Client Case Representative, Associate

Responsibilities:

• Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
• Investigate issues, perform research, and complete transactions with a high degree of accuracy
• Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
• Partner with internal teams to resolve issues and ensure smooth end-to-end processing
• Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
• Maintain accurate documentation and updates within internal systems
• Balance multiple workflows and competing priorities in a fast-paced environment
• Take initiative to identify and resolve issues, driving timely results
• Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
• Identify opportunities to improve processes and reduce operational friction
• Build foundational knowledge of financial products, services, and internal systems

• Minimum of 1 year of related experience (client service or financial services preferred)
• Bachelor's degree or equivalent combination of education and experience
• Strong problem-solving, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Demonstrated ability to collaborate and balance stakeholder needs
• Proven initiative, accountability, and results-driven mindset
• Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
• Basic knowledge of financial services or willingness to learn