We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. 

As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities

Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines  Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required  Performs authentication and first line of data quality checks ensuring all MDRs are met Develops strong working relationships with key internal partners to provide seamless client delivery Identifies opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual / bespoke processes Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes Provides support on new product and technology initiatives

Required qualifications, capabilities, and skills

Client relationship management/Client Facing experience of at least 4 years. Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks. Ability to demonstrate flexibility and operate in a changeable environment . Organizational, analytical and problem resolution skills. Strong teamwork and influencing skills. Oral and written communication - ability to effectively interface with clients and internal partners.

Preferred qualifications, capabilities, and skills

Collateral and/or Tri-Party workflow, product, processes and procedures knowledge Wider Securities Services industry knowledge Experience with digital tools – Xceptor, Tableau, Alteryx