... , ensuring timeliness and accuracy of all work. Respond to client requests by phone, service ticket and ... area in coordination with managers and other appropriate parties (i.e. RM, TM, sales) Shadows ...

... actions for fiduciary matters (i.e., power to adjust, distributions, terminations, new account acceptances ...

... with the client and internal and external service partners to follow short and long-term strategies to ... administration of assigned transactions, including delivering exceptional service to clients and related parties ...