers across 11 states and 2 U.S. territories th ...
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Customer Service Representative
Found in: Lensa US 4 C2 - 2 days ago
Amtrak - The National Railroad Passenger Corporation Charlotte, United StatesThis Position is responsible for providing our passengers with superior customer service from behind the ticket counter or on the station floor or platform. ESSENTIAL FUNCTIONS: - The incumbent will be responsible for greeting, servicing and general Customer Service Representativ ...
Syndicate Client Services Representative - Charlotte, United States - TalentBridge
Description
Title: Syndicate Client Services Representative
Location: Charlotte, NC, 28255
Duration: 5-6 months
Hybrid: 3 day onsite - 2 days remote
Desired Start Date: ASAP
Job Description:
As the Syndicate Client Services Representative, you will serve as the primary point of contact for IG Syndicate EMEA. Your role will involve providing premium service, addressing client queries, and managing relationships between Syndicate desks, Council, DTC, and internal Client departments. Up-to-date knowledge of syndicate, clearing, and settlement processes is crucial. You will directly engage with trading desks daily and serve as a key resource for queries across syndicate teams.
Responsibilities:
Requirements: