Client Servicing Member (Custody Operations)

As a Client Services Associate, your main responsibilities will include providing timely and accurate responses to client inquiries, resolving issues and concerns in a professional and courteous manner. You will be responsible for maintaining accurate and up-to-date client account information, including closures and modifications. Additionally, tracking and coordinating client transactions, such as cash movements, securities settlements, and corporate actions will be a key part of your role. Ensuring compliance with regulatory requirements, internal policies, and procedures, and identifying and mitigating potential risks will also be crucial. You will need to build strong relationships with clients, internal stakeholders, and external partners to promote business growth and retention. Moreover, identifying and implementing process improvements to enhance client servicing, reduce risk, and increase operational efficiency will be a part of your daily tasks. Collaboration with internal teams, such as operations, compliance, and sales, is essential to ensure the seamless delivery of services and resolution of client issues. It is important to stay up-to-date with industry developments, regulatory changes, and internal procedures, and share knowledge and best practices with colleagues. To excel in this role, you should have a minimum of 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 are required, along with strong analytical and attention to detail skills. The ability to work in a fast-paced environment, prioritize tasks, and meet deadlines is essential. Proficiency in Microsoft Office, particularly Excel, Word, and Outlook, is necessary, as well as knowledge of custody operations, securities, and financial markets.,