Client Service Analyst, AS

Overview

Client Service Analyst in the Securities Services business, providing day-to-day service support to clients on fund accounting and custody related transactions, and coordinating with onshore, overseas and offshore teams.

What you'll do

• Provide support to clients on all day-to-day, service-related queries, applying the highest standards for fund accounting and custody related transactions.
• Work closely with onshore teams such as Coverage, Sales, Product Managers and Operations to promote Corporate Bank and resolve roadblocks that hinder closure of deals, in line with policies and compliance guidelines.
• Liaise with overseas teams to ensure globally / regionally consistent high standards in service solutions for clients.
• Coordinate and align closely with the offshore Implementation Team.
• Provide technical support for electronic banking platforms and self-service apps.
• Escalate issues to onshore teams in a timely manner to manage client expectations and relationships, and to L2 / L3 support teams if needed.
• Work closely with onshore teams on end-to-end procedures and processes.
• Prepare and provide MIS reports, internally and externally.
• Contribute to Continuous Improvement activities leading to operational efficiencies.

What you'll need

• A minimum of 5 to 8 years' client services experience in the Securities Services business covering Fund Services, and preferably Custody also.
• Ability to handle and address day-to-day client queries and liaise with clients and internal stakeholders on client transaction inquiries, trade settlements, cash settlements, FX, corporate actions, KYC requirements etc. across global markets.
• Excellent communication skills, teamwork spirit, positive working attitude and experience in managing discussions with clients.
• Ability to build relationships by communicating, influencing, and negotiating effectively with internal stakeholders and clients.
• Be pro-active and able to resolve and respond to clients' queries and issues within the agreed SLA.
• Diligent in ensuring quick escalations on key client issues requiring senior management attention.
• Strong time management, organizational, planning and follow-up skills, with the ability to multi-task effectively.
• Be independent, a self-starter, and able to liaise with clients and internal stakeholders including senior management.
• Excellent team member who can work in virtual global teams and a matrix organization.
• Proficient in MS-Office applications, especially Excel.
• Dynamic thinking and highly adaptable to a constantly changing environment.
• Ability to work with information/files received from multiple directions and observe trends within a large data pool.
• Able to work under pressure and meet deadlines.
• Eye for detail and willingness to STP / change the process wherever required.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Details

• Location: Mumbai, India.