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About the Role
Deliver exceptional client support as a Client Relationship Specialist. Provide administrative services, update investor profiles, and ensure compliance for the Capital Markets team.
This full-time role involves collaborating directly with clients to enhance their experience. You will be responsible for maintaining accurate client documentation and managing compliance reports while supporting relationship managers. Your contributions are crucial for the team's operational success and the quality of client interactions.
Key Responsibilities:
• Support the Capital Markets team with administration
• Update Know-Your-Client profiles and perform assessments
• Prepare client documentation and compliance reports
• Ensure timely CRM data entry and management
• Collaborate across departments to execute client information
Requirements:
• CSC or EMP certification required or being pursued
• 1–3 years of relevant experience in client services
• Degree in Business A...
This full-time role involves collaborating directly with clients to enhance their experience. You will be responsible for maintaining accurate client documentation and managing compliance reports while supporting relationship managers. Your contributions are crucial for the team's operational success and the quality of client interactions.
Key Responsibilities:
• Support the Capital Markets team with administration
• Update Know-Your-Client profiles and perform assessments
• Prepare client documentation and compliance reports
• Ensure timely CRM data entry and management
• Collaborate across departments to execute client information
Requirements:
• CSC or EMP certification required or being pursued
• 1–3 years of relevant experience in client services
• Degree in Business A...
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