Ensure inquiries are resolved effectively and efficiently, conduct analysis, and provide recommendations as required
Work with leadership to resolve complex, multi-faceted problems to meet the business needs of the CWM businesses, with a specific focus on creating operational efficiencies and solutions to enhance service and inquiry resolution
Provide analysis that assists with problem-solving and solution recommendations to the leadership team
Represent the team as a subject matter expert on small operational projects
Exercise judgment and ensure all operational and support issues are escalated as required
Assist Wealth Management employees and clients with questions and procedures via telephone and email
Deliver world-class support and aptitude for first-call resolution
Take ownership of inquiries and adhere to the standard Service Leve...
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