Client Account Services - Analyst

You are a strategic thinker passionate about driving solutions. You have found the right team

As a Reference Data Specialist within our team, you will ensure all client queries are actioned and responded to with care and diligence. You will facilitate the timely completion of client requests, display excellent client service standards, and manage day-to-day operations. This role provides an opportunity to improve processes, ensure high performance, and meet firm-wide quality standards.

Job Responsibilities

• Understanding and implementation of custody initiations world covering custody and sub custody account opening and maintenance related activities. 
• Understand the firm’s requirements and various smart forms and articulate the same to end clients and guide them through completion. 
• Partner with Clients, Sales, Solutions, Implementations, Client Service Managers and downstream teams for seamless completion of the assigned task. 
• Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
• Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
• Showcase Process improvements and implement process changes as necessary

 Required Qualifications, Capabilities, and skills

• You must hold at least  Bachelor's degree or above
• Possess 2+ years of experience in the Financial Services industry with a demonstrated track record of delivery and/or relevant experience in the custody domain
• Utilize technical skills in Microsoft Office, including Excel, Word, and PowerPoint
• Excel in client management, partnership building, and leadership, with direct experience in dealing with stakeholders through effective communication, organization, prioritization, and interpersonal skills
• Identify risks and issues and successfully navigate them to completion
• Demonstrate self-reliance and a willingness to "own" complications while creatively finding solutions
• Foster and champion a High Performance Culture where people are empowered to make decisions that affect their work and environment