Investment Services Account Manager
Core
Manage onboarding of Investment Services accounts to the Global Custody Pivot online portal, ensuring accurate client setup and exceptional user experience.
Role type
Investment Services Account Manager (IT&C)
Builds
Client onboarding workflows and Global Custody Pivot platform utilization
Domain
Financial Services / Investment Services / Trust Operations
Deliverable
product features
Required skills
Account management, Trust operations, Project management, Legal regulations knowledge, Documentation management, Cross-functional collaboration, Training delivery, Process improvement
Preferred skills
Trust administration and sales knowledge, New business development, Complex problem solving
Technologies
Global Custody Pivot, Pivot Admin System
Responsibilities
Interpret user authorization documentation to select appropriate coding within the Pivot Admin System; Interact with Relationship Management and Client Services teams to support business line understanding; Identify documentation issues and clarify client requests; Maintain client Global Custody profile folders and retain appropriate documentation; Review Global Custody paperwork and clear exceptions with Client Services and Relationship Managers; Respond to requests from Risk Management, Trust Compliance, and Corporate Audit Services; Identify staff training needs and coach or assist in training teams; Execute opportunities to create capacity and efficiencies.
Seniority
Mid-level, hands-on IC
