Mid-Level, Senior
Client Account Services Specialist
Are you able to work in a fast paced environment and are passioante about client service? Then you found the right position for you!
As a Client Account Services Specialist in the Collateral Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.
Job responsibilities
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Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
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Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation's
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Manages the end to end client queries and provides guidance to clients on account request requirements
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Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
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Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness
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Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
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Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
Required qualifications, capabilities, and skills
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Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
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Ability to demonstrate flexibility and operate in a changeable environment
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Organizational, analytical and problem resolution skills
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Strong teamwork and influencing skills
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Oral and written communication - ability to effectively interface with clients and internal partners
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MS Office skills
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Client relationship management
Preferred qualifications, capabilities, and skills
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Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
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Wider Securities Services industry knowledge
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Experience with digital tools – Xceptor, Tableau, Alteryx
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