14837FD Client Services Associate Temp Consultant (Hybrid)
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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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