Client Data Associate

Job Description

Required Skills

Responsibilities

• Perform day to day management of a team including coaching and providing ongoing performance feedback.
• Track performance of individual team members over time to evaluate performance, learning and capability.
• Effectively address any service issues that might be escalated by either internal or external customers.
• Act independently and move forward without clear instruction or close supervision.
• Make decisions that are effective and well-grounded based on data, insight, and experience.
• Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
• Organize workflow and distribute work appropriately.
• Support all aspects of client onboarding to include the fulfillment of AML and KYC requirement.