Client Associate - Private Client Group

Mô tả công việc

Client Associate Client Associate - Private Client Group In this position, you will provide personalized banking services to Signature’s private banking clients.  Your general knowledge of banking products will aid you in responding to inquiries and requests regarding accounts.  If you are proactive, detail oriented, and work well in a team, this immediate opportunity might be a fit! Primary responsibilities include: Provide excellent customer service, resolve issues and respond to client inquiries/requests regarding accounts, balances, etc. Assist with Account Opening process following established procedures and policies;  prepare and compile new client applications, order necessary check books and ATM cards. Assist in processing wire transfers for clients as needed.  Coordinate and assist back office operations in resolving credit problems, delinquent payment issues, and other related client issues. Assist in maintaining operational compliance with bank policies and regulatory requirements. Liaison with various PCG partners, including cash management and trade finance.