Vice President, Client Services Operations-Conventional Trust

Vice President, Client Services Operations-Conventional Trust Job#: 3052319

Job Description:

The Vice President, Client Service Operations is a pivotal role, focusing on leading and enhancing client operations. The ideal candidate excels in client services (internal and external), operates effectively under tight timelines, and demonstrates rigorous attention to detail. This role supports day-to-day operational execution, exception management, and client issue resolution to ensure accurate, timely processing, and outstanding client outcomes. In this role, you’ll make an impact in the following ways:  Handling client relationships and managing client’s accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows;

escalate issues appropriately Collaborate with cross-functional teams (Operations, Client Service, Risk/Compliance, Technology) to resolve complex issues and implement remediation plans Support new client onboarding, account setup, and validation of settlement instructions where applicable Prepare and maintain procedural documentation, metrics, and reporting; contribute to continuous improvement initiatives Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement To be successful in this role, we’re seeking the following:
Bachelor’s degree in business, Finance, or a related field.

Advanced degree or professional certification preferred.

Typically, 7-12 years of experience.

Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counter parties) preferred

Excellent communication and interpersonal skills to collaborate effectively with stakeholders.  Proven client service experience across internal stakeholders and external institutional clients

Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements Skills & Competencies Excellent communication and interpersonal skills to collaborate effectively with stakeholders.  Proven client service experience across internal stakeholders and external institutional clients

Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning.

We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including Clearly Rateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process.  for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply…