DescriptionJoin a team that shapes the future of client account management in the financial industry. At Client Account Services youll be part of a group that values innovation accountability and continuous improvement. Your work will directly impact our clients experience and drive operational excellence. We invest in diverse talent and foster an environment where your ideas matter. Be a part of transformational change and help us deliver long-term value to our stakeholders.
As an Entitlements Specialist in the Client Account Services team you enable secure eBanking access for Securities Services clients. You collaborate with clients internal teams and stakeholders to understand complex requirements and deliver tailored solutions. You help us drive best-in-class service through risk awareness and technology innovation. Together we create a culture of empowerment and accountability. Your contributions support multiple lines of business and make a real difference.
Job Responsibilities
- Manage client instructions and queries with accuracy and timeliness following SOPs and SLAs
- Validate client requests and administer user access to electronic banking products
- Identify operational risks and propose effective mitigation strategies
- Resolve concerns by assisting clients Client Service Middle Office and Help Desk
- Anticipate and proactively manage escalation-prone scenarios
- Own and promote continuous improvement initiatives
- Liaise with internal and external stakeholders to deliver best-in-class solutions
- Maintain strict controls and compliance in all access management activities
- Support transformational change through technology innovation
- Foster a risk-aware and accountable team environment
- Ensure seamless onboarding maintenance and closure of client accounts
Required Qualifications Capabilities and Skills
- Minimum 1 year experience in a client liaison role within a financial organization
- Strong verbal and written communication skills for client interaction
- Comfortable engaging with both internal and external clients
- Strong analytical skills and ability to manage multiple deliverables in a fast-paced environment
- Experience working in multi-queued environments handling frontline and back-end transactions
- Effective team player and self-motivated
- Ability to work independently under time-sensitive business deadlines
- Proven time management and attention to detail
- Willingness to work night shifts aligned with North America hours
Preferred Qualifications Capabilities and Skills
- Experience in Corporate Investment Banking especially Custody client systems
- Proficiency in Microsoft Office applications
- Flexibility to work in shifts as business needs require
- Experience with tools such as Alteryx Tableau or Xceptor
Required Experience:
IC
DescriptionJoin a team that shapes the future of client account management in the financial industry. At Client Account Services youll be part of a group that values innovation accountability and continuous improvement. Your work will directly impact our clients experience and drive operational exce...
DescriptionJoin a team that shapes the future of client account management in the financial industry. At Client Account Services youll be part of a group that values innovation accountability and continuous improvement. Your work will directly impact our clients experience and drive operational excellence. We invest in diverse talent and foster an environment where your ideas matter. Be a part of transformational change and help us deliver long-term value to our stakeholders.
As an Entitlements Specialist in the Client Account Services team you enable secure eBanking access for Securities Services clients. You collaborate with clients internal teams and stakeholders to understand complex requirements and deliver tailored solutions. You help us drive best-in-class service through risk awareness and technology innovation. Together we create a culture of empowerment and accountability. Your contributions support multiple lines of business and make a real difference.
Job Responsibilities
- Manage client instructions and queries with accuracy and timeliness following SOPs and SLAs
- Validate client requests and administer user access to electronic banking products
- Identify operational risks and propose effective mitigation strategies
- Resolve concerns by assisting clients Client Service Middle Office and Help Desk
- Anticipate and proactively manage escalation-prone scenarios
- Own and promote continuous improvement initiatives
- Liaise with internal and external stakeholders to deliver best-in-class solutions
- Maintain strict controls and compliance in all access management activities
- Support transformational change through technology innovation
- Foster a risk-aware and accountable team environment
- Ensure seamless onboarding maintenance and closure of client accounts
Required Qualifications Capabilities and Skills
- Minimum 1 year experience in a client liaison role within a financial organization
- Strong verbal and written communication skills for client interaction
- Comfortable engaging with both internal and external clients
- Strong analytical skills and ability to manage multiple deliverables in a fast-paced environment
- Experience working in multi-queued environments handling frontline and back-end transactions
- Effective team player and self-motivated
- Ability to work independently under time-sensitive business deadlines
- Proven time management and attention to detail
- Willingness to work night shifts aligned with North America hours
Preferred Qualifications Capabilities and Skills
- Experience in Corporate Investment Banking especially Custody client systems
- Proficiency in Microsoft Office applications
- Flexibility to work in shifts as business needs require
- Experience with tools such as Alteryx Tableau or Xceptor
Required Experience:
IC
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