Client Data Manager II CAS Custody
5 hours ago
If you are interested to join a dynamic team, have an opportunity to build professional relationships and connect with clients, join our team
As a Client Data Manager II within the Custody Operations you'll be responsible for the operational management and control of the daily workflow within Client Account Services.
Job Responsibilities:
- Manage the workflow through the life cycle of account opening, maintenance and closures. Operational management and control of the daily workflow within the team
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
- Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
- Establish policies, procedures, and guidelines which comply with internal and external controls to continuously strengthen the controls environment
- Provide direction and leadership to the team and contribute to the strategic development of CAS processes
- Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
- Continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
Required qualifications, capabilities and skills:
- Operational subject matter expertise in Custody account opening, maintenance and closures.
- Strong people management skills, ability to lead and motivate managers
- Strong ability to learn ongoing stream of new markets, products, and processes
- Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
- Confident communicator in all mediums to both internal and external clients
- Strategic thinker, able to review and implement process improvements
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
Preferred Qualifications, Capabilities, and Skills:
- Bachelor's degree or equivalent, preferred
Additional Information:
- Shift Schedule: Mid Shift (3:00 PM to 12:00 AM PHT or 4:00 PM to 1:00 AM PHT)
- Work Setup: Full Time Onsite
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.
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