Client Service Support - Baltimore, MD (Hybrid)
eTeam · Baltimore, MD · 1 mo ago
HybridFull-time
Responsibilities
- CSG Reps are primarily responsible for the completion of daily processing tasks, working in a fast-paced, high-risk team environment, investigating and resolving issues to ensure client onboarding, account opening, trade allocation, confirmation processing and settlement occurs in line with client service level agreements while minimizing risk to the Firm and client.
- Key to the role is building and maintaining excellent client relationships at the operational middle / back office level and as such developing detailed technical and product knowledge together with demonstrating excellent client service, communication, organization and prioritization skills are essential.
- The successful candidate will be expected to become a subject matter expert, contribute to projects and initiatives, develop and implement process improvements and become a key point of contact for a wide range of internal stakeholders including direct contact with both Sales and Trading and well as other Operations teams including Trade Support and Settlements.