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About the role
Key responsibilities & impact- Perform routine and non-routine client service and transactional support functions
- Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
- Process account related transactions per scheduled events/client authenticated direction
- Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
Requirements
What you’ll need- Bachelor’s degree or the equivalent combination of education and experience is required
- 0-3 years of total work experience is preferred
- Experience in the securities or financial services industry is a plus
- Applicable local/regional licenses or certifications as required by the business
- Solid understanding and hands-on use of automation and AI tools
- Experience using Microsoft Office
Benefits
Comp & perks- access to flexible global resources and tools for your life’s journey
- Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team
- generous paid leaves, including paid volunteer time
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client serviceproblem solvingadaptabilityresearchcommunication
Certifications
local licensesregional licenses