As a Client Data Manager II within the Client Account Services team, you will be tasked with the operational management and control of the daily workflow. Your responsibilities will include managing the workflow throughout the account opening, maintenance, and closure lifecycle. You will also be expected to maximize team capacity through effective resource planning and ensure a robust team structure through comprehensive training and succession planning. Your role will also involve ensuring all daily controls and processing are completed and signed off, including resolving client service inquiries and producing key metrics as required. You will be expected to establish policies, procedures, and guidelines that comply with internal and external controls to continuously strengthen the control environment. As a leader, you will provide direction to the team and communicate effectively with the department, ensuring staff are aware of strategic and regulatory changes in the organization. You will also be responsible for the continuous review of content and presentation of Standard Operating Procedures, in line with the introduction of new policies and ongoing risk management activities. Lastly, you will contribute to the strategic development of Client Account Services processes
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