Lead Client Service Representative_Account/Billing Team
Core
Lead Client Service Representative supporting account administration, onboarding, and invoicing for Japanese trust banks and asset managers within the Global Custody business.
Role type
Senior Individual Contributor (Lead Client Service Representative)
Builds
High-quality client experience and operational resolution for Global Custody clients
Domain
Financial Services / Global Custody / Trust Banking
Deliverable
client delivery
Required skills
Financial services operations, client servicing, stakeholder management, issue resolution, process improvement, system initiatives, Business-level English, fluent Japanese
Preferred skills
Asset servicing, custody, trust banking, asset management, brokerage, securities operations, client onboarding, account administration, invoicing, mentoring, cross-functional coordination
Technologies
N/A
Responsibilities
Manage day-to-day account administration, onboarding, and invoicing activities; take ownership of complex operational and client matters; contribute to process improvements and workflow enhancements; mentor colleagues and coordinate improvement initiatives
Seniority
Senior, hands-on IC with leadership potential