The Client Account Services Team supports account setup and maintenance for internal and external clients of the CIB. Core activities include direct client engagement to deliver an excellent client experience, facilitating complex account setup processes across multiple LOBs, managing large new business initiatives and partnering with the businesses to ensure seamless delivery.
The function manages BAU activities and also drives technology and industry solutions to be responsive to a changing regulatory and business landscape.
The Client Account Services Middle Office Onboarding Team is a newly created team and structure which will manage the initial setup and ongoing maintenance of client account data across multiple products including Custody and Fund Services, Derivatives, Equities, Fixed Income, FX, etc.
This role partners extensively with external clients as well as internal key stakeholders in the respective businesses, operations and technology partners, and transition teams in order to execute client business requirements.
The role and responsibilities will include the following :
Take an active role partnering with key stakeholders to develop strategic infrastructure and data model to develop a scalable industry leading solution
Manage client relationships to deliver consistent excellent client experience
Execute large scale onboarding initiatives in close partnership with Implementations and other partners
Partner with the business to drive continuous improvement
Take active role in shaping and implementing future state
Gain and maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
Demonstrate excellent oral and written communication skills and a positive attitude coupled with an aggressive but professional approach to escalation, prioritization and problem solving.
Skills / Experience
Project management skills
Organisational, analytical and problem resolution skills
Ability to coordinate and partner with different work streams
Experience or knowledge in the following areas; Custody, Fund Accounting, Transfer Agency, Agency Collateral, Derivatives, FX, Securities Lending
Previous experience of a Client facing relationships
Strong Microsoft office skills
Oral and written communication - ability to effectively interface with clients and internal partners at all levels
Keen attention to detail and ability to analyse with appropriate questioning
Ability to work independently to identify tasks that need to be done and take ownership to get these delivered