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Professional staff make up approximately 40% of our employee population. We value and depend upon the contributions made by our professional staff and are always on the lookout to add more talented professionals to our team. Whether your career interests are centered in litigation support, market analysis, or investigative services, opportunities for career evolution at KTMC are abundant. We offer an autonomous environment, which allows our professionals to make a real impact. Every day at KTMC comes with an opportunity to further develop skillsets.

Paralegals

At Kessler Topaz, our paralegals operate in a fast-paced and challenging environment. The attorneys rely upon the paralegals as an integral part of the team. Their knowledge of the rules, along with their organizational and cite-checking abilities are highly valued.

Radnor, Pennsylvania
Client Service Representative
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Radnor, Pennsylvania
Client Service Representative
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Job Description

KTMC seeks a Client Service Representative in its Radnor, PA office. The Client Service Representative is responsible for day to day management and support for assigned clients as well as onboarding of new clients.  S/he is the central point of contact for both incoming and outgoing client inquiries and requests.  S/he consults with internal colleagues to respond to client inquiries or share relevant client information.  S/he holds periodic meetings with clients to review service levels and obtain client feedback regarding firm performance relative to service expectations. 

Essential Functions / Position Responsibilities:
-    Serve as point person for all on-boarding activities through completion, convening meetings as necessary and reporting status regularly to both clients, internal teams, and management
-    Create and maintain client profiles containing relevant client contacts, account/fund structure, and processing preferences
-    Create client Service Level Agreements (SLAs) and provide client Reports Cards to both clients and internal teams to self-report on performance relative to the SLA.  
-    Consult with internal colleagues and management regarding unique client situations or requirements
-    Serve as primary point of contact for clients for both incoming and outgoing communications by phone, email, or video meeting.
-    Hold periodic checkpoint meeting with clients, reporting feedback internally
-    Confirm clients’ account/fund lists, wire instructions and other relevant processing details on a periodic basis
-    Suggest process or report enhancements based on client feedback
-    Meet with manager and/or peers as necessary to discuss client issues and resolution
 

Qualifications

-    Education Requirements: Bachelor’s degree required, previous experience considered in lieu of a degree

Position related experience requirements:

-    Minimum of five years of professional experience; customer/client service and/or financial services experience preferred

-    Strong verbal and written communication skills

-    Must be able to work independently with minimal supervision

-    Strong analytical skills with attention to detail

-    Good organizational and time management skills

-    An inherently logical and intuitive nature

-    A basic understanding of securities investments (stocks, bonds, options) and securities portfolio statements

-    Computer skills required:  Excel, Word, Adobe, and IE/Chrome, with a desire and ability to learn and adapt to a wide variety of software (custodian bank websites, internal databases and applications)

-    Comfortable typing both numeric and alpha characters
 

Radnor, Pennsylvania
Investigative Research Analyst
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Radnor, Pennsylvania
Investigative Research Analyst
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Job Description

The Investigative Research Analyst is a highly-motivated and tenacious team member in the Investigative Services Department. 

Responsibilities:

• Support a team of highly-trained Investigators through vast amounts of research

• Work across various mediums, using a number of tools, to research information and individuals for cases

• Handle confidential background and due diligence investigations

• Manage large case load and Attorney requests in a dynamic, pressured, and constantly changing environment

• Work closely with team members to ensure full support of high priority requests and cases

• Assist on all special projects as a key component of the Investigative Services Team

Qualifications

• Bachelor’s Degree Required

• Able to quickly demonstrate or acquire a superior and diverse investigative research skill set

• Able to work effectively in a deadline-driven environment and possess team-player attributes

• Able to quickly develop a thorough knowledge of background and due diligence investigations

• Has strong general computer skills, including Microsoft Office, PowerPoint, Excel

• Excellent organizational skills, including the ability to prioritize and coordinate multiple tasks

• Ability to work with and maintain confidential/sensitive information

• Excellent written, verbal, and interpersonal skills required

• High attention to detail and ability to analyze a problem and identify alternative solutions

• Excellent time management skills with a high degree of adaptability/flexibility

• The following experience/skills are preferred but not required:

-In-depth knowledge and experience with legal, public, private record and company research/analytical tools

-Prior experience as a Research Assistant, Analyst, Librarian, Paralegal, or equivalent experience in a large law firm or office setting 

-Advanced computer, internet, and investigative research skills

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