Client Servicing Member (Custody Operations) - Large Private Bank
Job details
Job description, work day and responsibilities
Key Responsibilities:
• Client Servicing: Provide timely and accurate responses to client inquiries, resolving issues and concerns in a professional and courteous manner.
• Account Maintenance: Ensure accurate and up-to-date client account information, including closures, and modifications.
• Transaction Processing: track and co-ordinate client transactions, such as cash movements, securities settlements, and corporate actions.
• Compliance and Risk: Ensure adherence to regulatory requirements, internal policies, and procedures, identifying and mitigating potential risks.
• Relationship Building: Foster strong relationships with clients, internal stakeholders, and external partners to promote business growth and retention.
• Operational Efficiency: Identify and implement process improvements to enhance client servicing, reduce risk, and increase operational efficiency.
• Collaboration: Work closely with internal teams, such as operations, compliance, and sales, to ensure seamless delivery of services and resolution of client issues.
• Knowledge Sharing: Stay up-to-date with industry developments, regulatory changes, and internal procedures, sharing knowledge and best practices with colleagues.
Skills:
• Minimum 2-3 years of experience in client servicing, operations, or a related field, preferably in a custody or capital Market environment.
• Excellent communication, interpersonal, and problem-solving skills.
• Strong analytical and attention to detail skills.
• Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines.
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Knowledge of custody operations, securities, and financial markets.
Company address
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Offer ID: #1043246,
Published: 1 day ago,
Company registered: 6 months ago
