Team Lead, Client Services

Bangalore - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Department:

Operations

Job Summary

Overview

In co-ordination with the StoneX Financial Ltd (SFL) Client Services Manager to provide management and on-going development to the Client Services personnel based in our GCC Bangalore location who are primarily responsible for margin call monitoring payment processing and position transfer requests for clients of SFL.

This role also includes regular and ongoing review of processes related to those abovementioned tasks in order to identify and implement enhancements to ensure the team in the GCC are operating in an optimum and controlled environment.

Responsibilities

Key Responsibilities

Strategy and development Work with the Client Services Manager to develop and execute on strategies specifically related to the Client Services personnel in the GCC including but not limited to further advancement and testing of applications and processes used by the team and continual review of the structure of the team.
Team Leadership - Provide leadership guidance and direction to staff within the Client Services team based in the GCC to foster a culture of innovation and personal accountability.

Leading a team to execute on the following objectives:

Client Margin Call Monitoring

Monitoring daily Client Margin Calls. Using the internal monitoring platform to review margin calls reconcile and check off versus client responses and funds received and chasing any aged items- including escalation to the relevant internal teams where necessary.

Client Payment Processing

Validating and entering Client payment requests into the TMS payment system in a timely accurate and efficient manner. Liaising with the Client Risk Team and Treasury to ensure timely approval and release of funds querying any details which appear incomplete.

Requesting the setup of new Client Settlement Instructions (SSIs) ensuring the request meets company compliance policies and full call back validation has been performed before the setup request is cascaded to the necessary internal teams at StoneX.

Client Position Transfer Request Processing

Validating and entering Client position transfers when requests are received for positions to be moved either internally or externally between brokers. Liaising with the Client Risk Clearing Team and Client Service in London to ensure timely approval and processing of transfer requests querying any details which appear incomplete.

Qualifications

Knowledge and Experience

5 years experience in an operational role preferably within Client Services.
Fundamental understanding of derivatives including futures and options as well as their associated lifecycle events.
Knowledge of XTP and its various modules preferred.

Skills

Attention to detail and ability to manage multiple tasks in a fast-paced environment.
Effective communication and interpersonal skills with the ability to build relationships and collaborate with various stakeholders across the business.
Effective organisation and time management skills.
Strong analytical skills with the ability to identify discrepancies and trends.
Ability to think progressively and identify improvements in existing tasks and controls as well as then executing on those recommendations.
Strong work ethic and leadership skills.

OverviewIn co-ordination with the StoneX Financial Ltd (SFL) Client Services Manager to provide management and on-going development to the Client Services personnel based in our GCC Bangalore location who are primarily responsible for margin call monitoring payment processing and position transfer r...