Proactively drive improvements across the various performance reporting processes Validate performance and analyze dispersions between accounts, assist in resolving issues related to client investment portfolios by working with internal partners Manage team deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks Resolve issues with performance data in a timely manner Communicate performance resolutions clearly and effectively with internal teams including bankers and Investment Counselors and their support staff Detail-oriented and able to demonstrate ability to multi-task and produce high quality, accurate work in a time sensitive manner Ability to understand and follow financial data processing lineage and how this data is used to calculate client account performance Establishes, provides input, and tracks operational metrics and service level requirements to achieve business goals. Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution. Resolves inquires and manages customer issues based on empowerment grid to higher prescribed limits. Mentors and trains new Client Experience Specialists. Uses excellent communication skills to exchange information in a concise manner, as well as be sensitive to audience diversity Proficient in Microsoft Office Applications (PowerPoint, Word, Excel, Outlook, Teams) Working knowledge of SQL Excellent attention to detail and excellent problem solving skills Excellent interpersonal, verbal & written communication skills Ability to thrive in a high volume team environment Ability to educate clients on navigation and functionality in a virtual environment Experience working directly with clients Ability to analyze potential issues, document the relevant details and escalate to the appropriate tech/product Excellent organizational, time management, and prioritization skills Bachelors/University degree or equivalent experience C09: 6 to 8 Years ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Securities and Derivatives Processing ------------------------------------------------------ Time Type: ------------------------------------------------------ ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------