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14837FD Client Services Associate Temp Consultant (Hybrid)

Salary undisclosed

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Job Description

Job Description

Client Services Associate Temp Consultant (Hybrid)
located in Manhattan

Qualifications Needed:

  • Knowledge of Banking Systems
  • Strong PC skills MS Office applications, specifically Word, Excel and Adobe.

Main Duties and Responsibilities

  • Gather information on potential customers.
  • Mitigate compliance-related issues.
  • Obtain customer signature on all account documentation (including online banking and shelf products).
  • Conduct periodic account reviews (PARs) as directed by Compliance.
  • Respond to customer s account-related questions including product-related questions.
  • Respond to wire transfer inquiries from customers and Compliance (via ECS) involving Money Transfer personnel as required.
  • Respond to customer inquiries on DDA/MMA & Time Deposit servicing accounts including rate quotations.
  • Receive customer instruction for FX transactions.

Call/Text: Franca Diona (646)-442-2272

Email: [email protected]

Chat with us on our website or mobile app- acgresources.com

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Company Description
Great opportunity, visible role

Company Description

Great opportunity, visible role
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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