Your new role

As a Senior Manager - Account Opening and Maintenance, Assistant Vice President you will:

• Display and provide expertise in all account openings and maintenance areas: openings, amendments, renewals, regulatory changes, etc.
• Act as an escalation point for clients, sub-custodians and internal departments for market accounts related activities and inquiries. 
• Lead and coordinate market openings and maintenance initiatives both in region and globally within the wider BOaT organisation.
• Monitor market changes and updates sharing these with our clients and taking any necessary actions needed to keep our clients funds compliant. 
• Ensure prompt responses and processing on all email inquiries and phone inquiries. 
• Follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. 
• Oversee staff performing the tasks and be there point of escalation for resolving issues. 
• Work with senior management keeping them informed of new developments, service issues, new business opportunities and department volumes and reporting.
• Assume a leading role in department’s projects focused on process improvement and standardization (Risk Excellence).

Scope of responsibilities also includes:

• Managing a team of client relationship/market opening specialists
• Delivering training and coaching to your team members.
• Ensuring superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved. Proactive identification of client needs and potential internal issues impacting client satisfaction.
• Managing daily calls and emails for various inquiries, change requests from Clients and Staff
• Displaying and providing expertise in all Market Openings and Maintenance subjects (amendments, renewals, regulatory changes)
• Based on Client Service Level, pre-filling market documents, request review and approval for documents from the local subcustodian, and obtain the necessary legalization
• Ensuring market renewals are notified to client and processed in timely manner
• Monitoring Global Market Bulletins and notify client of any market changes or new requirements
• Proactively sharing and promoting new ideas to support process improvements and changes to team processes

What we value

Specific qualifications and skills:

• Client centric approach and customer service experience
• Strategic and analytical skills to develop effective client engagements
• Ownership mindset with proactive approach
• Relationship-building skills
• A quick learner attitude to obtain wide range of industry and product knowledge in a fast changing global environment
• Good external and internal communication skills, Interpersonal and oral communication skills
• Administrative skills to effectively manage operational requests and issues
• Accountability for delivering results
• Good organizational skills; accuracy and attention to details; multitasking capability

Preferred experience and education:

• University Graduates (preferably Finance, Accountancy or Business related degree)
• 7 years of previous experience in customer service, fund administration or finance-related areas preferred
• Experience in delivering service to external client
• Experience in people management and leadership: minimum 3 years
• Excellent command of written and verbal English language
• Project management skills would be an asset

What we offer

• Permanent contract of employment from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold medical package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Employee savings plan
• Multisport Card
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Technical or leadership career pathway