In this role, you’ll make an impact in the following ways: • Delivering an exceptional client experience to our client base through regular inquiry resolution, collateral processing activities, client analysis • Support day to day operational work • Support day to day client coverage for specific accounts • Some MIS reporting, collaboration on projects such as procedure updates, automation projects, client profile maintenance To be successful in this role, we’re seeking the following: • Bachelors degree or the equivalent combination of education and experience is required. • 3-5 years of total work experience preferred. • Experience in operations or client service in financial organization preferred • Project / detail oriented • Project work with AI / Digital tools