Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.
As a Client Data Associate II within Client Account Services (CAS) - Entitlements team, you will be responsible for e:Banking access management on client facing products for Securities Services clients/users. You will 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. You should have clear understanding of Securities Services business, manage complex client requirements, Client & Stakeholder Liaison to deliver Best-in-class solutions.
Job Responsibilities
Manage 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 initiativesRequired qualifications, capabilities and skills
Strong People management skills Good leadership skills and ability to motivate a team Client liaison; needs to have strong verbal and written communication skills for client interaction Strong analytical skills with a desire to work in a fast-paced environment with multiple deliverables 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 Flexible to work in shiftsPreferred qualifications, capabilities and skills
Proficiency in Microsoft Office suite of applications Preferred experienced with new age tools like Alteryx, Tableau, Xceptor etc.