Client Relationship Associate

Responsibilities

• Provide comprehensive operational support to Relationship Managers in managing and servicing premium client relationships.
• Process client account openings, amendments, and closures in compliance with internal procedures and regulatory requirements.
• Prepare and maintain client documentation, including account statements, banking details, confirmations, and official correspondence.
• Support the processing of foreign exchange transactions.
• Ensure accurate and timely recording and updating of client information in internal systems.
• Maintain complete, accurate, and properly archived client records and supporting documentation.
• Conduct regular data verification, reconciliation, and quality checks to ensure operational accuracy.
• Collaborate with Compliance, Back Office, and other internal departments to facilitate efficient transaction processing.
• Handle operational client requests, including fund transfers, account information updates, confirmations, and reporting.
• Assist in preparing internal and regulatory reports as required.

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