As a Client Data Manager II, you'll be responsible for the operational management and control of the daily workflow within Client Account Services.
Job responsibilities:
- Manage the workflow through the life cycle of account opening, maintenance and closures.
- Conduct operational management and control of the daily workflow within the team
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
- Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
- Establish policies, procedures, and guidelines which comply with internal and external controls to continuously strengthen the controls environment
- Provide direction and leadership to the team
- Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
- Process continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
- Contribute to the strategic development of Client Account Services processes
Required qualifications, skills and capabilities:
- Operational subject matter expertise in Custody account opening, maintenance and closures.
- Strong people management skills, ability to lead and motivate managers
- Strong ability to learn ongoing stream of new markets, products, and processes
- Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
- Confident communicator in all mediums to both internal and external clients
- Strategic thinker, able to review and implement process improvements
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
Preferred qualifications, skills and capabilities:
- Bachelor’s degree or equivalent, preferred