Job Description

Position Summary Oversee client account management operations, including account opening, maintenance, and closing, risk and BSA/AML compliance, and fee management support, including invoice preparation and fee receivables. Key Responsibilities Supervise client account opening, maintenance, closing, and database management. Oversee client records, document safekeeping, and idle cash processing. Manage daily client inquiries and ensure timely, high-quality service. Implement risk management, self-assessment, and BSA/AML compliance procedures. Coordinate key operational matters with internal and external stakeholders. Support client invoicing, fee receivable estimates and reconciliations, and fee schedule updates. Lead and train team members to ensure accuracy, efficiency, and continuous service improvement. Perform additional duties as assigned by management. Requirements Bachelor’s degree in Business, Finance, Accounting, Marketing, or a related field preferred. 5–7 years of relevant experience in financial services operations, preferably in global custody, securities services, or institutional client onboarding. Proven experience managing a team or leading operational functions. Strong Japanese and English communication skills, both written and verbal. Proficiency in MS Word, Excel, and PowerPoint; data mapping knowledge is a plus. Basic understanding of cash and securities settlement processes preferred. Strong communication, negotiation, and stakeholder management skills. Ability to collaborate with technology teams and translate business requirements into technical solutions. Benefits Hybrid work model, with in-office and remote work options where business needs permit. Comprehensive benefits, including medical, dental, vision, HSA/FSA, 401(k), profit sharing, paid time off, disability and life insurance, and tuition assistance. Professional development, wellness programs, team-building activities, and paid volunteer opportunities. Diverse and inclusive workplace with opportunities to collaborate across a global organization.