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Client Service Administrator -Advisor/Communications
Ref No.: 16-21891
Location: SAN ANTONIO, Texas
Business Summary:
The National Investor Center provides brokerage servicing and financial advisory assistance for CLIENT Personal Wealth Management clients that do not have a locally based CLIENT Advisor. The client base is International.
Position Summary:
Work closely with NIC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.
Job Responsibilities:
  • Process & follow up on service requests to ensure completion in a timely manner.
  • Set appropriate timeline expectations for requests and follow up within that time frame.
  • Research/resolve problems with both internal/external clients in accurate/timely manner.
  • Ability to handle a high volume of requests in a fast paced environment.
  • Provide world class customer service to both internal and external clients in all interactions.
  • Participate in projects and/or remediation efforts as needed including pilot programs.
  • Work with Representatives, Management, and Middle Office Operations as needed.
  • Other duties as assigned.
  • College preferred or equivalent experience.
  • Basic clerical and administrative skills.
  • Effective written and verbal communication skills.
  • Excellent interpersonal and client service skills.
  • Organizational skills, attention to detail and excellent follow up skills.
  • Ability to research/resolve problems and service inquiries and escalate when appropriate.
  • Strong computer skills, Microsoft Office (Excel, PowerPoint, Word), Salesforce a plus.
  • Be self-motivated and able to work in a strong team and high activity environment.
Preferred Experience:
  • College degree preferred or equivalent work experience.
  • Minimum of 1 year Investment Industry experience.