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Senior documentation specialist: client services

Sydney
beBeeCustodian
Documentation
Posted: 10 July
Offer description

About the Role

We are seeking a skilled professional to join our team as a Custody Service Officer Payments.

The primary responsibility of this role will be to act as a liaison between clients, offshore branches, and internal teams on all matters related to documentation. You will be responsible for handling diverse requests ranging from account maintenance to complex document interpretation while ensuring every process aligns with global standards.

Key Responsibilities:

* Serve as the primary point of contact for clients and offshore branches regarding all documentary matters, ensuring queries are addressed promptly and accurately.
* Manage a wide range of client documentation requests including account maintenance tasks such as Electronic Payment Signatory set ups, as well as additions or removals for signatories.
* Demonstrate comprehensive knowledge of company documentation requirements including Board Resolutions, Certificates of Incumbency, and Company Extracts to support client needs effectively.
* Interpret complex global documentation requirements and implement appropriate actions to ensure compliance with both internal policies and external regulations.
* Build strong relationships with clients by understanding their documentary needs and providing tailored support throughout their projects.
* Negotiate constructively with both internal teams and external clients to facilitate swift completion of deliverables while maintaining high standards of service.
* Partner closely with local and regional stakeholders to execute strategies that align with broader business objectives and enhance overall client satisfaction.
* Maintain rigorous discipline in case management by logging, tracking, and reporting all client requests in a timely manner using established systems.
* Adhere strictly to all internal and external Service Level Agreements (SLAs), ensuring consistent delivery against agreed timelines and quality benchmarks.
* Collaborate seamlessly with Product, Operations, Technology, Compliance, Sales, and Implementation teams to drive initiatives that support the wider franchise agenda.


About You

We are looking for an experienced professional who can demonstrate a proven track record in a similar role within the banking or financial services industry. Your background in banking or financial services equips you with the practical knowledge needed for managing intricate documentation processes.

Essential Requirements:

* Comprehensive understanding of company documentation processes including Board Resolutions, Certificates of Incumbency, and Company Extracts is required.
* Demonstrated ability to interpret global documentation requirements accurately and apply them within operational frameworks.
* Excellent problem-solving skills are necessary for comprehending complex client needs and responding efficiently under time constraints.
* Strong relationship-building abilities enable you to support clients effectively throughout their projects while fostering trust.
* Effective negotiation skills are vital when working with both internal colleagues and external clients to achieve mutually beneficial outcomes swiftly.
* Experience collaborating with stakeholders at various organisational levels helps drive strategies that support overarching business goals.
* Disciplined approach to case management—including logging, tracking, and reporting—is crucial for maintaining transparency and accountability.
* Commitment to adhering strictly to all internal and external SLAs ensures consistent delivery of high-quality service outcomes.
* Ability to collaborate productively across multiple teams such as Product Management, Operations, Technology, Compliance, Sales, and Implementation.


About Us

We are one of the most trusted names in global banking and investor services, serving some of the world's most influential corporations, governments, and institutions across more than 100 countries. Our enduring reputation is built on an unwavering commitment to delivering world-class service experiences tailored precisely to each client's needs.

What We Offer:

* A supportive network where knowledge sharing is encouraged at every level; professional growth is not just supported but actively championed through training opportunities and mentorship programmes.
* An inclusive culture fosters collaboration among talented individuals who share a passion for excellence—making it an ideal environment for those who value teamwork as much as achievement.
* Access to flexible working opportunities designed around employee wellbeing—and exposure to high-profile projects that shape industry standards.

We encourage Aboriginal and Torres Strait Islander Peoples to apply.

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