Client Experience Associate, Assistant Vice President - Los Angeles, CA

Only for registered members Los Angeles, CA, United States

2 weeks ago

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+h2>Job summary

This individual plays a pivotal role impacting the client experience. Oversees client onboarding & account opening, KYC process management, client relationship management and documentation oversight.+



+

Responsibilities & Competencies

  • Client Focus: Provides the highest level of customer service and teamwork,+
  • Analytical Skills: Ensures all documentation is current, accurate, and complete,+
  • Problem Solving: Serves as the primary contact and guide for clients navigating the Know Your Client (KYC) onboarding and account opening processes+

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