We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables.
As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.
Job responsibilities
- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
- Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
- Performs authentication and first line of data quality checks ensuring all MDRs are met
- Develops strong working relationships with key internal partners to provide seamless client delivery
- Identifies opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual / bespoke processes
- Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
- Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
- Provides support on new product and technology initiatives
Required qualifications, capabilities, and skills
- Client relationship management/Client Facing experience of at least 4 years.
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
- Ability to demonstrate flexibility and operate in a changeable environment .
- Organizational, analytical and problem resolution skills.
- Strong teamwork and influencing skills.
- Oral and written communication - ability to effectively interface with clients and internal partners.
Preferred qualifications, capabilities, and skills
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
- Wider Securities Services industry knowledge
- Experience with digital tools – Xceptor, Tableau, Alteryx
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.