Opus Bank
Client Service Analyst (Finance)
Job Locations US-CO-Denver
ID 2018-3154 # of Openings 1 Category Customer Service/Support
PENSCO is an industry leading custodian for self-directed retirement accounts holding alternative investments. We provide white glove treatment to high value clients, High Net Worth individuals and Institutional Investors, and as such our roles demands keen attention to detail, a working knowledge of the financial services industry, and a drive for perfection.
As a Client Service Analyst, your primary role will be to ensure high levels will be answering questions regarding investments in private equity, real estate, private debt, and more. To effectively handle client inquiries, you will need to be able to research and analyze complex issues surrounding these investment types. Throughout the client interaction, you must adhere strictly to trust regulations and security standards including our customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and other regulatory agencies. The Client Service Analyst position is critically important at PENSCO because you are the face of our company and at the frontlines of the customer service experience. Your number one objective will be to deliver Gold Standard Service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external to parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Your ability to represent the firm in a highly professional manner while resolving issues and communicating information confidently is critical to this position. You must also be a person that thrives in challenging situations and be able to constantly reprioritize as you may be researching and responding to multiple service requests at the same time. To be able to handle client questions you will need to have a solid working knowledge of all other functions across the various teams within the firm.
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