Include Answers internal calls, external calls, and work calls from the message center and respond to customer request within established timelines in order to maintain service level expectations in regards to call handling time and calls per hour Responsible for assuring all regulatory requirements are met concerning customer interaction by explaining policies and procedu

include Perform daily and monthly custodial account reconciliations within defined timeframes Identify reconciling items and work with Investor Reporting team for resolution and escalate items when resolution does not occur within the specified time frame Prepare daily general ledger and custodial bank entries and prepare wire requests Assist in month end functions Support

Include Work effectively and efficiently with customers who have varying degrees of product and technical proficiency Provides customer support to customers mainly through written correspondence and phone, when necessary Handles and resolves customer inquiries/concerns Respond to all customers within assigned service levels and take ownership of resolving customer issues C

Include Process and research insurance exceptions including lender placed coverage, insurance disbursements, cancellations, insufficient coverage and exception research Answer incoming phone calls and make outbound calls Board insurance records at time of boarding and verify payment Maintain good working relationships with insurance vendors Pay insurance bills at policy re