BLOG
(1). What they used to just call “account opening”. It’s still just “account opening”.
“So, I reached out to our client onboarding team today to see when we should expect the account to be open. They asked us for a few missing things, which I was hoping you could get from the client. Let’s see: birth certificate … mother’s maiden name … and … umm … urine sample. That should do it. Thanks a bunch!”
(1). A specialty or area of expertise. The term is often used to avoid answering a question you don’t know the answer to.
“Well, international taxation of fishing leases isn’t exactly my bailywick, but I have a few partners who’ll be able to help you. I took the liberty of inviting all of them to this meeting.”
(1). Getting back to the basics of the job.
“Look, Joe…I think it’s really great that you are writing all of these articles lately. But, I think you really need to focus on blocking and tackling for a while. When was the last time you gave any of your clients a call?”
Props to Joyce G. for the submission.
