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 Utica, New York
Oneida County, New York
Utica (pronounced /ˈjuːtᵻkə/) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 90 miles (145 km) northwest of Albany and 45 miles (72 km) east of Syracuse. Although Utica and the neighboring city of Rome have their own metropolitan area, both cities are also represented and influenced by the commercial, educational and cultural characteristics of the Capital District and Syracuse metropolitan areas.
Formerly a river settlement inhabited by the Mohawk tribe of the Iroquois Confederacy, Utica attracted European-American settlers from New England during and after the American Revolution. In the 19th century, immigrants strengthened its position as a layover city between Albany and Syracuse on the Erie and Chenango Canals and the New York Central...