Client Servicing Member Custody Operations - Large Private Bank
Client Servicing Member Custody Operations - Large Private Bank
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Job Description
Key Responsibilities:
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Client Servicing: Provide timely and accurate responses to client inquiries resolving issues and concerns in a professional and courteous manner.
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Account Maintenance: Ensure accurate and uptodate client account information including closures and modifications.
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Transaction Processing: track and coordinate client transactions such as cash movements securities settlements and corporate actions.
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Compliance and Risk: Ensure adherence to regulatory requirements internal policies and procedures identifying and mitigating potential risks.
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Relationship Building: Foster strong relationships with clients internal stakeholders and external partners to promote business growth and retention.
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Operational Efficiency: Identify and implement process improvements to enhance client servicing reduce risk and increase operational efficiency.
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Collaboration: Work closely with internal teams such as operations compliance and sales to ensure seamless delivery of services and resolution of client issues.
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Knowledge Sharing: Stay uptodate with industry developments regulatory changes and internal procedures sharing knowledge and best practices with colleagues.
Skills:
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Minimum 23 years of experience in client servicing operations or a related field preferably in a custody or capital Market environment.
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Excellent communication interpersonal and problemsolving skills.
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Strong analytical and attention to detail skills.
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Ability to work in a fastpaced environment prioritizing tasks and meeting deadlines.
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Proficiency in Microsoft Office particularly Excel Word and Outlook.
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Knowledge of custody operations securities and financial markets.
Client Service Member,Custody Operations,Account Maintenance,Transaction Processing,Compliance & Risk,Securities Settlements,Corporate Actions
Employment Type
Full Time
