Customer Experience, Customer Support/Service, Maintain Compliance, Onboarding, Problem Solving Skills, Quality Control, Regulatory Compliance, Time Management, Treasury
Responsibilities include but are not limited to:
- Partner with Client Service Specialists to support complex client servicing needs
- Independently execute complex treasury activities, including manual wire requests, exception processing and time sensitive transactions, ensuring accuracy and timely completion.
- Apply sound operational judgement within established control frameworks to identify, escalate and resolve servicing issues while ensuring compliance with policies and procedures.
- Coordinate across Fulfillment Operations (onshore/offshore) and Products teams to drive issue resolution, improve workflows and deliver consistent, high-quality client experience.
- Assist with intake review and document quality control for new account onboarding and treasury fulfillment requests, ensuring submissions are complete and accurate and aligned with operational and compliance requirements prior to processing.