Client Service _ Global Custody Operations_ Analyst

Deutsche Bank

Mumbai

Hybrid

INR 900,000 - 1,300,000

Full time

8 days ago
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Job summary

Deutsche Bank in Mumbai, India seeks a Client Service Analyst, Associate to support fund accounting and custody-related queries. You will work with Coverage, Sales, Product Managers and Operations to resolve roadblocks and ensure high-quality service across global teams.

The role requires 5–8 years in client services within Securities Services, with strong communication and proactive SLA management. Excel proficiency and a collaborative attitude are essential for success in a matrix

Qualifications

  • 5–8 years of client services experience in Securities Services.
  • Experience in Fund Services and preferably Custody.
  • Strong communication and stakeholder management skills.
  • Ability to build relationships with internal stakeholders and clients.
  • Proactive in addressing client queries and meeting SLAs.
  • Team player capable of working in global matrix organizations.

Responsibilities

  • Provide day-to-day service support for fund accounting and custody transactions.
  • Collaborate with Coverage, Sales, Product Managers and Operations to drive deals.
  • Coordinate with overseas teams for regionally consistent service solutions.
  • Provide technical support for electronic banking platforms and self-service apps.
  • Prepare MIS reports for internal and external use.
  • Escalate issues to onshore/offshore teams as needed and ensure timely resolutions.

Skills

Client services
Securities Services
Fund Services
Custody
MS Excel
MS Office
Communication
Relationship management

Tools

Microsoft Excel

Job description

Job Title: Client Service Analyst, Associate

Shift: Flexible

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.

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