.. corresponding investor vehicles or portfolios; Follow client-specific instructions to ensure proper handling and processing of emails/documents; Conduct thorough verification processes to ensure data accuracy and integrity; Communicate effectively with fund managers, colleagues, and external parties .. read more
[Call Center / Remote] - Anywhere in U.S. / Competitive Pay / Medical, dental and vision / PTO / Paid training - As a Customer Service Rep you'll: Answer inbound client calls to assist and resolve any concerns; Utilize high-performing customer service skills to meet and maintain expected KPI's; Conduct research to provide answers for customers to resolve their issues; Record details of customer interactions in company Fast >>
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