Vista previa generada por IA
Lead client support to resolve post‑trade and compliance queries in Beijing.
Collaborate cross‑functional teams to deliver top‑tier global custody services.
Job Description
The Client Account Manager works closely with clients, relationship managers, client service managers, Compliance, Products, Client Implementation, Legal, Network Management and Operations to ensure client is on-boarded and operational queries are timely resolved. Client Account Manager will be reporting functionally to Head of Global Custody Operations.
Core functions
Resolution of post trade queries on International Trade settlement / Corporate Action & Income processing / Tax related queries / Money transfers activity.
Handles internal / external clients’ enquiries and act as a single-point of contact for clients / fund managers who use our global custody services.
Follow‑up client activity - provide reporting and managing operational risk.
Communicate the issues and recommending solutions to clients.
Work in partnership with Client Service team for the preparation and delivery for the Service Review. Participate in the service review with the clients.
Comply with all regulations, policies and standards, contributing to an effective risk culture.
Provide support any regulatory, audit, review requirements.
Facilitate the completion of procedures and grant follow up of procedures that need to be revised, amended or validated.
Carries out any other assignments and provides back‑up within the team which may include asset servicing and cash management activities
Perform ad hoc tasks when required
Deliver excellent levels of service to stakeholders internally and externally and to “get it right first time”.
Responsible for ensuring the best client experience.
Demonstrate risk management excellence and ensure appropriate procedures are adhered and kept updated.
Job Requirement
- Positive attitude and team player
- Client Servicing skills with excellent communication and interpersonal skills
- Highly motivated, self‑starter with the ability to work in pressurized environment
- Highly structured and methodical in execution
- Ability to multi‑task and prioritize workloads, strong time management skills
- Results driven with a strong commitment to completing tasks within deadlines
- Ability to understand and resolve or elevate issues quickly
- Enjoy working in a socially diverse environment
- Comfortable dealing with senior individuals and management across functions
- Strong knowledge of financial industry with good experience across asset classes
- Proven track record in client facing roles