Job Summary: 

• Monitor and manage the helpdesk/ticketing system across active maintenance engagements.
• Coordinate resources and define/communicate technical task details to the development/design team.
• Respond to clients regarding site bugs, enhancement requests, development tasks, and more.
• Take initiative in attempting to reproduce bugs, asking follow-up questions, and identifying/communicating when requests go beyond the scope of an existing arrangement.
• Improve service levels while ensuring profitability.
• Identify opportunities for new scopes of work with existing clients, and work with account managers to propose and implement change orders.
• Provide support to Project Managers  
• Handles day-to-day cash-handling transactions

Skills on Resume:

• System Monitoring (Hard Skills)
• Resource Coordination (Soft Skills)
• Client Communication (Soft Skills)
• Problem Solving (Soft Skills)
• Service Improvement (Soft Skills)
• Scope Identification (Soft Skills)
• Project Support (Soft Skills)
• Cash Handling (Hard Skills)

Job Summary: 

• Support a multi-state team that develops, maintains and expands client relationships by actively supporting services to potential and existing clients.
• Provide all administrative support to Relationship Managers including data entry, document preparation, account maintenance, and office resource management.
• Develop knowledge of financial planning, investment management, and trust services, and the confidence
• Provide exemplary support to the team, prospective clients and existing clients
• Support events and coordinate meetings that educate prospective members about services.
• Facilitate team coordination through support and communication with Relationship Managers, Investment Officers, Financial Planners, Marketing, and Compliance
• Work independently to make decisions regarding analyzing problems and the resolution of issues.
• Utilize the firm’s platforms and procedures to enhance the client experience

Skills on Resume:  

• Relationship Management (Soft Skills)
• Administrative Proficiency (Hard Skills)
• Financial Services Knowledge (Hard Skills)
• Support Coordination (Soft Skills)
• Event Coordination (Soft Skills)
• Team Communication (Soft Skills)
• Problem Analysis (Hard Skills)
• Platform Utilization (Hard Skills)

Job Summary: 

• Manage, research, and resolve incoming support requests (via email) from customers.
• Host scheduled customer calls to better understand product-use cases and troubleshoot technical issues.
• Take full-responsibility of partnering with technical contacts (engineering, product management, etc.) at WELL to surface and resolve customer issues.
• Own the full communication life-cycle of customer issues from creation (via email/support ticket), to issue resolution and ticket closure.
• Contribute to the creation of Support Articles that enable customers to self-serve with WELL educational resources and content.
• Act as a strong "voice-of-the the customer" in surfacing and advocating for areas of product and process improvement, to help us better serve and support customers.
• Develop effective working relationships with client agency partners and media owners
• Work with media and creative agencies to ensure the timely delivery of material, and accurate material instructions
• Use media industry tools to load, check, optimise, and report on media bookings
• General admin and document preparation, WIP updates, post analysis, final buys, competitive and planning documents

Skills on Resume:

• Email Management (Hard Skills)
• Customer Support (Soft Skills)
• Technical Troubleshooting (Hard Skills)
• Communication Lifecycle Management (Hard Skills)
• Content Development (Hard Skills)
• Advocacy Skills (Soft Skills)
• Relationship Building (Soft Skills)
• Media Coordination (Hard Skills)

Job Summary: 

• Advise on procedures for collecting appropriate documentation to set up new accounts
• Assist with on-boarding new members to the team and other projects 
• Create a strong working relationship with clients
• Educate and assist advisors on account services and navigation of various platform capabilities
• Establish and cultivate relationships with new and existing clients and proactively help to resolve issues and concerns
• Manage calls and e-mails regarding service-related issues
• Pay close attention to detail, process work accurately
• Proactively develop self to continuously enhance knowledge, skills, credentials, and communication
• Process account service requests and ensure appropriate documentation is accurate and complete
• Review daily reports and alerts and process accordingly

Skills on Resume:

• Documentation Skills (Hard Skills)
• Team Onboarding (Soft Skills)
• Relationship Management (Soft Skills)
• Platform Proficiency (Hard Skills)
• Conflict Resolution (Soft Skills)
• Effective Communication (Soft Skills)
• Detail Orientation (Soft Skills)
• Self-Improvement (Soft Skills)

Job Summary: 

• Provide excellent client service, resolve issues and respond to client inquiries and requests regarding accounts, balances, etc., maintain and foster relationships with clients
• Prepare and compile new client applications
• Assist with account opening process following established procedures and policies
• Assist in processing wire transfers 
• Coordinate and assist back office operations in resolving credit problems, delinquent payment issues, and other related client concerns
• Maintain operational compliance with bank policies and regulatory requirements
• Provide great customer service to customers
• Answer inbound calls from internal clients at the branches
• Supporting Financial Advisors on the products offered by the company (i.e., mutual funds, investment accounts, etc.)
• Educate clients on account services and capabilities

Skills on Resume:

• Client Relationship Management (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Financial Product Knowledge (Hard Skills)
• Problem Resolution (Soft Skills)
• Process Implementation (Hard Skills)
• Communication (Soft Skills)
• Customer Service (Soft Skills)
• Educational Outreach (Soft Skills)

Job Summary: 

• Bank reconciliations and open all new accounts
• Manage shipping and receiving and manage inventory
• Provide ongoing maintenance of CRM database, client distribution lists, and other client informational spreadsheets
• Prepare ad hoc reports required by clients and consultants to be completed by stated deadline
• Manage the new account onboarding process for clients, primarily those investing in pooled vehicles
• Prepare and disseminate communications to clients
• Review and provide corrections to client invoicing
• Manage account amendments requested by Client and/or Client Director
• Prepare and assist with monthly and quarterly client reporting in a timely manner
• Manage account termination process by gathering necessary documentation and notifying all concerned parties

Skills on Resume:

• Financial Management (Hard Skills)
• Inventory Control (Hard Skills)
• CRM Proficiency (Hard Skills)
• Report Preparation (Hard Skills)
• Communication (Soft Skills)
• Detail-Oriented (Soft Skills)
• Time Management (Soft Skills)
• Process Management (Soft Skills)

Job Summary: 

• Supporting fundraising for upcoming commingled fund
• Support with inbound client queries
• Ownership and maintenance of Investment Team’s track record and performance reporting
• Draft and/or review all client communications for various products including newsflashes, acquisition factsheets, capital calls, formal communications, webcast and quarterly reports
• Co-ordination the production of formal quarterly reporting package
• Gathering portfolio-level and market updates from portfolio managers, asset managers, and finance teams, and working closely with support teams
• Co-ordination of quarterly investor templates – review and distribution
• Ensuring that client requests are answered accurately and promptly

Skills on Resume:

• Financial Reporting (Hard Skills)
• Client Communication (Soft Skills)
• Data Analysis (Hard Skills)
• Project Coordination (Soft Skills)
• Attention to Detail (Soft Skills)
• Problem-Solving (Soft Skills)
• Team Collaboration (Soft Skills)
• Time Management (Soft Skills)