Client Account Services Specialist

Overview

In this role, you will support fast-paced client service delivery within the Collateral Service Delivery Team. You will guide complex client onboarding and ongoing account maintenance, collaborating with internal partners to ensure timely, accurate reference data and responsive support. You’ll drive process improvements, leverage digital tools, and maintain end-to-end ownership of onboarding workflows and SLAs. This is an opportunity to shape client experience in a global financial services leader.

Responsibilities

• Develop onboarding strategies for major implementations to meet deadlines
• Manage end-to-end account activities (fund launches, closures, mergers, remediation)
• Handle end-to-end client queries and advise on account requirements
• Identify and implement process improvements leveraging digital tools
• Foster strong internal partnerships to ensure seamless client delivery
• Maintain knowledge of opening/maintenance workflow and ownership of related SLAs & KPIs
• Develop and maintain email workflow tool with reference/static data integrity and quality checks

Key requirements

• Strong time management and ability to perform under pressure
• Flexibility to operate in a changeable environment
• Organizational, analytical and problem resolution skills
• Teamwork and influencing abilities
• Excellent oral and written communication with clients and internal partners
• MS Office proficiency
• Client relationship management experience

• time management
• adaptability
• collaboration
• MS Office
• Xceptor
• Tableau

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