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Space Center Houston

Houston

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Crown Equipment Corporation

New Bremen, OH

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Penn State Health

Hershey, Pennsylvania

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Lindale, Texas

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Irving, Texas

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Harris Health System

Houston, Texas

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Corpus Christi, Texas

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Yale University

New Haven, Connecticut

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Lake Charles, Louisiana

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Harris Health System

Houston, Texas

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Coppell, Texas

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Harris Health System

Houston, Texas

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San Antonio, Texas

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Corpus Christi, Texas

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Corpus Christi, Texas

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Harris Health System

Houston, Texas

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Alice, Texas

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Tyler, Texas

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Private Banking - CSO
RESPONSIBILITIES: Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients??? enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis. Assist TL/RMs in executing investment transactions. Assist TL/RMs in monitoring clients??? position. Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements. Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire. Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/C


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