
New Account Processes
CSSI Solutions had been providing daily reconciliation, among a list of...
Celebrating 31 Years of Client Service in 2026
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Back Office Manager
James came to CSSI in 2006 after graduating from Lock Haven University with dual degrees in MIS & Accounting. Over the years James has steadily progressed through the roles of team member, Team Leader, and Senior Back Office Consultant to now have the pleasure of serving as the Back Office Manager. James is responsible for the internal and external day-to-day operations related to CSSI Back Office services such as: daily processing and onboarding, process development, project management, and employee management. As BOM, he is privileged to interact with many great firms and people. He believes that, by working hard and making the effort to do the right thing, together we can achieve great success. In his spare time you can find him working on house projects, on the golf course, or spending time with his wonderful wife and three sons.

CSSI Solutions had been providing daily reconciliation, among a list of...

For a number of years CSSI Solutions had provided reconciliation services to a SEI Trust 3000 customer who...

A customer using APX decided they were moving to Tamarac and needed the process to move to Tamarac.

I recently had a company contact me that no longer wanted...