Client Relationship Associate

Job Description Client Support - Assist clients with inquiries and concerns about private banking products and services. - Provide personalized service to ensure client satisfaction. Client Meetings - Prepare necessary documentation and follow up on action items prior and from the meetings. o E.g. expired documents like W8Ben, RPQ, VC form etc - attend face to face meetings with clients alongside RMs if required Account Management: - Manage and update client records, ensuring accuracy and compliance. o Change of mailing / registered address and contact details o Change of identification document o POA changes, etc - Monitor client accounts and transactions to identify opportunities and risks. o TD & loan due o Corporate Actions o Credit violations o Trade inputs, settlements and funding etc Compliance and Documentation - Ensure all client documentation meets regulatory requirements. o Account opening documents o Periodic reviews documents o Loan application and AA renewals documents o ...