Customer Service Associate jobs in United States

Provide fundamental support to the Relationship Manager(s) (RM), Investment Managers (IM) to assist in the day-to-day business activities in all aspects of client servicing and operational support.

Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders at the Booking Centre (Cross Border desk, iCAT, Client onboarding, Operations, COO, Business Management, Trading teams etc) and locally (Business Management, Client onboarding Investment Advisory teams) as appropriate.

Responsible for timely action on requests and service requirements to meet the client/RM requirements.

What we will offer you:

A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Life Insurance
• Accidental Death Insurance
• Permanent Partial Disability Insurance
• Private Medical Insurance for you, your spouse and dependent children
• Flexible working arrangements
• 30 days of annual paid leave, plus public holiday & Flexible Working Arrangement
• DB contributions to DIFC Employee Workplace Savings (DEWS)

Your key responsibilities:

Client Service

• Handle and respond to RM requests and client queries related but not restricted to account documentation, account balances, account maintenance activity, statement information, security transfers, security information, general product and/or service information.
• Receive and confirm client instructions related to remittances, account maintenance etc. and liaising with the respective booking center within acceptable timelines.
• When required, attend client meetings along with RM to provide support to meet client requirements.
• Taking and executing clients’ orders (money market, capital market transactions).
• Diligent follow up with clients to execute term sheets and other account/trade related documents.

Operations and Administrative

• Assist RM in new account opening process –preparation of comprehensive account opening pack for submission to onboarding team post client signature. Possess good knowledge for review and preparation of client signed quality packs including Booking Centre and DIFC documents to be submitted to local Onboarding team for New Account opening.
• Assist RM in liaising with the Booking Centre iCAT/AFC/DIFC OBS/KYC Review Team/DIFC AFC for follow up/provide additional information/documentation if requested.
• Seek relevant approvals and ensure process followed whilst arranging any Video conference meetings/calls.
• Follow up on any Booking Centre/DIFC document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
• Execution of periodic fee run to ensure RMs are informed of any insufficient balances.
• Ensure timely assistance in input of call reports (provided by RM) in system and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.
• Ensure RMs and IAs are aware of any Corporate Actions and follow up through to completion.
• Providing assistance in managing loan covenants and processing periodic rolling of all Structured Loans, Lombard Loans and Time Deposits.
• Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected.
• Remain current and thorough on operational processes, services and firm’s systems/applications.
• Liaise with RM/IA to ensure voice logs are completed, seek approvals as required for reporting purposes.
• Raise credit facility requests as required, assist RM with credit Advance Ratio levels and client specific AR requests.
• Provide regular updates to RMs regarding clients credit facilities and prepare credit excess reports.
• Input daily trades in system within cut off times for trade reconciliation purposes.
• Proactively help manage margin calls with Credit and Cross Border Desk in conjunction with RM.
• Resolve any trade/non-trade related incidents in conjunction with the Cross Border Desk (as applicable) with prompt and timely reporting to Business Manager / Team Head.
• Process with relevant approval all inward/outward cash and security transfer instructions received from client in conjunction with RM/ Booking Centre/Counterparty and client. Follow up till completion, including trade archival.
• Support RMs in performing client after-sales tasks and coordination of marketing events invitations and approvals.
• Follow up for pre-trade, post trade execution and confirmation, renewal of expired orders to enable reporting to Cross Border desk / complete system input. Liaise with RM/IA to ensure voice logs are completed and reported. Follow up till completion, including trade archival.
• Accountable for providing full administrative support to the Head of cross border and immediate team, acquiring various administrative duties and backing-up other team members as and when required.
• Where applicable, managing the daily mailing of documentation to the relevant booking centers.
• Respond to client queries related but not restricted to account documentation, account balances, account activity, statement information, security transfers, security information, general product and/or service information.
• Proactively update and follow up on various deficiency reports in RISK MIS Tool monthly (email notification). All deficiencies to be resolved promptly.
• Completion of any remediation projects within the stipulated deadlines.
• Highlight any suspicious activity/complaints to Head of Business/Business Manager in a timely manner.
• Provide leave plan to Supervisor for approval and ensure smooth and detailed handover to back up SAs for business continuity.
• Participate in all SE group projects and meetings. Handle any regulatory/non-regulatory projects within the stipulated deadlines.
• Accountable for being thorough with relevant KOPs at Booking Centres and DIFC, and staying up to date on process enhancements, approval templates etc.

Your skills and experience:

• Bachelor’s degree or equivalent
• Fluency in English (written and verbal) is mandatory. Fluency in Arabic is a good to have skill.
• Minimum 3-5 Years of relevant client servicing or assistant relationship manager experience within the banking and financial industry
• Able to manage time and multitask.
• Strong inter-personal, communication and consulting skills
• Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
• Client Centric

How we’ll support you:

• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

With that, we extend a warm welcome to candidates with disabilities to apply.

Our Bank is committed to ensuring equal opportunities and will facilitate a productive and harmonious work environment for all.

We encourage talented individuals seeking a professional setting that values and accommodates diverse capabilities to submit their applications and be part of our shared commitment to fostering inclusiveness.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.