Assoc, Professional, P2, Client Services - Columbus

Only for registered members Columbus, United States

2 weeks ago

Default job background
Full time

Job summary

We are seeking an Associate in WM Operations to provide support to high-profile financial advisors and their staff regarding Alternative Investment transactions.

Responsibilities

  • Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products.
  • Acknowledge risk in day-to-day processes to draw out the key issues and contribute to process improvements.

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