Found Description
Act as a primary point of contact for client servicing queries, ensuring timely, high-quality responses. Partner with Relationship Managers to support relationship growth and long-term client engagement. Coordinate across internal teams (operations, product, digital, risk/compliance) to deliver solutions and resolve service events end-to-end. Support credit and documentation processes by tracking required documents, following up with clients, and helping keep records current (e.g., financial statements). Help unblock operational issues that may impact transactions (e.g., payment processing holds linked to documentation/credit items). Coordinate client information requests, including year-end/tax reporting needs and audit confirmations. Maintain accurate client and relationship data in internal systems to ensure correct routing of communications and alerts. Support risk and control activities, including responding to information requests and assisting with periodic client reviews (where...