Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

 

As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in Custody Account openings maintenance, Global market entry and handle advance and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action. you are responsible for - Project management of global account openings and associated documentation in line with internal and external SLAs and coordination of complex client requests including fund restructures, launches and transitions. You will leverage your diverse perspective and expertise in Automation tools to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners involved to ensure seamless client delivery and identify opportunities for process improvement, with a strong emphasis on quality and timeliness.  You will assist clients with market restructures, fund mergers/name amendments, new requests, renewals, closures, and transition processes by providing analysis and working with local agent banks to provide clients with options.

 

Job responsibilities

Manage the end-to-end custody account and markets opening processes by providing guidance to clients on all static data and documentation requirementsReview and project manage the custody account opening processes inclusive of new, incremental, inquires and entitlement  requests in support of clients' operational readinessReview and analyze market documents with clients and work with local agent banks for submission in accordance with market service level agreement (SLA)Drive automation and digital tools strategy by identifying efficiencies and implementing Develop innovative and creative solutions to solve complex, real-world business challengesUtilize data and visualization to influence decision-making and drive business resultsAdopt the Skills of the Future Program to rapidly excel in an ever-changing environmentWork proactively with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agilityFoster a culture where Diversity & Inclusion are integral to everyday interactionsProactively work with clients to support standardization and optimization to enable us meeting a dynamic and complex agenda with agility. Work in partnership with other key internal partners to provide seamless client delivery and look for opportunities to improve process with focus on quality and timelinessPartner with CAS Coordination members to provide a seamless client experience and support for market entry

Required qualifications, capabilities, and skills

Beneficial to have Custody Knowledge / Industry with an understanding of process and procedures, and global market entry knowledgeDigital Tool Experience such as MS Office, Alteryx, Tableau and XceptorOral and written communication - ability to effectively interface clearly and concisely with clients and internal business partnersPossesses good organizational, analytical, and problem resolution skillsStakeholders' Management - Client Service and relationship management experiencedExcellent communication and interpersonal skillsAbility to manage multiple projects and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities, and skills

Having an innovative and curious mindset to deep dive into Client inquiriesHave experience in the Client Account Services from an investment banking perspectiveAn understanding of client structure and formation documents requiredExperience working with complex and emerging marketsFamiliarity with market entry documentation and regulatory requirementsExperience in driving process improvements and automation initiativesDemonstrated ability to work collaboratively in a team-oriented environmentCommitment to fostering a diverse and inclusive workplace