JOB OVERVIEW. The role of a Client Relations Associate II (CRA II) is vital in ensuring seamless operations and exceptional service to financial advisors. This position entails providing Tier I and Tier II technical training and software support, as well as assisting with advisor transactions and resolving issues promptly. The CRA II also plays a key role in maintaining effective communication with advisors, internal teams, and external vendors, ...
JOB OVERVIEW. The Junior Client Relations Associate provides customer service on inbound phone calls and supports Client Relations Managers with various tasks and duties. Serves as Tier 1 support on EAS’s phone queue and provides exceptional customer service. RESPONSIBILITIES & DUTIES. Reviews, follows up, and takes appropriate action to close call back activity. Establishes mutual fund shell accounts and updates mutual fund dividend options. Rev...
JOB OVERVIEW. The Onboarding Client Relations Associate is responsible for coordinating and executing successful new Advisor, Third Party Manager and Broker Dealer transitions onto the EAS platform. The Onboarding Client Relations Associate will partner with the Business Development Manager, EAS Product Development Team, Operations Manager, and a Relationship Manager, to successfully onboard the new advisor and/or firm. The primary responsibiliti...
