Associate Support Consultant troubleshooting product issues and collaborating with teams at Veradigm. Providing support via phone, email, and chat in a hybrid work environment.
About the role
- Regional Consultant managing a portfolio of custodial services, partnering with Advisors for institutional clients. Fostering relationships in corporate, ERISA, government, and nonprofit markets.
Responsibilities
- Manage a portfolio of clients for custodial services, including benefit payments.
- Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).
- Serve as regional sales support and client advisory support with travel required as needed.
- Support client expansion efforts by identifying and delivering solutions tailored to client needs.
- Responsible for delivering service and advice, including both custody and benefit payments.
- Ensure accurate, superior, and proactive service delivery in accordance with governing documents, policies, and regulatory requirements.
- Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
- Foster and maintain strong client relationships, acting as a trusted advisor and advocate.
- Serve as a mentor to others on the team, further enhancing their consulting and advisory capabilities.
- Conduct regular client reviews and solicit feedback to enhance service delivery and identify new opportunities.
- Retain and expand client relationships through consultative engagement and proactive solutions.
Requirements
- Bachelor’s degree in business, finance, accounting, or related field
- A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments
- Experience managing complex custody relationships
- Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
- Working knowledge of custodial services and benefit payment processing
- Familiarity with regulatory requirements and compliance standards
- Strong PC skills, especially Excel, Word, and PowerPoint
Benefits
- eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
- comprehensive benefits package
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