Join a team that shapes the future of client account management in the financial industry. At Client Account Services, you’ll be part of a group that values innovation, accountability, and continuous improvement. Your work will directly impact our clients’ experience and drive operational excellence. We invest in diverse talent and foster an environment where your ideas matter. Be a part of transformational change and help us deliver long-term value to our stakeholders.

As an Entitlements Specialist in the Client Account Services team, you enable secure eBanking access for Securities Services clients. You collaborate with clients, internal teams, and stakeholders to understand complex requirements and deliver tailored solutions. You help us drive best-in-class service through risk awareness and technology innovation. Together, we create a culture of empowerment and accountability. Your contributions support multiple lines of business and make a real difference.

Job Responsibilities

Manage client instructions and queries with accuracy and timeliness, following SOPs and SLAsValidate client requests and administer user access to electronic banking productsIdentify operational risks and propose effective mitigation strategiesResolve concerns by assisting clients, Client Service, Middle Office, and Help DeskAnticipate and proactively manage escalation-prone scenariosOwn and promote continuous improvement initiativesLiaise with internal and external stakeholders to deliver best-in-class solutionsMaintain strict controls and compliance in all access management activitiesSupport transformational change through technology innovationFoster a risk-aware and accountable team environmentEnsure seamless onboarding, maintenance, and closure of client accounts

Required Qualifications, Capabilities, and Skills

Minimum 1 year experience in a client liaison role within a financial organizationStrong verbal and written communication skills for client interactionComfortable engaging with both internal and external clientsStrong analytical skills and ability to manage multiple deliverables in a fast-paced environmentExperience working in multi-queued environments handling frontline and back-end transactionsEffective team player and self-motivatedAbility to work independently under time-sensitive business deadlinesProven time management and attention to detailWillingness to work night shifts aligned with North America hours
 

Preferred Qualifications, Capabilities, and Skills

Experience in Corporate Investment Banking, especially Custody client systemsProficiency in Microsoft Office applicationsFlexibility to work in shifts as business needs requireExperience with tools such as Alteryx, Tableau, or Xceptor