Empower Client Success
5 days ago
We are seeking a highly skilled Reference Data Specialist to join our team. As a key member of our organization, you will play a critical role in empowering client success through meticulous query management and timely request fulfillment.
Key Responsibilities- Implement custody initiations and manage account opening and maintenance activities globally.
- Articulate the firm's requirements and guide clients through smart form completion.
- Partner with Clients, Sales, Solutions, Implementations, Client Service Managers, and downstream teams for seamless task completion.
- Exhibit the highest standards of customer service to internal and external customers, ensuring confidentiality.
- Create an effective team through continuous communication, timely feedback, and appropriate supervisory practices.
- Showcase and implement process improvements as necessary.
- Bachelor's Degree or Graduate Degree in a relevant field.
- 2+ years of experience in the Financial Services industry with a track record in the custody domain.
- Technical skills in Microsoft Office, including Excel, Word, and PowerPoint.
- Outstanding client management, partnership building, leadership, and stakeholder communication skills.
- Ability to identify risks and issues and navigate them to completion.
- Self-reliance and willingness to own complications and find creative solutions.
- Foster a high-performance culture where people are empowered to make decisions.
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