Job Description

Responsibilities

:
  • Assist PWG front office (Relationship Managers and Assistant Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks. Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead

  • Prepare, maintain, and organize client lifecycle management materials (training, checklist, guidelines), contributing also to NPC proposals, and ad-hoc information requests.

  • Respond promptly to client queries and coordinate internal / external follow-ups.

  • Support client onboarding pipeline prioritization, ensuring timely and accurate execution of client onboarding and account refresh activity

  • Help identify process efficiency opportunities and assist in change initiatives.

  • Develop, implement, and monitor key controls for processes owned by the ARMs a...

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