In this role, you will communicate clearly and effectively with management regarding risk and upside. The selected candidate will ensure team is properly staffed to achieve sales target including management of attrition.
The Client Audit Consultant supports, leads and/or provides oversight to Operations client audit process and audit functions. Conducts external client audits to verify accuracy of administrative practices, to evaluate client data quality conditions and standards, and to ensure treaty compliance.
In this position, you will assist with consultant databases; respond to RFP/RFI requests and due diligence questionnaires; complete special projects as needed; and provide general support to the Client Services team. Organizational skills are a priority, as high quality work is expected in a fast-paced environment.
In this role, you will lead client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs.
In this role, you will be responsible for
develop strategic solutions based on industry trending and customer analysis, which includes preparing executive profiles, and continuous study of assigned accounts industry, business challenges and trends.
In this role, the selected candidate will demonstrate the ability to understand a complex, multi-platform cloud services environment and influence peer architects to improve its security, efficiency and scale over time.