Client Implementation & Service, Associate 2

Role Overview

Client Service and Delivery

• Deliver valued services and solutions to clients while maintaining consistent quality.
• Participate in virtual team meetings and prepare management materials.
• Proactively identify client needs and internal issues that may affect client satisfaction.
• Coordinate with internal operations, shared services, outsource partners, and external clients to resolve issues.

Reporting and Project Support

• Prepare reports and robust management information for Client Service Management.
• Implement and maintain data quality checks for client service project materials.
• Monitor project progress, escalate issues, and help keep projects on track.
• Track business-unit risk items and perform Risk and Control Assessments.

Controls and Team Support

• Assist with compliance reviews, controls, and audits.
• Liaise with operations and other business units to resolve service and operational issues.
• Create backup coverage and ensure mandatory training is completed within required timelines.
• Plan leave in advance to support seamless activity coverage.

Required Qualifications

• 2+ years of experience in custody and accounting, with knowledge of financial instruments.
• Bachelor's degree in Finance, Accountancy, or a business-related discipline.
• Strong verbal and written communication, analytical ability, organization, and attention to detail.
• Ability to work independently, collaborate with diverse stakeholders, and meet strict client deadlines.
• Excellent English skills.

Preferred Qualifications

• Prior client service experience is advantageous.
• MBA or CFA accreditation is advantageous.
• Advanced MS Office skills, including SharePoint, Excel, or PowerPoint, are desirable.
• VBA, Tableau, or Power BI skills are good to have.

Schedule

• The role provides support during US market hours and requires comfort with night shifts.