Financial Services background within Custody or Investment Bank environment with 12-15 yrs of experience in Trade Management / Cash Management Or Asset Services domain.
Strong Executive presence & interpersonal skills
Strong Business communication skills both verbal and written
Demonstrates strategic and analytical thinking
Successful performance in a risk based environment with a proven track record of risk reduction
Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
Must have good knowledge of Microsoft Office skills: Excel, Word and PowerPoint, Tableau (added advantage)
Strong time management skills required to meet the internal and external deadlines/cutoffs
Shift – North America
Required qualification, skills and capabilities:
Has to be extremely client-focused and result-oriented in approach. We are looking for a Client Services Manager who can help maintain existing business with current and act as liaison between the client & the Bank to remediate issues.
Hands on Manager with sound People Management skills and focus on grooming and developing diverse talent
Exhibits boundary-less behavior, proactive and ability to work with Global teams in a matrix organization environment
Ability to see the big picture and escalate quickly during critical situations
Should possess experience of working on voluntary\mandatory Corporate Actions or Income related processes OR Trade management/ Cash management
Day to day inquiry management & resolution of escalated client exceptions. On a daily basis ensure timely and accurate responses executed on Custody Enquiries received and logged, in line with documented procedures and controls
Ensure all open enquiries are managed, and ownership maintained, so that cases are updated and closed in a timely manner according to case management best practices and case status policy
Work alongside a team of 10-15 professionals with managing day-to-day efforts
Execute forward thinking to maintain response quality and completeness to prevent case reopening.
Publishing / Review of Daily/weekly performance metrics pertaining to the function and to identify and track reasons for deviation from agreed levels or expected behavior. Ensure follow up and escalate for all ageing items.
Manage group email boxes and SharePoint queues to ensure queries are resolved / responded to within a timeframe and manner sensitive to the urgency of the event, thereby ensuring that internal / external client satisfaction is maintained.