Entry Level/Recent Graduate - Investment Management/Finance

As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients. You will need to collaborate with internal teams to resolve your inquiries timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize client Infuse to obtain answers is important. As a Client Service Representative, you are presented with client insights throughout your day to da…

Entry level or recent graduate. No specific education, experience, skills, or benefits mentioned in the original description.