* Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests*Deliver efficient and responsive resolution for various client situations. *Own the management of the case, research the issue and communicate the solution to the client* Identify products and services that will enhance the client’s financial success *Collaborate with internal business partners to research and resolve complex client requests*Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request