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參考編號 : ZJ00005465
Implementation Support, Global Custody (Banking)
職位描述
- Responsible for analysis, assembling and completing Custody market, tax, renewal and re-solicitation documents for clients within project timelines Planning, executing and tracking completion of client Custody documentation projects
- Pre-populate documents for clients where possible
- Co-ordinate, ratification, certification as required with vendor and clients
- Work closely with Markets and internal partners to ensure understanding, provide updates of status and ensure accuracy of documents
- Support Client Management and Sales as subject matter experts for Custody documentation
- Direct client contact Support Sales, Product and Client Management teams with Custody client documentation requirements
- Responsible for leading the timely completion of account opening documentation for custody to meet client expectations and timelines
- Monitor and track status of multiple client initiated documentation requests. Facilitate meetings with clients and/or internal partners to review documentation status
- Determine timeframe, procedures for accomplishing tasks, and allotment of available resources to various phases of documentation process
- Confer with internal resources including Account Managers, Tax, Markets, Legal and Clients to understand and outline documentation deliverables
- Schedule and coordinate activities of internal resources to ensure account openings progress on schedule and within prescribed standards
- Coordinate with appropriate Markets, Consulates, Agencies, Legal and Product departments as required to complete the account documentation
- Follow documentation standards, controls and documentation approval process. Produce reporting including metrics for internal management.
- Identify and implement process improvements
- Comply with all audit, regulatory and compliance directives
- Build partnership and strong working relationships with other functional areas in the process
- May require travel to client location assisting with completion of documents
- Other duties as assigned
職位要求
- Business experience in Financial Services
- Global Custody experience is an asset
- Experience dealing with Global markets and/or tax documents is an asset
- Demonstrated leadership and initiative with ability to take charge, make decisions and accomplish tasks
- Demonstrated organization and time management skills
- Ability to work under pressure and adapt to a changing work environment
- Ability to communicate clearly and concisely with multiple audience in mind
- Ability to effectively manage multiple internal and external relationships and projects
- Well-developed working knowledge of the Custody business, client needs and the upstream and downstream influences
