AVP - Account Manager - BAMM
Chesterbrook, PA 19087
About the Job
Responsibilities:
- Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act 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 internal and external auditors
- Participate to client onboarding calls and perform the account opening in systems
- Support and complete projects and initiatives as assigned
Minimum Required Qualifications:
- Bachelor or higher degree
- Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
- Experience in large custody project migration with responsibility of the different related working groups
- 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
Client Registrations Required:
- Not applicable
Source : BAMM
