Client Service Representative
Core
Primary point of contact for custody-related client queries, managing resolution of service issues and exceptions.
Role type
Client Service Representative (Custody Services)
Builds
Client service delivery and exception resolution for custody operations
Domain
Wealth management / Asset servicing
Deliverable
client delivery
Required skills
problem solving, analytical skills, risk management, prioritization, communication, stakeholder management, compliance adherence
Responsibilities
Resolve client queries and service delivery root causes, monitor and resolve cash and stock exceptions, ensure day-to-day funding requirements align with standing instructions, initiate proactive communication with investment managers, maintain client data and standing instructions, participate in service reviews, ensure compliance with risk policies
