Client Cash Management Associate
CurrentAccurately process all client cash transactions within a 24 hour period while adhering to compliance and company policies.Performing daily reconciliationMaintain a high level of proficiency with key systems such as FMS and CRM/Salesforce, staying updated on system changes.Collaborate with Team Lead, Manager, CCM, and internal stakeholders to implement workflows and processes thatenhance productivity and effectiveness.Enhance the client experience by fostering communication and collaboration among the Client Experience, New Accounts,Compliance, and CCM teams, ensuring timely and professional resolution of client issues.