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Generalist - Inquiry Management Officer
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We are looking for a highly motivated and organized individual to join our team as a Generalist - Inquiry Management Officer. In this role, you will be responsible for providing operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team.
The successful candidate will have strong analytical and problem-solving skills, with the ability to identify and escalate complex issues to relevant teams. This role requires excellent communication skills, both written and verbal, with the ability to establish customer needs through ServiceNow cases or chats, understand customer needs, and adjust to customer's changing priorities.
This position involves working closely with various stakeholders, including relationship managers, project managers, custodians, and clients, to ensure seamless operations and high-quality customer service. The ideal candidate will be a team player, able to adapt to changing priorities and work effectively in a fast-paced global environment.
Responsibilities:
- Provide operations support services
- Identify and escalate complex issues
- Establish customer needs through ServiceNow cases or chats
- Understand customer needs and adjust to changing priorities
- Work closely with stakeholders to ensure seamless operations
- Maintain accurate and up-to-date records and documentation