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- Bilingual English/Spanish 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 also review and analyze market documents with clients and work with local agent banks for submission in accordance with market SLAs. 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.

 

Job responsibilities

     

Manage the end-to-end custody account and markets opening processes by providing guidance to clients on all static data and documentation requirementsReview and project manage the custody account opening processes inclusive of new, incremental, inquires and entitlement requests in support of clients' operational readinessCollaborate with key internal partners involved to ensure seamless client delivery and identify opportunities for process improvement, with a strong emphasis on quality and timelinessDrive automation and digital tools strategy by identifying efficiencies and implementing solutionsDevelop innovative and creative solutions to solve complex, real-world business challengesUtilize data and visualization to influence decision-making and drive business resultsAdopt the Skills of the Future Program to rapidly excel in an ever-changing environmentWork proactively with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agilityFoster a culture where Diversity & Inclusion are integral to everyday interactionsCollaborate with clients to standardize and optimize processes for agility in meeting dynamic agendas, while partnering with internal teams to ensure seamless client delivery and identify opportunities for process improvement, focusing on quality and timelinessPartner with CAS Coordination members to provide a seamless client experience and support for market entry 

  Required qualifications, capabilities, and skills

Excellent written and verbal communication in both Spanish and English LanguagesMust have excellent interpersonal skillsAn understanding of client structure and formation documents is requiredDigital Tool Experience such as MS Office, Alteryx, Tableau and XceptorOral and written communication - ability to effectively interface clearly and concisely with clients and internal business partnersPossesses good organizational, analytical, and problem resolution skillsStakeholders' Management - Client Service and relationship management experiencedAbility to manage multiple projects and meet deadlines in a fast-paced environmentExperience in driving process improvements and automation initiativesDemonstrated ability to work collaboratively in a team-oriented environmentCommitment to fostering a diverse and inclusive workplace

Preferred Qualifications, Experience and Skills

Beneficial to have Custody Knowledge / Industry with an understanding of process and procedures, and global market entry knowledgeHave an innovative and curious mindset to deep dive into Client inquiriesHave experience in the Client Account Services from an investment banking perspectiveExperience working with complex and emerging marketsFamiliarity with market entry documentation and regulatory requirements