Assists clients with client transaction fulfillment.
Responds to client inquiries regarding bank products and services via phone or emaill; obtains and analyzes the validity of a customer's requests/complaints.
Resolves complaints from clients pertaining to banking services and provides follow-up calls when necessary....
Responsible for timely and accurate creation of KPI and Operations Control Reports according to defined policies and procedures
Liaison with front office private banking teams, internal departments and different operations teams for service and investigation regarding execution and settlement of trades, delivery of securities, corporate action, payments and receipt of funds, fees, renewal and repayment of loans, documentation scanning and various account and control maintenance functions....
Assists clients with client transaction fulfillment.
Responds to client inquiries regarding bank products and services via phone or emaill; obtains and analyzes the validity of a customer's requests/complaints.
Resolves complaints from clients pertaining to banking services and provides follow-up calls when necessary....