COMPANY OVERVIEW
A leading global bank is seeking a Client Relationship Specialist.
RESPONSIBILITIES
Serve as a liaison between clients and internal teams to ensure timely and accurate processing of customer banking transactions including but not limited to uncommitted/committed loans, foreign exchange, all types of deposit booked in New York Branch
Collect, retrieve, verify, and update client profile documents, including company information, authorized signers/users, and product-specific access rights.
Upload and manage digital files in the internal system, ensuring completeness and accuracy.
Provide back-up support to other staff members to maintain department productivity standards
Provide support related to client onboarding and maintenance.
Coordinate with the related to resolve client inquiries and ensure service excellence.
Maintain confidentiality and adhere to compliance standards in all client interactions.
REQUIREMENTS
Prior experience in a professional office environment; banking or financial services experience preferred.
Proficiency in Microsoft Office 365, especially Outlook, Excel, and Word.
Strong attention to detail and organizational skills.
Effective verbal and written communication skills.
Bilingual proficiency in Korean and conversational-level Japanese is considered a plus.
SALARY & Benefits
USD $60,000 - $75,000+ Performance Bonus
This company offers a competitive total rewards package.
OTHERS
Work location: Los Angeles, CA
*This is a hybrid position. All employees must work in-office at least 2 times per week.
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