New client Onboarding, (Requires gathering of information and assist on completion thereof), including FICA and KYC.
Ad Hoc client queries relating to Custody accounts.
Assist all Partners regarding Statements, Proposals and Performance Reviews.
Remediation according to the need per client.
Facilitate Scrip Transfers between providers.
Setup the meetings between all parties on legal, compliance, onboarding, corporate actions and portal tasks. […]
Breach Monitoring (ongoing).
Enhancing Relationships between all parties.
Manage the Task manager for the team together with the Investment Administrator...