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Job Description
Plans, schedules, and manages the daily workflow of one or more client relationships
ο· Ensures timely and accurate deliverables for each client relationship
ο· Has a strong background in treasury services with concentration in expense administration (budgeting, invoicing, etc.), distribution calculations, fund performance
ο· Perform multiple levels of review on client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting
ο· Cultivates and maintains positive and effective relationships with clients and SSC coworkers
ο· Comprehends the scope of services offered to clients and reviews with staff. Identifies and communicates workflow deviations to avoid unwarranted service expansion
ο· Oversees the effective coordination of activities with other departments
ο· Escalate all delays and issues ...