Custody Client Services Specialist (Institutional)

amIT Global Solutions Sdn Bhd; Indonesia; On-site; IDR 89,280,000 - 133,920,000; Full time

Job summary

amIT Global Solutions Sdn Bhd in Indonesia is seeking a Custody Client Service Officer to provide client service support for custody services, manage inquiries, and maintain institutional client documentation.

You will coordinate with Settlement, Corporate Action, and Reporting teams, prepare custody reports, support account openings, and ensure SLA/SOP compliance while using Excel, Word, and PowerPoint and communicating in English.

Qualifications

• Minimum 2-5 years of experience in Custody Operations specially for registration process SID/SRE, Custody Client Service, Securities Services
• Good understanding of custody services, securities settlement processes, corporate actions, and capital market operations.
• Experience in handling institutional clients, investment managers, pension funds, insurance companies, or other financial institutions is an advantage.
• Excellent communication and stakeholder management skills
• Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Good command of written and spoken English.
• Strong customer service orientation with the ability to maintain professional relationships with institutional clients.
• Knowledge of custody account administration, transaction processing, portfolio reporting, and client documentation management.
• Understanding of financial instruments including equities, bonds, mutual funds, and money market products.

Responsibilities

• Provide client service support for custody services, including handling client correspondence, responding to inquiries, providing portfolio information, and maintaining documentation related to institutional client instructions.
• Prepare, review, and distribute custody reports, ensuring the accuracy and completeness of information and alignment with internal systems and KSEI records.
• Support custody account opening processes, transaction instruction validation, client data maintenance and updates, while ensuring services are delivered in accordance with established Service Level Agreements (SLA) and Standard Operating Procedures (SOP).
• Coordinate with internal stakeholders, including Settlement, Corporate Action, and Reporting teams, as well as external parties such as brokers, investment managers, and KSEI to fulfill client requests effectively and efficiently.

Skills

Communication

Stakeholder management

Customer service

English proficiency

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

amIT Global Solutions Sdn Bhd in Indonesia is seeking a Custody Client Service Officer to provide client service support for custody services, manage inquiries, and maintain institutional client documentation.

You will coordinate with Settlement, Corporate Action, and Reporting teams, prepare custody reports, support account openings, and ensure SLA/SOP compliance while using Excel, Word, and PowerPoint and communicating in English.