Associate II - Client Service

Markets Transition Management works closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products.

Transition Manager fields and tracks requests, relays requirements, host client & stakeholder meetings and coordinates with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is on-boarded seamlessly and ready to trade within targeted timeframe.

Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations.

The team operates globally, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions.

As a Market Transition Associate within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products.

You will manage incoming onboarding requests, assess and relay requirements and coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is on-boarded seamlessly and ready to trade within targeted timeframe.

Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations.

The team operates globally, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions.

Job Responsibilities :

Establish and maintain relationships with senior level client contacts. Ensure that client requirements are delivered accurately and with a sense of urgency.

Proactively lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process.

Provide each client an excellent onboarding experience while working in a fast paced, multiple asset class, multiple partners, evolving environment while adhering to controls and transparency requirements.

• Manage diverse client base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced, multi asset class and evolving environment while adhering to controls and transparency requirements.
• Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients and internal stakeholders on transition status.

Host client calls, manage agenda and execute follow up points. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.

Build strong relationships with internal partners, ., Trading, Sales, Credit, Legal, Reference Data, Know Your Client, and Operations teams to establish transparent, controlled and efficient environment and facilitate achievement of best in class onboarding service.

Required qualifications, capabilities and skills

• Minimum of three years experience in client facing role within financial services industry
• Excellent client & stakeholder communication and relationship building skills.
• Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies.
• Ability to manage large client pipelines, host client meetings and correspond with senior partners internally and at client.
• Strong problem-solving capabilities, ability to listen to client requirements, prescribe path forward, anticipate potential issues and seek to mitigate / escalate potential issues as appropriate.
• 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.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint)

Preferred qualifications, capabilities and skills

• Experience working with Digital Onboarding vendor platforms (. Markit & Saphyre)
• Experience designing technology enhancements and use of business analytic / automation tools.
• Business Analytics experience and / or proficiency with data management tools preferred, ., Python, Alteryx, Tableau, QlikView
11 days ago