With guidance performs a variety of client support duties, including: Serving as a first point of contact for clients, responding to basic service inquiries by phone, email or case management systems, Assisting with account setup, maintenance and updates, Researching and resolving routine account, billing and platform usage issues, Coordinating with internal teams, such as operations, compliance and technology to ensure timely issue resolution, and. Supports advisors, home offices and institutional clients by troubleshooting issues, guiding users through workflows and coordinating with internal product, operations and engineering teams to deliver effective solutions.