Title: Client Services (Asset Management)
Location: Tower 4 St. Petersburg, FL
Working Model: Onsite
Pay Rate Range: $20-$22/Hr on W2
Job Descritpion:
Provides business support to the Asset Management team
Ensures all formal correspondence appropriately reflects
Manages the document collection process for required reports per operative documents
Confirms contact information of partners, management agents, and third parties associated with lower-tier entities
Maintains a thorough and current record of activity in the portfolio management system, including collection efforts, new information, and document receipt
Identifies trends and areas for improvement using metrics reports and understanding business needs
Prepares internal documents
Understands and responds to client inquiries and concerns to ensure Service 1st
Develops and maintains relationships with partners and management agents
Resolves issues quickly with a sense of urgency
Maintains benchmarks, key performance indicator (KPI's)
Prepares various reports as necessary
Performs other duties and responsibilities as assigned
Work Schedule: 8 AM -5 PM or 9 AM-6 PM
Skills:
Microsoft Office Suite
Technical proficiency in a portfolio management system
Identifying the needs of customers through effective questioning and listening techniques
Detail oriented to ensure quality standards are met without impairing workflow
Communicating both orally and written
Demonstrating sensitivity to customer needs (both internal and external) and proactively addressing customer needs
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets
Keywords:
Education: Minimum one year of relevant professional work experience.
reports, Document