Customer Service Representative (Level II)

Job Description :

Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and / or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and / or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff, but has no formal supervisory responsibility.

Responsibilities : Manage all daily service requests received from clients, Review and understand governing documents, monitor account activity, coordinate activity between client and operations, respond to client enquiries and any exception process, participate in projects as required

Requirements :

5+ years of Global Custody or Asset Management Services experience, including direct client communication, Excellent communication skills and ability to present to an audience, Ability to work under pressure in a team environment managing multiple projects / deadlines simultaneously, Working knowledge of equity and fixed income instruments, SWIFT, DTC / FED / Euroclear / Local Markets security movement, Proficient computer skills and advanced Excel knowledge, Ability to liaise with all levels of the firm and people with different experiences and backgrounds, Self-motivated and able to work unsupervised. Candidate will be able to Manage own time and know when to escalate.

Other Qualifications :

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

Excels in working among diverse viewpoints to determine the best path forward.

Experience in connecting with a diverse set of clients to understand future business needs is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.