Account Manager

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
• Performs basic research, follow-up and resolution of routine research requests.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution.

Onboarding & Maintenance Account Management Representative

Onboarding & Maintenance Account Management Ops Representative

Onboarding and Maintenance Account Management Representative

Account Management Ops Analyst