Custody, Client Service
Core
Deliver exceptional client service and operational excellence within Asset Servicing by managing complex inquiries and coordinating solutions for investment manager and fund company relationships.
Role type
Senior IC custody consultant
Builds
Sustainable service improvements and consistent servicing practices
Domain
Financial services, asset servicing, custody
Deliverable
client delivery
Required skills
Custody expertise, risk management, complex inquiry resolution, cross-functional coordination, process improvement, technical mentoring, securities processing knowledge, cash operations knowledge, analytical problem-solving, organizational prioritization
Preferred skills
Process improvement/automation experience, training/mentoring experience
Technologies
N/A
Responsibilities
Serve as primary point of contact for assigned client and investment manager relationships; Deliver proactive oversight of daily custody activities; Manage complex inquiries and escalations across cash, securities, settlements, and corporate actions; Coordinate with internal partners (Operations, Fund Accounting, Transfer Agency, etc.) to resolve client needs; Build relationships to drive process improvements; Act as escalation point and technical resource for team members; Support onboarding and cross-training for the service team.