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Investment Client Specialist

Posted about 1 month ago

  • Expiry Date: 25 June 2022
  • Referral:

Job Description:

  • Maintain daily contact with key client contacts to document and report on status of pending inquiries regarding account problems, plus some outgoing phone calls.  

  • The Person will be representing the client in communicating with key customers.  

  • Must have a positive attitude and strong written and oral communication capabilities in addition to planning and coordination skills; 4-6 years experience

  • Under the direction of the Officer/AVP/VP, the Operations Governance Specialist, Senior Associate, is responsible for actions related to controls and governance within the shared Settlements, Income, and Lending spaces.

  • Primary focus of the job is to ensure there is sound governance on all operational tasks performed by the Operations teams.

  • Daily KPIs are being monitored and evaluated.

  • RAG status is utilized to ensure potential errors are found and remediated prior to the external error occurring.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.