Client Services Executive , IAD , Private Banking

Overview

The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.

Base pay range

Salary: 45 - 65K (depending on experience)

Responsibilities

• Deal with international client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration (e.g., processing asset transfers and change of address requests; online access issues or questions).
• Monitor transfers of cash and assets to and from client accounts; take trade orders on portfolios and execute the trades.
• Record all money movements daily and report weekly funds.
• Assemble all necessary documentation for Client Meetings, including presentations, meeting materials, review documentation and confidential information.
• Prepare new and maintain existing private client files, including scanning and filing client documents...