Join our Client Account Services Team—manage complex onboarding and client relationships in a dynamic, fast-paced environment.
As a Client Account Services Associate in Client Account Services Team, you will serve as a subject matter expert and perform advanced, complex customer onboarding by consulting with the business and customers to meet key deliverables.
Client Account Services Team is a client facing group whose core responsibilities include managing advanced / complex client relationships. Management of onboarding, account opening, maintenance and closure, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases. The team serve as subject matter experts and perform advanced/complex customer onboarding activities by consulting with the business and customers to meet key deliverables.
Job responsibilities
1. Manage the end to end client relationship for a key client(s) in our Corporate and Investment Bank Custody business
2. Project manage end-to-end account activities including fund launches, closures, mergers, and remediation
3. Manage the end to end market account opening process for clients across segregated and segregated documentation markets and provide guidance to clients on market entry requirements
4. Identify and execute process improvements and provide support on key process and technology initiatives. Identify opportunities to eliminate manual processes by leveraging digital tools.
5. Develop strong working relationships with key internal partners to provide seamless client delivery and identify opportunities for process improvements with focus on quality, efficiency and timeliness
6. Identify and implement solutions to improve market entry timeline and enhance client and employee experience
7. Demonstrate first class communication skills and a proactive approach to escalation, prioritization and problem solving
8. Maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including Service Level Agreements & Key Performance Indicators
9. Develop and maintain clients’ profiles including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
Required qualifications, capabilities and skills
10. Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
11. Strong relationship management skills
12. Ability to demonstrate flexibility and operate in a changeable environment
13. Organizational, analytical and problem resolution skills
14. Professional oral and written communication
15. Client relationship experience
Preferred qualifications, capabilities and skills
16. Banking experience preferable