• Handles immediate resolution of simple and complex queries coursed through BB
• Client Services or directly to PAM’s email.
• Gathers and analyzes information of clients depending on the inquiries and requests received to ensure proper handling of each request.
• Routes offering memo relative to client’s post-booking concerns subject for management’s approval.
• Coordinates with partner units such as BB Client Services, Maintenance, Fulfillment, and Sales to ensure inquiries and requests of internal and external clients are properly handled within agreed TAT.
• Escalates client inquiries, complaints and other concerns and ensure immediate resolution within agreed TAT.
• Coordinates with Sales, Credit, Fulfillment and other units for the credit line renewal of Portfolio Managed accounts.
• Ensures Portfolio Managed accounts are compliant with KYC and Due Diligence requirements of the bank and BSP.
• Prepares weekly individual performance reports to be submitted to PAM TH for team consolidation.
• Recommends process improvement suggestions based on personal day-to-day work
  
  

• At least 2 years of work experience in Sales or back office
• Bachelor's degree in Business, Marketing, Finance, Economics, Accounting, or other similar degrees

Please refer to job description.