Client Services Manager - US Tech Solutions
Chesterbrook, PA
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
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com) .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
• 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
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com) .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Source : US Tech Solutions
