Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

 

As a Client Operations Associate II within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in market entry and handle advanced and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action. You will guide clients through market entry requirements, particularly in complex and emerging markets by proactively managing market renewals, remediation, restructuring, reorganization, name changes, and transition processes. You will leverage your diverse perspective and expertise in tools such as Tableau and Alteryx to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners involved in the market entry process to ensure seamless client delivery and identify opportunities for process improvement, with a strong emphasis on quality and timeliness.

Job responsibilities

Manage the end-to-end market account opening process for clients in complex emerging market countries, providing guidance on market entry and documentation requirementsReview and analyze market documents with clients and collaborate with local sub-custodians to finalize local market account openings in accordance with market SLAs, adhering to established proceduresTrack market account openings and other name change/merger activities against market SLAs, ensuring full compliance with department standards for managing and monitoring all client requestsDrive automation and digital tools strategy by identifying efficiencies and implementing solutionsDevelop innovative and creative solutions to solve complex, real-world business challengesUtilize data and visualization to influence decision-making and drive business resultsAdopt the Skills of the Future Program to rapidly excel in an ever-changing environmentWork proactively with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agilityFoster a culture where Diversity & Inclusion are integral to everyday interactionsAssist clients through market restructures, fund mergers, name changes, and transition processes by providing analysis and collaborating with local sub-custodians to offer clients optionsPartner with CAS Coordination members to provide a seamless client experience and support for market entry

Required qualifications, capabilities, and skills

Bachelor’s degree in Business, Finance, Economics, or a related field3+ years of experience in market entry, client onboarding, or a related areaProficiency in data analysis and visualization tools such as Tableau and AlteryxHigh-level analytical and problem-solving skillsExcellent communication and interpersonal skillsAbility to manage multiple projects and meet deadlines in a fast-paced environment

Preferred Qualifications:

Experience working with complex and emerging marketsFamiliarity with market entry documentation and regulatory requirementsExperience in driving process improvements and automation initiativesDemonstrated ability to work collaboratively in a team-oriented environmentCommitment to fostering a diverse and inclusive workplace