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Job Requirements of Account Manager (Custody):
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Employment Type:
Full-Time
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Location:
Chesterbrook, PA (Onsite)
Do you meet the requirements for this job?
Account Manager (Custody)
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 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.
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