Job Description
Position: Analyst, Client Services Team
The Client Services team sits in the first line of defense and provides support and services to Private Banking (PB) business and clients along the account life cycle from account opening to account closure. Our goal is to ensure that client information and respective data are maintained timely and correctly in systems.
The checker role in Client Services team will work with the team and proactively engage with Client Lifecycle Management (CLM) team and PB Relationship Manager (RM) team to ensure client accounts are opened, updated, and/or closed as per instructions within Service Level Agreement (SLA). The job holder should be precise, detail-oriented and establish strong working relationships with CLM team and the front‑office Relationship Manager team.
Key Responsibilities
- Support and assist managers to ensure day‑to‑day services/requests of client services team are completed for Global Private B...