Understanding and implementation of custody initiations world covering custody and sub custody account opening and maintenance related activities.
Understand the firm’s requirements and various smart forms and articulate the same to end clients and guide them through completion.
Partner with Clients, Sales, Solutions, Implementations, Client Service Managers and downstream teams for seamless completion of the assigned task.
Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
Showcase Process improvements and implement process changes as necessary
Required Qualifications, Capabilities, and skills
Bachelor’s Degree or Graduate Degree
6-10 years experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in custody domain.
Technical skills: Microsoft Office including Excel, Word, and PowerPoint
Outstanding client management, partnership building, leadership, and direct experience of dealing with stakeholders using Effective communication, organization, prioritization and interpersonal skills
Ability to identify risks, issues and successfully navigate through to completion
Self-reliance and willingness to "own" complications and creatively find solutions
Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment