VP, Operations Client Relationship Management recruitment
Responsibilities
• Establish and maintain Operations relationships with key institutional clients.
• Take accountability for resolving client issues, and serve as a central point of escalation for clients.
• Partner with line managers within the processing teams to identify key operational issues, common themes or efficiency initiatives that should be addressed to clients.
• Partner with the front office Senior Relationship Management group and Sales. Conduct client visits to review performance metrics/score cards and to identify opportunities for improvements.
• Lead discussions and initiatives including all Operations Client Relationship Management across products (e.g.: Listed Derivatives, Commodities).
• Support and manage Operations Account Captain program across products and keep supporting documentation/metrics updated.
• Track client feedback and action plans to address follow-ups and concerns raised from client visits or surveys.
• Work with Metrics and IT teams to deliver integrated reporting and enhanced web portal capabilities (e.g.: Client Link).
• Work closely with Senior RM and Sales to refine priority client list and ensure that appropriate Operations teams have process in place to communicate/escalate issues as needed.
• Represent Firm on Industry forums (e.g.: Advisory Groups, Panel Discussions, Working Groups).
• Establish agenda and lead Roundtable discussions and provide product specific training to clients.
• Conduct client surveys across products and publish consolidated semi-annual client feedback report.
• Meet with priority clients to understand strategic direction/initiatives, work on Operations efficiency projects, On-boarding to Industry and internal initiatives, handle escalation issues and review periodic client scorecard results.
• Manage critical projects or process improvements with Firm/Client/Risk/Financial impact.
• Ensure deliverables are met.
• Identify and drive required changes (new business, capacity, industry, regulatory, efficiency, etc.)
• Effectively managing control environment by balancing risk with commercial opportunities.
• Contribute to the business plan for their area and establishes risk/contingency plans
Requirements
• 8+ years experience in financial industry in Operations processing roles.
• Technical understanding of transaction lifecycle in one or more asset classes.
• Involvement in Industry initiatives via working groups, advisory groups or panel discussions.
• Strong listening and verbal/written communications, including English and Mandarin.
• Proven ability to work across global departments to build credibility and strong relationships.
• Experience in external client interaction with strong network among industry partners, a plus.
• Demonstrated leadership.
• Ability to manage virtual teams to delivery on global initiatives.
Please send your resume to Irene.ng@globalassociates.com and copy cv@globalassociates.com