Custody Operations - Client Facing Associate
Core
Deliver day-to-day client service support for institutional custody clients, resolving inquiries, improving settlement outcomes, and strengthening client relationships.
Role type
Senior IC custody operations associate (client-facing)
Builds
Settlement outcomes, client service experiences, and operational process improvements
Domain
Financial services / Securities Services / Custody
Deliverable
client delivery
Required skills
client-facing operations experience, global equity and fixed income settlement support, asset servicing activities, cash and foreign exchange operational processes, KPI and metrics analysis, risk and control framework application
Preferred skills
institutional investment client support, complex operating models, straight-through processing concepts, service management tools
Technologies
digital and AI-assisted workflows, service management tools
Responsibilities
Respond to client inquiries accurately and coordinate end-to-end resolution, lead proactive client communication including review meetings, apply risk checks and escalate exceptions, analyze KPIs to identify improvement opportunities, partner with operations to improve settlement timeliness, use digital workflows to triage inquiries and surface automation opportunities
Seniority
Mid-Senior, hands-on IC