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Clearing & Custody Account Manager

Job Title: Clearing & Custody Account Manager
Contract Type: Permanent
Location: Sydney
Industry:
Reference: 3268506
Contact Email: lauren.johnson@perigongroup.com.au
Job Published: May 14, 2021 11:01

Job Description

This global bank is dedicated to providing the lighest level of customer service and service levels to their client. This role is a pivotal part of maintaining communication and services levels with key clients. 

Position summary:

Reporting to the Head of Custody Account Management, the key purpose and remit of the role will be as follows:
  • Serve as the 1st escalation point and for client issues and internal stakeholder teams.
  • Staff management of the LCC (local clearing & custody) Account Management Team. 
  • Proactive engagement with clients, internal stakeholders and business functions.
  • Assist in strategic planning and implementation with the Head of Custody Account Management
  • Management oversight responsibilities for the offshored service providers 
 The role has full accountability for the following:
  • People management responsibilities for the LCC Account Management team.
  • Management of and contribution to the daily BAU Account Management workload as a Senior Account Manager within the team
  • Assisting LCC Account Managers with any urgent escalated issues requiring assistance to resolve
  • Assisting LCC Clients with any escalated issues, raising the matter further to the Head of Custody Account Management, where appropriate
  • Liaising with settlements teams, corporate actions, relationship managers and other teams where appropriate to monitor service levels
  • Assisting the Head of Custody Account Management with strategic planning and implementation of changes to processes or structure of the Team.
  • Assisting the Head of Custody Account Management to monitor and track headcount requirements as new business comes onboard.

Qualification / experience:
  • A minimum 8 years commercial experience in financial services and recognised as a technical expert in custody operations who demonstrates effective client service.
  • Recognised as able to work effectively with other internal teams to improve service and resolve issues in a timely manner.
  • Proven high level account management / client service skills within a high-pressure, deadline drive team.
  • You have the ability to work cohesively and positively with colleagues and peers at all levels within the organisation.  Your style is to communicate freely and openly both upwardly managing expectations and reporting on service delivery - and in assisting other business teams to deliver against their goals, where you can contribute.