Written Correspondence Client Representative, Associate

Written Correspondence Client Representative, Associate


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locations

Malvern, PA

Scottsdale, AZ






time type

Full time





posted on

Posted 15 Days Ago





job requisition id

178331




Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May escalate issues.


Responsibilities:
+ Researches and resolves complex client issues. Responds to client requests and complaints by phone, email, or written response. Investigates fund and account discrepancies and resolves general account issues.
+ Follows standardized processes to complete monetar...

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