The Client Account Services (CAS) team manages and supports the delivery of a global strategy across Investor Services products for the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements. We manage and track in-flight remediation projects, highlight risks/barriers, define project roles, define roles/responsibilities and milestones, manage governance for in flight remediation, and track deliverables to ensure a successful remediation.
Client Account Services is...
The supervisor will support Client Account Services activities for in-flight documentation remediation projects. The analyst will work across several products and remediation projects (i.e. regulatory requirements and control/risk related issues).
The role will involve working with client agreements and related documentation. The responsibilities will include leading a team performing functions across searching, scanning, indexing legal documents to an electronic imaging systems and maintaining client records. The manager will be required to review documents to ensure they satisfactorily meet specific outlined requirements. Additionally, the manager will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client documents, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.