職業

New Accounts Clerks

5 個技能

問 AI

5 個技能

Account Opening Workflow

Design and operate back-office account opening processes from application intake through activation. Use when building account opening automation or improving STP rates, reducing NIGO rejection rates from custodians or clearing firms, defining document requirements for trusts entities IRAs or estate accounts, implementing approval workflows and regulatory holds for complex account types, setting up multi-custodian account opening across Schwab Fidelity or Pershing, designing account numbering titling or classification schemes, troubleshooting account opening failures or processing delays, integrating with custodian or clearing firm submission systems, or benchmarking account opening cycle times and operational efficiency.

JadeGate1

系統管理

Clawinbox Hosted Unregister Email

Unregister an account via hosted MCP tool calls.

kenjorgensen0

銷售同市場推廣

Create Outlook

Create a new Microsoft Outlook email account for a client. Use this when a client has no email address stored and needs one created before signing up for social media platforms.

AlexAI20000

Create Account

Create or configure an Instagram-related account flow for this agent. Use when the user asks to add or set up an account.

andyvauliln0

除錯

Lien Theft

Check for active liens and theft records on a vehicle by VIN using the CarsXE API. Use this when a user asks whether a car has a lien, is stolen, or wants to verify ownership is clean before buying.

carsxe0