Client Operations Associate

We are seeking a highly motivated individual to serve as a Client Account Services subject matter expert.

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 willassist 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 providingguidance to clients on all static data and documentation requirements
• Review and project manage the custody account opening processes inclusive ofnew incremental inquires and entitlement requests in support of clients operational readiness
• Review 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 challenges
• Utilize data and visualization to influence decision-making and drive business results
• Adopt the Skills of the Future Program to rapidly excel in an ever-changing environment
• Work proactively with clients to drive standardization and optimization enabling us to meet a dynamic and complex agenda with agility
• Foster a culture where Diversity & Inclusion are integral to everyday interactions
• Proactively work with clients to supportstandardization and optimization to enable usmeeting 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 timeliness
• Partner 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 knowledge
• Digital Tool Experience such as MS Office Alteryx Tableau and Xceptor
• Oral and written communication - ability to effectively interface clearly and concisely with clients and internal business partners
• Possesses good organizational analytical and problem resolution skills
• Stakeholders Management - Client Service and relationship management experienced
• Excellent communication and interpersonal skills
• Ability 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 inquiries
• Have experience in the Client Account Services from an investment banking perspective
• An understanding of client structure and formation documents required
• Experience working with complex and emerging markets
• Familiarity with market entry documentation and regulatory requirements
• Experience in driving process improvements and automation initiatives
• Demonstrated ability to work collaboratively in a team-oriented environment
• Commitment to fostering a diverse and inclusive workplace

This position does not support sponsorship