Job Description
12–15 years of expertise in the Trade Management, Cash Management, or Asset Services sector in a Custody or Investment Bank setting.
· Strong interpersonal and executive presence skills. Strong written and verbal business communication abilities. Shows evidence of strategic and analytical thinking.
· Successful performance in a risk-based setting with a track record of risk reduction.
• Proven track record of working in a changing environment with the ability to swiftly learn, document, and implement new processes
• Demonstrated ability to multi-task and manage time effectively while paying attention to detail in a fast-paced environmentStrong time management abilities are necessary to meet internal and external deadlines/cutoffs. Excel, Word, PowerPoint, and Tableau are essential Microsoft Office skills.
• North American Shift
Important Responsibilities
• Must have a very client-centered and goal-oriented attitude. We are seeking a client services manager that can maintain current client relationships and serve as a bridge between the client and the bank to resolve problems.
• A hands-on manager that focuses on cultivating and advancing varied talent while possessing strong people management abilities
• Demonstrates boundary-less behavior, is proactive, and has the capacity to collaborate with global teams in a matrix organisational setting.
• Has the capacity to understand the big picture and respond swiftly in emergency situations.
• Must have prior experience working on either trade management or cash management processes OR voluntary or mandated corporate actions.
• Management of ongoing inquiries and resolution of escalated client exceptions. Every day, make sure that responses are given on Custody in a quick and accurate manner. Receiving and logging inquiries in accordance with established procedures and controls
• Ensure that ownership is upheld and that all active inquiries are managed so that cases are updated and closed as soon as possible in accordance with case management best practises and case status policy.
• Assist a group of 10 to 15 professionals in managing daily tasks.
• Host review sessions with the client(s) and promote potential for efficiency/improvement.
• Use proactive thinking to maintain response accuracy and thoroughness to avoid case reopening.
• Publishing and reviewing daily and weekly performance metrics relevant to the function in order to pinpoint and monitor the causes of behaviour that deviates from predetermined standards or expectations. Make sure to escalate all aged items and follow up.
• Maintain internal and external client satisfaction by managing group email boxes and SharePoint queues to make sure that questions are answered quickly and in a way that considers the urgency of the situation.
• Recognize and implement any process or procedural innovations required by clients, markets, or company operations.
• Suggestions for process enhancement and collaboration with internal stakeholders until completion
• Assume complete accountability for compliance with all departmental best practices, guidelines, rules, controls, and checkpoints.
• Proven track record of multitasking, efficient time management, and attention to detail in a hectic setting
· Strong interpersonal and executive presence skills. Strong written and verbal business communication abilities. Shows evidence of strategic and analytical thinking.
· Successful performance in a risk-based setting with a track record of risk reduction.
• Proven track record of working in a changing environment with the ability to swiftly learn, document, and implement new processes
• Demonstrated ability to multi-task and manage time effectively while paying attention to detail in a fast-paced environmentStrong time management abilities are necessary to meet internal and external deadlines/cutoffs. Excel, Word, PowerPoint, and Tableau are essential Microsoft Office skills.
• North American Shift
Important Responsibilities
• Must have a very client-centered and goal-oriented attitude. We are seeking a client services manager that can maintain current client relationships and serve as a bridge between the client and the bank to resolve problems.
• A hands-on manager that focuses on cultivating and advancing varied talent while possessing strong people management abilities
• Demonstrates boundary-less behavior, is proactive, and has the capacity to collaborate with global teams in a matrix organisational setting.
• Has the capacity to understand the big picture and respond swiftly in emergency situations.
• Must have prior experience working on either trade management or cash management processes OR voluntary or mandated corporate actions.
• Management of ongoing inquiries and resolution of escalated client exceptions. Every day, make sure that responses are given on Custody in a quick and accurate manner. Receiving and logging inquiries in accordance with established procedures and controls
• Ensure that ownership is upheld and that all active inquiries are managed so that cases are updated and closed as soon as possible in accordance with case management best practises and case status policy.
• Assist a group of 10 to 15 professionals in managing daily tasks.
• Host review sessions with the client(s) and promote potential for efficiency/improvement.
• Use proactive thinking to maintain response accuracy and thoroughness to avoid case reopening.
• Publishing and reviewing daily and weekly performance metrics relevant to the function in order to pinpoint and monitor the causes of behaviour that deviates from predetermined standards or expectations. Make sure to escalate all aged items and follow up.
• Maintain internal and external client satisfaction by managing group email boxes and SharePoint queues to make sure that questions are answered quickly and in a way that considers the urgency of the situation.
• Recognize and implement any process or procedural innovations required by clients, markets, or company operations.
• Suggestions for process enhancement and collaboration with internal stakeholders until completion
• Assume complete accountability for compliance with all departmental best practices, guidelines, rules, controls, and checkpoints.
• Proven track record of multitasking, efficient time management, and attention to detail in a hectic setting
💡 Quick Summary
Seeking a career-building opportunity? The Executive Director | CIB Operations | Custody Client position is now open for candidates interested in the Operations Executive Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
