Client Account Services (CAS)
Client Account Services (CAS)
- Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service
- Driving to be best in class through transformational change and technology innovation
Client Account Services (CAS)- Entitlements team is responsible for e:Banking access management on client facing products for Securities Services clients/users. Role requires liaison with internal and external stakeholders that includes Clients, Client Service / Solutions, Middle Office & Help Desk to understand intricate client requirements, manage inquiries, and controls access. Role mandates clear understanding of Securities Services business, manage complex client requirements, Client & Stakeholder Liaison to deliver Best-in-class solutions.
Job Responsibilities
- Timeliness and Accuracy while completing client instructions and queries via strict adherence to the SOPs and SLAs
- Perform validations on client instruction and seamlessly administering client user access to electronic banking products on provisioning applications in a controlled and risk-free manner
- Be aware of operational risk scenarios associated with the role and come up with ideas to mitigate risk
- Identify and resolve concerns by assisting Clients, Client Service, Middle Office & Help Desk
- Anticipate escalation prone scenarios and manage them pro-actively
- Own, promote and drive continuous improvement initiatives
Required Qualifications. Capabilities, and Skills
- Minimum of 1 year experience in a client liaison role in a similar financial organization, local or global; needs to have strong verbal and written communication skills for client interaction, comfortable with dealing with clients, both internal and external to the firm
- Strong analytical skills with a desire to work in a fast-paced environment with multiple deliverables; able to work in a multi-queued environment providing frontline and back-end transactions
- Good team player and self-motivated
- Capacity to work under time-sensitive business deadlines with ability to work independently
- Proven skills in time management and attention to detail
- Amenable to work on night time schedule following North America hours.
Preferred Qualifications, Capabilities and Skills
- Experience in Corporate Investment Banking, especially in Custody (setting up systems for Custody clients) highly preferred
- Proficiency in Microsoft Office suite of applications
- Flexible to work in shifts, as business needs
- Preferred experienced with new age tools like Alteryx, Tableau, Xceptor etc.