Liquidity Client Advisor

Location : Phoenix, AZ 85040 (Remote, must be close enough to go into office once a month)

Duration : 6 months, potential for extension and / or perm placement

Schedule : Monday through Friday

Responsibilities :

The Liquidity Client Advisor will support the first line client experience by providing client onboarding, account serving and relationship management to Asset Management (SAM) and other Liquidity Management clients.

The LCA will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and / or seek guidance before issues impact clients or grow larger.

Role will be a supporting role opening Insured Cash Sweep accounts, and coordinating email

A. Account Maintenance & Support

• Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more.
• Produce high-quality, accurate portfolio review presentations.
• Act as liaison to the Middle Office team for SACAs, transfers in kind for asset management clients, third party custody inquiries, provide exceptional new account onboarding experience, and more.
• Resolve complaints and preventing additional issues by improving processes.
• Assist with challenging client requests or issue escalations as needed.

B. Service Model

• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Maintain knowledge and quick responses on day-to-day client support, including wire support and wire confirmations, signer updates, LOAs, system access, assist clients with general systems navigations, and more.
• Provide client service, including speedy client response and service delivery.
• Be available to receive inbound client requests.

C. Relationship Management

• Build relationships with clients based on trust and respect.
• Communicate with clients to understand their needs and explain product value.
• Manage and solve conflicts with clients.
• Escalate problems appropriately to internal teams.

D. Internal Partnerships

• Partner with Client Management to develop new business with existing clients.
• Collaborate with sales team to identify and grow opportunities within territory.
• Collaborate with internal departments to facilitate client need fulfillment.
• Partner with marketing teams to facilitate client communication.
• Provide feedback on advisory topics to enhance LM Thought Leadership program,

E. Product & Process Expertise

• Maintain updated knowledge of company products and services.
• Conduct process and workflow training to colleagues and internal partners

F. Data / Records Management & Reporting

• Provide information needed to generate reports to track activities, progress and develop strategies.
• Maintain accurate records pertaining to inventory and account notes.
• Ensure client records and activities are recorded accurately across LM systems.
• Capture and record data relating to account acquisition and account status.
• Collect data to learn more about client behavior with the goal to enhance the client experience.

Qualifications :

• Experience required in customer / client service
• Attention to detail
• Experience opening banking and / or investment accounts required
• Experience in liquidity, cash management, risk management, banking and financial services, are nice to have

TB EN

Last updated : 2024-03-27