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 Service Level Agreements (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 significant emphasis on quality and timeliness.

Job responsibilities

Manage the end-to-end custody account and markets opening processes by providing guidance to clients on all static data and documentation requirementsEvaluate and project manage the custody account opening processes inclusive of new, incremental, inquires and entitlement requests in support of clients’ operational readinessReview and analyze market documents with clients and work with local agent banks for submission in accordance with market SLA. This involves assisting 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 optionsDrive automation and digital tools strategy by identifying efficiencies and implementing solutionsDevelop innovative and creative solutions to solve complex, real-world business challengesUtilize data and visualization to influence decision-making and drive business resultsAdopt the Skills of the Future Program to rapidly excel in an ever-changing environmentCollaborate with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agilityFoster a culture where Diversity & Inclusion are integral to everyday interactionsEngage constructively with clients to support standardization and optimization to enable us meeting 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 timelinessPartner with CAS Coordination members to provide a seamless client experience and support for market entry

Required qualifications, capabilities, and skills

Digital Tool Proficiency: Skilled in utilizing digital tools such as MS Office, Alteryx, Tableau, and XceptorCommunication Expertise: Proficient in both oral and written communication, with the ability to interface effectively with clients and internal business partnersOrganizational & Analytical Skills: Exhibits excellent organizational, analytical, and problem-solving capabilitiesStakeholder & Relationship Management: Experienced in managing stakeholders, providing client service, and fostering relationship managementInterpersonal Skills: Possesses exceptional communication and interpersonal skills, both written and verbalProject Management: Capable of managing multiple projects and meeting deadlines in a fast-paced environmentTeam Collaboration: Demonstrated ability to work collaboratively within a team-oriented settingDiversity & Inclusion Commitment: Dedicated to fostering a diverse and inclusive workplace

Preferred qualifications, experience, and skills

Custody Knowledge & Industry Insight: Beneficial to possess an understanding of custody processes, procedures, and global market entryInnovative & Curious Mindset: Ability to deep dive into client inquiries with a creative and inquisitive approachClient Account Services Expertise: Experience in client account services from an investment banking perspectiveClient Structure & Documentation: Understanding of client structure and formation documents is requiredComplex & Emerging Markets Experience: Proven experience working with complex and emerging marketsMarket Entry & Regulatory Familiarity: Familiarity with market entry documentation and regulatory requirementsProcess Improvement & Automation: Experience in driving process improvements and automation initiatives

This position is not eligible for H1B or Sponsorship