Find & Apply For Customer Service Manager Jobs in Chester, Pennsylvania

The Specialist, Client Processing Representative supports the operational servicing and managed account solutions by coordinating account-related activities, processing client requests, and facilitating the delivery of services across separately managed account (SMA) and unified managed account (UMA) programs. Acting as a key operational resource for investment managers, financial advisors, sponsors, and internal business partners, this role helps ensure client requests are completed accurately, account activity is processed efficiently, and service expectations are consistently met. Through effective coordination and issue resolution, the Specialist contributes to the delivery of a seamless managed account experience. Key Responsibilities Process account-related requests, maintenance activities, and operational transactions in accordance with established procedures and service level expectations. Respond to inquiries from investment managers, financial advisors, sponsors, and internal stakeholders regarding account activity, processing status, reporting, and operational matters. Research and resolve routine to moderately complex processing exceptions, account discrepancies, and servicing inquiries while escalating higher-risk issues as appropriate. Coordinate with Operations, Client Service, Relationship Management, and Technology teams to facilitate timely resolution of client and operational requests. Support the administration of SMA and UMA programs by maintaining accurate account, portfolio, and client data across operational systems. Assist with account onboarding, account maintenance, cash movement requests, and other servicing activities supporting managed account programs. Monitor workflow queues and service requests to ensure activities are completed accurately and within established service levels. Support the preparation and delivery of client reporting, account information, and operational communications. Identify opportunities to improve processing efficiency, service delivery, and operational effectiveness. Adhere to established operational controls, policies, procedures, and risk management standards. Qualifications Bachelor's degree or equivalent combination of education and experience preferred. 1-3 years of experience in client processing, client service, account administration, investment operations, asset servicing, managed accounts, or a related financial services environment. Strong analytical and problem-solving skills with exceptional attention to detail. Excellent verbal and written communication skills with the ability to effectively interact with internal and external stakeholders. Strong organizational skills with the ability to prioritize multiple responsibilities in a fast-paced environment. Experience supporting operational inquiries, account servicing activities, or transaction processing preferred. Proficiency in MS Office applications and the ability to quickly learn new systems and technologies. Demonstrated commitment to client service, teamwork, operational excellence, and continuous improvement. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/ . Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.