Client Services Associate
- MaintenantComptabilité / Contrôle de gestion • Process numerous types of financial requests for shareholders and third-party broker/dealers
• Establish new accounts for shareholders
• Implemented a new method of assessing service fees that increased processing efficiency—received a half day of vacation for the benefit the improved process provided to the team.
• Stay abreast of ever changing rules and regulations
• Communicate with internal and external clients to resolve issues
• Provide the best service possible to both clients and financial advisors