Client-Focused Service Delivery Specialist

National Advisors Trust Company; Leawood (KS); Presencial; USD 42.000 - 58.000; Jornada completa

Descripción de la vacante

National Advisors Trust Company is seeking an Associate to support internal partners and external clients in a detail-oriented, client-focused role. The position involves reconciliation, reporting, and quality control across multiple teams, including Asset Services, Account Services, IT, and Compliance.

The role requires strong MS Office skills, ability to multi-task, and adherence to BSA/AML/OFAC training. A Bachelor’s degree in Finance/Business/Accounting or related field is preferred.

Formación

• Bank/Trust operations experience preferred.
• Financial services background preferred.
• Industry knowledge of stocks, bonds, mutual funds and unique assets, preferred.
• Proficient in Microsoft Office Applications.

Responsabilidades

• Resolve, investigate and analyze simple to complex account inquiries and escalations.
• Complete processing and quality control responsibilities within deadlines.
• Quality Control with emphasis to detail.
• Maintain high quality metrics for assigned responsibilities.
• Assist teammates with various inquiries across client/role assignments.
• Flexibility in making daily adjustments to address business needs.
• Act as a liaison between National Advisors Trust and external parties.
• Provide outstanding client service to internal and external clients.

Conocimientos

Detail Oriented

Accountability

Client Focused

Data Gathering & Analytics

Organizational Awareness

Problem Solving Skills

Educación

Bachelor's Degree (Finance, Business, Accounting or related) or equivalent

Descripción del empleo

National Advisors Trust Company is seeking an Associate to support internal partners and external clients in a detail-oriented, client-focused role. The position involves reconciliation, reporting, and quality control across multiple teams, including Asset Services, Account Services, IT, and Compliance.

The role requires strong MS Office skills, ability to multi-task, and adherence to BSA/AML/OFAC training. A Bachelor’s degree in Finance/Business/Accounting or related field is preferred.