Knowledge of securities lending and account administration
Ability to integrate organizational knowledge to service clients
Experience assisting relationship managers in business development, client presentations, and implementation
Analytical skills to analyze account objectives and identify improvements
Proficiency in handling service requests, transaction processing, inquiry resolution, and documentation
Capability to develop and oversee action plans for client activities
Strong coordination skills with servicing teams, clients, and vendors
Competence in ensuring accurate fee setup and review in lending systems
Skills in identifying service efficiency enhancements and process improvements
Experience in statistical analysis of client portfolios for opportunities
Excellent communication skills for regular client interactions and documentation
Responsibilities
Coordinates the account administration for securities lending clients
Anticipates and identifies clients' needs for service requests
Assists relationship managers in developing additional business, executing business implementation plans, making client presentations, and coordinating servicing team
Analyzes account objectives to make improvements in servicing
Receives service requests from clients and partners, executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date
Oversees development of appropriate action plans for client activities and ensures execution and follow up
Coordinates with servicing team on execution of client activity, communicating with client and vendors when appropriate
Ensures accurate set up and review of fees in the lending system
Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures
Serves as first point of contact for clients on a day-to-day basis on any queries relating to their securities lending program
Communicates with clients regularly to inform them of account set-up or status, requesting documents or other information when necessary
Conducts statistical analysis on client portfolios for untapped opportunities
Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity