Description

　　The Client Service Administrator answers questions regarding investments inprivate equity, real estate, private debt, and more. Effectively handlesclient inquiries by researching and analyzing complex issues. Adheres strictlyto trust regulations and security standards including the customeridentification program (KYC), the Gramm-Leach-Bliley Act, Bank SecrecyAct, Internal Revenue Code, and all other applicable banking and trustregulation set forth by the IRS and other regulatory agencies.

　　Acts as the face of the company at the frontlines of the customer serviceexperience. Provides superior customer service through an omni-channelenvironment including chat, written correspondence, incoming calls,outbound calls, and emails to both internal and external parties such asclients, asset sponsors, financial advisors, attorneys, CPAs etc.Represents the company in a highly professional manner while resolving issuesand communicating information confidently.RESPONSIBILITIESUse working knowledge of various processes, asset types, and servicelevels across the firm to quickly analyze the root cause of issues anddetermine thecorrect course of action, following up on the item to ensure ultimateresolution.Mitigate company risk through following all security and fraud preventionrequirements.Educate advisors, clients, and third parties on do's and don'ts ofalternative asset investing, working with the Company, applicable fees &fee schedules,timelines and procedures for account opening, funding and investing, andERISA guidelines.Prepare and archive professional correspondence.Investigate account issues by analyzing investment and transactional activityand/or errors; complex compliance issues pertaining to IRS rules andregulations.Identify, analyze, resolve and report on specific client requests and issues.Develop expertise to provide clients on-going support and assistance.Manage low level escalations, including ability to draft free formprofessional responses to client escalations and inquiries.Identify, recommend and potentially design and assist in the development andimplication of process improvements that enhance the client experience.Accurately file reports on client issues for management review.Analyze trends in client issues in order to facilitate service improvement.Other duties as assigned.QUALIFICATIONS2+ years related experience and/or training in a similar role required.1-2 years' experience in a fast-paced call center environment preferred.

　　A reasonable, good faith estimate of the minimum and maximum base salary orpay for this position is $19.28/hr. to $28.92/hr. Actual compensationwill vary based on various factors including but not limited to location,experience, and performance. A discretionary bonus and/or business lineincentive may be provided, in addition to a medical and other benefits,dependent on the position. For more information regarding our benefits,please#LI-Onsite#LI-FG1

　　The contractor will not discharge or in any other manner discriminate againstemployees or applicants because they have inquired about, discussed, ordisclosed their own pay or the pay of another employee or applicant.However, employees who have access to the compensation information of otheremployees or applicants as a part of their essential job functions cannotdisclose the pay of other employees or applicants to individuals who do nototherwise have access to compensation information, unless the disclosure is(a) in response to a formal complaint or charge, (b) in furtheranceof an investigation, proceeding, hearing, or action, including aninvestigation conducted by the employer, or (c) consistent with thecontractor's legal duty to furnish information. 41 CFR 60-1.35(c)

　　Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities