Client Services and Sales support
Summary:
The position is within the OPER CSE - Clients and Sales support Team. This team is responsible for the post booking trade life cycle. This includes issuing confirmations and verifying that each "block" deal is correctly allocated. In addition it involves dealing with Client trade confirmation and settlement issues and front office requests.
The candidate will be part of a team based in London and closely collaborating with a "twin" team in Paris. The candidate will also be required to take on ad hoc project related tasks which will require a certain autonomy (for example production and analysis of KPI/MSI and various reporting, reconciliations etc.).
The client database being largely international, the candidate has to be fluent in English and ideally another European language. Excellent excel skills a must, VBA skills would be a plus.
Main responsibilities-
Support for Bonds Trades:
* Be the liaison between Client, Front Office and Back Office on operational issues. Own the deal from booking to settlement.
* Ensure all confirmations are sent within the designated time frame
* Allocate "block" deals booked by the FO (These deals come from an electronic platform and are booked based on managing entities)
* Dealing with ad hoc queries from the back office, including price differences, c/p differences, static issues. To ensure trade settlements occurs and follow up on any issues.
* Manage input, splits, amendments and cancelations.
* Be in charge of the fund creation process
* Monitor the efficiency of the process in place and propose improvements if required.
Support for FX Trades:
Take full ownership of the request from external client and internal stakeholders (CRM, FO Sales etc.). Seeks quick resolution by liaising with the necessary departments (matching, settlement, confirmation, FO Sales etc.).
More specifically:
* Take in charge client incidents (Issue solving of discrepancies by directly liaising with the relevant BO and Referential teams)
* Communicate to the client promptly that the query/incident is being followed up
* Follow incident resolution, takes ownership of the solution of the incident and provides feed-back to the client all the way through resolution
* Investigate the root cause of incidents
* Co-ordinate the action plan for the resolution of the incidents and makes sure that steps are taken not only to resolve the issue, but to avoid it reoccurring.
* Produce, analyse and follows indicators (KPIs/MIS) to monitor operational efficiency and quality of service
Control:
* Identify potential risk and put controls in place
* Update SG referential and operational procedures
* Make sure the permanent supervision is appropriate and followed
* Ensure that new initiatives are tested and supported before, during and post go-live
Degree of autonomy
Level of authority
* The role demands a good team player and someone who is flexible in their approach to day to day tasks. The level of autonomy will be greater when working on ad hoc projects and assignments that are assigned throughout the course of the year.
Internal external contacts
* Front office (daily basis)
* Back office (daily basis)
* Other support functions (ad hoc)
* Other Middle Offices in other locations (daily basis)
* Other broker firms and counterparts (daily basis)
* External Clients (daily basis)
Specific context
* Standard hours are 8am to 6pm but a weekly shift rota is in place where one team member will work from 7am to 5pm.
CANDIDATE PROFILE
Education and Past experience
* Minimum 2 years or equivalent bonds settlement experience
* Knowledge / experience of a dealing floor environment
* Knowledge / experience of a client facing role
* A-Level calibre or equivalent thorough work experience.
Languages
* Fluent English
* Fluent German or Spanish would be an advantage
Technical skills
* Competent in Excel, VBA experience preferred
* OASYS
Leave a Reply
You must be logged in to post a comment.