The ideal candidate will become a member of the complex account team. They will be expected to immediately be a major contributor on the client support side. This support will be directed towards both the client as well as, the respective Relationship Manager. The support tasks will include daily interaction with 4 of the complex clients (Goldman Sachs, SAIC, ACE, and BNY Mellon). This candidate will be responsible for fielding requests and addressing inquiries that come from these 4 clients in a accurate and expediant manner. This candidate will also have direct client facing responsibilities that will include email correspondence, attending meetings with clients and managing weekly status meeting agendas with clients. Additional responsibilities will include assisting on client event projects, testing of local system changes, consultative support to clients for daily issues, and the handling of inquiries related to pin issues, wire issues, payment processing issues, share movements, etc.. Lastly, this responsibility will include ensuring that the appropriate escalation occurs within the complex team to ensure client issues are handled timely and accurately.
he ideal candidate will understand how the EOS system works and be able to appropriately navigate through the system to effect adjustments and updates to specific landing pages. This individual should also have a working knowledge of ESPP and ESOP programs, from both an operational and technical perspective. We are also looking for a candidate with strong interpersonal skills and excellent communication skills (both written and verbal). Lastly, we are looking for someone with the following additional skills:
* Highly dedicated work ethic;
* Heavily results oriented;
* An accomplished multi-tasker; and
* Truly focused on client delivery and overall satisfaction.