Client On-Boarding Associate
AGS on behalf of RBS represents contract and temporary opportunities for RBS MIB (Markets and International Banking). We have an outstanding contract opportunity for a Client On-Boarding Associate to make their mark with one of the world's largest international banking and financial services companies. In the role of a Client On-Boarding Associate you will play an integral role in helping our client deliver market leading services that set it apart from its competitors.
The Client Onboarding team sit within MIB Operations and are responsible for the facilitation of new business into RBS MIB across the asset classes, including Foreign Exchange, Money Markets, Cash Fixed Income products, Equities and Stock Borrow Lending, Equities Derivatives, Rates and Credit Derivatives, Futures and Prime Brokerage. The team carry out the process of converting a client's request to trade into a commercial and revenue generating relationship.
Through liaising with the Sales desks who initiate the new client onboard requests, gathering documentation for the different levels of AML/KYC and Credit checks, and working with Legal Docs, Reference Data, Collateral Management and Client Valuations, in order to onboard clients ready for trading. The core objective of the team is to facilitate new business transacted with the bank and support sales and trading, providing a one-stop-shop for the business and clients resulting in accurate and timely account set up
- Single point of contact for queries, requests, facilitation of on boarding and trade execution for top tier clients
- Managing expectations of internal support functions with insight into client requirements and development of business
- Consultation and mediation where parties cannot mutually agreeable terms
- Prioritisation of workflow across the business to support key transactions and growth of business with top tier clients
- Trouble shooting areas slowing business and provision of solutions
Process
- Gathering of account opening documentation and completion of AML/KYC requirements
- Liaison with Credit Risk to obtain credit sanction
- Drafting Legal Documentation.
- Facilitation of front-to-back static set up of new client accounts, including SSI's, ensuring accuracy and completion
- Facilitation of the on-boarding of clients will involve close working relationship with external Clients, Risk, Legal, Operations, Sales, Trading and Relationship Management colleagues.
- Experience of working in a financial markets environment
- Strong spreadsheet skills essential
- Client Service experience
- Client Onboarding experience
Unless otherwise stated, you should ensure that you're already authorised to work in the United Kingdom. Allegis Group Services welcomes all applications from all areas of society and does not discriminate on grounds of religion or belief, ethnic or national origin, race, age, disability, citizenship, marital, domestic or civil partnership status, sexual orientation, or gender identity. If you want to find out more about this or other contract job opportunities call us on 0207 678 9198 or visit us www.agsatrbs.com.
Allegis Group Services is acting as an Employment Business in relation to this vacancy.
Leave a Reply
You must be logged in to post a comment.