As a Data Operations Associate in the Client Account Services team, you will maintain the day-to-day operations supporting the Prime Broker Services and Clearing teams. You will show a passion for stakeholder engagement and ensure their business needs and requirements are met.
Job responsibilities
- Respond to stakeholder requests in a timely and professional manner
- Investigate and resolve breaks as it relates to Client Account Mappings
- Manage end-to-end client onboarding process for Prime Trading activity
- Partner with team members to review and approve account openings
- Develop a deep understanding of customers business and operational objectives
- Liaise with business groups including Legal, Compliance, Credit, and Line of Business (LOB) Operations
- Partner and ensure collaboration across Markets and Prime
- Inspire process stabilization and improvements for Account Reference Data Utility
- Remove roadblocks impeding the onboarding process
- Balance quality, regulatory, and policy compliance on an ongoing basis
- Establish formidable relationships with new stakeholders and deepen relationships with existing stakeholders
Required qualifications, capabilities, and skills
- Bachelor’s degree with 3+ years of banking operations experience
- Ability to prioritize and work well under tight deadlines
- High-level analytical skills with attention to detail and accuracy
- Exceptional communication skills both written and verbal; ability to clearly and concisely express ideas
- Dynamic presentation skills
- Significant computer literacy skills including MS Excel, Tableau, and Alteryx
- Excellent collaboration skills; able to work together to achieve a common goal
Preferred qualifications, capabilities, and skills
- Ability to drive results through people, communication, influence, and interactions
- Understanding of the Financial Services industry, products, and processes
- Middle or Back-Office Operations experience preferred
- Ability to take lead on Process Improvement and Automation
- Manage assigned tasks independently