Client Data Specialist IV

A position that is exciting and vital at the same time, supporting multiple lines of business in one of the Global leader of financial sector. Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.

Job Summary

As a Client Data Specialist IV within the Client Account Services (CAS) - Entitlements team, you will be responsible for e:Banking access management on client-facing products for Securities Services clients/users. You will liaise with internal and external stakeholders, including Clients, Client Service/Solutions, Middle Office & Help Desk, to understand intricate client requirements, manage inquiries, and control access. You will need a clear understanding of the Securities Services business to manage complex client requirements and deliver best-in-class solutions through effective Client & Stakeholder Liaison.

Job Responsibilities

• Lead and manage projects from initiation to completion, ensuring alignment with business objectives and stakeholder expectations.
• Utilize Alteryx for data preparation, blending, and analysis to support project requirements.
• Collaborate with cross-functional teams, including developers, Operations, and business stakeholders, to define project scope, goals, and deliverables.
• Monitor project progress, identify risks, and implement mitigation strategies to ensure successful project outcomes.
• Communicate project status, updates, and results to stakeholders and senior management.
• Ensure adherence to project management best practices and methodologies.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Minimum of 2 years experience in the Finance Industry.
• Client liaison; needs to have strong verbal and written communication skills for client interaction
• Strong analytical skills with a desire to work in a fast-paced environment with multiple deliverables 
• Good team player and self-motivated
• Capacity to work under time-sensitive business deadlines with ability to work independently
• Proven skills in time management and attention to detail

Preferred qualifications, capabilities, and skills

• Proficiency in Microsoft Office suite of applications
• Flexible to work in shifts