Correspondence – obtaining the appropriate sign off on documents and coordinating PSD, Mandate Letter when required ensuring that they are signed or coordinated…
Be devoted to our customers by providing the highest possible standards of customer service both face to face and via the telephone or email.
To have primary responsibility for new client set-up, sign off and maintenance in a timely fashion (Inc. KYC, ML/DD suitability and restrictions).
Our technical account managers work with our premium support engineers to personalize our customers’ experience.