Responsibilities

include but are not limited to:
- Performs onboarding and maintenance of accounts and reviewing required account documentation.

- Responds to client inquiries via numerous channels to support operational efficiency and quality client service

- Performs basic research, follow-up and resolution of routine maintenance requests

- Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate

- Prepares and reviews required account documentation



Required Skills:

- Ability to work effectively with Financial Advisors and Wealth Management Bankers for the resolution of identified problems while ensuring compliance with regulatory requirements.

- Strong analytical and problem-solving skills.

- Positive attitude, strong work ethic and team player.

- Well organized individual with good written and verbal communication skills are a must to ensure o...