Job Description
Position Description:
Job Summary
Supports all sales forces in opening and maintaining accounts and services. The timely preparation, review, and analysis of pertinent documentation directly impacts the client’s ability to meet and manage risk and regulatory requirements. Ensures adherence to all internal and external policies and requirements to protect the client's assets and minimize losses. Advises and guides clients and internal partners on sales legal documentation.
Job Responsibilities
• Resolves questions and issues with sales agreements and account documentation.
• Coordinates the management of the documents’ database; ensures the alignment and integration of documents in adherence to the client’s standards.
• Analyzes information and provides insights and recommendations.
• Executes the end-to-end documentation processes for assigned sectors, including distribution, collection, review, and analysis.
• Reviews higher-ris...