Reporting to the Head of CCS Product , this role will provide active leadership within the business. The Manager – Account Services will be responsible for ensuring the team meets and achieves team goals. There are a number of areas in which this role with will cover:
LCC and GC Implementation Planning and co-ordination
The Manager – Account Services is responsible for the maintenance of the pipeline for LCC and GC client segments, preparation of transition timetables and project plans, providing co-ordination and project management of each transition, ensuring successful execution of the transition of assets and successful integration of the client’s holdings. The role will also involve assisting the Relationship Management and Account Managers with the handover of new activity to BAU.
This role will also be responsible for any restructure or client exit activity for LCC & GC clients.
Account opening SME’s and face to face client contact for all Account Opening related issues
This role will include being the face to face contact and SME for Account Opening for both our internal and external clients. The applicants expertise in Market and tax form requirements will assist in the ability to provide expert advice to our clients in order for them to meet their account opening obligations prior to the commencement of any trading activity
Execution and signing of all client related account opening and tax forms for our POA clients
The Managers – Account Services will be responsible in ensuring the accuracy and timeliness of the execution of all market and tax forms for our clients whereby they have a POA agreement.
Co-ordination of name changes
The Manager – Account Services will be responsible in ensuring the accuracy and timeliness of the execution of all required name changes across strategic systems.
Oversight of Account Opening and Business Implementation team in Chennai
This role will include the Oversight role of the Account Opening and BITASIA teams in Chennai to ensure client SLA’s are being met.
In addition they provide a trouble-shooting or analytic evaluation on adhoc issues or projects as they arise.
They will apply their technical ability and analytical and management skills to ensure set ups and transitions are completed meeting agreed time and quality standards. This will include the maintenance of required documentation and process and procedure creation (as required) As the role works closely with the wider Operations team and BP2S teams, building and leveraging relationships across the business is an imperative. On an ongoing basis the nature of the role will be largely consistent but future projects and their scope will vary depending on the prioritisation, needs and growth of the business.
A motivated, results focused person, they demonstrate a strong client service ethic and have excellent communication skills (both written and verbal), and they are effective interpersonally and have a demonstrated capability of dealing with all levels of stakeholders. They also can produce effective and informative presentations as required. They maintain awareness of changes in markets and industry systems and processes, which they apply to their analysis and service delivery.
Planning and resource management skills are also critical to success. Given that each transition will vary from each other, the Manager – Account Services must be able to manage the competing priorities and develop the flexibility within the team to meet the competing demands.
They demonstrate excellent relationship management skills as their role works closely with their counterparts at the client’s and/or in the global custody network and/or with BP2S to ensure successful completion of all client requests. They also have effective working relationships internally with Business Implementation, Client Service, Coverage, IT and Operations.
- Oversee Account Opening and Auto FX setup within the Chennai Account Opening and Business Implementation Teams.
- Relationship management, internal & external stakeholder management & communication
- Operational Risk Management and Compliance
- Professional and technical development of staff
- Business Implementation - including on boarding of new clients, restructures
- Detailed understanding of Market Opening and Tax regulations with the specific purpose of assisting our clients with their needs.
- Maintains client satisfaction on global service delivery and contribute in the delivery of new products and services in coordination with business lines.
- Ensuring the team deliver against all Risk and Compliance and administrative requirements. Meeting all internal governance, compliance and regulatory requirements
Competencies (Technical / Behavioural)
Accountable - Take personal responsibility,
delivers against personal and team goals
Accuracy & Attention to Detail - Ensure correctness
and quality in work
Communication - Effective verbal and written
communication & effective interpersonal ability
Leadership Ability - Ability to
motivate, develop and engage their team
Maturity & Judgement - Demonstrates the
ability to deal effectively with complex issues, learns from experience,
assesses issues using relevant information and applying intuition. Makes informed and considered decisions.
Quality in Delivery - Completes all
activities with a quality focus, investigates and resolves issues or activities
Results Focused - Understands the
strategic objectives of the role/area and works or delegates to ensure their
achievement with a quality focus.
Relationship Management - The ability to foster,
develop and sustain effective and meaningful working relationships with
stakeholders, contacts and colleagues
Strategic Focus - The ability to
consider competing conceptual or real elements and factors in finding
solutions, to think laterally and to focus on potential outcomes before
determining the best course of action.
Time Management - Prioritises,
delegates and manage workflows effectively to achieve individual and team goals
Specific Qualifications Required
7+ years in Financial Services, with specific technical knowledge of
Custody Operations and/or Business Implementation
capability in project management & planning, good numeracy and
qualified in Business, Accounting or a related discipline and substantial
industry experience in a like role.
- Ability to
foster and maintain strong interpersonal relationships both internally and
- Strong people leadership and management capability