Sr. Associate - New Accounts: Entity & Foreign Team
Hybrid
Core
Sr. Associate supporting new account onboarding and client inquiries for the Entity & Foreign Team, handling complex cases and administrative tasks.
Role type
Associate (intermediate level)
Builds
Client service activities and internal support for new accounts
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client management systems, regulatory codes, Microsoft documents/databases, verbal communication
Preferred skills
None stated
Technologies
Microsoft documents, databases
Responsibilities
Develop knowledge of organizational policies and regulatory codes; Answer telephone and assist callers with inquiries; Produce and update Microsoft documents and departmental systems; Carry out complex client service activities and handle client cases.