Service Advisor

Job description

Job Description Summary Leverages specialized knowledge and skills gained through experience, training, and/or certification to provide exceptional service to independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform. Job Description: - Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications. - Assist with various requests for information, referring more complex matters to colleagues. - Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education. - Carry out standard customer service activities and handle simple customer inquiries. - Partners effectively with other members of the Service team in supporting client requests. - Enter data into company systems, and review and verify the information to ensure accuracy and accessibility. - Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction. - Ac...