Client Money Accounts Specialist

Key responsibilities

Client Money Operations

• Monitor and ensure all CMA-related transactions are within SLA
• Ensure timely and accurate reconciliations in coordination with the Reconciliation Manager
• Participate in testing and validating system changes or upgrades impacting CMAs.
• Work to continuously automate and improve all processes and customer journeys to ensure scalability across the CMA offering

Client Relationship Management

• Support client relationship managers and external firms for operational onboarding and ongoing service.

Governance & Compliance

• Liaise with Compliance department when necessary to ensure compliance with all regulations
• Support audits by providing transaction records, system reports, etc.
• Contribute to development of policies and procedures for client money handling.