Intl Relationship Associate
Core
Assists Relationship Managers with internal account administration, business development, client presentations, and transaction processing for banking clients.
Role type
Associate supporting Relationship Managers in wealth management and banking services
Builds
Banking client accounts and transaction activities
Domain
Financial Services / Wealth Management / Banking
Deliverable
client delivery
Required skills
Banking products knowledge, KYC and Enhanced Due Diligence procedures, Inbound Wealth certification process, Microsoft Office proficiency, Fluent Spanish
Preferred skills
Client servicing background, flexibility
Technologies
Microsoft Office (Outlook, Excel, Word, PowerPoint)
Responsibilities
Develop client understanding and communicate with Lead Relationship Manager, update KYC/CRF, coordinate with back office on deposit transactions and account openings, handle inquiry resolution and document requests, execute client servicing events, submit new account packages for AML review