+ Acts as a liaison between home office departments and clients to research and resolve requests or issues regarding clients’ accounts, operations processes and technology applications; follows all the way through resolution and final communications.
+ Assist with various requests for information, referring more complex matters to colleagues.
+ Answer the telephone and assist callers or those making varied inquiries by email with requests for information, assistance or education.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Partners effectively with other members of the Service team in supporting client requests.
+ Enter data into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Proactively follow up with stakeholders, verbally or in writing, to confirm issue resolution and client satisfaction.
+ Act as a systems liaison, helping clients navigate and utilize various inte...