Job Description

Responsibilities:

• Act as the primary point of contact for assigned Securities Services clients, managing all aspects of the custodial relationship with the bank.
• Collaborate closely with the Operations team to ensure adherence to service level standards and timely execution of client requests.
• Review and understand client requirements, ensuring compliance with Service Level Agreements and Service Level Standards.
• Maintain regular contact with clients to obtain feedback on service levels and initiate service reviews as agreed upon.
• Advocate for the client and take ownership of finding solutions to meet their needs and exceed expectations.
• Facilitate query handling, ensuring responses are provided accurately and in a timely manner.
• Monitor regional and global markets for new developments, analyze their impact on clients, and prepare informative communications such as Newsflashes and Custody Insights.
• Maintain effective and timely client communication, including bulletins, operational queries, and questionnaires.
• Initiate issue escalation to relevant Unit Heads when necessary, ensuring prompt resolution.
• Maintain Management Information System (MIS) on client Assets Under Custody (AUC) and activity for internal reporting and reference purposes.

Requirements:

• Bachelor\'s degree in Finance, Business Administration, or a related field.
• 2-3 years\' experience in client services within the Securities Services industry.
• Excellent communication and interpersonal skills, with the ability to build and maintain good client relationships.
• Detail-oriented with a focus on accuracy and the ability to manage multiple priorities.
• Sound knowledge of financial markets, including regulatory changes and market developments.
• Proficiency in using management information systems and reporting tools.
• Proficient in MS Office Suite, particularly Excel and PowerPoint.

Cristina Malabuyoc Malijan EA License No. 02C3423 Personnel Registration No. R1111547

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