Client Service Specialist - Investor Services

Job Summary

We have an exciting opportunity for a Client Service Specialist with experience in Investor Services or Custody to serve as a single point of coordination for custody service delivery, ensuring proactive communication, effective issue resolution, and a consistently high‑quality client experience.

Responsibilities

• Driving structured client engagement, including relationship meetings, due diligence and service reviews, where required.
• Managing the client experience, including complaints, feedback and service improvements.
• Providing market intelligence and client communication, including newsflashes and insights.
• Supporting client onboarding and migration processes.
• Building strong internal networks across CRM, Sales, Product, and Operations.
• Driving adoption of the custody portal.
• Driving adoption of automated account opening.
• Aligning onboarding processes w...