Mid-Level
Help clients start and grow their custody relationship with confidence. In this role, you will guide onboarding and account lifecycle requests end-to-end, bringing clarity to complex processes and timelines. You will work closely with clients and internal partners to deliver accurate setup and maintenance outcomes. If you enjoy ownership, problem solving, and client engagement in a fast-paced environment, this role offers meaningful impact.
As a Client Account Services Operations Analyst in Client Account Services, you will manage client onboarding and account lifecycle maintenance requests, coordinating across internal partners to deliver timely, high-quality outcomes. You will act as a client-facing point of contact, providing clear updates and helping resolve issues through effective triage and escalation. You will contribute to continuous improvement by identifying process gaps and supporting future-state enhancements.
Job responsibilities
Manage end-to-end account activities across new client onboarding and incremental account setup and maintenance
Review incoming requests and documentation for completeness, accuracy, and readiness for processing
Own and manage the request pipeline, tracking progress and proactively addressing blockers
Serve as a primary point of contact for clients and internal partners, providing status updates and resolving inquiries
Coordinate with internal processing teams to drive timely responses and issue resolution
Partner with Product, Implementations, Sales, Relationship Management, and Client Service teams to deliver client outcomes
Maintain strong working knowledge of account opening and maintenance workflows, including service level expectations and key metrics
Use a solutions-oriented approach to understand client needs, ask thoughtful questions, and enhance the client experience
Escalate risks and issues professionally, with clear prioritization and disciplined problem solving
Identify opportunities to improve controls, processes, and service quality, and support implementation of enhancements
Required qualifications, capabilities and skills
Business-level communication skills in Japanese and English, with the ability to engage effectively with clients and internal stakeholders
Experience supporting client onboarding, account servicing, or operations processes in a financial services or similarly regulated environment
Strong client service mindset with the ability to communicate clearly via email, telephone, and written correspondence
Strong organizational skills with the ability to manage multiple requests, deadlines, and shifting priorities
Analytical skills and sound judgment to assess documentation quality, identify issues, and drive resolution
Strong attention to detail and commitment to accuracy
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Ability to collaborate effectively across teams and influence outcomes without direct authority
Preferred qualifications, capabilities and skills
Knowledge of custody account onboarding and account maintenance processes
Familiarity with custody market entry, renewals, restructures, transitions, or similar change events
Understanding of operational controls, risk management, and regulatory requirements in securities services
Experience with workflow tools or request management systems used for tracking onboarding and maintenance activity
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