Client Services - Associate

Markets Transition Manager works closely  Sales, clients and internal partners to onboard clients to trade Markets products. 

Transition Manager fields and tracks requests, relays requirements and coordinates with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is on boarded seamlessly and ready to trade within targeted timeframe. 

Job Responsibilities:

• Client Focus – Provide 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.  
• Consultative Service: Ability to leverage 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.
• Internal Partner Coordination – Build strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment.
• Project Management – Work 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, skills and capabilities

• 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 
• Ability to navigate diverse process flows and data sets and drive process enhancements
• Experience designing technology enhancements and use of business analytic/automation tools