Liquidity Client Service Advisor

Job Title: - Liquidity Client Service Advisor

Job Location: - Phoenix, AZ

Workplace type: Hybrid

Employment type: - 12+ Months Contract

Job Description: -

• Assist with audit support, including SC1 reports, confirmations, pricing materials, and more
• Produce high-quality, accurate portfolio review presentations
• Liaison with the Middle office team for SACAs, transfers in kind for asset management clients, third-party custody inquiries, provide exceptional new account onboarding experience, and more
• Resolving complaints and preventing additional issues by improving processes
• Assist with challenging client requests and issue escalations as needed

Service Model:-

• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Knowledgeable and quick responses in day-to-day client support, including wire support and wire confirmations, signer updates, LAs, system access, assisting clients with general systems navigation, and more
• Client service; including speedy client response and service delivery
• Be available to receive inbound client requests

Relationship Management:-

• Building relationships with clients based n trust and respect
• Communicating with clients t understand their needs and explain product value
• Manage and solve conflicts with clients
• Escalate problems appropriately to appropriate internal teams

Internal Partnerships:

• Partner with Client Management to develop new business with existing clients
• Collaborate with sales team to identify and gather opportunities within the territory
• Collaborate with internal departments to facilitate client needs fulfillment
• Partner with marketing teams to facilitate client communication
• Provide feedback n advisory topics to enhance the LM thought leadership program

Product & Process Expertise

• Maintaining updated knowledge of company products and services
• Knowledgeable of internal bank processes and timelines to facilitate service requests
• May conduct process and WRKFLW training for colleagues and internal partners

Data / Records Management & Reporting

• Provide information needed to generate reports to track activities, progress, and develop strategies
• Keeping accurate records about inventory and account notes
• Ensure client records and activities are recorded accurately across LM systems
• Capture and record data relating to account acquisition and account status
• Collect data to learn more about client behavior with the gal to enhance the client experience