- Citigroup (New York, NY)
- …the entire Client Executive's team on a daily basis to review all client escalations in Onboarding , Service and Product Management that are responsible for ... The NAM CCB Client Executive Head will proactively drive improvement in...of these activities using the reporting tools GCAD, CSIP, KYC and Service Level Agreements (SLAs) to ensure they… more
- TD Bank (New York, NY)
- …set up in the system of record, acknowledging that settlement and other client instructions are complete.** **Depth & Scope:** **Ensures all securities are settled ... documents, investigates and resolves service delivery issues** **Manages relationships with the client , and other areas of TDS / GBS** **Acts as a project… more
- SMBC (New York, NY)
- …its corporate, institutional , and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... after syndication process + Initiate contact with potential new investors and manage the onboarding process including KYC + Jointly work with the supervisor to… more