Client Service Subject Matter Expert – Custody
Core
Expert-level specialist serving as the primary point of contact for clients and internal teams on complex custody and account processing inquiries and escalations.
Role type
Senior IC Client Service Subject Matter Expert (Custody)
Builds
Custody and account processing services for sophisticated clients
Domain
Financial Services / Investor Services
Deliverable
client delivery
Required skills
Custody account processing expertise, complex inquiry resolution, internal technology solutions usage, policy and procedure implementation, trend analysis from client feedback, process improvement
Preferred skills
Custody account opening process knowledge
Technologies
Internal custody technology solutions, Excel
Responsibilities
Act as the first point of escalation for the team, respond to complex inquiries and escalated issues, coordinate new business and product implementations, review client feedback to identify trends and propose solutions, support management in implementing policies and controls
Seniority
Senior, hands-on IC