Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
Monitor client cash balances, where necessary liaising with clients to cover positions.
Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client
Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Required Qualifications, Capabilities and Skills
Minimum of Bachelor's degree or equivalent financial qualifications
Fluent English and German
Strong relationship management, communication and time management skills
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment
Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
Previous experience in a similar role within the Financial services and/or Banking industry