Join our team and make an impact by supporting clients in a fast-paced, collaborative environment. Unlock your potential as you build professional relationships and drive operational excellence. Be at the heart of client account services, enabling seamless market access and technology setup. Shape your career with opportunities for growth and development. Bring your expertise to a team that values innovation and client service.

As a Custody Client Account Services Team Leader within the CAS Initiations team, you will play a pivotal role in managing daily operational workflows. You will support clients with account and market openings, technology setup, tax servicing, and account maintenance. You will collaborate with internal teams to deliver accurate and timely solutions, ensuring a high standard of client service. In this role, you will have the opportunity to develop your leadership skills and contribute to the success of our team.

Job Responsibilities:

• Manage and control daily operational workflows within CAS Initiations
• Support clients with account and market openings, technology setup, and reporting
• Maintain static data and facilitate account closure processes
• Receive, investigate, and respond to internal queries in a timely and accurate manner
• Facilitate completion of regular and ad-hoc client, investor, and regulatory reporting requirements
• Provide relevant data and analysis to resolve client queries
• Ensure compliance with internal policies and regulatory requirements
• Drive process improvements and operational efficiency
• Foster a culture of teamwork and continuous learning

Required Qualifications, Capabilities, and Skills:

• Strong ability to communicate effectively and interact with individuals across teams
• Demonstrated self-starter with the ability to work independently and learn quickly
• Excellent problem-solving skills
• Proven ability to work under pressure in a volume-driven environment
• Flexibility to follow tight deadlines, organize, and prioritize work
• High level of accuracy and attention to detail with minimal supervision
• Relevant financial industry experience
• Bachelor’s degree or equivalent
• Proficient in Microsoft Office products, including Word, Excel, Access, and Outlook

Preferred Qualifications, Capabilities, and Skills:

• Experience in client account services or custody operations
• Strong analytical and data management skills
• Experience with process improvement initiatives
• Ability to lead and motivate a team
• Advanced proficiency in Microsoft Excel

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.