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Lead Analyst, Account Mgmt, Non-Bank Financial Institutions Group
JOB DESCRIPTION: Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services. Incumbent may receive guidance from a more experienced Account Manager. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. Keeps abreast of client account activity occurring throughout the firm. Liaises with relevant operations contacts (internally and externally) to coordinat


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