Discover what stakeholders value most and deliver result with confidence!
As an Investment Middle Office Services Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.
The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements.
We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.
Job responsibilities
Manage client relationships to deliver a consistent excellent client experience
Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3rd Parties and Closures
Create long term value through the nurturing of client and key internal stakeholder relationships
Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management
Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model
Lead client and internal calls to drive implementation deliverables and issue management
Produce reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates
Required qualifications, capabilities and skills
Experience in managing projects/events to completion
Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
Demonstrate excellent oral and written communication skills and a positive attitude
Professional approach to escalation, prioritization and problem solving
Logical analysis of complex problems to drive resolutions against daily SLAs
Detail orientated and able to challenge and improve current operating practices
Strong Microsoft Office skills and excellent written and oral communication skills
Preferred qualifications, capabilities and skills
Experience or knowledge in Middle Office functions
Background of business improvement and optimisation of operating practices
Demonstrated ability to work in a team environment, and ability to adapt to a changing environment