In this role, you will be responsible to lead a team of Advanced Case associates who are supporting complex high net worth client engagements in order to better meet client needs and deepen client relationships.
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 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.
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.