Graduate
On-siteNo visa sponsorship
Core
Primary point of contact for custody-related client queries, managing resolution of service issues and exceptions while maintaining client data and standing instructions.
Role type
Custody Client Service Associate
Builds
Prompt quality responses and service delivery for 600+ clients
Domain
Wealth management / Asset servicing
Deliverable
client delivery
Required skills
Analytical skills, problem solving, risk understanding, communication, prioritization, compliance adherence
Responsibilities
Resolve client queries, monitor and resolve cash and stock exceptions, maintain client data and standing instructions, initiate proactive communication with investment managers, participate in service reviews, ensure compliance with risk policies