Technical Support Specialist handling privacy - related inquiries while collaborating with cross - functional teams at Boldr. Building scalable processes for Privacy Support Specialists in a hybrid work environment.
About the role
- Client Support Analyst assisting relationship managers with client portfolios at Barclays International. Coordinating tasks, managing relationships, and providing insights for portfolio adjustments.
Responsibilities
- Assist relationship managers in managing client portfolios and optimising client experience
- Maintain client information, manage contracts and agreements, and prepare reports
- Coordinate schedules for relationship managers and clients
- Process transactions and manage expense reports
- Gather information on market trends and competitor offerings
- Analyze client data and prepare performance reports
- Manage inbound and outbound communication with clients
- Support clients with tasks such as deposits, withdrawals, transfers, and updating information
- Guide new customers through account opening procedures
- Resolve various customer concerns and inquiries
- Follow strict data security protocols and ethical practices
Requirements
- Experience in managing client relationships
- Experience working with risk and governance frameworks
- Experience reviewing large datasets
- Previous experience with KYC
- Previous experience liaising with International clients via phone
- Knowledge of Private Bank and Wealth Management Business
- Additional language skills
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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