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Posted: Tuesday, February 6, 2018 4:30 AM

Client Documentation Maintenance ? Pre-fill account documentation through request from bankers, product specialists and/or client service associates ? Respond to inquiries related to documentation issues ? Track and communicate documentation status ? Review, validate and authorize documentation ? Complete maintenance via applicable system (PB Workstation, SDI Updates, etc.) ? Adherence to Firm, Private Bank and documentation procedures ? Special projects as required ? Ability to develop strong relationships; gain the confidence of clients and integrated team as well as team members. ? Provide quality service on a day-to-day basis to clients, Product Specialists, and other internal colleagues throughout ultra-high net worth/high net worth ? Strong understanding product range and operational processes ? Strong analytical and problem solving skills to assist clients and Product Specialists, resolve issues, and improve overall servicing ? Strong knowledge of quality control techniques and the ability to analyze account documentation issues. ? Strong organizational and planning skills ? Ability to identify opportunities for service improvements and new business, and follow through to completion, involving integrated team where necessary ? Excellent communication and interpersonal skills ? Ability to adapt to a rapidly changing business and technology environment and to utilize the tools which are currently available to service clients efficiently Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills ? helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune(R) magazine's list of "World's Most Admired Companies" (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague. Contact your local Accountemps office at 888.670.5403 or visit to apply for this job now or find out more about other job opportunities. All applicants applying for US job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada. (C) 2017 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.


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