Client Data Manager II CAS Custody

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

• 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

• Bachelor's degree or equivalent, preferred

• 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