Support PBWM with day-to-day processing, reviewing, reporting, and issue resolution for accounts, products, and services
Job Summary
Support PBWM with day-to-day processing, reviewing, reporting, and issue resolution for accounts, products, and services.
Develop and implement procedures and controls to mitigate risks and maintain operational efficiency, while identifying industry trends for best practice implementation.
Act as a subject-matter expert, supporting process improvements, testing new functionalities, and maintaining strong communication with bankers, custodians, shared-service teams, and clients.
Matching Summary
Support PBWM with day-to-day processing, reviewing, reporting, and issue resolution for accounts, products, and services.