Help deliver a consistent, high-quality client experience in a fast-paced, control-focused environment. In this role, you will take ownership of complex servicing and operational matters and partner across teams to drive timely outcomes. You will be trusted to communicate clearly with clients and senior stakeholders, lead escalations, and improve how work gets done. You will also support a culture of accountability, collaboration, and continuous improvement. If you enjoy solving problems, strengthening controls, and making processes better, this role offers meaningful impact.
Job summary
As a Senior Associate, Global Liquidity Client Services in the Global Liquidity Client Services team, you will support institutional clients and client account managers through onboarding, account maintenance, and day-to-day servicing. You will independently manage complex operational requests, coordinate with internal partners, and ensure issues are resolved accurately and on time. You will also contribute to process, control, and service improvements while providing guidance to colleagues.
Job responsibilities
- Own day-to-day servicing for assigned institutional clients and client account managers, managing inquiries and requests through completion
- Investigate and resolve complex operational matters, including settlements, interest claims, cash management requests, and banking queries
- Communicate clear, timely updates to clients, senior stakeholders, and internal partners
- Escalate material risks appropriately and document issues and outcomes in line with established procedures and controls
- Coordinate onboarding for new clients, accounts, and funds, actively managing dependencies through delivery
- Review onboarding and maintenance documentation for accuracy, completeness, and adherence to procedures and controls
- Partner with cross-functional teams (including Operations, Product, Tax, Compliance, and Legal) to resolve complex dependencies and deliver outcomes
- Mentor and support colleagues through coaching, knowledge sharing, and day-to-day guidance on complex cases
- Identify opportunities to simplify servicing processes, strengthen controls, and improve efficiency and client experience
- Drive or coordinate workflow, reporting, and automation enhancements from requirements definition through implementation
Required qualifications, capabilities and skills
- Bachelor’s degree or equivalent qualification
- 7 years of relevant experience in asset management, banking, custody, treasury services, or a related financial-services environment
- Demonstrated experience handling complex client servicing or operational matters with end-to-end ownership and effective stakeholder management
- Practical experience in onboarding, account maintenance, fund operations, cash management, or related operational support
- Strong written and verbal communication skills, with the ability to engage effectively with clients and senior stakeholders
- Strong problem-solving, prioritization, and decision-making skills, including sound judgment on risk, controls, and escalation
- Proven ability to coach or mentor colleagues through guidance, training, or knowledge sharing
- Advanced proficiency in Microsoft Excel and standard office applications
- Strong attention to detail and ability to manage multiple priorities in a control-focused environment
Preferred qualifications, capabilities and skills
- Experience improving processes, strengthening controls, or delivering service enhancements in an operations environment
- Experience gathering requirements and supporting workflow, reporting, or automation improvements
- Experience with reporting tools or data visualization tools
- Experience working with institutional clients and complex operational servicing models
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
Shift: Night, US Operating Hours