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Client Service Administrator

  • Location: Long
  • Salary: 23.27-23.27
  • Contract hours: ZeroHour

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About the job

Enforce CPWM policies and procedures to ensure operational integrity.Supporting Client Personal Wealth Management Financial Advisors (FAs) (sales force in branches providing investment advice to clients) as well as internal client call centersInvolvement with the AML/KYC process for new and existing clients.Conduct Client-related outbound calls and service Inbound calls on KYC caseworkManage and execute client transactions with respect to business and individual investment products. Ensure transactions are completed within audit and compliance standards as well as timelyCoordinate account opening and maintenance for all products and reporting including address changes, telephone number updates, account status changes.Serving as the liaison between FAs, Branch Ops and our clearing firmTake ownership of client investigations and collaborate with operational and middle office teams to ensure effective resolution.Be attentive and diligent in daily work habits to recognize fraudulent transactions.Partner with the Financial Advisors and Services Teams to help enhance business development, client relationships and overall success.Responsible for monitoring and ensuring the timely completion of FA / client inquiries

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