Client Service Manager - Custody

Serve as the main point of contact for client initiatives, deliverables, and complex queries (including corporate actions, settlements, FX, and fund accounting). Partner with Relationship Managers to identify growth opportunities and align internal capabilities with client goals.

Oversee mailbox and phone queues to ensure rapid response and escalation. Coordinate client onboarding, account maintenance, market openings, and system access.

Act as the first line of defense for operational risk. Track essential client documentation (KYC, tax, AML), identify potential exposure, and establish team controls to resolve issues proactively.

Review existing workflows to eliminate redundancies. Drive automation and streamline tasks to boost team efficiency during new product or business rollouts.

Manage and mentor team members, providing regular coaching, driving the annual performance review process, and handling performance management where necessary.

Bachelor's degree in Business, Finance, Accounting, or equivalent industry experience.

At least 6 years of financial services experience, with a minimum of 3 years in a supervisory or leadership role.

Deep familiarity with Global Custody, Market Operations or Fund Administration

Professional fluency in English and Mandarin (highly preferred) with exceptional presentation skills.

Proven ability to manage end-to-end projects, solve complex problems creatively, and collaborate across global matrixed teams.