We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. 

As a Client Account Services Specialist - Associate in the Margin Services Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities

Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation'sManages the end to end client queries and provides guidance to clients on account request requirements Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital toolsDevelops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timelinessMaintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIsDevelops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

Required qualifications, capabilities, and skills

Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasksAbility to demonstrate flexibility and operate in a changeable environment Organizational, analytical and problem resolution skillsStrong teamwork and influencing skillsOral and written communication - ability to effectively interface with clients and internal partnersMS Office skillsClient relationship management

Preferred qualifications, capabilities, and skills

Collateral and/or Tri-Party workflow, product, processes and procedures knowledgeWider Securities Services industry knowledgeExperience with digital tools – Xceptor, Tableau, Alteryx