Client Services Agent

Position Description:

. Resolves questions and issues with sales agreements and account documentation.
. Coordinates the management of the documents' database; ensures the alignment and integration of documents in adherence to the client's standards.
. Analyzes information and provides insights and recommendations.
. Executes the end-to-end documentation processes for assigned sectors, including distribution, collection, review, and analysis.
. Reviews higher-risk client requests and confirms that proper authorizations have been received.
. Determines the type of documents and appropriate actions as requested and establishes procedures and processes.
. Reviews documents to verify that forms are correctly completed and that required formats are used.
. Executes data entry/processing/tracking to support document management activities.
. Develops and maintains effective relationships with team members and stakeholders to exec...

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