Written Correspondence Client Representative, Associate

Written Correspondence Client Representative, Associate


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locations

Malvern, PA

Scottsdale, AZ






time type

Full time





posted on

Posted 30+ Days Ago





job requisition id

178331




Responds to client requests by phone, 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 standardized processes to complete moneta...