🎁 Euro Pacific Bank | Onboarding (Account Management) Associate


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  • Link:Onboarding (Account Management) Associate from Euro Pacific Bank

  • Dates: Until December 31, 2017.
  • Job location: Remote location (except the USA).
  • Job description: Prepare detailed customer profiles for the Compliance department. Assist clients through the account opening process, with new account funding and walkthroughs. Team up with professional third party referring agents and intermediaries. Liaise with the Bank’s Compliance department to determine customer risk profiles and fit with the Bank’s Compliance and Risk Management Policies. Identify sales opportunities.