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Client Service - Senior Associate



Customer Service
Mumbai, Maharashtra, India
Posted on Tuesday, July 2, 2024

Job Description

Are you looking to become a valuable member of a global team? Join us in Markets Transition Management Team which operates globally with teams supporting clients and Corporate Investment Banking Markets Sales in US, EMEA and APAC.

As a Client Service - Senior Associate within the Markets Transition team, you will have the privilege of working intimately with Corporate & Investment Bank Markets Sales, clients, and internal collaborators. Your role will be crucial in integrating clients to trade Markets products. Our goal is to provide an outstanding client experience that is in line with the needs and objectives of the client, Corporate & Investment Bank Markets Sales, and Digital Client Service organizations. This role presents you with the opportunity to significantly influence our client's experience.

Job responsibilities

  • Tracks requests, relays requirements and coordinates with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe
  • Provides each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements
  • Leverages business analytic skills and apply client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners
  • Builds strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment
  • Works with technology, data and partner teams to continually improve platforms, automation and client metrics to facilitate achievement of “best in class” onboarding service

Required qualifications, capabilities, and skills

  • Experience in client facing role within onboarding or relevant business partner groups
  • Knowledge of Markets products, industry landscape, platforms and core controls
  • Strong client management and communication skills
  • Excellent project management, organizational, and time management skills
  • Results-focused, ability to manage high volume of requests in dynamic operating environment
  • Ability to navigate diverse process flows and data sets and drive process enhancements
  • Experience designing technology enhancements and use of business analytic/automation tools
  • Strong analytical and communication skill

Preferred qualifications, capabilities, and skills

  • Business Analytics experience and/or proficiency with data management tools preferred, e.g. Python, Alteryx, Tableau, Qlikview
  • Proficient in Microsoft Office applications (Excel, Word, PowerPoint)