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Santa Clara Valley Transportation Authority
San Jose, California
Santa Clara Valley Transportation Authority
San Jose, California
Santa Clara Valley Transportation Authority
San Jose, California
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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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