We currently have an opportunity for a Custody Supervisor in Real Estate Funds with a leading financial services company. Applicants for this role must have worked to at least a Supervisor level within Custody and have excellent communication and relationship management skills.

The Client Service Supervisor/ Custody ensures the firm’s clients receive accurate and timely data and serves as a point of escalation for complex client issues.

Areas of Responsibility:

1. Client Servicing and Inquiry Response

• Field and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts.
• Coordinate and follow up on client meetings and deliverables.
• Leverage knowledge of products and services.
• Work closely with internal clients in Operations and Treasury and Markets to ensure timely resolution of client inquiries and improvement of service levels.
• Serve as a key point of contact for external clients with regard to daily servicing inquiries.
• Develop key internal relationships to proactively aid in the resolution of client issues.

2. Global Custody

• Ensure all client documentation is updated and archived.
• Ensure adherence to all established procedures and controls.
• Prepare month end and year end reports.

3. Staff Supervision

• Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks.
• Conduct annual performance appraisals and provide regular feedback based on goals for direct reports.

Requirements:

Education level and/or relevant experience(s)

• BS/BA degree and/or equivalent work experience.
• Minimum of 3 to 5 years related custody experience.
• Prior experience working in a client servicing focused work environment.

Knowledge and skills (general and technical)

• Working knowledge of corporate actions, equity, fixed income, and derivative investments.
• Ability to prioritize and quickly resolve client needs.
• Ability to multitask, prioritize assignments and work quickly and accurately in a deadline oriented environment.
• Ability to communicate effectively with both verbal and written skills.
• Comprehensive working knowledge of Excel
• Analytical ability