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Description for Internal Candidates |
Markets Transition Management works closely with CIB Markets Sales, clients and internal partners to onboard clients to trade Markets products. Transition Manager fields and tracks requests, relays requirements and coordinates with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, CIB Markets Sales and Digital Client Service organizations. Markets Transition Management Team currently operates globally with teams supporting clients and CIB Markets Sales in US, EMEA and APAC, this role is to expand this coverage into Latam.
Role and Responsibilities
Client Focus– Provide each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements.
: Ability to leverage business analytic skills and apply client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners.
Qualifications:
The successful candidate should possess the following:
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