Bulge Bracket Investment Banks

Posted 4 days ago

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**Client Service Analyst - Securities Services Operations** Support institutional investors, ensuring trades settle smoothly and assets are cared for across global markets. Key responsibilities include delivering high-quality service, monitoring client issues, communicating effectively, and driving process improvements. Required skills span market knowledge, strong communications, task management, data analysis, and problem-solving. Familiarity with financial markets, trade lifecycle, and tools like Tableau is crucial. This entry-level role offers a supportive team environment, fostering growth and collaboration.

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: Tampa, FL, United States

This role is designed for curious, motivated early-career talent who want to learn fast, solve problems, and grow into bigger responsibilities. Youll join a supportive team that values collaboration, continuous improvement, and doing the right thing for clients.

As a Client Service Analyst in our Securities Services Custody Client Facing team, you will

support institutional investors by helping ensure their trades settle smoothly and their assets are safeguarded and serviced across global markets. You will work closely with internal partners to respond to inquiries, resolve exceptions, and improve processes so clients have a consistent, high-quality experience. Youll learn the trade lifecycle, develop strong stakeholder-management skills, and contribute to a culture that values teamwork, ownership, and continuous improvement.

Job Responsibilities

Deliver high-quality daily service and operational support to internal and external clients

Monitor client inquiries and service requests, tracking progress and ensuring timely resolution

Investigate non-routine issues and exceptions, coordinating with internal partners to drive closure

Communicate clearly with clients and internal teams, setting expectations and providing accurate updates

Document issue details, actions taken, and outcomes to support consistent service and controls

Escalate risks and time-sensitive issues appropriately, helping protect client outcomes and service levels

Required qualifications, Capabilities, and Skills

Knowledge of financial markets, trade lifecycle, and settlement practices
Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment
Exposure to business intelligence tools (I.E. Tableau, LLMs, MS Office Suite); comfortable working with data
Strong analytical & problem-solving skills with proactive mindset to drive change

Preferred qualifications, Capabilities, and Skills

Bachelor's Degree in Finance, Business, or relevant work experience
Familiarity with global custody or post-trade operations concepts
Familiarity with financial messaging and payments concepts (for example, SWIFT, foreign exchange, reconciliations)
Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure Best in Class result.

Kick-start your career at the center of global investingwhere great client service meets real market impact.

Full Job Description

Location: Tampa, FL, United States

As a Client Service Analyst in our Securities Services Custody Client Facing team, you will

Job Responsibilities

Deliver high-quality daily service and operational support to internal and external clients

Monitor client inquiries and service requests, tracking progress and ensuring timely resolution

Investigate non-routine issues and exceptions, coordinating with internal partners to drive closure

Communicate clearly with clients and internal teams, setting expectations and providing accurate updates

Document issue details, actions taken, and outcomes to support consistent service and controls

Escalate risks and time-sensitive issues appropriately, helping protect client outcomes and service levels

Required qualifications, Capabilities, and Skills

Knowledge of financial markets, trade lifecycle, and settlement practices
Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment
Exposure to business intelligence tools (I.E. Tableau, LLMs, MS Office Suite); comfortable working with data
Strong analytical & problem-solving skills with proactive mindset to drive change

Preferred qualifications, Capabilities, and Skills

Bachelor's Degree in Finance, Business, or relevant work experience
Familiarity with global custody or post-trade operations concepts
Familiarity with financial messaging and payments concepts (for example, SWIFT, foreign exchange, reconciliations)
Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure Best in Class result.

Kick-start your career at the center of global investingwhere great client service meets real market impact.

Client Service Analyst - Securities Services Operations

Full Job Description

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