Grade - Responsible for the completion of defined processes and procedures to deadline, ensuring accuracy, completeness, and compliance with relevant internal…

Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements.

Individual Performance Management including a proven record of delivering quality service. Provide timely updates to partners and customers on orders and…

Phone skills and customer communication skills. To drive customer focus through Order Entry, Quotes & Portal activities. MS Office (Outlook, Word, Excel, etc.).

Strive to impress customers with exceptional service and continually search for ways to improve processes and deliver additional value to the customer, thereby…

Solid understanding of markets (customers, end customers and competitors) and how our products service those markets. Education level required: Bachelor’s.

Excellent customer service skills, including maintaining focus on the customer issue in a fast-paced environment. Ability to use a desktop computer system.

Primary responsibilities are focused on customer contact, not transaction processing. Project Role Description :Provide technical support for resolution of…

May service an expansive and/or diverse array of products/services. Previous experience in financial services preferred. High School diploma or equivalent.

Client Processing - S3Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone…

Improve customer service experience, create engaged customers and facilitate organic growth. Experience in providing customer service support.

Consistently review customer success metrics related to data and reports services; manage and improve customer satisfaction on solution / service provided.

Experience in financial services preferred.. Independently assists clients by responding to complex phone, email and other inquiries regarding company products,…

Liaises with Fund Managers in developing and overseeing the implementation of support strategies to service existing clients.

Client Processing - S5Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily…

Must possess exceptional customer service skills and have a demonstrated track record of prior success with delivering industry-leading customer service.

Client Processing - S4Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients…

Ensuring quality customer service is delivered. As Customer Service Representative, individual will work closely with customers in their assigned areas to grow…

This role on our customer experience team is focused on day-to-day process management and operations. A stickler for detail and meticulously organized.

Solid understanding of markets (customers, end customers and competitors) and how our products service those markets. Education level required: Bachelor’s.