Operations - Client Account Services - Associate
Core
Execute custody account openings and coordinate market documentation to enable new and expanding client relationships in global custody.
Role type
Associate, Client Account Services (Custody Operations)
Builds
Live custody accounts for new and incremental business
Domain
Global custody, fund services, securities services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Global custody operations, fund services operations, securities services operations, custody account structures, market documentation, stakeholder management, operational risk identification, service level tracking, Microsoft Excel, Microsoft Word
Preferred skills
Australia/New Zealand/Asia custody onboarding, omnibus and segregated models, AI and generative AI tools, local agents coordination, operational reporting, custody platforms
Responsibilities
Coordinate and govern the set-up of custody account openings, Coordinate market and tax documentation requirements, Partner with relationship coverage and onboarding teams, Liaise with local agents and service providers, Track milestones and dependencies, Respond to account opening inquiries, Update account reference data, Maintain procedure documentation, Identify risks and process gaps, Contribute to reporting on KPIs and KRIs