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Strathcona County

Sherwood Park, AB

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Augusta National Golf Club

United States - Nationwide

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Dynamic Protection Group, Inc.

New York Metro & Tristate Areas

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Trinity Church NYC

New York, NY

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Northeast Georgia Health System

Braselton, Georgia

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Harris Health System

Houston, Texas

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Harris Health System

Houston, Texas

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CHRISTUS Health

Irving, Texas

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Harris Health System

Houston, Texas

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Harris Health System

Houston, Texas

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WMCHealth

Valhalla, New York

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Penn State Health

Camp HIll, Pennsylvania

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Harris Health System

Houston, Texas

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Brookhaven National Laboratory

Upton, NY,

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Penn State Health

Camp HIll, Pennsylvania

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Harris Health System

Houston, Texas

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Boston Children's Hospital

Boston, Massachusetts

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Harris Health System

Houston, Texas

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Harris Health System

Houston, Texas

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CHRISTUS Health

Corpus Christi, Texas

Harris Health System Logo
Harris Health System

Houston, Texas

CHRISTUS Health Logo
CHRISTUS Health

Irving, Texas

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Harris Health System

Houston, Texas

CHRISTUS Health Logo
CHRISTUS Health

Irving, Texas

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University of Maryland Medical System

Aberdeen, Maryland

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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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