As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.
Job responsibilities
- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
- Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
- Performs authentication and first line of data quality checks ensuring all MDRs are met
- Develops strong working relationships with key internal partners to provide seamless client delivery
- Identifies opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual / bespoke processes
- 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 email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
- Provides support on new product and technology initiatives
Required qualifications, capabilities, and skills
- Client relationship management/Client Facing experience of at least 4 years.
- 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.
Preferred qualifications, capabilities, and skills
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
- Wider Securities Services industry knowledge
- Experience with digital tools – Xceptor, Tableau, Alteryx