Reporting to the Chief of Staff, you will be responsible for the following duties:
- Client Support: Assist the relationship managers in providing comprehensive support to clients, including managing client inquiries, addressing account-related issues, and ensuring client satisfaction.
- Onboarding and Documentation: Coordinate the onboarding process for new clients, KYC, ensuring all necessary documents and information are collected, reviewed, and properly filed. Maintain accurate and up-to-date client records and documentation.
- Account Administration: Manage account opening, maintenance, and closing procedures. Oversee account transactions, including cash transfers, trade execution, and reconciliation.
- Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Assist in monitoring and managing risks associated with client accounts.
- English language capability
