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Client Relationship Coordinator
2 weeks ago
As a Client Relationship Coordinator, you will play a vital role in maintaining strong relationships between our clients and our trust company. Your excellent communication and interpersonal skills will enable you to build trust with our clients, while your organizational skills will ensure that all necessary documentation is completed efficiently.
Main Duties- Coordinating with clients to collect and verify required documentation.
- Reviewing and updating client records to ensure accuracy and completeness.
- Working closely with the review team to resolve any issues or concerns related to trust onboarding.
- Providing exceptional customer service, responding promptly to client inquiries and requests.
You will work closely with the review team to implement and design trust products, considering regulatory, risk, and business issues.