Client Service Advisor

Summary :

The Liquidity Client Advisor will support the first line client experience by providing client on-boarding, account serving and relationship management to SVB Asset Management (SAM) and other Liquidity Management clients.

The LCA will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and / or seek guidance before issues impact clients or grow larger.

Responsibilities :

• Assist with audit support, including SOC reports, confirmations, pricing materials, and more
• Produce high-quality, accurate portfolio review presentations
• Liaison to the Middle Office team for SACAs, transfers in kind for asset management clients, third party custody inquiries, provide exceptional new account onboarding experience, and more

SERVICE MODEL

• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Knowledgeable and quick responses on day-to-day client support, including wire support and wire confirmations, signer updates, LOAs, system access, assist clients with general systems navigations, and more
• Be available to receive inbound client requests

RELATIONSHIP MANAGEMENT

• Building relationships with clients based on trust and respect
• Communicating with clients to understand their needs and explain product value
• Manage and solve conflicts with clients
• Escalate problems appropriately to appropriate internal teams

INTERNAL PARTNERSHIPS

• Partner with Client Management to develop new business with existing clients
• Collaborate with sales team to identify and grow opportunities within territory
• Collaborate with internal departments to facilitate client need fulfillment
• Partner with marketing teams to facilitate client communication
• Provide feedback on advisory topics to enhance LM Thought Leadership program

PRODUCT & PROCESS EXPERTISE

• Maintaining updated knowledge of company products and services
• Knowledgeable of internal bank processes and timelines to facilitate service requests
• May conduct process and workflow training to colleagues and internal partners

DATA / RECORDS MANAGEMENT & REPORTING

• Provide information needed to generate reports to track activities, progress and develop strategies
• Keeping accurate records pertaining to inventory and account notes
• Ensure client records and activities are recorded accurately across LM systems

Compensation :

The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate’s qualifications, skills, competencies, competencies, competencies, competencies, experience, location and end client requirements).

Benefits and Ancillaries :

Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.