Overview
We are seeking a Client Service Representative to join a dynamic custody operations team. This is an entry level opportunity working under direct supervision, focused on monitoring client custody operations, maintaining service levels, and supporting senior team members with client conversions, reporting, and analysis. This role is ideal for someone looking to build a foundation in financial services operations and client support.
Key Responsibilities
Client Service and Inquiry Response
- Proactively respond to custody related client inquiries on a daily basis
- Partner with internal departments to prioritize, track, and resolve client requests and deliverables
Technology and Innovation
- Utilize internal systems and technology solutions to manage and track client inquiries effectively
- Introduce clients to new technology, automation tools, and product offerings
Risk Management and Control
- Support the maintenance and reporting of client service metrics
- Participate in team based projects, audits, and process improvement initiatives
- Assist with monthly reporting requirements
Qualifications
- Bachelor’s degree or equivalent work experience required
- Strong communication and organizational skills
- Ability to manage multiple priorities in a fast paced environment
- Interest in financial services, operations, or client support
