Found Description
Your Role
- Serve diverse clientele including institutional clients and portfolio managers across securities custody, institutional asset management, pension plans, and ETFs.
- Support clients through significant life events such as onboarding, portfolio manager transitions, and client departures.
- Participate in client integrations and change initiatives, collaborating closely with clients, portfolio managers, account managers, and operational teams.
- Work in partnership with operational teams to ensure flawless execution of activities and deliver a consistently top‑tier client experience.
- Assist team members with planning, coordination, and deadline management to ensure smooth and timely delivery.
- Contribute to continuous improvement, documentation, and standardisation of team processes.
- Support training initiatives and act as a subject‑matter resource, helping colleagues deepen their expertise and achieve profession...
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