- Are you a detail-oriented multitasker with a passion for providing exceptional customer service? Our Account Transfer (ACATS) team is looking for a dedicated professional to support high-volume asset transfers between financial institutions. In this role, you’ll handle service-related phone calls, process client paperwork, and ensure seamless asset transfers for our branch offices. You’ll work closely with internal teams and external firms, makAre you a detail-oriented multitasker with a passion for providing exceptional customer service? Our Account Transfer (ACATS) team is looking for a dedicated professional to support high-volume asset transfers between financial institutions. In this role, you’ll handle service-related phone calls, process client paperwork, and ensure seamless asset transfers for our branch offices. You’ll work closely with internal teams and external firms, mak
- Are you detail-oriented, organized, and passionate about providing exceptional support in a fast-paced environment? We’re looking for a Client Operations Support Specialist to assist with processing paperwork, supporting client service associates, and ensuring the accuracy of inbound documents. In this role, you’ll handle incoming and outgoing mail, verify client documents, track account activities, and communicate with clients both in writingAre you detail-oriented, organized, and passionate about providing exceptional support in a fast-paced environment? We’re looking for a Client Operations Support Specialist to assist with processing paperwork, supporting client service associates, and ensuring the accuracy of inbound documents. In this role, you’ll handle incoming and outgoing mail, verify client documents, track account activities, and communicate with clients both in writing
