Client Support Specialist

Case manage client questions and feedback regarding our products and services. Support client base through the onboarding process. Analyze and identify trends in client activity and inquiries. Provide exceptional service to our clients and identify opportunities to go above and beyond. Collaborate with Relationship Management, Financial Operations, Risk Management, Client Services, and Institutional teams to support business needs. Identify and develop operational efficiencies to scale the business and processes. Be the voice of the client and provide input to product specifications based on client feedback.