Empower client success through meticulous query management, timely request fulfillment, and strategic process enhancement, ensuring unparalleled service standards and operational excellence.

Job Summary

As a Reference Data Manager within the team, you will ensure all client queries are addressed with care and diligence. You will facilitate the timely completion of client requests while maintaining high service standards to resolve inquiries and escalations. Your role involves managing day-to-day operations, strategically improving processes, and ensuring team members meet firm-wide quality standards.

Job Responsibilities

Implement custody initiations and manage account opening and maintenance activities globally.Articulate the firm's requirements and guide clients through smart form completion.Partner with Clients, Sales, Solutions, Implementations, Client Service Managers, and downstream teams for seamless task completion.Exhibit the highest standards of customer service to internal and external customers, ensuring confidentiality.Create an effective team through continuous communication, timely feedback, and appropriate supervisory practices.Showcase and implement process improvements as necessary.Identify risks and issues, navigating them to successful completion.

Required qualifications, skills, and capabilities

Bachelor’s Degree or Graduate Degree.2+  years of experience in the Financial Services industry with a track record in the custody domain.Technical skills in Microsoft Office, including Excel, Word, and PowerPoint.Outstanding client management, partnership building, leadership, and stakeholder communication skills.

Preferred qualifications, skills, and capabilities

Ability to identify risks and issues and navigate them to completion.Self-reliance and willingness to "own" complications and find creative solutions.Foster a high-performance culture where people are empowered to make decisions.Experience in process improvement and implementation of changes.