Scottsdale, AZ30+ days ago
p>• Responds to routine client requests via phone, email, and/or other contact methods • Monitors daily custodial alerts, including cash management account updates, trading, etc., and resolves accordingly • Records client inquiries, including service changes, new account opening, money movement, trading, etc., in CRM • Prepares custodian paperwork, facilitates account updates, and communicates with clients on status • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate • Assists with preparation of meeting presentation materials, documents, meeting follow-up, and takes ownership of specific operational-related tasks • Participates in team meetings and collaborates with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures • Other duties as assigned. Four-year college degree, Bachelors degree in Finance, Business, or Economics preferred Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced team environment Proficiency in Microsoft Office applications, Word, Excel, PowerPoint, Office 365, etc.