Job Description
The Senior Associate, Client Management, plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements.
Key Responsibilities:
Bulk Updates Management: Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies.Collaborate with IT and other departments to streamline processes and improve data management systems. Deceased and Bankruptcy Case Handling: Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met.Liaise with legal teams, external partners, and family members to facilitate smooth transitions and resolve any issues. GDPR Compliance Activities: Ensure al...
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