Job Description

Responsibilities

  • Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, internally to sales representatives and Client service representatives;
  • Research and resolve a wide variety of client questions and/or issues on the account opening process;
  • Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries;
  • Learn all aspects of the IBA brokerage platform and policy that offer alternatives to satisfy client concerns while complying with policies, practices and procedures;
  • Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements;
  • Ability to identify, analyze, and escalate complex issues;
  • Excellent troubleshooting and problem-resolution skills;
  • Taking personal responsibility for identify...

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