Trading services Associate
Chase bank
Build your career in Trade Lifecycle while working in the world’s most innovative bank which values creativity and excellence
Job Summary:
As a part of IPB closure team, you will be responsible for supporting the efficient and accurate closure of customer accounts for our international private bank clients. This role involves assisting in the setup and management of a new team, ensuring compliance with company policies, and maintaining high levels of customer satisfaction during the account closure process. The ideal candidate will have strong organizational skills, attention to detail, and a customer-centric approach, with a solid understanding of the account lifecycle.
Key Responsibilities:
Team Support: Assist in establishing and supporting a new team of account closure specialists, providing guidance and support to ensure high performance. Process Oversight: Support the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes. Customer Interaction: Address complex customer inquiries and issues related to account closures, ensuring a positive customer experience. Compliance and Risk Management: Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks. Performance Monitoring: Assist in tracking and reporting on key performance indicators (KPIs) related to account closures, using data to drive improvements in processes and customer satisfaction. Continuous Improvement: Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience. Collaboration: Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.Qualifications:
Bachelor’s degree in Business Administration, Finance, or a related field. Proven experience in account management, asset lifecycle, and customer satisfaction. Strong organizational skills and attention to detail. Excellent communication and interpersonal skills. Knowledge of account/financial products lifecycle, fees, and income processes. Ability to handle sensitive information with confidentiality. Proficiency in relevant software and tools.Preferred Qualifications:
At least 8-10 years’ experience in the financial services industry. Knowledge of regulatory requirements related to account closures. Experience in project management and implementation.
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