Client Implementation & Service, Associate 2
Core
Coordinate the review of documentation to open international accounts for clients, onboard new business, close accounts, and manage renewal processes for investment licenses.
Role type
Associate-level client implementation specialist (global custody)
Builds
Global securities accounts for institutional clients
Domain
Financial services / Global custody
Required skills
Global custody account opening, account closing, amendment processing, license renewal management, client escalations, SWIFT drafting, sub-custodian coordination, policy development, regulatory compliance, multi-currency awareness, issue prioritization
Preferred skills
Coaching and staff development, project participation, continuous improvement initiatives, global market account structure knowledge, negotiation
Technologies
SWIFT
Responsibilities
Facilitate client account openings, closings, conversions, renewals, and amendment requests; manage client escalations; act as technical resource to Account Opening Associates; develop and maintain department policies and procedures; participate in projects and continuous improvement initiatives; resolve issues and prioritize actions in the absence of managers.
Seniority
Associate, hands-on IC
