Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
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Custody Client Service - Senior Associate
- Type
- Full time
- Posted
- 2D AGO
About the role
Make client experience your impact. In this role, you will support institutional clients by resolving time-sensitive custody inquiries across trades, cash, and asset servicing. You will partner closely with operations teams to deliver responsive, accurate service and help improve end-to-end processing. If you enjoy problem-solving, relationship building, and working across global markets, this is a great opportunity to grow your expertise.
As a Custody Client Facing Associate in Custody Operations, you will be the day-to-day point of contact for clients and help ensure their trade, cash, and asset servicing inquiries are handled with clarity and care. You will work with teams across the business to investigate issues, communicate outcomes, and help improve how we deliver service. You will join a collaborative, global team that values accountability, continuous improvement, and client focus.
Job responsibilities
- Serve as a primary contact for client inquiries related to trades, cash, and asset servicing
- Deliver timely, accurate responses and manage expectations throughout issue resolution
- Partner with internal operations teams to investigate breaks, exceptions, and processing issues
- Perform root cause analysis on corporate actions, income, cash, foreign exchange, and trade-related inquiries
- Document findings and communicate clear resolutions to internal and external stakeholders
- Identify recurring inquiry drivers and recommend process improvements to reduce future volume
- Support initiatives that improve straight-through processing and reduce manual touchpoints
- Promote self-service options where available and appropriate to client needs
- Build strong working relationships with clients and internal partners across products and markets
- Prioritize multiple requests effectively in a fast-paced environment
Required qualifications, capabilities, and skills
Good industry and product knowledge of corporate actions essential
- Ability to analyze issues, identify root causes, and propose practical solutions
- Strong written and verbal communication skills with the ability to explain complex topics clearly
- Client service mindset with a focus on responsiveness and quality
- Ability to collaborate effectively with cross-functional teams
- Strong organization, planning, and prioritization skills
- Ability to manage multiple tasks and shifting deadlines
- Sound judgment and attention to detail when handling operational inquiries
- Ability to work effectively in a global team environment
Preferred qualifications, capabilities, and skills
- Knowledge of trade processing and settlement concepts
- Knowledge of cash management concepts within custody operations
- Experience supporting institutional clients in an operations or service environment
- Familiarity with process improvement practices that reduce manual work and recurring inquiries
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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