Job Purpose:
- As Senior Client Service Representative you will serve as a primary contact for Exchange Traded Funds (ETF) clients and internal operational teams
- The Senior Client Service Representative provides timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met.
Your Responsibilities:
- You will focus Custody, ETF and Client Service disciplines and the applicable product offering for assigned ETF client relationships
- You will be responsible for guiding Client Service Representatives and provide training for newly hired, less experienced staff
- As a member of the Client Service Group, ETF Team, you will help clients and Authorized Participants (APs) to improve performance in all aspects
- You will serve as a conduit between your team, your clients and APs to ensure we meet their differentiated needs and exceed their expectations
- The high level of external and internal interaction will enable you to continuously challenge yourself, sharpen your critical thinking skills and play a critical role in the growth of the firm.
Skills and Qualifications:
- Take initiative -You are responsible for the client relationship; try to anticipate their needs and look for ways to improve client experience
- Collaborate – Listen and learn from your peers; encourage entry level staff to work together and promote intellectual dialogue
- Be Proactive – Find time to strengthen client relationships, enhance team development and seek out opportunities for personal career advancement
- Strong client service and relationship management skills
- BS/BA degree (finance related concentration preferred), and/or equivalent work experience
- Two to three years of industry experience
- ETF experience preferred but not required.
Source: for more information click here.
