Client Service Analyst

Make your mark in Commercial Investment Banking custody—grow your skills in a client-facing team committed to diversity, inclusion and opportunity.

As a Client Service Analyst in Custody Client Facing Team, you will support query management and daily workflow controls to ensure timely, accurate service delivery. You will coordinate end-to-end processing across trades, cash, foreign exchange, corporate actions, and income events while maintaining strong risk and control practices. You will partner with stakeholders to improve procedures and reporting that enhances client satisfaction and operational excellence.

Job Responsibilities:

• Manage end-to-end lifecycle processing for trades, cash, foreign exchange, corporate actions, and income events

• Control daily operational workflows within the custody client-facing team to ensure timely, accurate execution

• Optimize team capacity through resource planning, training coverage, and succession planning support

• Complete daily controls and sign-offs, including client inquiry resolution, cash and stock break management, event management, and required metrics production

• Communicate strategic and regulatory updates to relevant stakeholders to support awareness and execution readiness

• Review and refresh standard operating procedures to align with new policies and ongoing risk management activities

• Contribute to the strategic development of global custody products and the evolution of the client-facing operating model

Required qualifications, skills, and capabilities:

• Demonstrate operational subject matter expertise in settlements, trade support, cash, asset servicing, reconciliation, risk and control, and custody

• Learn an ongoing stream of new markets, products, and processes

• Apply risk and control discipline to prioritize workloads and meet critical deadlines

• Communicate confidently across written and verbal channels with internal partners and external clients

• Drive process improvements by reviewing workflows and implementing practical enhancements

• Hold a bachelor’s degree or equivalent qualification

• Use Microsoft Office applications including Word, Excel, Access, and Outlook

Preferred qualifications, skills, and capabilities:

• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.