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Account Manager (Custody)

Pyramid Consulting, Inc Chesterbrook, PA (Onsite) Full-Time
Immediate need for a talented Account Manager (Custody). This is a 06+months contract opportunity with long-term potential and is located in Chesterbrook, PA(Hybrid). Please review the job description below and contact me ASAP if you are interested.
 
Job ID: 25-56444
 
Pay Range: $42 - $47/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 
Key Responsibilities: 
  • Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds ...)
  • Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
  • Ensure accurate responses to client requests and queries
  • Participate to clients conference calls and meetings
  • Adherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
  • Adherence to internal controls to eliminate risk and operational losses
  • Deliver constant high quality of service
  • Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI ...)
  • Ensure the coordination and the communication between the internal operations teams and the client
  • Prepare reporting requested by clients auditors
  • Participate to client onboarding calls and perform the account opening in systems
  • Support and complete projects and initiatives as assigned
Key Requirements and Technology Experience: 
  • Key skills; Account management, Customer Service, Custody
  • Bachelor or higher degree
  • Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years work experience in the financial industry
  • Experience in large custody project migration with responsibility of the different related working groups
  • Strong knowledge of Custody industry and its regulatory environment
  • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Excellent communication across verbal, written and presentation skills
  • Positive, energetic, flexible and self-motivated team player with strong organizational skills
  • Analytical, rigorous, with attention to details
  • Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
  • Build and maintain transversal, non-hierarchical relationships with multiple stakeholders

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy 

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Job Snapshot

Employee Type

Full-Time

Location

Chesterbrook, PA (Onsite)

Job Type

Management

Experience

Not Specified

Date Posted

01/17/2025

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