· Take the lead on owning follow-up verbal calls initiated through the CS chat groups
· As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
· Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
· Follow processes and procedures to ensure communication with clients and third parties is efficient and current
· Special projects assigned as needed
· Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
· Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
· Perform other duties as assigned
. RESPONSIBILITIES & DUTIES
· Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
· Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
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