Client Service Representative - Select

Job Description
A large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a client-first advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Select. This will entail
products such as lines of credit, loans, and savings accounts.

Key Responsibilities
- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.
- Inquiry Management: Efficiently route client inquiries to the appropriate ...

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