Ops Client Service Representative Trade Management

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POST DATE 9/3/2016
END DATE 12/19/2016

Confidential Company Boston, MA

Boston, MA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


Job Title: Ops Client Service Representative Trade Management

Location: Boston,MA-02210

Duration: 12 months

Job Description:

The Ops Client Service Representative Trade Management is responsible for aiding in the resolution of inquiries and investigations. S/he will research and respond to various internal and external inquiries using all available resources. This includes helping to improve turnaround, analyzing inquiry trends, refining service models, and enhancing information delivery to internal users. The Client Service Representative I must be able to articulate core Trade Management products and services to a wide and diverse audience.
* Work with internal client users ( business lines ) and Operations divisions to improve inquiry resolution and turnaround quality.
* Ensure inquiries are resolved timely and accurately. Inquiries may be external (both client and sub-custodian network) and internal (from any business line but primarily InServ global offices and other Ops areas) related to trade status, market practice, industry trends and instruction formatting.
* Maintain standards and controls over resolution of inquiries.
* Recommend workflow improvements.
* Communicate professionally and constructively to effectively resolve issues.
* Identify client and sub custodian trends and recommend solutions to recurring problems and issues.
* Ability to clearly and professionally communicate instruction related issues to clients ( written, verbal and in person )
* Communicate expected resolution ( where applicable ) based on market knowledge and standards
* Provide superior client service
* Ensure phone inquiries are resolved timely and accurately
* Communicate professionally and constructively to effectively resolve issues.

BS/BA degree or equivalent work experience. Minimum 3-5 years of experience within Custody Operations. Demonstrated excellence in written/verbal communications. Research, diagnostic, analytical and problem resolution skills Understanding of Custody industry initiatives and their impacts to the Client's. Ability to approach every question/phone call/issue/inquiry as an opportunity to improve Clients product. Demonstrated ability to build collaborative relationships across the firm. Proactive self -starter who is goal oriented. Ability to communicate and work in a team environment.