The Client Reference Data (CRD) team manages and supports the delivery of a global strategy across Investor Services products for the Client Information Model (CIM), Client Documentation, Accounts, and Entitlements. We manage and track in-flight remediation projects, highlight risks/barriers, define project roles, define roles/responsibilities and milestones, manage governance for in flight remediation, and track deliverables to ensure a successful remediation. Client Reference Data is…
A global business aligned team that is instrumental in putting the client front and center throughout our cohesive and consistent model An organization that enables thought leadership and a team who are risk aware, flexible, empowered, and feel accountable to drive best in class service Driving to be best in class through transformational change and technology innovation The manager will support Client Reference Data activities for in-flight documentation remediation projects. The manager will work across several products and remediation projects (i.e. regulatory requirements and control/risk related issues). The role will involve working with client agreements and related documentation. The responsibilities will include leading a team performing functions across searching, scanning, indexing legal documents to an electronic imaging systems and maintaining client records. The manager will be required to review documents to ensure they satisfactorily meet specific outlined requirements. Additionally, the manager will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client documents, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.