The Prime Finance Middle Office Department is responsible for ensuring all aspects of operations for global clients are completed on time, exceptions and client inquiries are resolved and provide subject matter expertise to the clients. This would be a cross product client facing role that requires extensive client interaction & communication and working with various global internal teams as required. The candidate will be expected to hone and utilize their communication skills to effectively work through tasks of varying difficulty with external and internal stakeholders.
Key Responsibilities Include
- Point of contact for Clients on all operational issues including: trade bookings, settlement exception, documentation, audit, technology, account set up and legal documentation, client reporting resolving client inquiries timely
- Support of clients trading Equities and Fixed Income in local and global markets
- Perform root cause analysis for their respective clients to increase STP and reduce client inquiries and partner with client service teams to help change client behavior where required to remove manual processes.
- High level of client service focus and Responsible for understanding "end to end" system processing and the "transaction cycle"
- Monitoring & Adhere to daily work flow queues and ensure work is completed daily and all day to day queries dealt with within required SLAs and escalate issues to the team leader.
- Provide operations subject matter expertise and value added services to clients where required.
Qualifications
- Excellent communication and interpersonal skills both in English and Spanish
- Bachelor degree required
- Ability to work under pressure, prioritizing tasks according to risk and client profile
- Ability to drive and manage global initiatives and projects driven by the business, industry or operations
- Creative problem solving with a focus on improving / maintaining client relationships
- Exceptional attention to detail
- Equity and Fixed income knowledge is a plus
- Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solutions where creative and strategic thinking is required