Account Profile Associate

Description:

This role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available.

What will your role be responsible for?

• Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
• Collect and record New Account and Account Update data for Key Performance Measurement tracking;
• Update the Procedure Manual as required by changes in processing and workflow;
• Assist in Account Update initiatives;
• Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
• Collect and record New Account and Account Update data for Key Performance Measurement tracking; and
• Provide timely and effective internal as well as external client service.