EMEA Sales Assistant
My client a major Financial Services provider with an established global presence is currently offering a fantastic opportunity for a candidate to join their Risk Solutions Group.
The main function of the role is to assist Sales Desk in processing and confirming client transactions, managing internal client trade-related processes. Provide support for relevant transactions and act as liaison with other Sales Desks. Act as primary point of contact to clients for sales support and query management.
General Main Duties
- Act as point of contact for German and Italian Sales and clients.
- Liaise with Sales, Relationship Managers, clients and other Operations teams to obtain confirmation of trades.
- Account opening and maintenance.
- Liaise with clients to obtain client information documentation and handle archiving as necessary.
- Enter necessary information into the Global Account Opening System (GAOS) on behalf of Sales.
- Work with Reference Data team to ensure client account information is accurate in all processing systems, especially settlement instructions and contact details for confirmations.
- Account maintenance (e.g. updating settlement instructions).
- Act as a liaison between the Trading Desks and Operational Areas (e.g. Payments, Static Data, etc) in order to resolve any issues.
- Act as conduit for client requests for valuation and trading statements.
- Support ad-hoc management reporting through data extraction and formatting, in conjunction with other MI teams.
- Provide holiday coverage and back-up support for the desk as necessary within the EMEA team.
- Participate in ad hoc projects to improve processes for Front Office and Sales Assistants/Operations to enhance client experience.
Desk profile:
- Deals with a number of large to mid corporate client’s portfolio.
- High number of time sensitive trades.
- High volume of daily financing trades.
- Products include the whole range of Derivatives and FX-related products distributed in Europe.
- Main Systems: Sales Workstation, Devon, FX Options Web, GBS, Eraptor, SDS and Global Account Opening system.
Person Requirements
- Good interpersonal skills to work with Sales, clients and peers across the bank.
- Solid team player and ability to work under pressure.
- Fluency in German – written and spoken. This is essential as many key clients are German speakers.
- Good level of Italian – written and spoken.
- Banking background preferably with experience in Settlements/Payments or at least a sound understanding of the Settlements processes.
- Preferably experience of New Account and client onboarding processing at another major financial institution.
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