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BizTek People, Inc. | APA International Placement Consultants

Job Type:
Full-time
Minimum USD Salary: 80,000
Maximum USD Salary: 95,000
Location Type: On-site

 

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.
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