Client On Boarding Snr Analyst recruitment
The Information Services Group (ISG) is responsible for providing authoritative sources of reference data to our clients across the Institutional Client Services (ICG) organization, through implementing state of the art technologies which promote the collection, storage, analysis, and distribution of product, pricing, account and corporate action data. The ISG organization works in partnership with data clients across all ICG business lines, deploying solutions to increase their competitiveness, through restructuring business processes, simplifying information access, and providing business intelligence around critical data.
Within ISG, the Client On Boarding is a common global Onboarding function for ICG Markets that strives to provide the best client experience amongst our competitors, capable of enabling any client type, in any region to trade any product against any entity efficiently.
The role will involve gathering all the required documentation and being responsible for coordinating the entire process of onboarding a client. The person will be required to operate at a senior level and help guide more junior team members through the process whilst at the same time being responsible for onboarding clients themselves.
Key responsibilities:
The candidate will be accountable for ensuring overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements. Overall this includes:
- Owning onboarding a new opportunity end to end;
- Moving the onboarding request through the process as quickly and effectively as possible;
- Communicating the status to internal and external parties;
- Following the onboarding processes for different desks;
- Registering the pipeline request and providing relevant status updates to end users (i.e. Credit Officers, Legal heads, Desk Heads and general managers);
- Effectively following up with clients in a timely, professional manner;
- Keeping track of outstanding issues and closing them in a timely manner;
- Providing feedback to continually improve the process;
- Take responsibility for own pipeline escalating issues to Lead analysts/Regional Heads where necessary whilst assisting / coaching new members of the team;
- Assist with balancing team work load;
- Identify issues within the process, creating a solution and implementing once approved by Team lead and regional/global manager;
- Develop and maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas;
- Continually look for ways to realize economies of scale with global counterparts.
Skills
Qualifications:
- BA/BS Degree; and Financial services related qualifications would be advantageous.
Experience:
- Previous client facing, middle office or operations financial services experience;
- Past success in contributing to business transformation / change projects; Experience of managing a team remotely;
- Experience of working within a regulatory / control environment.
- Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Skills:
- Excellent leadership and teamwork skills;
- A strong understanding of operational processes, challenges and issues (FX Knowledge desirable);
- Good knowledge of MS Office Suite;
- Working knowledge of capital market products;
- Strong analytical and creative skills (BA/PM experience highly desirable);
- Strong communications and presentation skills - this will be a role with a high level of client and Management interaction;
- Strong organization skills with high attention to detail;
- Spoken and written German, Italian, Spanish or French skills would be advantageous.
Valuing Diversity:
Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success.