Client Service Associate
ExternalPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Responsibilities
- Lead/assist in processing of daily transactions for all cash programs
- Monitor money movements
- Answer any/all investor inquiries expeditiously and accurately
- Coordinate with Sales and the custodian during the client on-boarding process
- Gather information and necessary documents for external audit confirmations
- Perform data entry of bank statements into SCCM's proprietary system for reconciliation