Client Services Representative

• Develop understanding on GLAS custody and escrow infrastructure
• Assist with the operational administration of escrow and custody accounts, including cash and asset holding structures.
• Assist with managing transaction execution of a wide range of corporate finance and other investment related matters and ongoing transaction administration.
• Support transaction processing activities such as receipt, release, and settlement of funds in accordance with approved instructions and internal procedures.
• Maintain accurate operational records for client accounts, transactions, and balances.
• Assist with onboarding processes for new escrow or custody arrangements, including attending call with prospects, drafting fee proposal, agreements and organisation of required documentation.
• Assist with opening and ongoing administration of bank and brokerage accounts
• Support checklist management and tracking of onboarding milestones.
• Coordinate with internal teams to ensure onboarding processes are completed efficiently and accurately.
• Support preparation of internal reports, trackers, and summaries relating to custody and escrow accounts.
• Assist with data collation for management, audit, or compliance reporting purposes.
• Assist with coordination between stakeholders including: (i) internal - including legal, due diligence and GLAS transaction management teams in other jurisdictions, and (ii) external – clients, banking and broking partners.
• Support process improvement initiatives and documentation of operational workflows where required.
• Working consultatively with team members on ad-hoc tasks as assigned.

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Client Service Analyst – Custody & Escrow Services