Listed Derivatives Client Operations
Credit Suisse
Hong Kong, Hong Kong, Hong Kong
2天前

We Offer

Client Operations APAC requires a high achieving individual to join the Prime Derivatives Services (PDS) Client Operations team who is capable of interacting directly with a variety of regional and global clients and acting as the client's point of contact for PDS operational queries.

The main duties of this function include but are not limited to :

  • Understand, document and implement operational flows as agreed during onboarding process. Instruct and coordinate static data set up's to ensure data integrity
  • Primary contact for client queries and own queries (commissions / fees / interest / margin / brokerages, reporting, clearing, exercise / assignments / abandonment) from initiation to resolution, working with internal parties to exceed expectations.
  • Understand client accounts risks inherent to PDS and raise issues appropriately
  • Communicate effectively, responding to verbal and non-verbal inquiries.
  • Initiating, documenting and maintaining procedures on processes and client specific ad-hoc requirements.
  • Establish and leverage relationships with the various internal groups to facilitate outstanding client service experience
  • Work with the Projects Team on Client Service initiatives to ensure requirements are documented and delivered against in a timely manner.
  • Maintain the ability to closely monitor your capacity and pursue improvements which would have a positive impact to your work load as well as the clients.
  • Provide CSR and Client Operations management with detailed information about client operational activity, improvements in execution, and feedback.
  • Attend client meetings (with Front Office) where required to provide operational perspective
  • At least 3 years relevant futures / cleared OTC derivative experience
  • Experience in handling client relationships and delivering solutions for their issues
  • Experience in using GMI and / or other industry wide applications
  • Strong Stakeholder management skills
  • Good communicator, both verbal and written
  • Knowledge of operational risk and regulatory controls
  • Ability to work in a fast-paced environment
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