Work with AMT Associates to resolve issues encountered during disbursement request processing and reporting reviews. Build and Maintain relationship with assigned Region Participate in Regional/Market calls to learn about new platform changes, policy, and procedure updates, share best practices and any relevant updates in a timely manner Contribute to the Talent development and career progression of team members Ability to handle a high volume of requests in a fast-paced environment across multiple time zones Series 7 required 2-5 years industry experience Evidence of strong leadership capabilities or previous supervisory experience College preferred or equivalent experience Excellent interpersonal and client service skills Basic clerical, administrative and organizational skills Attention to detail and excellent follow up skills Highly effective written and verbal communication skills Focused intent on Customer Service Satisfaction Ability to research and resolve service inquiries Know when to escalate an item to mitigate risk Self-motivated and able to work in a fast-paced environment Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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