US Client Service Advisor (Market Operations)

Job Title

Job description provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines.

The client service advisor manages a book of GCAS (Global Client and Agency Solutions) accounts consisting of Custody, Escrow, and IPA products. Candidate must be on hand to offer premium client service and provide assistance with client queries and assist with the relationships between our clients and operations groups. Up to date market knowledge on key initiatives and developments within the trade settlement space are essential. Directly interacting with clients on a daily basis, you will be the main escalation point for all operational issues and will serve as client advocate within client to ensure all clients' needs are met.

Responsibilities:

• Manage all daily service requests received from clients
• Review and understand governing documents
• Monitor account activity
• Coordinate activity between client and operations
• Respond to client inquiries and any exception processing
• Participate in projects as required

Requirements:

• Bachelor's degree in finance or related field, or equivalent work experience
• 3-5 years of Global Custody or AMS experience, including direct client communication
• Excellent communications skills and ability to present to an audience
• Ability to work under pressure in a team environment managing multiple projects/deadlines simultaneously
• Working knowledge of equity and fixed income instruments, SWIFT, DTC/FED/Euroclear/Local Market security movement
• Proficient computer skills and advanced Excel knowledge
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds
• Self-motivated and able to work unsupervised
• Candidate will be able to manage own time and know when to escalate

Desired skills:

• Knowledge of Sungard / FIS Global Plus Platform
• Professional working proficiency in Spanish (written/verbal)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.