Client Account Services
Vor 6 Tagen
Our client is a Tier 1 client in the Financial Services sector.
They are seeking a highly motivated and detail-oriented Client Account Services Officer with experience in custody, investment, and/or banking services.
The ideal candidate will play a critical role in managing client relationships, ensuring seamless account operations, and delivering exceptional service.
This position requires strong analytical skills, attention to detail, and a client-centric approach.
Responsibilities: Serve as the primary point of contact for clients regarding account-related inquiries, ensuring prompt and professional responses.
Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
Proactively communicate with clients about account statuses, upcoming deadlines, and service enhancements.
Oversee the onboarding process for new accounts, ensuring compliance with regulatory and organizational standards.
Handle account maintenance activities, including updates to client information, account closures, and transfers.
Coordinate with internal teams to ensure accuracy and efficiency in account setup and ongoing management.
Manage custody account-related processes such as securities transfers, settlements, and corporate actions.
Assist clients with investment account activities, including trade execution support and portfolio reporting.
Monitor account transactions to ensure accuracy and compliance with relevant regulations.
Ensure adherence to regulatory requirements and internal policies for all client account activities.
Requirements: 3-5 years of experience in custody, investment, or banking operations.
Strong understanding of financial products, investment instruments, and custody account processes.
Proficiency in custody platform such as COSMIC and TITAN – A plus Exceptional organizational and multitasking abilities with a keen eye for detail.
Excellent communication and interpersonal skills to effectively interact with clients and internal teams.
Certification such as CFA, CFP, or Series 7 is a plus.
Experience with global custody or cross-border investment accounts.
If you think you have the above skills and experiences, click the 'Apply' button or send your resume to ******
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