Client Operations Associate II

We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables.

As Client Account Services Specialist in the Client Account Services Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client onboarding establishing accounts guiding clients through market entry requirements to enable trading managing market renewals and client restructures as well as setting up and maintaining information in reference databases.

Job responsibilities

• Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
• Manages end-to-end account activities projects including fund launches closures mergers and remediations
• Manages the end to end market account opening process for clients across segregated and segregated documentation markets and provides guidance to clients on market entry requirements
• Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
• Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality efficiency and timeliness
• Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
• Develops and maintains clients profiles including reference and static data detailed information responsible for reference/static data integrity quality control checks and processes

Required qualifications capabilities and skills

• Strong time management skills self-directing and capable of dealing with high pressure time sensitive tasks
• Ability to demonstrate flexibility and operate in a changeable environment
• Organizational analytical and problem resolution skills
• Strong teamwork and influencing skills
• Oral and written communication - ability to effectively interface with clients and internal partners
• MS Office skills
• Client relationship management

Preferred qualifications capabilities and skills

• Custody and/or Collateral / Tri-Party workflow product processes and procedures knowledge
• Market entry renewal restructures
• Wider Securities Services industry knowledge
• Experience with digital tools Xceptor Tableau Alteryx