- Westlake, Texas, United States
- Senior
- 3–5 years
Provide outstanding customer service to high net worth advisors and donors, managing escalated situations and improving service processes.
Responsibilities
- Serve as primary contact for professional financial advisors and donors
- Respond to calls and emails regarding service-related activities
- Manage escalated situations and resolve issues
- Coordinate with internal partners to fulfill special handling requests
- Implement expedited delivery requests and process improvements
Requirements
- Bachelor’s degree