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SEI

Philladelphia, Pennsylvania

Texas Municipal Retirement System Logo
Texas Municipal Retirement System

Austin, Texas

State Street Corporation

Sydney, New South Wales, Australia

S&P Global

London, United Kingdom

Deutsche Bank

London, United Kingdom

State Street Corporation

London, United Kingdom

Eames Consulting

Singapore, Singapore

BNY Mellon

Manchester, United Kingdom

Credit Suisse

Fribourg, Switzerland

Selby Jennings

Rugby, United Kingdom

Deutsche Bank

Berlin, Germany

BNY Mellon

London, United Kingdom

Bank of China Group Investment Limited

Hong Kong,

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Private Banking - CSO
RESPONSIBILITIES: Handle and liaise with support partners to resolve administrative and operational matters for TL/RMs. Handle clients??? enquiries/needs and assist in servicing their requirement. Establish good rapport with clients and service their needs effectively and on a timely basis. Assist TL/RMs in executing investment transactions. Assist TL/RMs in monitoring clients??? position. Handle new account opening, account maintenance, credit application. Ensure completeness of documents per the internal requirements. Handle any periodic reviews such as credit, KYC and Client Risk Questionnaire. Highlight suspicious activities/behavior of clients and staff e.g. account irregularities to Team Leader/Management/C


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