Team Leader - Account Opening | Colombia | CO2165940 You build and promote great relationships with colleagues.... YOUR ROLE The Acc Opening & Bank Reconciliation Team Leader will effectively assist the Account Opening and Bank...
and organizational skills. Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent... customer service and resolution of customer issues. Performs day to day management of the account opening and maintenance...
: JOB RESPONSIBILITIES/MAIN FUNCTIONS Reviews account opening documentation making sure it complies with regulatory guidelines. Maintains..., responds, and updates custodian requirements for account opening and translates in a clear manner to advisors. Sets-up clients...