Job Description
Our Client in the Financial Services Sector
We are seeking a highly motivated and detail-oriented Client Account Services Officer with experience in custody, investment, and/or banking services.
Responsibilities
* Serve as the primary point of contact for clients regarding account-related inquiries, ensuring prompt and professional responses.
* Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
* Proactively communicate with clients about account statuses, upcoming deadlines, and service enhancements.
* Oversee the onboarding process for new accounts, ensuring compliance with regulatory and organizational standards.
* Handle account maintenance activities, including updates to client information, account closures, and transfers.
* Coordinate with internal teams to ensure accuracy and efficiency in account setup and ongoing management.
* Manage custody account-related processes such as securities transfers, settlements, and corporate actions.
* Assist clients with investment account activities, including trade execution support and portfolio reporting.
* Monitor account transactions to ensure accuracy and compliance with relevant regulations.
Requirements
* 3-5 years of experience in custody, investment, or banking operations.
* Strong understanding of financial products, investment instruments, and custody account processes.
* Proficiency in custody platforms such as COSMIC and TITAN – A plus.
* Exceptional organizational and multitasking abilities with a keen eye for detail.
* Excellent communication and interpersonal skills to effectively interact with clients and internal teams.
* Certification such as CFA, CFP, or Series 7 is a plus.
* Experience with global custody or cross-border investment accounts.