Client Operations Associate

Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in Custody Account openings maintenance, Global Market Entry and handle advance and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action. you are responsible for project management of global account openings and associated documentation in line with internal and external Service Level Agreements (SLAs) and coordination of complex client requests including fund restructures, launches and transitions. You will leverage your diverse perspective and expertise in automation tools to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners involved to ensure seamless client delivery and identify opportunities for process improvement, with a significant emphasis on quality and timeliness.

Job responsibilities

• Manage the end-to-end custody account and markets opening processes by providing guidance to clients on all static data and documentation requirements
• Evaluate and project manage the custody account opening processes inclusive of new, incremental, inquires and entitlement requests in support of clients’ operational readiness
• Review and analyze market documents with clients and work with local agent banks for submission in accordance with market SLA. This involves assisting clients with market restructures, fund mergers/name amendments, new requests, renewals, closures, and transition processes by providing analysis and working with local agent banks to provide clients with options
• Drive automation and digital tools strategy by identifying efficiencies and implementing solutions
• Develop innovative and creative solutions to solve complex, real-world business challenges
• Utilize data and visualization to influence decision-making and drive business results
• Adopt the Skills of the Future Program to rapidly excel in an ever-changing environment
• Collaborate with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agility
• Foster a culture where Diversity & Inclusion are integral to everyday interactions
• Engage constructively with clients to support standardization and optimization to enable us meeting a dynamic and complex agenda with agility. 
• Work in partnership with other key internal partners to provide seamless client delivery and look for opportunities to improve process with focus on quality and timeliness
• Partner with CAS Coordination members to provide a seamless client experience and support for market entry

Required qualifications, capabilities, and skills

• Digital Tool Proficiency: Skilled in utilizing digital tools such as MS Office, Alteryx, Tableau, and Xceptor
• Communication Expertise: Proficient in both oral and written communication, with the ability to interface effectively with clients and internal business partners
• Organizational & Analytical Skills: Exhibits excellent organizational, analytical, and problem-solving capabilities
• Stakeholder & Relationship Management: Experienced in managing stakeholders, providing client service, and fostering relationship management
• Interpersonal Skills: Possesses exceptional communication and interpersonal skills, both written and verbal
• Project Management: Capable of managing multiple projects and meeting deadlines in a fast-paced environment
• Team Collaboration: Demonstrated ability to work collaboratively within a team-oriented setting
• Diversity & Inclusion Commitment: Dedicated to fostering a diverse and inclusive workplace

Preferred qualifications, experience, and skills

• Custody Knowledge & Industry Insight: Beneficial to possess an understanding of custody processes, procedures, and global market entry
• Innovative & Curious Mindset: Ability to deep dive into client inquiries with a creative and inquisitive approach
• Client Account Services Expertise: Experience in client account services from an investment banking perspective
• Client Structure & Documentation: Understanding of client structure and formation documents is required
• Complex & Emerging Markets Experience: Proven experience working with complex and emerging markets
• Market Entry & Regulatory Familiarity: Familiarity with market entry documentation and regulatory requirements
• Process Improv