Specialist, Custody Services - Toronto

Only for registered members Toronto, Canada

2 days ago

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Job summary

The Specialist Custody Services role involves delivering professional service to clients and investment managers within CS service standards. Responsibilities include researching and resolving client inquiries, maintaining effective relationships with clients and internal staff, identifying upsell/cross-sell opportunities, and ensuring timely market settlement of cash and securities transactions.

  • Client Servicing: Ensure professional service is delivered to Clients and Investment Managers.
  • Operational Management: Monitor cash balances daily.

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