Associate, Client Coverage II

94_29374414

Obowiązki

• Ensure timely monthly completion of Key Performance Indicators (KPIs) for all Clients
• Assist in the coordination and setup of all Client Service Review meetings
• Assist in the completion and timely posting of Client call reports to eCRM
• Assist the RM Team on the creation and updating of all presentation decks for Client new business pitches
• Build knowledge of eCRM and assist designated RMs in ensuring all their relevant entries are up to date and accurate
• Assist the RM Team in the tracking and completion of all new deal onboarding tasks
• Work closely with respective teams (RM, TMG, KYC, Client Service) to improve/streamline the onboarding process
• Conduct market analysis and collate data analytics to support the Team’s commercial growth strategy
• Become familiar with ODM and the creation of Client fee schedules
• Assist the RM team in the completion of all KYC profile (new and periodic renewal) requirements in a timely manner

Wymagania

• Bachelor’s degree or the equivalent combination of education and experience is required
• 3-5 years of total work experience preferred
• Experience in Relationship Management, Client Services or Account Management preferred
• Proficient in Excel, PowerPoint and Data Management

Oferujemy

Źródło: BNY/Praca