OTC Clearing Client On-boarding

My client is a leading Investment Bank looking to recruit in their on-boarding team. Candidate would have exposure to different types of products including FO and OTC products.

The FO and OTC Clearing on-boarding team is responsible for translating a sales mandate into a live account by coordinating across Sales, Client Solutions, Product Development, Credit, risk, Legal, Technology, operations, Client Services, in a lead Transition Management capacity. The role specialises in OTC Clearing (Credit, Rates, and FX), and partners with other product areas in order to deliver a seamless multi-asset class on boarding to our clients.

Responsibilities

· Primary point of contact for client while coordinating internally on their behalf across internal support groups and business partners
· Liaise with third parties involved such as Client Vendors, Clearing House, Fund Administrators and other authorized interest, in order to facilitate the operational set up on behalf of our clients.
· Produce a project plan in partnership with the Client Solutions team and responsible for meeting project timelines in line with clients’ expectations
· Responsible for completing and over-seeing operational set up of account (KYC/AML, Client Reference Data, Risk System set-up, Client Reporting etc)
· Accounting for delivering fully operational account to client by expected delivery date
· Oversight and management of the client on-boarding pipeline
· Escalation of issues internally when required

Required Skills

· Excellent interpersonal skills and communication skills
· Very strong client management skills
· Problem solving capability – can listen to client requirements, anticipate possible issues and seek to eliminate, mitigate, escalate as appropriate
· Excellent project management and organisational skills
· Demonstrated ability to prioritise, multi-task and work to tight and changeable timeframe
· Confident, drive, self-starter with an ability to work independently
· Excellent attention to detail with an intent to provide high level of accuracy
· Comfortable with technology, workflows and systems

Experience

· Previous OTC Clearing experience helpful
· Good understanding of the OTC Clearing industry and the products offered
· Client facing experience necessary
· Understanding of the on boarding life-cycle useful
· Previous use of Microsoft Excel necessary

September 19, 2013 • Tags:  • Posted in: Financial

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