Financial Advisor Job at Infotree Global Solutions, Chesterbrook, PA

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  • Infotree Global Solutions
  • Chesterbrook, PA

Job Description

Job Title: Senior Custody Account Manager

Location: Chesterbrook, PA

Duration: 3-6 months with possibility of extension

Responsibilities:

  • Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge 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 clients 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 work experience in the financial industry
  • Experience in large custody project migration with responsibility of the different related working groups
  • Strong knowledge of Custody industry and its regulatory environment
  • 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

Preferred qualifications:

  • Advanced degree considered as a plus

Job Tags

Work experience placement, Local area, Flexible hours,

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