Sr Client Service and Product Specialist The Sr Client Service and Product Specialist performs business support work focused on servicing and administering abandoned retirement plans, primarily individual account plans such as 401(k) plans, when the plan
Job Title Essential Responsibilities: Reconciliation of liabilities (records) to assets (Mutual Fund Positions) - Performs daily share balance reconciliation between the records of the recordkeeping system to those of the trust. Researches and resolves all discrepancies