This job posting has expired
Expired on March 28, 2026
Client Services - Officer
Job Description
Investment Services gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. As an Officer, Client Service, you will act as a single point of contact for Custody only / full-service clients, liaising with internal departments to aid the execution of client deliverables.
Responsibilities
- Act as a single point of contact for Custody only / full-service clients
- Actively engage with clients to manage open issues
- Oversee delivery of monthly KPI reporting
- Facilitate the opening and closing of Funds and market accounts
- Delivery of Risk and Control processes including Funds Transfers and Transaction Origination
- Manage and act as escalation for fund accounting queries
Qualifications
- Bachelor’s degree in Finance, Business or Accounting preferred
- Proven track record in a client service and operations environment with over 7+ years client-facing experience
- In depth knowledge of financial securities markets, language and products
- Strong experience in Banking and Financial Services environment
- Demonstrated managerial, leadership and decision making abilities