CUSTODY CLIENT ON -BOARDING OFFICER
Posted on :
07-04-2024
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1 Vacancy
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Jobs by Experience
5years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
07-04-2024
Job Description
CUSTODY CLIENT ONBOARDING OFFICER
Custody client onboarding Officer with clients and internal stakeholders and is responsible for solution design change management and onboarding for approved initiatives including new client onboarding existing client fund launchesmergers liquidation and offboarding product enhancements client change management and where the client P&L supports it specific client requirements including re engineering opportunities.
The role is to translate Custody & Market Account Opening Onboarding requirements into executable deliverables working with partners in Product Operations Technology and directly with clients. The role understands Custody & Treasury and has an awareness of securities services Onboarding & Project Management Frameworks traditional and agile delivery and both Product and Client level financial dynamics ensuring completion of valuedriving Custody & Treasury Onboarding events with organizational goals to improve profitability client satisfaction and employee satisfaction
PRIMARY RESPONSIBILITIES
Managing custody onboarding for all Europe client base on a standalone basis or as part of a custody work stream for bundled services (Standalone basis for mainly UK clients or GFP only clients )
o Execute with Onboarding Management Framework
o Defining onboarding scope implementing agreed service in charge of coordination in between departments related to the custody onboarding.
o Reviewing structures products services
o Client kickoff meeting
o Handling calls with clients and third party stakeholders
o Drafting and signing off process flows and drafting and agreement of Operating Memos & SLAs as required
o Follow the progress of legal and DD and support if necessary
o Support team as required required for launches/ migrations in/out and rollout best practice
Coordinating counterparty setups with third parties (aligning with regulatory requirements) Maintenance of Counterparty Database for EMEA
Define and Agree Custody Business Transition Documents
Organizing liquidations and migration out with supervision and linkage in between GCC legal invoicing CMAO DSD and ops to ensure proper closure in the systems.
New Business Tracker Change Register other business databases handling/updating/redesign as required
Receiving change requests and performing primary gap analysis handling of small change requests quick fixes e.g.: addition of reports. Reporting setup aspect to review process with Client Representatives
Support design of change requests and engage with Solution Design & Execution as required for large/complex change requests
Supporting Client Operations
EDUCATION &/OR EXPERIENCE
Required
Business degree
5 years experience in industry
Experience managing a range of projects/deliverables PM/BA experience and/or qualifications.
Transversal business knowledge
Bilingual
COMPETENCIES
Behavioural
Leadership relationship management communications and partnership development capabilities and skills
Creative proactive passionate with exceptional problem solving skills and attention to detail confidence in English.
Highly organised selfmotivated and entrepreneurial with willingness to take initiative and drive to deliver outstanding client service in a timely manner
Gravitas required to convey credibility with senior executives
Ability to thrive in a fastpaced independent highpressure corporate environment
Employment Type
Full Time
Key Skills
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