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Bank Of America Sr Relationship Manager II-Client Services United States, North Carolina, Charlotte 612463267
Job Summary
Client Service Priority Client Settlement will act as a liaison between Core Settlement Operations and our Fixed Income Prime Broker client base. Candidates will be responsible for escalation and resolution of trading issues intraday across DTC, Canada, US Fed Settlements and Fed Mortgage settlement markets. Responsible for ensuring settlement risk is identified, escalated, and resolved timely. Candidates will be responsible for identifying, agreeing and coordinating pair offs and partial settlements. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients on all settlement issues.
Responsibilities:
◾Timely response to client queries regarding settlement Issues/Status
◾Liaising with other internal departments to ensure timely resolution of Client fails
◾Proactive coordination of Partial and Full Pair offs and coordinating all cash and position postings
◾Ownership of intraday settlement escalations, coordinating escalations and resolution of issues between Core Settlement Operations and Clients
◾Responsible for reviewing and distributing intraday client reporting of open items, fails and unmatched trades daily
◾Fails reconciliation and resolution with commentary as required
◾Breaks investigation and resolution
◾Ownership of month end reporting routines
This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.
Responsibilities:
- Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance
- Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments
- Deepens and enhances existing relationships with institutional clients during client meetings and interactions
- Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients
Required Skills
◾Preferred 2 or more years of Settlement Operations and/or Client Services.
◾Detail Oriented. Ability to multi-task.
◾Knowledge of one or more core settlement markets, DTC, Fed Governments, Fed Mortgage, Canadian CDS, Euroclear and Crest.
◾Analyze data and provide root cause analysis.
◾Develop strong rapport with front line units and business partners
◾Operates successfully in a self-driven / fast-paced environment
◾Ability to mitigate Operational Risk and establish Risk Framework.
◾Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner
◾Excellent communications skills
◾Ability to work under pressure in a team environment
◾Ability to liaise with all levels of the firm and people with different experiences and backgrounds
◾Knowledge of Operational Risk, Client Money Protection and Funding
Skills:
- Attention to Detail
- Legal Structures and Legal Forms
- Oral Communications
- Prioritization
- Recording/Organizing Information
- Written Communications
- Data Collection and Entry
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