We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. 

As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities:

Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines  Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation's Manages the end to end client queries and provides guidance to clients on account request requirements  Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

Required qualifications, capabilities, and skills:

Strong time management skills, with the ability to self-direct and handle high-pressure, time-sensitive tasks. Demonstrated flexibility and adaptability in a dynamic and changeable environment. Excellent organizational, analytical, and problem-solving skills. Strong teamwork and influencing skills, with the ability to collaborate effectively with others. Proficient oral and written communication skills, enabling effective interaction with clients and internal partners. Proficiency in Microsoft Office applications. Experience in client relationship management.

Preferred qualifications, capabilities, and skills:

Collateral and/or Tri-Party workflow, product, processes and procedures knowledge Wider Securities Services industry knowledge Experience with digital tools – Xceptor, Tableau, Alteryx