As a Client Processing Associate, your primary responsibility is the data entry of miscellaneous customer information... that includes client statements, banking documents, and settlement offers. Duties include: mail sorting, mail processing...
. Your work will include, but not be limited to: Portfolio Administration Self-review of tasks performed, including client... Field questions related to client data, reports or any items as a result of work Research and resolve issues related...
or changes from the client or forwarded by the Prod/AE. Work with Associate Account manager or 3rd party vendor to issue...The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business...