Key Responsibilities Include
- Provide excellent client service and support to internal and external clients on a daily basis and support clients in addressing operational issues across transactional life cycle events.
- Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams such as trade & cash processing, settlements, cash management, account opening, and asset servicing operations to process transactions and resolve any exceptions in a timely manner.
- Perform root cause analysis for their respective clients to increase straight through processing
- Establish and maintain relationships with operations & middle office contacts at clients.
- Work as part of the global team with follow the sun global coverage for clients.
- Partner with technology teams to help identify product development, product enhancements, technology improvement opportunities, and system testing to ensure products continue to operate effectively and accurately
- Collaborate with Client Service Teams for service reviews to ensure client expectations and concerns are managed, with focus on delivering unparalleled client experience.
- Ensure all day to day queries are addressed within required service level agreements and escalate issues to the team leader.
- Provide operations subject matter expertise and value added services to clients where required.
- Strong time management skills required to meet the internal and external deadlines/cutoffs.
Qualifications
- Strong business knowledge is preferred/Added advantage of ETFs, Global Custody/Prime Brokerage.
- Knowledge of financial markets, trade lifecycle, and settlement practices is desirable
- Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
- Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
- MS office skills (Excel, PowerPoint, Word)
Core Abilities
- Prior ETF operations, custody operation services, markets or prime brokerage operational experience along with supervisory functions is preferred
- Ability to work closely with business partners and interact with all staff levels
- Ability to be flexible, adhere to tight deadlines, deliverables, organize and prioritize work
- Experience of working on large scale, multi-stream programs
- Strategic thinking coupled with practical execution
- Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
- Ability to manage through a changing business landscape
- Candidate must have a control focused agenda, and a thorough understanding of program/project risk
- Anticipate issues and aggressively drive initiatives to ensure results
- Self-starter and ability to learn quickly
People and Communication
- Strong oral and written communication and presentation skills including the ability to communicate strategic messages clearly and consistently with the team, making linkages to individual goals and accomplishments
- Strong relationship management and partnership with a large array of constituents; ability to manage by influence to promote change
- Leadership with proven ability to manage by influence to promote change
- Proactive in identifying and escalating issues
Education and Certifications
- Bachelor’s Degree required or equivalent experience
Source: for more information click here.
