Client Servicing Member (Custody Operations)

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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. - Ensuring accurate and up-to-date client account information, including closures, and modifications. - Tracking and co-ordinating client transactions, such as cash movements, securities settlements, and corporate actions. - Ensuring adherence to regulatory requirements, internal policies, and procedures to identify and mitigate potential risks. - Building strong relationships with clients, internal stakeholders, and external partners to promote business growth and retention. - Identifying and implementing process improvements to enhance client servicing, reduce risk, and increase operational efficiency. - Working closely with internal teams, such as operations, compliance, and sales, to ensure seamless delivery of services and resolution of client issues. - Staying up-to-date with industry developments, regulatory changes, and internal procedures, and sharing knowledge and best practices with colleagues. Qualifications required for this role: - Minimum 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. - Strong analytical and attention to detail skills. - Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines. - Proficiency in Microsoft Office, particularly Excel, Word, and Outlook. - Knowledge of custody operations, securities, and financial markets.,

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