Client Service Analyst, AS

Deutsche Bank; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Deutsche Bank in Mumbai seeks a Client Service Analyst to manage day-to-day client queries across Fund Services and Custody, coordinating with onshore and offshore teams to ensure high standards and timely resolutions.

You will support MIS reporting, drive process improvements, and work within a matrix, virtual global team environment, leveraging MS-Office tools to enhance efficiency and client satisfaction.

Qualifications

• 5–8 years of client services experience in Securities Services (Fund Services / Custody)
• Ability to handle day-to-day client queries and liaise with clients and internal stakeholders across global markets
• Excellent communication, teamwork, and relationship-building
• Pro-active, able to resolve queries within SLA and escalate as needed
• Strong time management, organizational and multi-tasking skills
• Independent, self-starter able to liaise with senior management and global teams
• Proficient with MS-Office applications, especially Excel

Responsibilities

• Provide support to clients on day-to-day service-related queries for fund accounting and custody transactions
• Coordinate with Coverage, Sales, Product Managers and Operations to promote Corporate Bank and resolve deal blockers
• Liaise with overseas teams to ensure globally consistent high service standards
• Coordinate with offshore Implementation Team
• Provide technical support for electronic banking platforms and self-service apps
• Escalate issues to onshore and L2/L3 support as needed
• Work with onshore teams on end-to-end procedures and processes
• Prepare and provide MIS reports internally and externally
• Contribute to continuous improvement activities to drive operational efficiencies
• Leverage AI tools to enhance productivity and workflow optimisation

Skills

Client services

Relationship building

Stakeholder management

Communication skills

Time management

Teamwork

Virtual global teams

Attention to detail

Proactive issue handling

Tools

MS-Office

Excel

Job description

Job Summary

Job Title: Client Service Analyst, AS

Location: Mumbai, India

Role Description

Client Service is responsible for retaining, growing and developing strategic client relationships for a portfolio of (country, regional or global) clients for which they have primary service coverage responsibility, in line with applicable internal policies and external legal/regulatory framework.

Your key responsibilities

• Provides support to clients on all day-to-day, service-related queries applying the highest standards for Fund accounting and custody related transactions.
• Works closely with, but not limited to, onshore teams like Coverage, Sales, Product Managers and Operations to promote Corporate Bank and resolve roadblocks that hinder closure of deals with thorough understanding of policies and compliance guidelines;
• Liaises with overseas teams to ensure globally / regionally consistent high standards in service solutions for clients.
• Coordinates and aligns closely with offshore Implementation Team.
• Provides technical support for electronic banking platforms and self-service apps.
• Escalates issues to onshore teams in timely manner to manage client expectation & relationship.
• Escalates issues with respective L2 / L3 support teams if needed.
• Work closely with onshore teams on E2E procedures and processes.
• Prepares and provides MIS reports, internally / externally.
• Contributes to Continuous Improvement activities leading to operational efficiencies

Your skills and experience

• Have a minimum of 5 to 8 years client services experience in the Securities Services business covering Fund Services and preferably Custody also.
• Be able to handle/address day to day client queries and liaise with both clients and internal stakeholders related to but not limited to clients transactions inquiries, Trade settlements, Cash settlements, FX, Corporate actions, KYC requirements etc. across Global markets.
• Excellent communication skills, teamwork spirit, positive working attitude and experience in managing discussion with clients.
• Ability to build relationships by communicating, influencing, and negotiating effectively with internal stakeholders and Clients.
• Be pro-active and able to resolve and respond to clients queries and issues within the agreed SLA.
• Diligent to ensure quick escalations on key client issues requiring senior management attention.
• Strong time management, organizational, planning and follow-up skills, ability to multi-task effectively.
• Be independent, self-starter and able to liaise with clients and internal stakeholders including senior management.
• Required excellent team member who can work in virtual global teams and a matrix organization.
• Proficient in MS-Office applications, especially excel.
• Dynamic thinking and highly adaptable to constantly changing environment.
• Ability to work with information/files receiving from multiple directions and able to observe trending during the massive data pool.
• Able to work under pressure and meet deadlines.
• Eye for detail and willingness to STP / change the process wherever required.

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.