Triad

Client Services Representative

• Support the onboarding process by researching questions and assisting with document sending
• Build and maintain standard and customized reporting for Triad Wealth’s clients
• Process client-directed activity on new and existing accounts
• Respond to inquiries from Triad Wealth’s clients with thoroughness and thoughtfulness
• Collaborate with internal teams and external vendors to deliver reliable answers to client requests
• Assist with training the support staff of Triad Wealth’s new clients
• Identify and present opportunities to streamline processes and increase efficiency

Client Service Specialist