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Client Service Advisor
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- Actual job title: Liquidity Client Advisor
- Remote position but candidates must be close to Phoenix, AZ to go in the office one day per week.
- The Liquidity Client Advisor will support the first line client experience by providing client on-boarding, account serving and relationship management to Client Asset Management (SAM) and other Liquidity Management clients.
- o Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more
- o 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
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