Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...
Provide day-to-day client servicing, handle and provide timely resolution to client issues. Validates client data and documentation in relevant systems. Takes the lead to coordinate and follow-up across internal departments...
Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...