Job Details

Summary:

• Partners with associates across Global Client Group to service clients or distributors investing in, or distributing the company's products.
• Communicates with clients and supports the onboarding of new client accounts, delivering reports to clients, and working with business partners to service company needs throughout the client lifecycle.
• Collaborates closely with teams across the enterprise to deliver an outstanding company experience.

• Assist in the coordination of company transitions activity (i.e., onboarding, offboarding) in close partnership with relevant business partners.
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
• Assist team members to ensure ongoing company contractual obligations are being met.
• Support the fulfillment of ad-hoc company inquiries and requests.
• Facilitate and oversee company cash flow requests to ensure proper handling.
• Help manage company communications to ensure timely and proactive updates are provided.
• Proactively anticipate company needs and assist in the development of strategies for meeting and exceeding those needs.
• Update and maintain company and authorized third-party contact information via CRM application.
• Support company meeting preparation by facilitating the creation of materials.
• Help identify, escalate and resolve problems for any issues affecting the company experience.
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service.
• Assist to ensure preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to companies.
• Support the completion of due diligence and company questionnaires.

• University Degree Preferred.

• No Experience Required.