Are you looking to develop your career in client onboarding? Then this is the role for you.
As a Transition Manager Senior Associate within the Markets Transition Management team, you will manage and monitor requests, communicate requirements, and collaborate with Reference Data, Know Your Customer (KYC), Accounts, Credit, Legal, and Operations teams to ensure a smooth onboarding process for clients, preparing them to trade within the targeted timeframe. Your goal is to provide an exceptional client experience that aligns with the needs and objectives of the client, Corporate and Investment Bank (CIB) Markets Sales, and the Digital Client Service organizations. The Markets Transition Management Team operates globally, with teams supporting clients and CIB Markets Sales in the United States, Europe, the Middle East, and Africa (EMEA), and the Asia-Pacific (APAC) region.
Job responsibilities
- Provides clients with an excellent end to end onboarding experience
- Manages a pipeline of onboarding cases in a timely and accurate manner
- Is the main point of point contact for client queries and issue resolution
- Collaborates with internal partners to resolve issues and reduce onboarding times
- Identifies areas process improvement in operating models
- Suggests technical changes to improve automation of tasks
- Performs data analytics
- Provides 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
- Leverages business analytic skills and applies 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
- Builds strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment
- Works 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, capabilities, and skills
- 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
- 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
- Experience designing technology enhancements and use of business analytic/automation tools
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
Preferred qualifications, capabilities, and skills
- Business Analytics experience and/or proficiency with data management tools preferred, e.g. Python, Alteryx, Tableau, Qlikview
