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Client Fullfil Associate
4 months ago
Duties and Responsibilities
- Generate reports using our Core System Olympic, NetX360, Global KYC, Service Request, Report Manager and other reporting tools. Maintain and support core systems, report systems, data update and workflows.
- Demonstrated ability to perform basic programming tasks with e-signature services such as Adobe Sign / Docusign or similar.
- Support Account Services and Client Onboarding departments workflow and make appropriate changes aimed at continuous improvement and greater efficiencies
- Develop, implement and monitor effective reporting tools
- Manage and produce multiple reports including, but not limited to: tax forms (W8s), Jira, missing documentation, fee exception, returned mail, Item for Attention (NetX360), suitability and backup withholding taxes
- Support and monitor the review of discrepancy report between BII X IIS (CDS Report Manager)
- Establish close partnership with all other areas of the bank, to ensure timely and flawless completion of all quality control for client data.
- Support the development, of maintenance of policies and procedures.
- Perform investigations to address inquiries from internal and external clients
- Engage other areas of the bank to solve pending documentation issues in a timely manner
- Support new system development projects/conversions. Supports department head with special projects and requests
- Support with demands from Regulators, Internal and external Auditors requests.
- Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures
- Create efficiency for existing process and bring new methods to improve client's experience
Qualifications
- Bachelor's Degree or equivalent experience
- 5 years of work experience
- Advanced knowledge of Microsoft Office: MS Excel, Power Point, Access and Word.
- Ability to communicate effectively, clearly and persuasively in both verbal and written communications
- Proven ability managing multiple account documentation tasks in a fast-paced, multi-function environment
- Capacity to work effectively in an environment with shifting priorities and rapid changes
- Exceptional ability to apply logic and sound judgment in identifying, gathering, and analyzing data
- Demonstrated ability to manage multiple projects simultaneously with a high degree of efficiency and timeliness
- Knowledge of SQL is a plus
- Knowledge of programming languages such as C# or Java is a plus.
- Previous experience as a liaison between Operations and IT is a plus.
- Fluency in English
- Portuguese and/or Spanish is desirable