TLS - Client Account Administrator
Posted on :
09-09-2022
Employer Active
1 Vacancy
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Job Description
- Provide guidance to ET in Opportunity Set-up from Salesforce
- Initiating engagement profile workflow from Opportunity
- Assisting ET in risk activities for engagement and client risk assessment such as pre-fills in Client & Engagement Acceptance, drafting of AFS, Complete & Submit JBR (for external subcon), guide ET in submitting KYC, submit RC (relationship checks), consult TLS R&Q for panel if needed.
- Support in the follow-up of approval of AFS, JBRIS,Client Acceptance & Eng Acceptance if needed.
- Drafting ELs & making sure that all details matched with the SF opportunity created as well as in the AFS details(if any). Assisting ET also in coordinating to get the required approval from R&Q of any changes applied in the EL per the standard Terms of Business.
- Job code creation in iPower upon completion of Client Acceptance & Risk assessment.
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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