Position Overview
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GENERAL FUNCTION: In an area of high dollar volume, client sophistication and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher risk - under general supervision). Serve as the primary contact with clients and/or their business partners and act as liaison between the client, relationship management and back-office processing operations. Adhere to internal department procedures and deadlines tonsure regulatory compliance and exemplary client service. Exceed established departmental service levels. Improve service delivery by working in conjunction with operations, technology and relationship management. Verify and approve daily processing activities within assigned custody team.
Responsibl...