Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Build and maintain strong relationships with clients by understanding their needs.
Act as the main point of contact for client inquiries, concerns, and escalations.
Facilitate the onboarding process for new clients, ensuring a smooth transition.
Asset Living is a third-party management firm fostering thriving communities nationwide. Founded in 1986, they have grown organically into a trusted real estate ally with a diverse team that drives innovation.
Lead and manage the day-to-day operations of the Investor Services team, overseeing the entire investor lifecycle.
Serve as the primary escalation point for client inquiries, issues, and requests, providing timely, practical, and client-focused resolutions.
Lead, mentor, and develop a team with a focus on accountability, client service excellence, and continuous improvement.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them, bringing efficiency, transparency, and access. It is a values-driven organization that invests heavily in digital-first operations, with physical offices in San Francisco, New York City, Mumbai and Bangalore.
Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.
Serve as a critical liaison between customers and the Bank by ensuring timely, compliant, and customer-focused resolution of complaints and service concerns across multiple channels.
Conduct thorough investigations by gathering information from internal systems, management, frontline teams, and customers.
Track, categorize, and analyze complaint data to identify patterns and emerging risks, and coordinate with Digital Banking and enterprise teams to implement corrective actions when needed.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for its clients and communities. The company is dynamic, high energy, and fast-paced, with a culture of collaboration, inclusion, flexibility, and recognition.
Manage client and broker/consultant relationships throughout the client lifecycle.
Communicate clearly and concisely in both verbal and written formats.
Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.
Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.
Manage a portfolio to ensure satisfaction, retention, and partnership
Serve as the primary liaison for plan sponsors and internal teams
Develop and execute strategic service plans to align with client goals
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They are committed to partnership, thinking beyond typical solutions to do more for clients. Point C values, respects, and protects the uniqueness each of its employees brings.