Client Services Representative

• Collaborates with relationship managers, internal colleagues, and external partners to problem solve and resolve inquiries on matters of Stock Transfer.
• Performs day-to-day assigned functions in the specified timeframe to ensure that our client expectations are met and exceeded.
• Works alongside relationship managers to prepare business reviews and service-level agreement (SLA) reporting to ensure clients are satisfied with their Transfer Agency products and services.
• Prepares and issues service instructions to various operating units based on client requests.
• Ensures effective delivery of clients' monthly reports.
• Works independently or with the Relationship Manager to ensure proper follow-through on client requests.
• Performs reconciliation activities.
• Serves as a mentor, coach, and teammate for other Client Service Administrators within the team.
• Assists relationship managers with special projects, expediting transactions, troubleshooting and problem solving for client accounts.
• Assists management with generating and monitoring internal reports to ensure timely and efficient progress.

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