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The Client Relationship Consultant is responsible for developing relationships with Benefitfocus customers, ensuring satisfaction and retention throughout the customer lifecycle. The role involves managing operations meetings, educating customers on industry trends, and maximizing the value of the Benefitfocus solutions.
The Customer Operations Specialist is responsible for responding to product inquiries from customers through various communication channels, resolving concerns related to installation and operation, troubleshooting technical issues, and documenting customer information to support quality programs and product development.
The intern will assist attorneys with legal administration of the mutual fund platform by reviewing and drafting contracts, regulatory filings, and disclosures, as well as conducting legal research and contributing to Board meeting materials.
The role supports investment teams by managing trade capture, monitoring, settlement, and risk mitigation, while coordinating with various departments and ensuring accurate transaction processing. Responsibilities include onboarding activities for new clients, daily oversight of back-office operations, and providing support to traders and portfolio managers.
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