Written Correspondence Client Representative, Senior Associate

Written Correspondence Client Representative, Senior Associate


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locations

Malvern, PA

Scottsdale, AZ






time type

Full time





posted on

Posted 26 Days Ago





job requisition id

178397




Identifies complaints, investigates and responds to client requests by email and written response. Completes transactions to resolve client needs. May escalate issues.


Responsibilities:
+ Researches and resolves complex client issues. Responds to client requests and complaints by phone, email, or written response. Investigates fund and account discrepancies, and resolves general account issues. Follows...

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