Assist PWG front office (Relationship Managers and Assistant Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks. Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead
Prepare, maintain, and organize client lifecycle management materials (training, checklist, guidelines), contributing also to NPC proposals, and ad-hoc information requests.
Respond promptly to client queries and coordinate internal / external follow-ups.
Support client onboarding pipeline prioritization, ensuring timely and accurate execution of client onboarding and account refresh activity
Help identify process efficiency opportunities and assist in change initiatives.
Develop, implement, and monitor key controls for processes owned by the ARMs a...
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