What are the responsibilities and job description for the Liquidity Client Service Advisor position at VeeAR Projects Inc.?
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
