Help clients start strong in global custody by making onboarding smooth, accurate, and on time. You’ll play a key role in converting new and incremental wins into live, operating custody accounts. You’ll work closely with partners across relationship coverage, client service, onboarding, transitions, and local market agents. If you enjoy operational ownership, problem-solving, and stakeholder management, you’ll find meaningful impact and growth here. Your work will directly support client satisfaction, risk management, and scalable service delivery.
As a Client Account Services Associate in Client Account Services, you execute custody account openings and coordinate market documentation to enable new and expanding client relationships. You’ll capture business requirements, manage timelines and dependencies, and ensure high-quality setup across systems and local market partners. You’ll help identify and resolve issues early to keep deliverables on track and aligned to agreed service levels. You’ll also contribute to reporting and continuous improvement that strengthens execution, controls, and client experience.
We support clients across Australia, New Zealand, and Asia (excluding Japan) through account opening, documentation coordination, and change activity such as restructures, launches, transitions, and exits. Priorities can shift with client activity, so you’ll work in a flexible team environment that values clear communication, strong execution discipline, and continuous improvement.
Job responsibilities
- Coordinate and govern the set-up of custody account openings for new and incremental business, ensuring accurate setup and timely completion
- Coordinate market and tax documentation requirements to support account activation across relevant jurisdictions
- Partner with relationship coverage, client service, onboarding, and transitions teams to confirm requirements and deliver to agreed service levels
- Liaise with local agents and service providers to progress documentation, clarify requirements, and resolve blockers
- Track milestones, dependencies, and timelines to keep work progressing and stakeholders aligned
- Respond to account opening and documentation inquiries with clear, solution-oriented communication
- Update account reference data to maintain high data quality and operational readiness
- Maintain procedure documentation to reflect current processes and control expectations
- Identify risks, issues, and process gaps early, escalating appropriately and proposing practical improvements
- Contribute to reporting on key performance indicators and key risk indicators for stakeholders and leaders
Required qualifications, capabilities, and skills
- 5 years of experience in global custody, fund services, or securities services operations with direct account opening exposure
- Demonstrated knowledge of custody account structures and market documentation requirements across multiple jurisdictions
- Proven ability to manage multiple concurrent requests with competing deadlines and changing priorities
- Strong stakeholder management skills, including clear written and verbal communication with senior internal and external partners
- Demonstrated ability to identify operational risk, investigate issues, and drive timely resolution
- Experience tracking service level commitments and delivering work to agreed timelines and quality standards
- Proficiency in Microsoft Excel and Microsoft Word
Preferred qualifications, capabilities, and skills
- Experience coordinating onboarding activities across Australia, New Zealand, and Asia (excluding Japan) markets
- Familiarity with custody account opening workflows, controls, and documentation standards across omnibus and segregated models
- Proficiency using AI and generative AI tools to improve business processes while adhering to data privacy, risk, and compliance requirements.
- Experience working with local agents and third-party service providers to progress documentation and resolve exceptions
- Experience contributing to operational reporting, including defining and improving key performance and risk indicators
- Exposure to custody platforms or account opening tools used in large financial institutions
