Define and manage the OTC process, including the design, implementation, and maintenance of policies, procedures, systems, and controls. Develop and implement standard operating procedures (SOPs) and KPIs for OTC processes to ensure consistent and accurate execution. Drive continuous improvement initiatives to optimize the OTC process and enhance efficiency within the val

Resolve client issues and own the issue through the resolution process; provide appropriate notification to Bankers and Partners regarding issues. Complete all steps of standard operating procedures when performing client account updates to minimize errors, ensuring an extraordinary client experience. Respond to internal and external client inquiries in a timely manner; c