Client Servicing Member (Custody Operations) - Large Private Bank

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.