• Build strong client relationships by providing product support through e-mail, phone and in-person
• Have an understanding and/or desire to learn about the investment and private equity space 
• Provide functional support with investment reporting, calculations and analytics
• Proactively assist in solving client and prospect inquiries and ensure documentation
• Facilitate Webex training for existing and new clients
• Terminate broker relationships to protect loanDepot
• Audit IRS 1099s annually and perform annual renewals on brokers and correspondents
• Research state & federal regulations that affect broker and correspondent relationships to ensure ongoing compliance with loanDepot
• Communicate with leadership from various departments, sales territories and branches
• Lead other projects and assist AE’s and Regional Sales Managers with client data requests and territory management
• Keep records of customer interactions, detailing inquiries, complaints, comments, and actions taken.

Skills: Client Relationship Management, Investment and Private Equity Knowledge, Financial Reporting and Analytics, Problem Solving, Training and Facilitation, Compliance Management, Documentation and Auditing, Communication and Collaboration

• Act as a main point of contact for client and prospect inquiries and requests
• Lead the set-up of onboarding new relationships and platforms including
• Compile new account documentation, communicating account details to the applicable groups within the firm
• Follow compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are completed within the designated timeline
• Oversee the day-to-day servicing and maintenance of client accounts and platforms
• Act as a main point of contact for functional teams within the firm in ensuring client needs and objectives are understood and met
• Create client portfolio reviews, specifically in the compiling of portfolio-level analytics and incorporating the data into client review materials
• Guide junior team members by reviewing deliverables before submission
• Maintain all necessary client records to meet compliance and regulatory requirements
• Coordinate and lead calls with prospects, consultants and banking partners aimed at introducing the firm’s products
• Work with the Marketing Department in developing prospecting materials
• Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios

Skills: Client Relationship Management, Onboarding and Relationship Setup, Documentation and Communication, Compliance and Regulatory Knowledge, Account Servicing and Maintenance, Team Collaboration, Portfolio Analysis and Review, Leadership and Mentorship

• Approve broker/correspondent relationships for West & East Coast
• Complete due diligence requirements by reviewing company and principal officer information, analyzing
• LexisNexis, court records and regulatory databases to make approval determination
• Audit and maintain all state licensing for company and individual loan originators
• Maintain efficient database to ensure proper tracking and reporting and manage ongoing database clean-up
• Communicate with broker/correspondent principals
• Handle special requests and projects as requested by the leader and Sales Managers
• Guide West and East Coast operations centers on loan level in cases where broker/loan originator licensing and compliance affect pipeline
• Update and maintain process documents, manuals, procedures, reports and training materials
• Provide broker references to other lenders
• Answer Client Services customer line and direct brokers and sales associates
• Monitor Client Services email box to ensure timely response to brokers
• Coordinate with Licensing, Compliance and Legal on any state & federal law changes

Skills: Regulatory Compliance, Due Diligence and Risk Assessment, Database Management, Communication Skills, Documentation and Process Management, Project Management, Customer Service Orientation, Compliance Guidance and Training

• Creatively address and resolve customer concerns through phone, email, and live chat
• Collaborate with Product, Engineering, Marketing, and Operations teams to resolve issues and improve application design
• Assist in troubleshooting features pre, and post-product feature launch
• Design and implement creative solutions to trending customer inquiries
• Identify opportunities to increase customer satisfaction and retention
• Maintain and track detailed records for all customer interactions
• Identifies and recommends enhancements and/or solutions where appropriate
• Provide cover and assist other Client Service members during high volumes
• Monitor and ensure high client satisfaction is maintained at all times, building a strong, professional relationship
• Maintain the Custodian MIS / KPIs where listed in client service level agreements/ memorandum of understanding
• Work with Senior Management and Legal for client communications
• Proactively participates in the team’s and office’s activities.

Skills: Customer Service Expertise, Cross-Functional Collaboration, Feature Troubleshooting, Creative Problem Solving, Customer Relationship Management, Solution Identification, Team Support, Client Communication and Relationship Building

• Own and manage client inquiry and issue resolution process, utilizing E-mail, Jira, SalesForce.com, SQL and other internal tools
• Take active ownership of operational support for clients, tracking client issues and requests for post-season discussions with clients.
• To work with the operations team on time-sensitive, ah doc issues, requiring prompt resolutions
• Conduct calls/on-site visits with custodians (health checks, training, delivery meetings, relationship planning and review)
• Identify accounts at risk and work with sales/product to ensure revenue and client retention
• Support/oversee, on-boarding/implementation ensuring the correct setup is applied, working with product and operations to deliver on time.
• Manages and directly assists in voting operations for the global proxy season
• Provide online and/or onsite client demonstrations of the GPD business and Proxy Exchange platform.
• Assists in client voting reports and provides potential leads to Sales
• Ensures and follows up with the relevant teams to make sure deliveries to clients are timely and accurate.
• Maintain a good understanding of market updates / local regulatory changes that may have a direct impact to custodians and their underlying clients.
• Provide feedback to product on process flows and assist in streamlining

Skills: Client Relationship Management, Operational Support, Communication Skills, Risk Management, Onboarding and Implementation, Project Management, Client Demonstrations, Market Awareness and Feedback

• Coordinate with subject matter expert groups across the firm (including portfolio management, product management, compliance, legal, risk, finance, middle office operations and human resources) to respond to ad-hoc and recurring client requests
• Complete requests for proposals (RFP), requests for information, operational due diligence questionnaires and ad hoc requests on portfolio analytics from prospective and existing investors
• Develop and maintain a database for due diligence requests and investor questionnaires
• Create, update and disseminate client reports and marketing materials
• Assist with and participate in client meetings including the preparation of agendas, coordination of participants, and customization of materials
• Support strategic projects for new business development initiatives across the firm
• Review proof of claim forms submitted to determine/verify if the claims are complete by the Court-approved Plan of Administration
• Correspond with clients whose claims are not properly completed
• Correspond with class members and claimants via telephone and email regarding issues with submitted claims and in response to general status questions
• File registrations with Federal, State, and local authorities to obtain tax identification numbers for various settlement funds
• Prepare reconciliations of distribution checking accounts and escrow investment accounts
• Assist Senior Client Service Analysts and Managers 

Skills: Client Relationship Management, Proposal and Documentation Management, Database Management, Report and Marketing Material Development, Meeting Coordination and Support, Project Support and Management, Claims Verification and Correspondence, Regulatory Compliance and Documentation

• Provide quality customer service via telephone and email, ensure customer queries and other operational matters are communicated clearly and promptly
• Understand the Firm’s Private Fund offerings to effectively deliver superior client service
• Coordinate the subscription, capital call, and redemption process as well as maintain/distribute investor kits
• Partner with Fund Administrators to ensure proper adherence to fund terms as outlined in the offering materials, investor commitments, and regulations
• Manage group mailboxes (as assigned) utilized for communication with both internal groups and external investors/counterparties
• Manage existing client account maintenance and transfers
• Draft and coordinate the distribution of client communications
• Manage internal posting of reports and marketing materials
• Assist with special projects and drive continual improvement via process enhancements
• Manage customer's instructions and liaise with customers to confirm the transactions
• Liaise with branches and other internal departments to seek clarifications on customers’ queries

Skills: Customer Service, Private Fund Offerings Knowledge, Investor Relations Coordination, Regulatory Compliance, Communication Management, Client Account Maintenance, Content Coordination, Process Improvement

• Manage the clients' reporting and Information services requirements
• Take ownership of the quality of the client databases, working with internal Production and Technology solution teams
• Ensure any requested data changes have been delivered in full and on time
• Investigate data changes and proactively communicate to the clients
• Be accountable for the quality of the client reports, conducting pre-release quality control checks
• Research, analyze and respond to client queries, based on a deep understanding of the client data and services, business use, and the relevant therapeutic/category market
• Support clients with troubleshooting system access and usage
• Acting as a point of contact for clients for all queries, including additions and withdrawals
• Preparing client communications, including letters and care calls
• Managing all manual payment transactions and maintaining files and databases by bank guidelines
• Perform administrative duties such as dealing with transaction documents with branches and operations team
• Follow up with customers to verify instructions received within the prescribed timeline

Skills: Client Relationship Management, Data Management, Quality Assurance, Analytical Skills, Customer Support, Communication Skills, Administrative Proficiency, Time Management and Follow-Up

• Evaluate client questionnaires for alterations in question wording and question type needed to accommodate phone and/or web modes of survey administration.
• Formats client questionnaires for programming, writing inappropriate survey pathway logic to ensure respondents are administered the correct questions.
• Performs quality control testing on programmed surveys in the phone and web modes and manages questionnaire revisions throughout the testing cycle.
• Ensures survey data quality by reviewing simulated data and respondent survey data throughout the field period using statistical applications such as SAS or SPSS.
• Cleans and prepares raw data for weighting and client delivery
• Conducts ad hoc data analyses using statistical applications such as SAS or SPSS and summarizes information into tables, graphs, and text.
• Work with clients and ensure that client expectations of quality, timelines, and deliverables are met or exceeded.
• Participate in and collaborate with multidisciplinary, internal teams&mdash
• Support business development activities for proposal, pricing, and contracting support for web survey projects.
• Continual focus on streamlining the onboarding process, to improve scalability & efficiency, including maintaining the documentation library associated with onboarding clients.
• Assisting with testing of the end-to-end software platform, in response to new developments and system changes

Skills: Survey Questionnaire Evaluation, Survey Logic Design, Quality Control Testing, Data Quality Assurance, Data Cleaning and Preparation, Statistical Analysis and Reporting, Client Relationship Management, Process Improvement and Documentation

• Provide service support to both internal and external clients for specific products.
• Define and/or resolve moderately complex customer problems within the designated product lines.
• Have full product service issue accountability, including incident reports, communication center notifications, service records
• Adhere to client service level agreements, monitor liability issues and escalate to management when appropriate.
• Provide consultative services to meet client and company objectives
• Foster positive relationships with the client and internal departments.
• Control liability exposure, interpret and communicate industry standards, update internal systems
• Communicate enhancements with expertise in product-specific transactions, screens and reports
• Managing client onboarding projects, and liaising with project managers, portfolio managers, and data specialists.
• Verifying the accuracy and validity of financial data, using in-house tools and manual checks.
• Resolving issues and handling conflicts in client data.
• Provide first-line support, both internally and externally.
• Root cause analysis of recurring problems.
• Working with Product and Research to continually improve the platform offering.

Skills: Customer Service Excellence, Problem-Solving Skills, Accountability and Documentation, Consultative Approach, Relationship Management, Risk Management, Technical Expertise, Project Management

• Have advanced client support experience
• Strong verbal and written communication skills
• Strong customer service orientation
• Strong analytical, organizational, and multitasking skills
• Experience interfacing with internal/external clients, preferably with direct to consumer ecommerce
• Proven experience with Microsoft Excel, Word
• Ability to work in a fast-paced environment
• Ability to anticipate, understand and manage customer expectations and consistent delivery of services.
• Demonstrates the ability to analyze, identify and solve problems while using sound judgment.
• Able to implement solutions to address business issues.

Qualifications: BA in Business Administration with 3 years of Experience

• Some experience working in a regional or global organization providing desktop support services in a Microsoft environment
• Strong technical aptitude and a desire to learn
• Have a proven track record of developing technical knowledge and applying new skills in a high-paced environment
• Good analytical skills, with ability to solve complex problems and openness in sharing your knowledge and thinking with others
• Experience with ServiceNow or similar IT Service Management systems
• Some experience working in a professional services organization
• Business Analytics experiences and skills
• Knows who to involve and takes appropriate action
• Clearly and effectively conveys information
• Ability to deliver on commitments as promised and able to acknowledge when commitments are not met and take appropriate steps to fulfill 

Qualifications: BA in Communication Studies with 5 years of Experience

• Client servicing experience preferably within Consumer Health or Pharmaceutical industries
• Experience working with IQVIA information solutions/services portfolio will be advantageous
• Strong customer account management and servicing skills
• Strong communication and listening skills
• Strong organizational skills and ability to manage multiple priorities
• Strong analytical/problem-solving and negotiation skills
• Proficient in PC applications especially in Microsoft programs - Excel and PowerPoint
• Derivatives background and/or analytical experience
• Experience with Salesforce, KCS, and JIRA 
• Ability to clearly and effectively convey information to individuals or groups.
• Ability to choose the appropriate method or methods of communication

Qualifications: BA in Marketing with 4 years of Experience

• Experience as a corporate paralegal, financial operations associate, customer support specialist or a similar role
• Excellent written and spoken English 
• Effective communication, strong organizational and interpersonal skills
• Demonstrated ability to meet deadlines
• High passion and willingness to work in shifts
• Excellent communication skills both oral and written,
• Excellent customer service skills, strong analytical and problem-solving skills
• Good computer and MS Office skills – especially work in Excel
• Well organized, ability to prioritize, meet deadlines, identify process risks and “red flags”
• Ability to work as part of a global team
• Previous experience in a client-service role

Qualifications: BA in Finance with 2 years of Experience

• Knowledge of school and lender products and services
• Solid written and verbal communication skills
• Basic knowledge and skills working in a computer-based office suite environment, Microsoft Windows or Mac Office 
• Basic analytical and problem-solving skills
• Ability to manage conflicting priorities and handle multiple tasks/projects concurrently
• Ability to effectively organize, plan, control and prioritize work/projects.
• Ability to regularly communicate progress to appropriate stakeholders.
• Efficiently manages resources and understands work/project scope, key players, urgency, inherent risks and business benefits.
• Displays and promotes high standards of ethical conduct and behaviors consistent with organizational and government standards
• Ability to consistently carry out job responsibilities to meet deadlines.

Qualifications: BA in Psychology with 6 years of Experience

• Ability to solve problems using experience and good judgment
• Demonstrated effective written and oral communication skills
• Ability to understand and communicate technical changes in easy-to-understand business terms
• Solid understanding of the principles of supply chain management
• Excellent communication and well-developed people management skills
• Ability to lead and inspire teams to accomplish objectives
• Strong analytical and problem-solving skills,  both short-term/tactical and long-term/strategic
• Well-structured, change-oriented and results-focused
• Internationally orientated executive.
• Proficient knowledge of MS Office Suite software with Windows operating system, specifically a Rockstar knowledge of Excel
• Must be accurate, articulate, thorough and have sound judgment

Qualifications: BA in Economics with 2 years of Experience

• Have commercial Real Estate Loans including experience with Construction and Term Loans, Letters of Credit, Bond-enhanced/Direct pay Letters of Credit, and Perm Loan Conversions 
• Thorough knowledge of real estate and commercial loan documentation, risk management and collateral monitoring
• Knowledge of Real Estate insurance requirements including Flood Insurance
• Experience with single and multi-bank loan structures
• Advanced analytical, time management and organizational skills
• Advanced verbal and written communication skills
• Experience in various aspects of the life reinsurance process, including policy administration, addressing legal/compliance/system issues, and review of contracts
• Requires experience with mainframe systems such as TAI along with high proficiency using other tools (MS Office applications, etc.)
• Must be willing to learn other business applications to perform assigned duties effectively and efficiently
• Must possess keen analytical problem-solving skills, understand the impacts of complex changes and attention to details

Qualifications: BA in Management with 5 years of Experience

• Have relevant professional and/or accounting experience
• Prior asset management experience
• Experience in dealing with complex account management/billing
• Microsoft Excel knowledge
• Ability to work to tight deadlines both individually and as part of a team
• Ensures accurate record keeping of work and shows excellent organizational skills
• Has a reasonable understanding of the Finance industry and a willingness to learn.
• Software skills must include a strong background in Word and Excel and an aptitude for working within proprietary databases.
• Ability to contribute and be flexible in a fast-paced team environment

Qualifications: BA in Sociology with 2 years of Experience

• Experience in a dynamic, goal-oriented, operational/ client service role
• High attention to detail, ability to focus and take ownership of tasks until completion
• Self-motivated, proactive and able to change directions quickly
• Ability to communicate clearly and concisely, both orally and in writing, at all levels
• Ability to manage workload, multi-task, balance multiple and conflicting priorities and meet targets in a fast-paced and changing environment
• Able to grasp complex concepts and details quickly
• Ability to work independently and as part of a team
• Ability to identify problems and issues, work actively with others to resolve them and raise issues appropriately
• Prepared to take initiative, work flexibly to help the team achieve its goals, and respond positively to change.
• Takes ownership of the completion of work following agreed processes and to the highest standards of quality and timeliness
• Demonstrates team spirit, is prepared to assist colleagues and performs tasks that do not usually fall within the responsibilities.

Qualifications: BA in Human Resources Management with 6 years of Experience

• A relevant experience in a similar role or a Corporate Trust, cash management, custody or loan administration function.
• Some knowledge of the following Payment processing, Issuing & Paying agencies, international or domestic clearing systems, capital markets documentation, Capital Markets operations, or debt issuance processes.
• A team player with strong communication skills, a proactive mindset and a professional attitude to delivery and client-focus
• Numerate and analytical with strong attention to detail
• Able to work in a challenging and rapidly changing business environment
• Able to adapt to complex financial and operational matters
• PC literate with good working knowledge of Microsoft Office products
• Educated to degree level or similar
• Foreign language skills including German, Spanish, Italian, French and Russian
• Extremely responsive/proactive attitude
• Ability to analyze large amounts of data and summarize findings in a concise manner

Qualifications: BA in Marketing with 3 years of Experience