Associate - Client Service
Aumni
Job Description
Being apart of our Security Services Custody Client Operations team, you're part of a pivotal team dedicated to delivering exceptional service and support to our valued clients. Your role involves more than just assisting, you're the front line, ensuring that every interactions leaves a lasting positive impression.
As a Client Service Associate in our Security Services Custody Client Operations 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. We are committed to delivering investor solutions that help protects our clients’ portfolios, optimize their efficiency and maximize opportunities in a diverse global markets.
Job Responsibilities:
- Provide excellent client service and support to internal and external clients daily
- Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner
- Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders
- Partner across wider global team and technology to identify product enhancements and technology improvement opportunities
- Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
- Provide 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 practices
- Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
- Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
- Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
- Strong analytical & problem solving skills with proactive mindset to drive change
- Bachelor's Degree required or equivalent experience