Client Account Services Specialist
Client Account Services Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
