The Role
Responsible for managing client relationships in financial institutions, serving as the main point of contact, and offering expert advice in client servicing for Local and Global Custody. Requires overseeing large custody project migrations and facilitating collaboration among stakeholders.
Summary Generated by Built In
Company Description
Finance
Job Description
Serve as a senior custody Account Manager in charge of financial institutions (banks, brokers, hedge funds, US 40 Act 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
Minimum required Qualifications
- Bachelor or higher degree
- Proven track record in Client Service / Account Management role during a minimum of 5 to 10 years with preferably prior background on income payment and corporate action
- Experience in large custody project migration with responsibility of the different related working groups
- 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
Additional Information
All your information will be kept confidential according to EEO guidelines.
Top Skills
Excel
PowerPoint
Word
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The Company
What We Do
Lenmar Consulting Inc is an Information Technology and Services company located in 185 Hudson Street, S#1440, Jersey City, NJ 07302.
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