Our Client, a Retail and Corporate and Institutional Banking Solutions company, is looking for a Custody Account manager for their Chesterbrook, PA location.
Responsibilities:
Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds …)
Act as an entry point of contact with the clients and act as subject matter expert on client servicing and related activity for Local and Global Custody
Ensure accurate responses to client requests and queries
Participate to clients conference calls and meetings
Adherence to all US regulations as related to the services offered, along with the adherence to internal bank and business line procedures and policies.
Adherence to internal controls to eliminate risk and operational losses
Deliver constant high quality of service
Provide clients with ad hoc reports as agreed in the SLA (client cash forecast, KPI …)
Ensure the coordination and the communication between the internal operations teams and the client
Prepare reporting requested by clients auditors
Participate to client onboarding calls and perform the account opening in systems
Support and complete projects and initiatives as assigned
Requirements:
Good communication skills (Verbal and written)
Attention to detail
Reactive; quick turnaround to client queries as there is a time sensitivity
Able to work in a team
Bachelor or higher degree
Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years work experience in the financial industry
Experience in large custody project migration with responsibility of the different related working groups
Strong knowledge of Custody industry and its regulatory environment
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)
Excellent communication across verbal, written and presentation skills
Positive, energetic, flexible and self-motivated team player with strong organizational skills
Analytical, rigorous, with attention to details
Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues
Build and maintain transversal, non-hierarchical relationships with multiple stakeholders
Preferred qualifications: Advanced degree considered as a plus
Why Should You Apply?
Excellent growth and advancement opportunities
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
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