First point of contact for inquiries received in Latam (Mexico) Client Servicing department from high revenue clients via email or phone channel. Day to day activities will include being responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues
First point of contact for inquiries received in Latam (Mexico) Client Servicing department from high revenue clients via email or phone channel. Day to day activities will include being responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational process
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational process
Are you detail-oriented and passionate about ensuring seamless financial transactions? We’re looking for a Trade Settlement & Financial Transactions Analyst to oversee and review brokerage financial transactions related to DAC/RAP and Trades Done Away, ensuring accuracy, timely settlement, and proper fund availability. In this role, you’ll manage trade settlement instructions, process Letters of Free Funds (LOFF), research funding availability,
Are you detail-oriented and passionate about ensuring seamless financial transactions? We’re looking for a Trade Settlement & Financial Transactions Analyst to oversee and review brokerage financial transactions related to DAC/RAP and Trades Done Away, ensuring accuracy, timely settlement, and proper fund availability. In this role, you’ll manage trade settlement instructions, process Letters of Free Funds (LOFF), research funding availability,
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