Tampa, FL, United States
21 hours ago
Client Services Associate I

You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.

As a Client Service Associate I in our Security Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients. 

 Job Responsibilities

Provide excellent client service and support to internal and external clients dailyMonitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely mannerPerform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholdersPartner across wider global team and technology to identify product enhancements and technology improvement opportunitiesCollaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experienceProvide operations subject matter expertise and value-added services to clients where required

 Required qualifications, Capabilities, and Skills

Knowledge of financial markets, trade lifecycle, and settlement practicesExcellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organizationOperate effectively in a dynamic environment with tight deadlines and can exhibit time management skillsExposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with dataStrong analytical & problem-solving skills with proactive mindset to drive changeBachelor's Degree required or equivalent experience

Preferred qualifications, Capabilities, and Skills

Prior custody/treasury operation services, markets operational experienceUnderstanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global CustodySelf-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure “Best in Class” result. 
Confirm your E-mail: Send Email