Job responsibilities
- Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
- Protect both the client and the institution from potential financial and reputational damage.
- Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
- Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
- Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
- Build strong relationships with our clients by delivering an industry-leading client experience.
- Share industry knowledge for the purpose of improving mutual efficiencies.
- Monitor and manage daily control reports to identify and resolve exchange and client-side breaks.
- Leverage analytics tools to identify & resolve outstanding risk while using an understanding of global markets, associated settlement risks, and nuances.
- Monitor & resolve trade discrepancies and position break reports with corresponding internal/external parties. Perform root cause analysis to prevent future discrepancies and improve straight-through processing capabilities.
- Own fails management including break resolution and trade repair and learn the equity trade lifecycle along with a solid understanding of the various applications involved.
Required qualifications, capabilities, and skills
- 3+ years of experience or equivalent expertise in a client service role within a financial institution.
- Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
- Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
- Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
- Strong analytical, technical & problem-solving skills.
- Effective, adaptable, & professional communication/interpersonal skills.
- Strong attention to detail, quality & accuracy.
- Able to thrive in a high-pressure, high-volume, deadline-driven environment.
- Open & receptive to feedback/coaching.
Preferred qualifications, capabilities, and skills
- Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
- Drive continuous improvement initiatives for high-quality client experiences.
- Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
- Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
- Knowledge of securities industry and back office operations (e.g., maturities, equities, fixed income, custody services, etc.).
- Proactive in identifying areas of opportunity for improvement.
- Educated to a Degree Level.
Work Schedule:
- Monday - Friday 8:00 am - 5:00 pm or Monday - Friday 12:00 pm - 9:00 pm
- Final Work Schedule will be determined at the time of offer.