Responsibilities: * Interacts with clients, investment managers, attorneys, brokers and accountants via telephone, written communications or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas and customer; performs research and communicates resolution of problem to customer; resolves questions and problems presented by clients concerning transactions in their accounts and day to day operational issues. * Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from clients and requests from clients are processed timely; loan advances, deposits, distributions, wire transfer, loan bookings, DDA transfer and receipts are processed timely;...
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