Communicate daily with clients, building relationships, and managing expectations.
Respond to potential and current client inquiries and requests for information.
Create, update, and file documentation for a variety of accounts and changes to accounts.
Complete due diligence and compliance checks, coordinating with legal services.
Receive, process, and distribute paperwork, and approve or reject new accounts and changes to accounts.
About Napa, California
Napa County, California
The city of Napa is the largest city and county seat of Napa County, California. It is the principal city of the Napa County Metropolitan Statistical Area, with a population of 80,011 as of the 2010 census. It is the second-largest city in California's Wine Country, after Santa Rosa. Napa was incorporated as a city in 1872.
The name "Napa" was probably derived from the name given to a southern Nappan village whose native people shared the area with elk, deer, grizzlies and cougars for many centuries, according to Napa historian Kami Santiago. At the time of the first recorded exploration into Napa Valley in 1823, the majority of the inhabitants consisted of Native American Indians. Padre José Altimira, founder of Mission San Francisco Solano in Sonoma, led the expedition. Spanish priests converted some natives; the rest were attacked and dispersed by Spanish soldiers. American farmers began arriving in the...